Hear from our CEO

Chalice Financial Network™, is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. Through our digital marketplace—Chalice Advisor Exchange™—we provide access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Our community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively.
Chalice Financial Network was created by true industry veterans that understand the needs of today's independent financial advisor. Our leadership team has over 100 years of combined experience and are dedicated to bringing real and immediate value to all members of the Chalice Financial Network.

Meet the Leadership Team

Keith Gregg

Keith Gregg

Founder, Chairman & CEO, Director

Derek Bruton

Derek Bruton

President, Director

Tim Horton

Tim Horton

Chief Technology Officer

Advisory Board

Advisory Board

The Chalice Advisory Board draws upon the industry’s best leadership talent for the purpose of ensuring we accomplish our Firm’s mission – to become the industry’s leading member-benefit organization for independent business owners. This experienced group of industry luminaries brings multiple decades of innovation leadership and superior financial technology experience. We are very proud to call them partners and friends!

  • Stephanie Brown
    Of Counsel at Markun, Zusman, Freniere and Compton
  • Eric Clarke
    CEO of Orion Advisor Services
  • Rich Cancro
    Founder and CEO of AdvisorEngine
  • Steve Dunlap
    Founder, Stratym Consulting
  • Aaron Klein
    Founder and CEO of Riskalyze
  • Dan Kreuter
    Founder and CEO of Gladstone Group, Non-executive CAB Chairman
  • Don Plotsky
    Managing Partner of Uinta Investment Partners
  • Morris Nutt
    CEO, Trinity Capital Management
  • Spenser Segal
    CEO of ActiFi

Board of Directors

Gavin James

Managing Partner, Uinta Investment Partners

Cary Burch

Managing Partner & CEO Bryce Capital

Dr. Merrill Lewen, MD

People’s Health Clinic

Keith Gregg

Founder & CEO of Chalice Financial Network

Derek Bruton

President of Chalice Financial Network