Meet the Team
Alan Moore, MS, CFP®
Alan Moore is the co-founder of the XY Planning Network, a support network for advisors looking to serve next-generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
Michael Kitces MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Michael E. Kitces is a co-founder of the XY Planning Network, the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View.
Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more.
Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession.
Brandon Moss, CFP®
A creative innovator and collaborator, Brandon Moss, CFP® has had a front-row seat to the digital advice revolution, helping build one of the most innovative national RIAs on the planet. He’s acquired a 360* view of the RIA landscape, from being an advisor and running his own firm to designing and integrating some of the most innovative tools in the industry. He has lead, trained, coached, onboarded, integrated, transitioned, (you name it) over 100 RIA firms/wealth management teams. Additionally, he's evaluated, prospected, pitched (again...you name it) countless other firms. Consequently, he's an exceptional listener and comfortable in many different conversations! Occasionally, he's asked to opine on varying topics, typically Gen X+Y, innovation, client experience and technology. Beyond those topics, he's typically “winging it”.
Brandon graduated from Texas Tech University's globally recognized personal financial planning program, then made it through some Executive Education at UC Berkeley's Haas School of Business. He’s also perpetually in online classes trying to figure out something new. Brandon resides in the Dallas/Ft. Worth area with his wife, Shelby, and his identical, mirror-image twin boys, Will and Reese. When he's not with them, he's probably in his garage tinkering, building, or buying way too much golf equipment.
Mario Nardone, CFA
Chief Investment Strategist
Mario Nardone, CFA, is the Chief Investment Strategist for XY Investment Solutions and the President & Founder of East Bay Financial Services. He began his investment career in 1999, with Vanguard mutual funds in Valley Forge, PA, where he consulted institutions and financial advisors on investment policy, portfolio construction, and Exchange-Traded Funds (ETFs). He also contributed to the research and publication of the firm's world-renowned investment philosophy and served as a municipal bond fund specialist, among other roles during his tenure.
In 2003, he earned the Chartered Financial Analyst designation, widely regarded as the highest standard in the investment profession, and he continues to mentor aspiring Charter candidates in its curriculum, ethics, and career opportunities. Mario relocated to Charleston in 2010, to serve as Chief Investment Officer and Chief Compliance Officer for a respected financial planning and advisory firm in Mount Pleasant before establishing East Bay Financial Services, the collaborative partner firm of XY Investment Solutions.
Mario is Past President and of CFA Society South Carolina and Former Chairman of the College of Charleston Finance Department Advisory Board. His approach to investments and the industry has been featured in Investment News, NAPFA Advisor Magazine, and other regional and local publications. Mario is active in recreational sports and the Charleston community, and is a member of the Historic Middleton Place Foundation. He is an avid traveler and SCUBA diver, and enjoys spending time with his wife, Piper, and their "energetic" lab/shepherd mix, Cady.
Director of Operations
Carrie Frye joined the XY team in February of 2017 after spending over five years working as Vice President of Operations for a boutique financial planning and wealth management firm in San Diego, CA. She makes good use of this experience in her role as Director of Operations for XYIS.
Carrie is dedicated to providing an exceptional solution for advisors. Instrumental in the launch of the XYIS platform, she knows the ins and outs like no other. From the time she walks advisors through the onboarding process, it’s clear she understands the unique challenges they face in financial planning. Serving as their single point of contact, Carrie is passionate about assisting advisors.
Carrie recently moved to Bozeman and spends her free time with friends and family, including her pup Big Mack Daddy.
Client Service Manager
Connor leads the charge to provide exceptional service to our clients. He earned a degree in finance from Washington State University before working for a non-profit organization in Seattle. A Montana native, he relocated to Bozeman in pursuit of less traffic and more open space. Before joining Team XYIS, he worked as an accountant and in client experience for a local tech company. He now brings his customer-first philosophy to XYIS, ensuring every user has the best experience possible.
When he’s not helping our customers, he’s outside with his wife, son, and dog exploring the mountains of Montana or fly fishing his way through any river he can find.