Hear from the CEO

Chalice Network is a community of over 50,000 members comprised of independent Financial Advisors, CPAs, Insurance Agents and other financial professionals. Our members enjoy access to exceptional benefits and solutions via our digital marketplace—all designed to help them run, grow and protect their business. Members may also access the Chalice Community where they can network, connect and learn from like-minded entrepreneurs.

At Chalice Network, we are committed to bringing our members value every step of the way and reinventing independence for thousands of business owners nationwide.

Chalice Network was created by true industry veterans that understand the needs of today's independent business owner. Our leadership team has over 100 years of combined experience and are dedicated to bringing real and immediate value to all members of the Chalice Network.

Meet the Leadership Team

Keith Gregg

Founder, Chairman & CEO, Director

Melea Guilbault

Chief Commercial Officer

Tim Horton

Chief Technology Officer

Advisory Board

The Chalice Advisory Board draws upon the industry’s best leadership talent for the purpose of ensuring we accomplish our Firm’s mission – to become the industry’s leading member-benefit organization for independent business owners. This experienced group of industry luminaries brings multiple decades of innovation leadership and superior financial technology experience. We are very proud to call them partners and friends!

  • James A. Combs Jr.
    President and CEO of National Advisors Trust Company
  • Stephanie Brown
    Of Counsel at Markun, Zusman, Freniere and Compton
  • Eric Clarke
    CEO of Orion Advisor Services
  • Rich Cancro
    Founder and CEO of AdvisorEngine
  • Don Plotsky
    Managing Partner of Uinta Investment Partners
  • Morris Nutt
    CEO, Trinity Capital Management
  • Spenser Segal
    CEO of ActiFi
  • Melea L. Guilbault
    Executive Vice Chairwoman of the CAB
  • Ron Fiske
    Chairman of the CAB
  • Jack Sharry
    CMO, LifeYield

Board of Directors

Keith Gregg

Chairman & CEO of Chalice Network

Gavin James

Managing Partner, Uinta Investment Partners

Cary Burch

Managing Partner & CEO Bryce Capital

Dr. Merrill Lewen, MD

People’s Health Clinic

Jean-Paul (JP) Guilbault

CEO, ALICE Training Institute