Jonathan S. Pincus is the Chief Executive Officer (CEO) of SMArtX Advisory Solutions, overseeing the strategy and implementation across Marketing, Sales, Finance, Operations, and Technology to deliver SMArtX’s best-in-class UMA technology and automated turnkey asset management solution.

Jonathan has 25 years of investment industry experience leading operational design, platform evolution, and business development for the largest and most highly regarded global investment organizations. Prior to joining SMArtX, Jonathan served as the Global Head of Investment Operations for Northern Trust Asset Management, where he designed, implemented and managed their global operating model.

He is also regarded as a thought leader in the Managed Accounts and TAMP space. In the first half of his career, Jonathan led and evolved the managed account practices for Legg Mason and Invesco. After Invesco, Jonathan served as the COO of Northern Trust’s Managed Accounts Group where he designed and implemented Northern Trust’s Turnkey Asset Management Program and grew the platform to support over $70B in assets.

Jonathan has served in an advisory capacity for a number of successful fintech firms and TAMPs and holds an active role in the financial services community.

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Aaron Wormus is the Chief Technology Officer of SMArtX Advisory Solutions. Focusing on bringing technology solutions to the financial industry, Aaron Wormus has lead the architecture and development of key pieces of Financial technology focused on the advisory and alternatives sector.

Prior to SMArtX, Aaron Wormus has lead the online division of HedgeCo Networks developing the HedgeCo Websites platform. This revolutionary Software as a Service (SaaS) platform enabled them to quickly develop and deploy compliant, secure, and compelling web portals for their 500+ hedge fund clients. As the Chief Architect of HedgeCo.Net, a hedge fund database that tracks 7000+ funds, Aaron developed the Hedge Fund Calculator a powerful statistics and analytic engine, and marketing material generation tool.

Prior to working with HedgeCo Networks, Mr. Wormus worked as an independent consultant implementing back-end systems for clients ranging from telecommunications companies to mining companies and Silicon Valley software distributors.

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Alex Thompson is the Chief Product Officer at SMArtX Advisory Solutions, where he drives product vision, strategy, and execution across the firm’s award-winning managed accounts platform. With a focus on innovation and scale, Alex partners with technology, design, and client teams to deliver solutions that redefine how wealth management enterprises adopt and grow managed account programs. Under his leadership, SMArtX has pioneered new capabilities in unified managed accounts, alternative investments, and data-driven advisor tools, positioning the platform at the forefront of next-generation wealthtech.

Alex’s career spans nearly two decades of building financial technology and investment platforms. He joined HedgeCo Networks in 2009, where he focused on investment research and due diligence for alternative investments, eventually rising to the ranks of EVP at HedgeCo Securities. He went on to launch HedgeCo Investment Management, where he and his team identified talented but undiscovered hedge fund managers and managed a multi-strategy fund vehicle to provide them with seed capital. Earlier in his career, Alex was a product manager at JMT Software, developing solutions for electronic health records and medical research that required navigating complex data and regulatory environments, an experience that continues to inform his approach to wealth management technology.

Alex graduated magna cum laude with Departmental Honors in Finance from the University of Kentucky. His work reflects a commitment to transforming the wealth management landscape by building technology that empowers advisors, streamlines complex operational workflows, and creates better outcomes for investors.

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Lou Milano is the Chief Compliance Officer at SMArtX Advisory Solutions, overseeing regulatory compliance and risk management. With over 40 years of experience in the securities industry, he has led compliance efforts at Fortune 500 firms, including Prudential-Bache Securities, Citicorp, and Daiwa Securities.

Before joining SMArtX in 2014, Lou built a robust compliance program for Natixis North America and previously managed an equities broker-dealer for KBC. He began his career at the NYSE and worked as an Options Inspector for AMEX.

Lou holds a Paralegal Degree from NYU and a B.A. from Marist College. He maintains multiple securities licenses, including Series 3, 4, 5, 7, 14, 15, 24, 66, and 79.

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Damon Joyner joined SMArtX Advisory Solutions as Chief Financial Officer in August 2024, bringing over 20 years of leadership experience in financial services. He specializes in financial management, business strategy, and operational transformation.

Previously, Damon was EVP and CFO of American Portfolios (an Osaic Company), where he played a key role in the firm’s sale to Osaic and led strategic growth initiatives. He also held senior roles at Sterne Agee Clearing (a Stifel Company) and Anderson Strudwick, overseeing major platform upgrades and revenue expansion.

Damon holds a B.S. in Finance and Economics from Middle Tennessee State University and multiple professional licenses, including FINRA Series 6, 7, 24, 27, 28, 63, and 65, along with certifications such as CFS, CMFC, and CRPC.

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Chris Ollendike is the Chief Growth Officer at SMArtX Advisory Solutions, leading business development and revenue growth initiatives. With over 20 years of experience in sales leadership within the wealthtech space, he specializes in scaling sales teams and securing strategic partnerships.

Prior to joining SMArtX, Chris was SVP of Sales at Advisor360°, where he helped build the sales and marketing organization post-spinoff from Commonwealth Financial Network. He also served as EVP of Sales at InvestEdge, contributing to its successful sale in 2020. Earlier, he co-founded FolioDynamics, securing over $26 million in funding and driving its $199 million acquisition by ACTUA.

Chris holds a B.A. in Business Management from Hartwick College and is recognized for his consultative leadership approach and focus on long-term client value.

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Amy Kandravy is a client experience and relationship management executive with more than 30 years of expertise in financial services technology and wealth management. She joins SMArtX as EVP of Client Success, bringing a proven track record of building high-performing client success practices and driving transformative, service-first cultures.

Throughout her career at firms including Advisor360°, Cutter Associates, and InvestCloud (formerly Fiserv Investment Services), Amy has partnered with executive and operational stakeholders to deliver measurable outcomes — designing governance frameworks, health metrics, and engagement models that scale. She is equally known for the cultural impact of her work, having led initiatives that redefined service behaviors across large organizations and championed innovative support models that improved both client satisfaction and employee engagement.

At the heart of Amy’s career is an unwavering commitment to putting the client first. Her belief that true client excellence is both a mindset and a discipline has shaped every role she has held — and is the driving force behind the lasting relationships and organizations she has built along the way.

Amy holds a Bachelor of Arts in Economics from Saint Michael’s College and completed the Women in Leadership Program at the University of Vermont Grossman School of Business in December 2025, where she also served on the Advisory Board. She has been an active participant in the Customer Experience Professionals Association (CXPA) and the CXLIFE community.

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John Howard has over 25 years of experience in various fields including biometric processing, mobile development, middleware SDKs and expert systems. He graduated from Florida A&M University and holds a Master’s in Computer Science from the University of Pittsburgh.

Since Spring 2022, John has been serving as Engineering Manager and Executive VP of Engineering at SMArtX Advisory Solutions, where he leads multiple engineering teams driving innovation in financial technology solutions.

He previously served at HID Global from July 2004, as Director of Software Development for the Citizen ID business unit of Crossmatch, an HID Global company. John led several development teams on key initiatives. The teams fully implemented a visitor management system that supports a Windows client, a web portal and biometric mobile devices. He designed the Service Oriented Architecture based biometric middleware that is integrated with applications to give the ability to perform biometric enrollment, identification and verification. He also led the Crossmatch development of the ArcID solutions, delivering a purely web based biometric enrollment, transport and identification solution to large financial and government customers.

During 1996 – 2000 he worked for United Technologies in the Artificial Technologies Group designing expert system software that was used to diagnose engine performance and health for the F-22 Advanced Tactical Fighter. The system provided real-time feedback to mechanics, reducing fleet maintenance time.

During 2000 – 2004, he worked for Global Beverage Group, developing mobile applications for purchasing and inventory delivery. The system provided pre-sale inventory processing and forecasting based on multiple factors to maximize the efficiency of packages delivered to client stores.

John has previously served in several community leadership roles, including as Vice President of the Palm Beach State College Business Partnership Council and as President of the West Palm Beach Police Athletic League.

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Dan Helderle is the Executive Vice President of Program Management at SMArtX Advisory Solutions, where he leads the development and execution of innovative technology solutions. With over 30 years of experience in financial technology and fintech software development, he has a strong track record of delivering scalable, client-focused solutions.

Before joining SMArtX in 2021 as Lead Software Architect, Dan spent over 13 years at Northern Trust as a Vice President and Project Manager, overseeing IT initiatives that improved efficiency and performance. He also held leadership roles at Chase, Bank One, and Zurich Insurance, managing global technology implementations.

Dan holds a B.S. in Computer Science with a minor in Business Administration from Northern Illinois University and is based in West Palm Beach, Florida. Dan has an AWS Cloud Practitioner Certification and is a graduate of Chicago’s Second City.

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