Press releases.

WALNUT CREEK, CA — AdvisorPilot™ today announced the appointment of Jett Winter, Co-Founder of the Company as its Board Chairman. With an MBA from Boston University and a BA from University of California, Santa Cruz, Mr. Winter has held five different CEO jobs in Silicon Valley as well as senior management positions for GE Vernova. His resume includes the successful execution of IPOs, Private Financings, M&A, and the creation of top-tier executive teams. Mr. Winter has deep experience in software and business services. He has focused on the FinTech space for the past decade.

“We are pleased that Jett has accepted the role of Chairman,” said Christopher Perussina, Founder and CEO of AdvisorPilot™. “His business expertise and capital formation experience can truly accelerate the growth of our Company.”

“During my recent tenure in the FinTech Industry, I have noticed how client workflow inefficiencies drain time for successful Financial Advisors,” said Mr. Winter. “By founding AdvisorPilot™ with Chris and Robert Perussina, we have been able to build a fully integrated AI-powered platform to help financial advisors streamline customer acquisition and scale ongoing operations, while deepening client relationships.”

As Chairman, Jett will manage investor-board relations. He will also serve as the guardian of the company’s mission and core philosophy, ensuring that long-term strategic pivots or major commercial expansions align with the original vision. As a founder, Jett ensures that AdvisorPilot™ retains its innovative edge while maintaining a high tolerance for calculated risk.

SAN FRANCISCO, CA — July 22, 2026 — AdvisorPilot™ today announced the official launch of its AI-powered portfolio review and client engagement platform designed for independent Registered Investment Advisors (RIAs), wealth management firms, and financial professionals.

Built by practicing advisors, AdvisorPilot™ was created to address one of the most significant challenges facing the financial services industry: the growing operational demands placed on advisors. From gathering client information and preparing reviews to creating customized deliverables, advisors often spend valuable time managing processes instead of focusing on client relationships.

AdvisorPilot™ combines statement analysis, portfolio insights, client communications, and workflow management into one integrated platform designed to help advisors create more efficient and consistent client experiences at their very first meeting.

“AI will not replace financial advisors. It will empower the advisors of the future. We built AdvisorPilot™ because we experienced firsthand the frustration of spending more time dealing with fragmented systems than helping clients. Advisors should spend their time where it matters most: building relationships and delivering advice. AdvisorPilot™ gives that time back.”

The future of financial advice will not be defined by replacing advisors with technology. It will be defined by giving advisors better tools to serve their clients.

By reducing time spent on repetitive administrative tasks, AdvisorPilot™ helps financial professionals increase capacity, improve client engagement, and deliver a more consistent advisory experience without sacrificing the relationships at the center of financial planning.

AdvisorPilot™ is currently onboarding select independent RIAs, financial advisors, and wealth management firms.

To explore AdvisorPilot™, view a product demonstration, or request access, visit www.AdvisorPilot.ai.