At Alaris, we're more than just advisors; we're your strategic partners. From start to finish, we're there, ensuring every aspect of your deal is executed with precision and expertise. Your success is our mission.
The Alaris team is composed of diverse professionals with years of experience in the wealth management industry. This includes former owners of RIA's and senior members from M&A teams of some of the country's largest financial services firms.
Allen has been in the wealth management industry for 3 decades. He founded a highly successful firm that was one of the pioneers in assisting accounting firms get into the wealth management business. In 1999, he sold that enterprise to First Global, Inc. of Dallas TX, and subsequently founded a successful RIA in Charlotte, NC. With his own RIA he completed 9 mergers and acquisitions eventually selling his practice in 2009 in order to focus his expertise in the M&A arena.
Prior to launching Alaris in 2019, Allen led the outbound M&A activities for United Capital from 2012-2019. As a buyer advisor for United, he led the team that sourced over 25 acquisitions culminating in United's sale to Goldman Sachs. He has a wife, Jo Ann, of 30 years and two children, Trevor and Alana. Allen lives in Palm Beach Gardens, Fl. He is an avid traveler, enjoys cooking and outdoor activities as well as studying apologetics.
Jacqueline Martinez is the Managing Partner of Alaris Acquisitions, an M&A advisory firm exclusively dedicated to the wealth management industry. Alaris executes a mission to disrupt the traditional sell-side transaction advisory process by focusing on cultural fit rather than the typical financial auction.
This conviction stems from her years on United Capital’s M&A team, where the firm added $10.5B in acquisitions in the five years leading up to its 2019 sale to Goldman Sachs. After two years at GS, she joined Allen Darby at Alaris, where they led the team through 50 closed acquisitions in a three-year span with many of the nation’s top wealth management firms. In recognition of her leadership in culture-first M&A, Martinez was named M&A Executive of the Year in Wealth Solutions Report’s Pathfinder Awards – Top Women Industry Leaders of 2025 and was selected by WealthManagement.com among its “Ten to Watch” in 2025. As co-host of the podcast The Buyer’s Boardroom, she shares practical insights and best practices to help sellers and buyers execute successful, culture-aligned transactions.
John is an Advisor and Director of Valuations at Alaris assisting in both the deal advocacy and the sell side process, financial analysis, and financial recasts.
John has vast experience in M&A having been a Vice President in the Global Corporate Investment Banking Group at Bank of America Merrill Lynch and he was a Management Consultant for RGP providing M&A services to clients throughout the southeast. Additionally, John worked at Lowe's Home Improvement in their Corporate Finance Department.
John holds a Master of Business Administration and Bachelor of Science in Accounting from the University of Maryland. John was awarded a Bachelor of Science in Finance from Salisbury State University.
John and his wife Julie have 2 boys, Jack and Owen. John enjoys anytime with his family, hunting, and shooting sporting clays.
As the Head of Demand Generation, Ian Feder is at the forefront of driving demand and lead generation. He leads efforts to drive the company's growth by generating and nurturing leads through targeted strategies.
With a proven track record at Amazon.com and in the FinTech, SaaS, and PayTech sectors, Ian has spearheaded initiatives that significantly boosted revenues and market presence. Ian is committed to surpassing conventional goals and driving innovative marketing strategies that deliver exceptional results. His ability to see the "big picture" while maintaining focus on granular details makes him a valuable leader in his demand generation role.
Ted brings over 15 years of wealth management technology experience to Alaris as Head of IT Project Management. Most recently, at ActiFi, Ted served as a consultant delivering technology solutions to thousands of financial advisors, with expertise in M&A, transitions, and coaching. Prior to ActiFi, he served on the leadership team of a successful Georgia Tech startup, where he led teams of project managers and data analysts. At Interactive Advisory Software, Ted served on the leadership team as Director of Project Management and Transitions, overseeing complex data and technology initiatives. His passion for the industry originated at Wealth Dimensions, where he managed technology for financial advisors and their clients.
Ted holds a Finance degree from the University of Toledo and maintains certifications as a Chartered Financial Consultant, Project Management Professional, and Certified ScrumMaster.
Alana Groulx serves as the Senior Buyer Relations Coordinator at Alaris Acquisitions. Her primary role is to have a deep understanding of all Alaris buyer models and the types of partners they are seeking, enabling her to guide potential sellers through the buyer discovery phase of the Alaris process. You can expect to work closely with Alana after the ideal outcome stage and before the LOI stage, where she will be your go-to person for any questions or concerns regarding buyers during this critical phase of the process.
Alana brings experience to this role, having successfully onboarded over 70 buyers—a process that entails getting to know each buyer's model, understanding what they are looking for in an ideal partner, and building relationships with their teams. She has also assisted on more than 50 deals that have come through the Alaris process, providing her with hands-on experience.
As the technology coordinator, Trevor is responsible for maintaining and advancing the suite of Alaris’ technology. Trevor handles the artificial intelligence technology for Alaris and is constantly improving upon it. Trevor may also fill the role of partnership coordinator on an as-needed basis.
As a partnership coordinator, Ragan's primary focus is to help shepherd potential sellers through the Alaris process, starting from the very first introductory meeting up until an LOI is signed, serving as the main point of contact for them. Through the Alaris Process, Ragan helps with coordinating and facilitating meetings, aggregating and auditing data provided by the sellers, creating and distributing confidential information memorandums (CIM Decks), and serving as a seller's confidant and sounding board. Ragan has been with the Alaris team since January of 2022 and has helped shepherd over 20+ acquisitions in his time at Alaris.
As the Senior Transitions Coordinator and primary point of contact for all data-related work throughout the deal lifecycle, Hana specializes in data collection and analysis. She has supported over 40 deals to date. As deals progress to the Letter of Intent (LOI) stage, Hana plays a key role in driving the transition and due diligence process—gathering critical deliverables and working closely with both buyers and sellers to maintain momentum and ensure alignment through to closing.
As a Partnership Coordinator, Faith serves as the primary contact for advisors entering the Alaris process, guiding them from the first call to the LOI signing. Faith’s duties include data collection, maintaining a healthy deal cadence through effective meeting coordination, and a keen focus on understanding advisors' partnership motivations.
Faith guides sellers through the front end of the Alaris process, serving as their primary point of contact from the initial call through the signing of an LOI. She is responsible for coordinating meetings, managing deal cadence, and collecting key data to support a smooth and efficient process. Faith also collaborates on the creation and distribution of each firm’s confidential Deal Brief, highlighting its unique story and value. She works closely with sellers to understand their partnership goals and set the foundation for a successful outcome.
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