AN ALLIANCE

of financial advisors

Meet the Continuum Team

Brian Damiani, CFP®

Chief Investment Officer

Pleasanton, California | Eagle, Idaho

 

Brian Damiani, CFP® is a co-founder of Continuum Advisory. He is the head of the Investment Policy Committee and oversees the Continuum Capital Management models. Brian is a CFP®, and has worked in the financial services industry since 1999. He has a degree in business administration from St. Mary’s College.

Mike Kelly

Chief Operations Officer

Annapolis, Maryland

 

Mike Kelly, a co-founder of Continuum Advisory, is in charge of the firm’s operations. Based out of Annapolis, Maryland, Mike started his career in the financial services industry in 1999 and his overall focus is on business development for Continuum Advisory. He has a degree in business administration from Salisbury University.

Tim Kerrigan JD, MBA

Chief Legal Officer, Chief Financial Officer

Scottsdale, Arizona

 

Tim Kerrigan, J.D., M.B.A. is a co-founder of Continuum Advisory. He is the CFO and responsible for the corporate and legal matters for Continuum. Tim started in the financial services industry in 1999 and is based out of Scottsdale, Arizona. He received his undergraduate degree from Beloit College, and his law degree and Master’s in Business Administration from Suffolk University.

Nathan M. Stibbs

President & Chief Strategy Officer

Atlanta, Georgia

 

As the President and Chief Strategy Officer of Continuum Advisory, LLC, Nate Stibbs is responsible for the strategic vision and growth strategies of the firm, while devising innovative solutions to enhance the advisor experience. Prior to joining Continuum, Nate spent 20 years as Executive Vice President and Chief Strategy Officer at Triad Advisors, a national RIA and Independent Broker/Dealer, where under his leadership Triad was consistently ranked as one of the fastest growing wealth management firms in the industry and was frequently ranked as a top-10 firm in numerous industry categories.

Throughout his career Nate has been featured in numerous industry publications, including Financial Planning, Investment Advisor Magazine, InvestmentNews and The Wall Street Journal. Nate received a BBA in International Business from the University of Georgia in Athens and holds the Series 6, 7, 63 and 65 securities licenses.

Nate is the proud father to three children, Ansley, Miles and Mae, and is a member of Peachtree Road United Methodist Church in the Buckhead area of Atlanta. A proud native of New Orleans, Nate is an avid outdoorsman and enjoys fishing, hunting and watching his favorite sports teams, the Saints and Bulldogs.

Alina Lee Santiago

Chief Compliance Officer

Fountain Valley, California

 

Alina Lee Santiago serves as the Chief Compliance Officer for Continuum Advisory and is responsible for the firm’s regulatory compliance as well as oversight of its advisors. Alina began her career in the financial industry in 2006 during her last quarter at UCLA, where she received her bachelor’s degrees in Economics and Psychology.  Alina has extensive knowledge of brokerage services, trading, Advisory Services operations, billing, supervision and compliance.  Alina maintains the FINRA series 7, 24 and 66 licenses.

Alina currently resides in Orange County, California, with her husband Ben and their children Aulani and Benji.  She is an active volunteer and leader with the Boy Scouts of America and the Girl Scouts of the USA.

Kiliaen v.R. Ludlow

Executive Vice President of Operations & Technology

Johns Creek, Georgia

 

Kiliaen Ludlow is Executive Vice President of Operations and Technology at Continuum Advisory, LLC.  Kiliaen joined Continuum in 2021 to build out the operating platform and infrastructure necessary to support the growth of the firm across technology, operations, and client services.  Kiliaen began his career in the financial services industry as a Financial Analyst for Bankers Trust where he gained retail experience by syndicating loans for Bankers Trust on Wall Street.  He then managed brokerage operations for First American in Nashville before joining Fidelity Investments in 2000.  In 2003 Kiliaen moved to Atlanta to serve as Vice President, Senior Relationship Manager for Fidelity where he developed and enhanced a number of fee-based managed account programs.  He was a Financial Consultant and Investment Advisor for Synovus Securities, Inc. at Bank of North Georgia and, most recently, was with Triad Advisors for 6 years where he held various executive level roles in Operations, Relationship Management, and Advisory Services.

Kiliaen was born and raised in California but spent most of his professional career on the East Coast. He is a 1990 alumnus of California State University, Chico.  He is a resident of Johns Creek, Georgia. He and his wife, Leslie, have one daughter and two sons: Grayce, Ren and Riggs. Kiliaen enjoys an active family life, camping and do-it-yourself projects.

He holds the FINRA Series 7, 27, 63 and 66 licenses.

Jon Sullivan, CFA, CFP®

Information Securities Officer

Pleasanton, California

 

Jon Sullivan, CFA, CFP® is the Information Securities Officer for Continuum Advisory, and serves as a Delegate OSJ. He is responsible for the firm’s data security and cybersecurity. Jon also plays a large role in overseeing the Continuum Capital Management models and serves as part of the Investment Policy Committee. Jon is a CFA charter holder as well as a CFP® professional. He has worked in the financial services industry since 2006. He has a degree in financial services with an emphasis in personal financial planning from San Diego State University.

Mike Kelly, Jr. CFP®

Delegate OSJ

Annapolis, Maryland

 

In May of 2014, Mike Jr. graduated cum laude from the Darla Moore School of Business at the University of South Carolina with dual degrees in finance and risk management and insurance. Shortly after that he began his career in the External Sales Development Program (ESDP) at the Principal Financial Group in Newport Beach, California selling group benefits products.

In August of 2016, Mike Jr. successfully completed a nine-month financial planning program through New York University (NYU) to earn a Certificate in Advanced Financial Planning. After completing the required courses, he passed the CFP® exam in March of 2018 and is a CERTIFIED FINANCIAL PLANNER ™ professional.

At Kelly Benefits & Risk Management, Mike Jr. works with corporate executives to construct a well-diversified employee benefit programs through health insurance, retirement plans and many other ancillary benefits. At Kelly Financial Advisors, he leads our trading and research department, but also works with individuals in all aspects of the financial planning process to help them reach a long and successful retirement.

Email: mkellyjr@continuumadvisory.com

Phone: 410.349.3806

Chas Bell

Controller

Eagle, Idaho

 

Chas Bell is Continuum’s Controller, assisting our CFO in maintaining the books for Continuum Advisory. He runs our quarterly billing, monthly cash flow billing, and weekly payouts. Prior to joining Continuum, Chas held positions in public accounting and also investigated Section 8 housing fraud at the Oakland Housing Authority. Chas holds a degree in Accountancy from the University of San Diego and the FINRA Series 99 license.

Email: cbell@continuumadvisory.com

Phone: 208.501.8289

Lancer Cuddy

Operations Associate

Annapolis, Maryland

 

Lancer Cuddy serves as Operations Associate for Continuum and is the primary contact for new business submission and suitability review, in addition to submitting trades for the Continuum Capital models. Lancer started his career as a financial advisor at Morgan Stanley Dean Witter. He then moved into management with Smith Barney; which ultimately became Morgan Stanley, where he worked for 17 years as a business service manager. He later took a position at MassMutual as a client services manager.

Email: lcuddy@continuumadvisory.com

Phone: 208.425.1018

About Us

Continuum Advisory was launched in April of 2016 as a turnkey strategic partner with a focus on advancing business for boutique wealth management firms. We partner with select advisors who share our same values:

  1. Act as a fiduciary (the client always comes first)
  2. Provide comprehensive wealth management
  3. Have a desire to grow their business, are intellectually curious and always wanting to better themselves both professionally and personally
  4. Understand the importance/value of collaboration with other advisors
  5. Value relationships

We have an approval process, an internal committee that looks at each new firm who seeks to join Continuum. To be affiliated with Continuum is a special thing – you are a member of a unique community of advisors. We currently have a great group of advisors who all value their relationships with each other, and keeping that rapport is critical.

Independent Advisors…

…Together

Transition Team

When a new firm joins Continuum, our transition team is dedicated to making their onboarding process as seamless as possible.

Our mission at Continuum Advisory is to handle all the headaches that come with running a business so our advisors can focus on client service, freeing up their time so they can deliver a world-class wealth management experience.

What Do We Do?

We provide multiple forms of support for our advisors, including:

  • Coaching
  • Back-office support
  • Retirement solutions
  • Compliance
  • Risk management
  • Marketing
  • Industry leading thought leadership
  • OSJ Supervision

Through our tools, resources, and support, our advisors can focus more on the things that truly matter, such as understanding clients’ values, goals, and fears. By removing the headaches and pains that come with running an independent wealth management firm, our advisors are freed up to spend more time with clients…
investing in relationships.

Meet Our…

…Alliance of Advisors

AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC

Learn More About Continuum Advisory Services