
Alan Davis
Wealth Advisor

Brad White, CFP®
Sr. Wealth Advisor, Director

Brian Jellig, CFP®
RVP, Wealth Advisor

Dionisio Meneses, CFP®
Associate Advisor

Jonah Tinajero
Associate Advisor

Justin Do, CFP®
Wealth Advisor

Ken Bobadilla
RVP, Wealth Advisor

Micah Cummins, AMS®, CFP®
RVP, Wealth Advisor

Pat Wynne, CFP®
Wealth Advisor

Patrick Comer, CFP®
RVP, Wealth Advisor

Sandee Mapp
RVP, Wealth Advisor

Schane Goheen, CFP®, CLU®
RVP, Wealth Advisor, Director

Sean O’Connor, CFP®
RVP, Wealth Advisor

Lisa Goodman
Regional Vice President

Marc A. Normann
Sr. Vice President

Susy Gibo
Sr. Regional Client Development Associate

Angelo Altoveros
Client Service Specialist

Erica Luchetti
Sr. Client Service Specialist

Jacob Lynch
Client Service Specialist

Jessica Villarin
Client Service Specialist