• Torrance
  • Ana Contreras, CFP®
  • Aleks Chkadua
  • Fred Henry, CFP®
  • Derek Holman, CFP®, AIF®
  • Kiersten Large 
  • Tom Nguyen, CFP®
  • Brian E. Parker, CFP®
  • Eric Swanson, CFP®
  • Fernando Reyes, CFP®
  • Greg Wells, CFP®
• Lafayette
  • Lynn Ballou, CFP®

• • Diane C. Jakubowski, CFP®, MBA
  • Laura R. Knolle, MS, CFP®

• • Ross Millie, MBA
  • Stephanie Richman CFP®, CPCC®  
• Lafayette West
  • Loren B. Kayfetz MSFS, CFP®, ChFC, CLU

• • Jonathan Spector, MS, CFP®
• Valencia
  • Michael McGrath, MS, CFP®, CLU®
  • Patrick Kinney
• Seattle
  • Joe Boden, CFP®
  • Rick Bryan, CFP®
  • Mitch Conlon, CFP®
  • Stephen Dart
• Denver - Littleton
  • Elizabeth Cady, CFA, CFP®

• • Sara Gardner, CFP®
  • Jon D. Moore, CFP®

• Denver - Tech Center
  • Nick Hatfield, CFP®

• San Mateo
  • Ryan Schwartz, CFA, CFP®
• Orange County
  • Tyler Robuck, CFP®
  • Ryan Serrecchia, CFP®
  • Elliott Servais, CFP®, MBA
  • Jason Stein, CFP®
• West Los Angeles
  • Trevor Bush, MBA, CFP®
  • Clint Camua, CFP®, MBA
  • Kathy Costas, CDFA®
  • Patrick Kinney
  • Eric Nikssarian, CFP®
• San Diego
  • Sean Cartin, CFP®
  • Richard C. Donnelly, CIMA®, RLP®
  • Brad Owen, CFP®, RLP®, RMA®
  • Adam N. Werner, CFP®, CPWA®
  • Lucas Karasch, CFP® 

• Phoenix
  • Adrian Larson
  • M.J. Nodilo
  • Patsy L. Nodilo

• Chicago
  • Klaudia Gryfik, CFP®
• • Frank T. Patzke, CFP®, MBA
  • Leslie Pinto, CFP®
• Dallas
  • Brett Anderson CRPC®
  • Michael Stillman 

• • Kevin Ashworth, CFA
  • Kevin Beebe, CFA

• • Patrick Goshtigian, CFA
  • Derek Holman, CFP®, AIF®
  • Daiana Kelleyian, CFA

• • Cris Moran, CFA, CFP®
  • Brian E. Parker, CFP®
  • Adam Phillips, CFA, CFP®

•  
  • Brandon Beckner, CFP®

• • Linda Ginder, CFP®
  • Kyle Hurt
  • Emily Kohnman
  • Jennifer Li, CFP®, EA, CAP®, CExP™
  • Connor P. McDevitt, CPFA
  • Alina Narr, CFP®
  • Brett Panziera, CFP®
  • Mike Ramirez, CFP®, CCPS

• • Jonel Tomines
  • Monica van Eck, CFP®
  • Erin Voisin, CFP®, MS, CDFA®, ChFC®, EA
  •  

Tax and Estate Planning

• • Gary Chan, JD, CPA, PFS
  • Emily Cojulun
  • Rhonda Morgan, JD

• • Therese Tippie, CPA
  •  

Operations Team

• • Teddy Agbonwaneten

• • Kelly Alameddin, FPQP®

• • Guy Anderson
  • Steven Beals 
  • Ross Bernstein
  • Luis Bribiesca
  • Calvin Bui
  • Jeni Buys
  • Meredith Beazley
  • Irene Biddle 
  • Brenda Bishop
  • Thomas J. Bonomo, MBA
  • McKenna Bouvier 
  • Susan Carsello 

• • Karen Chan
  • Mario Chilin, CCEP®, CSCP®
  • Rachel Chin

• • Jason Clebowicz 
  • Stefanie Corrales, FPQP™, SHRM-SCP®

• • Haas El Farra, MBA

• • John Ertman
  • Safa Ghabbour
  • Brian Gosell
  • Taja Hardy
  • Austin King
  • Ryan Kuhn
  • Elena Israel
  • Armand Lebrilla
  • Maura Madden, CFP®

• • Seth Maristuen
  • John McCormick
  • Mineko C. Murai

• • Travis Meyer
  • Breene Murphy

• • Sheri Nelson
  • Trevin O’Cain
  • Rhonda O'Neal 

• • Marcia Parker 
  • Bernadette Posen
  • Meena Pegany 
  • Kat Phan
  • Alicia Ramirez
  • Bert Raquel 
  • Sherryl Ray
  • Genevieve Remark 

• • Brian Shortsleeve 

• • Aaron Solorzano
  • Jackie Swanson
  • Geniffer Takacs, CFA
  • Christopher Toumajian, CPA
  • Lisa Villagrana
  • Elle Wenz, MBA
  • Veronica Wimer 
  • Erin Ziedman
  •  

Partnership Integration 

• • Jilda Balyan
  • Garrett N. Carter, CFP®
  • Debi Murphy