Click on your state to view the appropriate sales team contact, or download the pdf version here.

Mark Soukup

Senior Regional Vice President of Sales

Mark Soukup

Mark Soukup

Senior Regional Vice President of Sales

marks@clsinvest.com
888-552-7840

Home Office Team — 888-455-4244

Inside Sales — Melissa Kulus

Customer Service — Michael Bull

New Business — Gabby Dvorak

Mark Soukup joined CLS in 1995 and currently serves as the Senior Regional Vice President of Sales in the Pacific region.

Prior to joining CLS, Mr. Soukup worked as a registered financial representative, specializing in mutual funds, variable annuities, and retirement planning. With more than a decade of experience in the financial industry, his expertise includes helping advisors convert and integrate fees into their current business model.

Mr. Soukup received a Bachelor of Arts degree in Marketing from Iowa State University in Ames, Iowa. He currently holds the FINRA Series 7, 63, and 65 licenses.

Myles Bozinovski

Regional Vice President of Sales

Myles Bozinovski

Myles Bozinovski

Regional Vice President of Sales

myles.bozinovski@clsinvest.com
310-947-0715

Home Office Team — 888-455-4244

Inside Sales — Cale Beyer

Customer Service — Stephanie Bailey

New Business — Dee Dee Minino

Myles Bozinovski joined CLS in December of 2014 as Regional Vice President of Sales, covering various states in the western part of the United States.

Prior to joining CLS, Mr. Bozinovski held numerous sales leadership positions within the financial services industry. Mr. Bozinovski started his career as a financial advisor with Morgan Stanley. He then spent nine years working with TCW Funds, where he held Internal Sales Representative, Internal Sales Manager, and External Wholesaler positions. In sum, he brings over 15 years of experience to CLS.

Mr. Bozinovski currently holds FINRA Series 7, 63, and 65 securities registrations. He earned a Bachelor of Science degree from the University of California, Los Angeles, where he was a member of the Water Polo Team. Mr. Bozinovski has spent many years as a lifeguard and enjoys spending time with his wife and three children.

Brian Ragle

Senior Regional Vice President of Sales

Brian Ragle

Brian Ragle

Senior Regional Vice President of Sales

brianr@clsinvest.com
866-404-5378

Home Office Team — 888-455-4244

Inside Sales — Steve Grove

Customer Service — Pam Gordon

New Business — Bill Koonce

Brian Ragle joined CLS in 2000. He is responsible for partnering with investment professionals in the south and southeast regions of the United States to bring CLS’s portfolio management services to individual investors.

Mr. Ragle has been involved in the financial services industry for more than 30 years. Prior to joining CLS, he worked as an independent financial advisor for more than 15 years. Mr. Ragle’s financial background also includes more than eight years in the banking industry as President/Managing Officer of a savings and loan association. Working closely with qualified plans, Mr. Ragle can relate and speak to TPAs, recordkeepers, advisors, and qualified plan participants.

Mr. Ragle received a Bachelor of Arts degree from Baylor University in Texas. He currently holds FINRA Series 6, 24, 63, and 65 securities registrations.

Learn more about Brian on our blog.

Mike Nixon

Senior Regional Vice President of Sales

Mike Nixon

Mike Nixon

Senior Regional Vice President of Sales

miken@clsinvest.com
866-424-0065

Home Office Team — 888-455-4244

Inside Sales — Bryan Gelster

Customer Service — Ben Stout

New Business — Zach Rezac

Mike Nixon joined CLS in 1997. As Senior Regional Vice President of Sales, he is responsible for partnering with financial advisors in the north central part of the United States to deliver innovative investment solutions to individual investors and qualified plan participants.

Mr. Nixon works with advisors and CLS’s Portfolio Management Team to construct portfolios with exchange traded funds as well as other efficient, transparent, and cost-effective instruments.

Mr. Nixon graduated from the University of Nebraska-Lincoln with a Bachelor of Arts degree in Finance. He currently holds FINRA Series 6, 63, and 65 securities registrations.

Jon Trbovich

Senior Regional Vice President of Sales

Jon Trbovich

Jon Trbovich

Senior Regional Vice President of Sales

jont@clsinvest.com
303-956-8147

Home Office Team — 888-455-4244

Inside Sales — Spencer Smalley

Customer Service — Molly Riewaldt-Bowers

New Business — Sarah Lammers

Jon Trbovich joined CLS as a Regional Vice President in 2003. His territory covers the states of Tennessee, Mississippi, Alabama, Georgia, South Carolina, Florida, and Puerto Rico.

Mr. Trbovich has a strong statistical and technical background, and his expertise complements company service areas including exchange traded funds. His previous experience includes service and analyst positions at Merrill Lynch, service and trading positions at Schwab Institutional, and Regional Vice President at Shields Management Company.

Mr. Trbovich received a Bachelor of Science degree in Mathematics with a concentration in Actuarial Science and a minor in Statistics from Colorado State University. He currently holds FINRA Series 6, 7, 63, and Series 65 securities registrations.

Shari Rash

Regional Vice President of Sales

Shari Rash

Shari Rash

Regional Vice President of Sales

shari.rash@clsinvest.com
443-480-1781

Home Office Team — 888-455-4244

Inside Sales — Darrell Saathoff

Customer Service — Michael Bull

New Business — Bill Koonce

Shari Rash joined CLS after working for Prudential Annuities as an External Wholesaler in the New England region. Prior to assuming that role, she served as Annuities Specialist and Internal Wholesaler at Prudential. Ms. Rash brings to CLS a strong background in annuities, mutual funds, and retirement planning.

As Regional Vice President of Sales covering various states on the east side of the U.S., Ms. Rash presents CLS’s professional money management services to investment advisors. Ms. Rash earned her Bachelor of Business Administration degree in Finance from Temple University in Philadelphia, PA. She currently holds the FINRA Series 6, 63, and 65 licenses.

Learn more about Shari on our blog.

John Welch

Regional Vice President of Sales

John Welch

John Welch

Regional Vice President of Sales

john.welch@clsinvest.com
410-980-7360

Home Office Team — 888-455-4244

Inside Sales — Andie Wilkinson

Customer Service — Molly Riewaldt-Bowers

New Business — Gabby Dvorak

John Welch joined CLS in 2012 as Regional Vice President of Sales for the northeast territory of the United States. In his role at CLS, he is committed to partnering with advisors, as well as assisting them in growing their businesses and forging lifelong relationships with clients.

A Business Management major from the University of Maine, Mr. Welch has passed the FINRA series 6, 63, and 65 securities exams. He also received the Certified Investment Management Analyst designation from Wharton Business School in 2009.

Mr. Welch has over 18 years of experience within the financial services industry. Prior to joining CLS, he worked as an Institutional Wholesaler for MFS Investment Management in the Mid-atlantic area.

Learn more about John on our blog.

Ryan Byrne

Vice President of Qualified Plans

Ryan Bryne

Ryan Byrne, QPFC

Vice President of Qualified Plans

ryan.byrne@clsinvest.com
402-957-3495

Inside Sales — Jeovany Zelaya

Ryan Byrne joined CLS in 2006 as an Inside Sales Consultant. He is currently Vice President of Qualified Plans, where he works to develop and cultivate 401(k) and 403(b) opportunities across the country. Prior to working at CLS, Mr. Byrne worked at QA3 Financial and Securities America.

Mr. Byrne is a graduate of the University of Nebraska at Omaha, where he earned a Bachelor of Science degree in Management Information Systems. He currently holds his FINRA Series 6 and 65 securities licenses and is a Qualified Plan Financial Consultant.

Sean Hollingshead

Director, Investment Advisor Division

Sean Hollingshead

Director, Investment Advisor Division

sean.hollingshead@Clsinvest.com
402-896-7058

Home Office Team — 888-455-4244

Inside Sales — Ethan Goff

Sean Hollingshead joined the CLS Sales Team in 2013. He now oversees the integration of Autopilot as Director, Investment Advisor Division. Mr. Hollingshead holds a Bachelor’s Degree from Brigham Young University, Marriott School of Management, as well as the FINRA Series 65 securities registration.