About AJS Consulting & Media Services
Tony Sirianni
CEO + Publisher, AdvisorHub
Tony Sirianni is a 35 year industry vet, the publisher of two of the most successful Financial Advisor magazines in the industry, and the force behind the AdvisorHub website, the number one news site for Financial Advisors. He is the host of the top rated Tony Sirianni podcast, which features the industry’s best CEOs, advisors, and thought leaders. He created an Advisor focused events business that gives thousands of advisors access and networking opportunities, along with national recognition in his annual 1,000 Advisors to Watch list.
He is a consultant for Fortune 100 banks and Advisory firms, and a minority interest investor in a portfolio of RIAs. He is a founding partner in Steward Partners and Washington Wealth management, which later became Kestra Private Wealth, and a former Managing Director at 3 Wirehouse firms.
Tony has a Law degree and a Masters Degree and lives in Virginia with his family.
Karlin VanMoorleghem
CFO Services
Karlin VanMoorleghem is the founder of Core CFO Services, LLC, a firm providing fractional CFO services helping companies achieve their financial goals, providing strategic financial leadership and guidance to help companies grow. Karlin is a seasoned financial executive with over 20 years of experience in auditing, accounting, and financial services across a wide range of industries.
Prior to starting Core CFO Services, Karlin was a CFO for AdvisorHub and Energia. Before her role as a CFO Karlin was a Senior Manager for a national CPA firm, MGO. Karlin was a key leader in the Financial Advisory & Accounting Service group out of Chicago, where she contributed to doubling the office revenue in 2022. She has advised and helped businesses ranging from early-stage startups to well-established companies.
Karlin began her career in public accounting as an auditor for BDO before moving on to various accounting roles in the private sector.
Karlin holds a B.B.A. in Accounting from DePaul University. Karlin currently resides in Chicago with her husband and two kids.
Beau Toth
Financing
Beau is a Managing Director at Merchant focused on M&A, equity opportunities, capital deployment initiatives, and working with leadership to execute on all of Merchant’s lines of business nationally.
Before Merchant, Beau worked in the Business Development group of LPL Financial. He was responsible for recruiting HNW & UHNW teams across multiple platforms, with expertise in moving large breakaway private wealth teams to launch their own firms.
Prior to joining LPL Financial, Beau held various roles at top-tier asset management firms and broker-dealers over the past 15 years. His prior experience includes positions at Neuberger Berman, Ameriprise Financial, The Hartford, & Transamerica Investments.
Beau received a B.S. in Marketing from Webber International University.
Mike Lee
Recruiting and Consulting
Mike Lee is the CEO of Quantum Advisory , a firm where he and his partners provide recruitment advisory services for wealth management professionals and firms. With over 37 years of industry experience, he has held senior roles at First Republic PWM, JP Morgan, Smith Barney and Merrill Lynch.
Over the years, he has helped advisors build successful team structures and has helped them with their business management practices. Serving as a Financial Advisor to clients has also helped him to understand firsthand, the challenges and breakthroughs a team encounters in an ever changing industry. He has also helped many professionals find a better business environment so they may thrive.
Mike also consults as a securities expert witness and helps with dispute resolution. Mike grew up in the Chicago area, attended Indiana University where he received a BS in Accounting and he was a member of the football team as a quarterback. He has resided on Long Island with his wife Beth for the past two decades where they raised two children.
Mike serves on the Board of Directors for Long Island Youth Mentoring, an organization that helps support fatherless kids. He also served as an elder and deacon for the First Presbyterian Church of Oyster Bay.
Samantha Chapman
Marketing/Media/PR
Chapman Communications Group is a collective of 15+ senior marketing and communications leaders, each with over 20 years of experience. Founded by Samantha Chapman, a former network news producer and corporate PR executive, the Chapman team blends financial acumen with media savvy to elevate our clients as industry thought leaders.
The Chapman Group maximizes your potential through multiple areas: strategic marketing, public relations, graphic design, growth strategies, social and digital media, and experiential marketing.
We empower wealth management advisors by utilizing targeted local and international channels to boost visibility, credibility, and client engagement to amplify your reach and impact.
By leveraging our expertise, you can focus on what you do best – providing exceptional financial guidance to your clients.
Paul Felsch, JD
Compliance
Paul Felsch, JD is Founder & Owner of Compliance consulting firm Helios. For two decades, he has worked with some of the world’s leading investment managers on their most critical governance, risk, and Compliance challenges. Paul founded Helios because he believed there was a need to redefine the status quo of Compliance consulting, offering investment advisers of all makes and models a combination of deep and broad Compliance expertise, comprehensive and customized services and solutions, and cost-effective pricing.
Before founding Helios, Paul served as CCO for Allspring Funds Management, a global $400B+ retail and institutional SEC and NFA-registered investment adviser. Prior to Allspring, he served as CCO and AML Officer with Edward Jones, where he led Jones’ $180B+ proprietary mutual funds’ and affiliated investment advisers’ compliance programs; he also held other Senior Counsel roles in the firm supporting Jones’ retail investment advisory and broker-dealer businesses. In addition to Allspring and Edward Jones, Paul has also served as CCO for Galliard Capital Management, a global $90B+ institutional SEC-registered investment adviser.
Paul holds a JD from the University of Missouri – Columbia School of Law, an MFA from the University of Southern Maine, and a BA (cum laude) from the College of the Holy Cross. He is a member of the Missouri Bar, the Financial Planning Association, and the Investment Advisers Association, and also holds the FINRA Series 7, 9, 10, 24 & 66 licenses. He also serves on the Regulatory Advisory Committee of the National Society of Compliance Professionals and is an Adjunct Assistant Professor at Saint Louis University School of Law. He previously served on the Chief Compliance Officer Committee of the Investment Company Institute.
John Mikhaylov
Strategic Partner & Growth Advisor
John Mikhaylov is the founder of Garden State Consulting Group, where he helps companies unlock growth through targeted email marketing, cold outreach systems, and conversion-optimized website design. With over 20 years of experience driving sales and marketing performance, John has helped businesses across industries generate qualified leads, boost conversions, and build scalable digital pipelines.
His career spans leadership roles at Verizon Wireless, where as Associate Director of Sales Operations he led national sales initiatives, built outbound engines from the ground up, and significantly improved customer acquisition metrics. As Divisional Vice President of Global Sales at GogoTech, John oversaw cross-functional growth teams and delivered consistent double-digit revenue gains through a data-first strategy.
At AJS, John brings a sharp execution mindset and proven expertise in building cold email campaigns, email automation, and high-impact websites that convert.
John collaborates with founders, agencies, and in-house teams to create marketing systems that don’t just look good—they perform. Known for his direct, results-driven approach, he combines creativity with a deep understanding of sales psychology and digital behavior. John resides in Wayne, NJ, with his wife and three daughters