Mike Capelle is a co-founder and co-CEO at Modern Wealth Management. From his decades-long career in wealth management, Capelle has experience building advisor-client wealth management platforms to drive continuous growth. Prior to co-founding Modern Wealth, Capelle was a managing director at Goldman Sachs Personal Financial Management, where he was the Head of High-Net-Worth Product.

In addition, Capelle was part of the team that co-founded, scaled, and sold United Capital, a $25 billion RIA with 90 locations, to Goldman Sachs for $750 million, where he served as Chief Platform Officer. Capelle was responsible for the company’s operating platform and technology and for driving enterprise innovation. He was also a member of the firm’s Investment Committee.

Early in his career, Capelle worked on microprocessor design and manufacturing at Intel Corporation. Capelle earned a master’s degree in management from the MIT Sloan School of Management and a master’s degree in electrical engineering and computer science from MIT. He earned his undergraduate degree from the University of Illinois at Urbana-Champaign.

Experience: Wealth Management since 1998

Education: Bachelor’s Degree from Bard College

Jason joined the Modern Wealth executive team in April 2024 after serving as a managing director at Goldman Sachs. He brings a great deal of leadership experience to Modern Wealth while focusing on the firm’s advisory services platform and growth strategy.

Jason previously worked with Jason Gordo, Mike Capelle, and Gary Roth at Goldman Sachs/United Capital, so he understood their vision for Modern Wealth from the get-go. He was also the head of advisory services at United Capital.

Part of Jason’s role includes managing the Growth Hub at Modern Wealth’s Lenexa office. The Growth Hub is designed to facilitate strategies for lead management, distribution, and bringing on clients.

Jason Gordo is a co-founder and president at Modern Wealth Management. Gordo is an accomplished wealth management executive with a diverse background in business strategy, execution, and mergers and acquisitions. Prior to joining the founding team at Modern Wealth, Gordo was a Managing Director at Goldman Sachs Personal Financial Management where he was Head of Advisor Growth.

Gordo was part of the team that scaled and sold United Capital, a $25B RIA with 90 locations, to Goldman Sachs for $750M. While at United Capital he held various positions, including Head of Office and Head of FinLife Partners. Gordo was also a member of the United Capital executive team where he worked to help drive the firm’s growth and success.

Before joining United Capital, Gordo co-founded Valley Wealth, Inc., a wealth management firm that served high-net-worth clients, endowments, foundations, and corporate retirement plans. Under his leadership, the firm was named to Forbes Magazine’s list of fastest-growing RIAs.

Gordo graduated from Gonzaga University, earning a master’s degree in organizational leadership. He also holds industry credentials from the College for Financial Planning and the Center for Fiduciary Studies.

Gary Roth is a co-founder and co-CEO at Modern Wealth Management, which he helped to start with the goal of delivering high-quality and comprehensive financial advice to clients by building a next-generation national RIA. 

 Prior to being a part of the founding team at Modern Wealth, Roth was a managing director at Goldman Sachs Personal Financial Management. Between 2005 and 2019, he also served as Chief Business Officer, Chief Financial Officer and Chief Operating Officer at United Capital, where he was part of the team that built, scaled, and sold United Capital—a $25 billion RIA with 90 locations—to Goldman Sachs for $750 million.

 Roth was also a co-founder at AssureNet, one of the cloud computing pioneers in financial services that created sales force automation solutions for financial consultants and insurance brokers.

 Roth holds MBAs from Columbia Business School and the University of California at Berkeley, Haas School of Business. He received his undergraduate degree from Columbia University. He lives in Laguna Beach, Calif., and loves music, food (cooking and eating), sports (playing and watching), and spending time with family and friends.

Sadie Barker, our Head of People, is responsible for building the people infrastructure that supports the firm’s continued growth, overseeing HR compliance, recruiting, onboarding, performance management, and learning and development as well as internal communications and community building.

Sadie joined Modern Wealth in March 2024 during a period of rapid expansion and has built the firm’s modern, in-house people platform, including payroll, benefits, performance, learning and engagement systems.

Previously, Sadie spent a decade supporting high-growth companies through scale and transformation. She served as a fractional HR director for startups and small businesses and later drove a multi-year HR transformation at a multi-national company leading global teams.

Sadie holds a Bachelor of Arts in Communication Studies from Fontbonne University and a Master’s degree in Human Resources Management from Webster University. She also holds a Senior Certified Professional designation from SHRM, is a certified ADKAR change practitioner and Personalysis Coach. She lives in the Kansas City area with her three sons and enjoys baking, being outdoors, and traveling.

Nicole leads Modern Wealth’s regional office strategy and enterprise operating model across the firm’s national footprint. In this role, she oversees both the Regional Operations and Office Integration functions, driving consistency, scalability, and operational excellence across all offices. She also serves as the on-site General Manager for Modern Wealth’s Growth and Operations Hub in Mesa, Arizona. 

Nicole is responsible for the full lifecycle integration of new offices, establishing standardized operating frameworks, governance, and execution models that enable seamless onboarding, rapid stabilization, and long-term performance. Through her leadership of regional operations, she ensures alignment across teams, strengthens cross-functional collaboration, and builds infrastructure that supports sustainable growth at scale. 

Previously, Nicole served as Head of Growth Operations at Modern Wealth, where she owned the firm’s organic growth channels and delivered qualified prospects to advisory teams nationwide. 

Prior to joining Modern Wealth, Nicole was Vice President of Strategic Partnerships and Commercial Engagement at Goldman Sachs, where she led advisor partnership strategy, enabling effective lead generation, client conversion, and pipeline management across a national advisor network. 

Nicole holds an MBA from the Southern Methodist University Cox School of Business and a bachelor’s degree in marketing and management from Northeastern University. She has also completed executive education through Harvard University, earning a Certificate in Power and Influence for Positive Impact. 

Experience: Bachelor’s degree from Missouri State University; MBA and Master’s in Finance from Webster University

Education: Finance since 1998

Wayne joined the Modern Wealth team in January 2025 to oversee the firm’s financial operations, reporting, and governance and support high-level strategic planning. He provides regulatory oversight for financial reporting and accounting to help ensure operations are compliant and responsive to operational or regulatory changes.

Based out of our Lenexa, Kansas office, Wayne collaborates with senior leaders to understand business needs, develop strategies, and align financial goals with business objectives. He reviews and approves budgets and forecasts to ensure resources and efforts align with the organization’s mission.

Wayne also evaluates and improves financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. He identifies and oversees funding through debt, equity, and various financial instruments to support business operations, optimize cash flow, and manage risk.

The entirety of Wayne’s career has been in the financial services industry. He has previously served as the VP of Finance at Mariner Wealth Advisors, SS&C (formerly DST Systems), and JPMorgan Chase and as a financial analyst at American Century Investments.

Wayne married his college sweetheart, Amy, and they have two children, Austin and Brooke. They enjoy spending time at the lake, the beach in Grand Cayman, and in the mountains of Breckenridge, Colorado. Wayne’s favorite hobbies include spending time on his boat at the lake, playing golf, attending/watching sporting events (football, soccer, baseball, and volleyball), and listening to country music, especially Kenny Chesney.

Along with having a passion for finance, Wayne excelled on the football field. He was an All-American placekicker at Missouri State University and went on to be elected to the Missouri State Hall of Fame and play for the San Diego Chargers.

Fun Fact

Maria can say the alphabet forwards AND backward.

Derek Bruton is the Head of Mergers & Acquisitions at Modern Wealth Management, where he leads the firm’s national M&A and Partnership Development strategy. In this role, he oversees Modern’s national inorganic growth initiatives while mentoring and leading the firm’s Partnership Development Team.  

A 35-year veteran of the financial services industry, Derek brings a rare combination of M&A expertise, RIA operating experience, and leadership across custodial and broker-dealer platforms. Before joining Modern, he served as Senior Managing Director at Gladstone Associates, where he led more than a dozen RIA and broker-dealer transactions and guided several large institutions through strategic growth and business optimization initiatives. Derek also played an active role in industry thought leadership, appearing frequently in wealth management media and authoring several white papers on M&A trends, valuation, and sustainable growth strategies. 

Earlier in his career, Derek held executive positions with Charles Schwab, TD Ameritrade, and LPL Financial. He helped recruit more than 10,000 financial advisors and advised over 20,000 firms and institutions on growth, succession, and transition strategies. His broad understanding of business models, compensation structures, and advisor ecosystems has made him an experienced advisor and respected industry voice. 

Derek graduated from Stanford University and completed executive business management coursework at Harvard University. He played collegiate basketball for Stanford and professional basketball in Japan. 

On the personal side, Derek lives in San Diego, California, with his wife and two grown children. He is an avid sports fan and enjoys playing tennis and gardening in his spare time. 

As Head of Advisory Services at Modern Wealth Management, Logan partners closely with regional offices to accelerate growth and enhance the client experience. He oversees our Advantage Offerings—financial planning, tax, estate, insurance, and investments—working with advisors to help clients gain greater confidence in their financial lives.

Prior to his current role, Logan served as an Executive Advisor in our Lenexa office. His hands-on experience with clients has shaped how Modern Wealth Management delivers personalized service and empowers advisors to better meet client needs.

Outside of work, Logan values time with his family above all else. He and his wife are proud parents of two daughters. When he’s not working or spending time with family, Logan enjoys golfing and watching sports.

Experience: Financial Services since 2012

Education: Bachelor of Arts degree in politics and government from Ripon College

As the manager of partner development and onboarding, Casey works with firms joining the Modern Wealth Management family. Her role is to help guide these individuals throughout the discovery and onboarding process, ensuring the transition from candidate to new team members is as smooth as possible.

Prior to joining Modern Wealth, Casey worked in similar roles at Goldman Sachs and United Capital. Throughout her tenure, she has assisted over 50 wealth management teams and numerous advisors through the messy-but-completely-worth-it process of joining a new firm.

Casey is originally from Minnesota and is proud of it! She has a Bachelor of Arts degree in politics and government from Ripon College, and now resides in Downers Grove, Illinois, with her husband, their three rambunctious children, and cat Jasper. Casey loves the cold and snow seasons … even when her co-workers are describing their 72-degree, sunny weather.

Experience: IT since 2005

Education: Computer Science at Kansas State University-Salina

Brent has overseen Modern Wealth’s technology strategy since joining the team in March 2025. He manages IT operations, ensures system security and reliability, leads IT projects, and aligns tech initiatives with business goals. Brent also manages vendor relationships, budget planning, and helps shape the future IT landscape.

Brent brought 20 years of IT experience to Modern Wealth, 10 of which were focused on systems engineering. He also spent two years as a solution architect and eight years at Mariner Wealth Advisors, where he served as the VP of Information Systems. At Mariner, Brent oversaw a 10-person team and was responsible for day-to-day operations of 140 locations, two data centers, supporting 1,800 associates, and 70 IGO integrations.

The opportunity to lean on his experience to build a high-performance IT team from the ground up at Modern Wealth and align technology with a forward-thinking, client-focused vision was something he found very appealing.

Brent and his wife, Heydee, have a daughter who is a medicolegal death investigator and a son who loves anything to do with sports. His family likes to travel and find fun activities to do around Kansas City. Brent enjoys playing drums, guitar, and piano. He also loves fitness, cooking, watching football and baseball games, and spending time in the country fishing and hunting. A fun fact about Brent is that he worked at a salt mine during Christmas breaks during college.