José Castañeda, CFP®
Wealth Advisor
Nicole Mosley, CFP®
Wealth Advisor
Sam Hume
Wealth Advisor
Samuel Hussein, CFP®
Wealth Advisor
Sydney Hacker, CFP®
Wealth Advisor
John Mazzei, CFP®
Regional Vice President
Aleesha Grimes Zear
Sr. Manager, Client Service
Derek DeMars
Client Service Specialist
Jarrod Brock
Financial Planner
Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth

