of financial advisors
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:
- Act as a fiduciary (the client always comes first)
- Provide comprehensive wealth management
- Have a desire to grow their business, are intellectually curious and always wanting to better themselves both professionally and personally
- Understand the importance/value of collaboration with other advisors
- 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 an 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.
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.
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 the Continuum Team
Brian Damiani, CFP®
Chief Operating Officer, Chief Investment Officer
Brian Damiani, CFP® is a co-founder of Continuum Advisory. He is the director of operations and is responsible for Continuum Advisory’s strategic vision. 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.
Chief Recruiting Officer, Chief Marketing Officer
Mike Kelly, a co-founder of Continuum Advisory, is in charge of recruiting high quality Investment Advisory Representatives and is the head of sales. 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
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.
Jon Sullivan, CFA, CFP®
Chief Compliance Officer
Jon Sullivan, CFA, CFP® is the Chief Compliance Officer for Continuum Advisory. He is responsible for the firm’s regulatory compliance as well as oversight of its advisors. 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.
Alina Lee Santiago
Vice President of Operations
Fountain Valley, California
Alina Lee Santiago began her career in the financial industry as an intern for Transamerica Financial Advisors during her last quarter at UCLA. After graduation, she was hired full-time and stayed with Transamerica through the ISI and WFG mergers. Alina left TFA for two years to become the advisory operations manager at National Planning Corporation, one of Jackson National Life’s B/Ds, where she met and married her husband, Ben. She returned to TFA as a regional manager for their supervision department and was asked to fill the role of field services manager when TFA’s legacy reps and most of TFA’s Home Office were purchased by Signator.
Alina is now the vice president of operations for Continuum Advisory and oversees suitability review, trading for our Continuum Capital models, technology, and onboarding new advisors and admins, as well as serving as a Delegate OSJ. She currently holds Series 7, 24 and 66 licenses.
Lancer Cuddy serves as operations associate for Continuum. 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. He has several securities licenses including the Series 7, 63, 65, 9 and 10.
Mike Kelly, Jr. CFP®
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.
After passing the Series 7 examination in Florida, Mr. Kelly moved back to Annapolis, Maryland and joined the sales team at Kelly Benefits, Financial Advisors & Risk Management full time. He also successfully passed the Series 24 and 66 licenses during 2015 and serves his clients as not only a broker but also as an Investment Advisor Representative of Triad.
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.
Matt Miller is a seasoned professional with nearly 20 years of experience in the financial industry. Matt began his career working for Phoenix RIA Miller-Russell and Associates. After a few years there as an associate, Matt left to join the highly regarded money management firm, Dimensional Fund Advisors (DFA). Matt spent over eight years at DFA, acting as vice president and head of client services working closely with the firm’s largest RIA clients. In addition to assisting these key relationships, Matt also oversaw the firm’s client services team, a team responsible for the creation and delivery of tools and resources for the firm’s financial advisor client community.
Matt earned his BS in finance from Santa Clara University, while exercising his leadership talents playing for the University’s D1 baseball team. After earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2005, he continued his education at the University of Texas, where he earned his MBA from the McCombs School of Business. (Hook ’em Horns!)
Billing & Accounting Manager
Chas Bell is Continuum’s Billing & Accounting Manager, 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 as an accounting manager as well as a housing assistance representative.