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Advisors

Click on each location to find an advisor near you. 

Arizona

Chandler

James Dwyer, CFP®, AIF® Mike McGinley, CFP®, AIF® See Office Details

Phoenix

Adrian Larson M.J. Nodilo, AIF® Patsy L. Nodilo Ryan Kuhn, CFP®, MS See Office Details

California

Berkeley

Carrie Sax, CFA, CFP® David Glotzer John Madden Jonathan K. DeYoe, AIF® CPWA® Scott Jacobs See Office Details

Orange County

Ryan Serrecchia, CFP® Armando Estevane, CFP® Elliott Servais, MBA, CFP® Ethan G. Matkin, CFP® Joshua Land, CFP® Lauren Klein, CFP®, CDFA®, MBA, EA See Office Details

Redwood Shores

Dan Federman, CFP® Julie Chan-O’Rourke, CFP® Ryan Ignacio, CFA, CFP® See Office Details

San Diego

Richard C. Donnelly, CIMA®, RLP® Adam N. Werner, CFP®, CPWA® Bradley Owen, CFP®, RLP®, RMA® Jack Curran Lucas Karasch, CFP® Sean Cartin, CFP® See Office Details

Torrance

Greg Wells, CFP® Aleksandr Chkadua, CFP® Ana Mercado, CFP® Brian E. Parker, CFP® Clay Zachry, CFP® Cristin Rigg, CFP®, CDFA® Derek Holman, CFP®, AIF® Fernando Reyes, MBA, CFP® Giorgina Nguyen, CFP® Jon Bacon, CFP® Mary Harris, CFP® Matthew Kuhn, MBA, CFA, AIF® Tom Nguyen, CFP® See Office Details

Valencia

Mike McGrath, MS, CFP®, CLU® Paramita Roy See Office Details

Walnut Creek

Stephanie Richman, CFP®, CPCC® Billy Wee, CFP® Bronwyn Shone, MFA, CFP®, EA Christopher Estrada, CFP® Clifford Coulston, JD Jonathan Spector, MS, CFP® Laura R. Knolle, CFP®, MS Missy (Mary Ann) Westbrook Paola Ramos, CFP® Ryan Schwartz, CFA, CFP® See Office Details

West Los Angeles

Clint Camua, MBA, CFP® Eric Nikssarian, CFP® Trevor Bush, MBA, CFP® See Office Details

Westlake Village

Clint Camua, MBA, CFP® Eric Swanson, CFP® Kathy Costas, CDFA® See Office Details

Colorado

Denver

Jon D. Moore, CFP® Andy Thomas, CFP®, CPA Chuck Bautista, MBA, CRPC®, ChFC® Elizabeth Cady, CFA, CFP® Nick Hatfield, CFP® Sara Gardner, CFP® See Office Details

Denver Tech

Jon D. Moore, CFP® Chuck Bautista, MBA, CRPC®, ChFC® Elizabeth Cady, CFA, CFP® Nick Hatfield, CFP® Sara Gardner, CFP® See Office Details

Illinois

Chicago

Frank Patzke, MBA, CFP® Klaudia Gryfik, CFP® Linda Coffey, CFP®, CDFA®, CRPS® See Office Details

Maine

Augusta

Jeffrey G. Burch Scott E. Upham, CIMA®, CPWA® See Office Details

Brunswick

Jeffrey G. Burch Scott E. Upham, CIMA®, CPWA® See Office Details

Massachusetts

Boston

Brian Mulvey Jake Shuman Patrick Donovan, CFP® William Corcoran See Office Details

Lynnfield

Avery Dwyer, CFP® Bill Simpson, MBA, CFP® See Office Details

Newburyport

Avery Dwyer, CFP® Chuck Johnson, MBA, CFP® Thomas Dwyer, EA, CFP® See Office Details

New Hampshire

Portsmouth

Bill Simpson, MBA, CFP® Chuck Johnson, MBA, CFP® See Office Details

Pennsylvania

Philadelphia-Exton

Bob McCarty, MBA Devin Paul Jordan Sisson Randall Warren, MBA Scott Shellhamer See Office Details

South Carolina

Hilton Head Island

John O’Toole, CRPC® See Office Details

Texas

Dallas

Brett Anderson Andy Hunt, CFP®, ChSNC® Michael Stillman See Office Details

Utah

Logan

Austin Beard, CFP® Brady Jardine, CFP® Brian Wilde, CFP® Brock Miller, MBA See Office Details

Salt Lake City

Mark Matley, ChFC® , CLU® Paul Salisbury, CFP®, ChFC®, CLU® Chuck Cutler, ChFC® , CLU® Dallin Cutler, CFP® David Tate, ChFC®, CLU® Nate Cutler Richard Janke, CFP® Robert Davis Ryan Krantz, CFP® Tyler Petersen, CFP® Wyatt DeGooyer, CFP® See Office Details

St George

Aaron Best, CFP® Brooke Wadsworth, CPA, PFS™ Greg Kemp, CPA Neal Marchant CPA, PFS™ See Office Details

Departments & Committees

Client Service

Financial Planning

Management Committee

Investment Committee

Portfolio Management

Wealth Advisory

Tax and Estate

Wealth Operations

Compliance and Legal

Partnership Integration

Mergers and Acquisitions

Finance and HR

Employee Enrichment

Marketing

Information Technology

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