Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation

Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced key updates to its Advisory Board. New appointments include Barnaby Grist, former Cetera Financial Group president and veteran wealth management executive; Kate Ristau Shackleton, former LPL Financial executive vice president, head of trust and insurance; John Vaccaro, MassMutual executive and FINRA governor; and Christine Leong Connors, Co-Founder and CEO of Verita Strategic Wealth Partners and former EPIQ President and J.P. Morgan executive.

Grist is a veteran of the financial advisor industry, with executive experience at Charles Schwab and Cetera Financial Group. He has served on the boards of Sageview Advisory Group and several fintech firms, including Pontera, where he is currently a board advisor, and RIA in a Box, where he served as executive chairman. His career has centered on strategy, leadership and sales, with a strong focus on technology, platforms and investment products for financial advisors.

Ristau Shackleton, with more than 20 years in wealth and investment management, has held senior roles at LPL Financial, Wells Fargo, J.P. Morgan and Morgan Stanley. She has built deep expertise in corporate strategy, trust and insurance, and multi-generational wealth planning, with a particular focus on policy, risk management and advisor support.

Vaccaro brings three decades of leadership across MassMutual, The Hartford, Prudential and WS Griffith, where he established a proven track record in distribution, marketing and advisor enablement. He continues to play an influential role in the industry as chairman emeritus of MML Investors Services and as a governor of FINRA, offering strategic perspective on finance, operations and regulatory oversight.

Leong Connors brings complementary strengths, having advised ultra-high-net-worth families, business leaders and wealth creators over a career spanning J.P. Morgan and EPIQ Capital Group and now Verita Strategic Wealth Partners. At J.P. Morgan, she served as managing director and head of the private bank in Northern California, where she oversaw more than $74 billion in client assets, before becoming president and partner at EPIQ, which culminated in a sale to IEQ.

“Our Advisory Board members are highly respected leaders whose deep industry expertise will be invaluable as Wealth.com continues its rapid growth,” said Rafael Loureiro, co-founder and chief executive officer at Wealth.com. “Their insights will accelerate our mission to redefine estate planning, ensuring wealth management firms, family offices and clients experience the most technologically advanced and trusted solution in the industry.”

Together, Grist, Ristau Shackleton, Vaccaro, and Leong Connors bring complementary perspectives across strategy, distribution, operations and enterprise leadership. Their collective experience will help align Wealth.com’s strategy with the evolving needs of financial advisors and institutions, while providing invaluable guidance to support the company’s continued growth and innovation.

These appointments cap a landmark year for Wealth.com. Over the past 12 months, the company completed a Series A funding round led by GV; secured a strategic investment from Charles Schwab; and entered into partnerships with eMoney Advisor, Cetera Financial Group, Commonwealth Financial Network and OneDigital. It also received recognition as a finalist in six categories at the 2025 WealthManagement.com Industry Awards. In January 2026, the company will also host its inaugural Estate Planning Conference in Scottsdale, Arizona.

To learn more about Wealth.com’s industry-leading, end-to-end estate planning platform, please visit www.wealth.com.

About Wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering 1000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. Recognized as the market share leader in estate planning, Wealth.com is the only tech-led, end-to-end platform built specifically for financial institutions, driving scale and efficiency while meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the ‘Best Technology Provider’ in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.

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