Connecting the Right
People Makes
All the Difference

Executive Leadership

At the heart of our mission lies a deep commitment to prioritizing
your aspirations alongside your client’s objectives.

Chris Mills CIMA®

Chief Executive Officer

Chris brings over two decades of leadership and business experience in the financial services space. Before taking the helm as CEO of TPFG, Chris had a 21-year tenure at Kovack Securities/ Kovack Advisors where he served as Executive Vice President, and then as President. Chris is a Certified Investment Management Analyst (CIMA) and holds multiple securities licenses. Prior to his career in finance, Chris served in the U.S. Navy for eight years.

Jill Dildine

Corporate Vice President & Chief Financial Officer

Since joining The Pacific Financial Group, Inc. in 2006, Jill, a certified public accountant, brings over 30 years of experience, having held roles as Executive Controller, Vice President of Finance and now Corporate VP & Chief Financial Officer. Her commitment to her role has remained solid and unfaltering throughout her tenure.

Brooks Marston

Executive Vice President, National Sales Manager

Brooks has over four decades of brokerage industry experience and serves as TPFG's National Sales Manager. He has held senior executive roles at Bank of New York Investment Management, Pershing and Fidelity Investments. His experience brings unique insights, benefiting TPFG’s sales team. Brooks holds a Bachelor of Science in International Business from Quinnipiac University and Series 4, 7, 24, 63 & 6 FINRA licenses.

Julie Mochan

Executive Vice President, Strategic Marketing Solutions

Julie joined TPFG in 2015 as Dir. of National Retirement. Since then, she has worked in the development of RiskPro, the firm's digital interactive analysis software, along with development of TPFG's two-tiered TAMPs. She now heads up the firm's digital Marketing Dept. with continued strategic planning development. Having held her securities licenses for 25 years, she brings a breadth of experience in all aspects of financial services industry.

Marty Pearson

Vice President of Information Technology

Marty joined TPFG in 2019, bringing more than 20 years of experience delivering strategic IT solutions and digital transformation that align with business objectives. Marty leads the IT team in creating and improving the digital product offerings of TPFG and managing IT functions in relation to cybersecurity, data analytics, software development, technical support, and regulatory compliance. Marty holds his Bachelor degree from San Diego State University, emphasizing in Information Decision Systems.

Brandon Bastuba, CFP®

Sr. VP Advisory Solutions

Brandon is a seasoned professional with over a decade of experience in advisor relations, strategic sales leadership, and fintech innovation in financial services. He has a proven ability to drive results, deepen advisor engagement, and grow territories through a consultative, value-driven approach. Before joining TPFG Brandon grew assets significantly for AssetMark, Orion Portfolio Solutions, and intelliflo. Brandon’s expertise spans RIA and broker-dealer channels, territory development, team training, and strategic relationship management. Known for simplifying complex solutions, he consistently delivers exceptional advisor experiences.

Greg Silberman, CFA, CAIA

Portfolio Manager

Gregory Silberman is a seasoned investment professional with over two decades of global financial experience across North America, Europe, and Asia. Specializing in portfolio management, private equity, M&A, and alternative investments, he has a proven track record of delivering strategic investment solutions to high-net-worth individuals, registered investment advisers, and private equity-owned businesses.

Greg holds a Bachelor of Accounting from the University of Witwatersran.He is a Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®).

Kristen Richards

Chief Compliance Officer

Kristen is a seasoned attorney and compliance leader with over 25 years of experience in the asset management industry. Prior to joining TPFG, Kristen served as Managing Director, Deputy General Counsel, and Chief Compliance Officer at FS Investments (2020–2025), she has provided expert guidance on regulatory compliance, overseen fund governance, and driven efficiencies by internalizing critical legal processes, such as ISDA document transfers. Kristen played a pivotal role in founding Chiron Investment Management (2015–2020), building its legal and compliance framework from the ground up, launching a UCITS fund in Ireland, and facilitating its acquisition by FS Investments. At Waddell & Reed/Ivy Investments (1995–2015), she scaled compliance operations for a firm managing over $100 billion in assets. Kristen holds a Juris Doctor and Bachelor of Arts in Communications from the University of Kansas. She is licensed with the Kansas Bar and holds FINRA Series 7, 24, and 63 certifications, along with a UniFi by CAIA Fundamentals of Alternative Investments Certificate. Known for her strategic insight, adaptability, and ability to foster a culture of compliance, Kristen runs a tight ship with her team at TPFG.

Connecting the Right
People Makes
All the Difference

Executive Leadership

Chris Mills CIMA®

Jill Dildine

Brooks Marston

Julie Mochan

Marty Pearson

Brandon Bastuba, CFP®

Greg Silberman, CFA, CAIA

Kristen Richards

Managing Members

Megan Meade

Nick Scalzo

Learn how TPFG can help you and your clients

ABOUT

OUR SERVICES

CONTACT US

Connecting the RightPeople MakesAll the Difference

Executive Leadership

Chris Mills CIMA®

Jill Dildine

Brooks Marston

Julie Mochan

Marty Pearson

Brandon Bastuba, CFP®

Greg Silberman, CFA, CAIA

Kristen Richards

Managing Members

Megan Meade

Nick Scalzo

Learn how TPFG can help you and your clients

Connecting the Right
People Makes
All the Difference