• Torrance Financial Advisors

  • 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®
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• South Bay Financial Advisors
  • Jon Bacon, CFP®
  • Mary Harris, CFP®
  • Matthew Kuhn, MBA, CFA, AIF®
  • Cristin Rigg, CFP®, CDFA®
  • Clay Zachry, CFP®
  •  

• Lafayette Financial Advisors

  • Lynn Ballou, CFP®

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

• • Ross Millie, MBA
  • Stephanie Richman CFP®, CPCC®  
  •  

• Lafayette West Financial Advisors

  • Loren B. Kayfetz MSFS, CFP®, ChFC, CLU

• • Jonathan Spector, MS, CFP®
  •  

• Valencia Financial Advisors

  • Michael McGrath, MS, CFP®, CLU®
  • Patrick Kinney, MBA
  •  

• Seattle Financial Advisors

  • Joe Boden, CFP®
  • Rick Bryan, CFP®
  • Mitch Conlon, CFP®
  • Stephen Dart, JD
  •  

• Denver - Littleton Financial Advisors

  • Elizabeth Cady, CFA, CFP®

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

     

• Denver - Tech Center Financial Advisors

  • • Nick Hatfield, CFP®

• • Ryan Schwartz, CFA, CFP®
  •  

• Orange County Financial Advisors

  • Tyler Robuck, MBA, CFP®
  • Ryan Serrecchia, CFP®
  • Elliott Servais, MBA, CFP®
  • Jason Stein, CFP®
  •  

• West Los Angeles Financial Advisors

  • Trevor Bush, MBA, CFP®
  • Clint Camua, MBA, CFP® 
  • Kathy Costas, CDFA®
  • Patrick Kinney, MBA
  • Eric Nikssarian, CFP®
  •  

• San Diego Financial Advisors

  • Sean Cartin, CFP®
  • Richard C. Donnelly, CIMA®, RLP®
  • Brad Owen, CFP®, RLP®, RMA®
  • Adam N. Werner, CFP®, CPWA®
  • Lucas Karasch, CFP® 
  •  

• Phoenix Financial Advisors

  • Adrian Larson
  • M.J. Nodilo, AIF® 
  • Patsy L. Nodilo
  •  

• Chandler Financial Advisors

  • James Dwyer, CFP®, AIF®
  • Mike McGinley, CFP®, AIF®
  •  

• Chicago Financial Advisors

  • Klaudia Gryfik, CFP®
  • Frank T. Patzke, CFP®, MBA

• •  

• Dallas Financial Advisors

  • Brett Anderson CRPC®
  •  Michael Stillman 
  •  

• Salt Lake City Financial Advisors

  • Chuck Cutler, ChFC®, CLU®
  • Dallin Cutler, CFP®
  • Robert Davis
  • Richard Janke, CFP®
  • Ryan Krantz
  • Mark Matley, ChFC®, CLU®
  • Tyler Petersen, CFP®
  • Paul Salisbury, CFP®, ChFC®, CLU®
  • Dave Tate, ChFC®, CLU®
  •  

• Logan Financial Advisors

  • Brady Jardine, CFP®
  • Brian Wilde, CFP®

Investment Committee

• • Kevin Ashworth, CFA
  • Kevin Beebe, CFA

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

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

Financial Planning

• • Brandon Beckner, CFP®
  • Morgan DeGooyer 
  • Wyatt DeGooyer, CFP®

• • Linda Ginder, CFP®, EA, CDFA®
  • Tim Gottfredson, CFP®

• • Kyle Hurt
  • Emily Kohnman
  • Jennifer Li, CFP®, EA, CAP®, CExP™
  • Connor P. McDevitt, CRPS®, CPFA
  • Bret Miller 
  • Alina Narr, CFP®
  • Brett Panziera, CFP®
  • Kristen Perez, CFP®
  • Mike Ramirez, CFP®, CCPS
  • Ali Rigby
  • Scott Sayre, CFP®, CFS

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

Tax and Estate Planning

• • Rhonda Morgan, JD

• • Therese Tippie, CPA

Investment Team

• • Guy Anderson
  • Karen Chan
  • Jason Clebowicz 

• • Haas El Farra, MBA
  • Safa Ghabbour
  • Armando Herrera, FPQP™
  • Daiana Kelleyian, CFA

• • Armand Lebrilla

• • Geniffer Takacs, CFA

Operations Team

• • Kelly Alameddin, FPQP®
  • Kelly Anselmo 

• • Steven Beals 
  • Ross Bernstein

• • Meredith Beazley
  • Irene Biddle 
  • Brenda Bishop
  • Thomas J. Bonomo, MBA
  • Luis Bribiesca
  • Calvin Bui
  • Tyler Burke
  • Jeni Buys

• • Susan Carsello 
  • Jaynie Collins
  • Stefanie Corrales, FPQP™, SHRM-SCP®
  • Michael DeSantis, FPQP™
  • Brian Gosell
  • Liz Guerrero 
  • Taja Hardy
  • Ryan Kuhn
  • Elena Israel
  • Maura Madden, CFP®
  • Seth Maristuen
  • John McCormick
  • Trevor Moore
  • Mineko C. Murai
  • Travis Meyer
  • Suzanne Mickelson 
  • Sheri Nelson
  • Rhonda O'Neal 
  • Sean Ostrom
  • Marcia Parker 
  • Bernadette Posen
  • Meena Pegany 
  • Kat Phan
  • Bert Raquel 
  • Brian Shortsleeve 
  • Lauren Smyer 
  • Jackie Swanson
  • Julie Sweeten
  • Jamie Tarrant
  • Lisa Villagrana
  • Elle Wenz, MBA
  • Brenda Winn
  • Veronica Wimer

Partnership Integration Team

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

Information Technology

• • Aaron Solorzano

Compliance

• • Mario Chilin, CCEP®, CSCP®
  • Alicia Ramirez

Finance and HR

• • John Ertman
  • Christopher Toumajian, CPA

Employee Enrichment

• • Sherryl Ray

Client Experience and Marketing

• • Rachel Chin
  • Austin King
  • Breene Murphy