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.
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.