Our Team

R.J. Shook

Co-Founder & CEO, SHOOK Research & Senior Forbes Contributor

Liz Shook

Co-Founder, Chief Operating Officer

Frank Berland

Managing Partner

Josh Opp

Vice President, Finance & Accounting

LoriAnn LaSalle

Vice President, Business Manager

Lindsey Nacht

Vice President, Director of Operations

Brooke Jacobazzi

Vice President of Events

Kristina Hunt

Senior Associate VP, Events and Marketing

Iris Testiler

Senior Associate VP, Events

Callie Askins

Callie Askins

Sr. Associate VP, Senior Project Leader

Blake Pastore

Sr. Associate VP, Advisor Services Manager

Jenny DeSeno

Associate VP, Senior Project Leader

Jordan Merrill

Associate VP, Senior Research Manager

Luke Bartow

Associate VP, Senior Event Programmer

Erick Lopez

Associate VP, Research Manager

Erica Horak

Associate VP, Honors and Recognition

Dylan Ferrante

Associate VP, Marketing Strategist

Madison Rizzo

Associate VP, Senior Partnership Manager

Jacob Shook

Associate VP, Rankings

Ann Hall

Associate VP, Research

Skylar Finkel

Senior Analyst

Amman Chuhan

Analyst

Kaili Moran

Event Coordinator

Fabiana Ingolotti

Senior Accounting Manager

Erika Kordas

IT Specialist

Mark Tatge

Chief Content Consultant

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.