Advisor Team

Ryan Wheless

CEO and Founder of Allied Wealth

Smartvestor Pro

Matt Stevenson

Vice President of Allied Wealth

Financial Advisor

Peter C. Lott

Financial Advisor

April Bennett

Associate Advisor to Ryan Wheless

Financial Advisor

Parker Troutner

Financial Advisor

Justin Napoleon

Financial Advisor

Clark Toppe

Associate Advisor

Josh Boltz

Associate Advisor

Joel Sondrol

Associate Advisor

Service Team

Cali Wheless

Director of Operations

Melissa Ruddell

Senior Case Manager

Kelly Napoleon, CFP®

Senior VP of Client Services

Amber Berryman

Director of New Business and Client Services

Associate Advisor

Clark
Toppe

Clark’s interest in the finance industry started at an early age as his grandmother was a financial advisor for many years. Seeing how she was able to help others reach their financial goals and grow and maintain wealth inspired him to join the industry himself. He started at a young age in the motorsports industry as a driver working with people of all ages and different backgrounds. This helped develop his relationship and communication skills among this diverse group of individuals. Clark focuses on developing long-term relationships with clients, preserving wealth, and planning for the future. He hopes to bring a sense of relief to those looking to reach their financial goals.

Clark is an alumnus of Texas State University graduating with a degree in Finance with an Economics minor. Outside of work Clark’s interests include motorsports, basketball, fishing, golf, and spending time with family.