Jessica Caruso, CFP®
Executive Managing Director
Annie Gottbehuet
Managing Director, Market Leader
Jedd Nicolas, CFP®
Sr. Wealth Advisor, Director
Jojo Cresci, CFP®
Sr. Wealth Advisor, Sr. Director
Aaron Langston, CFP®, EA
Senior Vice President & Wealth Advisor
Alex Gangl, CFP®, CFA®, CEPA®
Sr. Wealth Advisor
Anthony Lugo-Garcia, CFP®, CEPA®
Wealth Advisor
Bob Burlinson
Sr. Director, Private Investments
Carrie Zhou, CFP®
Wealth Advisor
Charles Recchion
Wealth Advisor
David Ventura, CFP®, EA
Wealth Advisor
Eric Frampton, MBA, CFP®
Wealth Advisor
Fanny Guo, CFP®
Sr. Wealth Advisor
Jacob Gee, CFP®
Wealth Advisor
Jeff Giguere, CFP®
Sr. Wealth Advisor
Jessica Chen, CFA®
Wealth Advisor
Leigh Shimamoto, JD, CFP®
Sr. Wealth Advisor
Mark De Gregorio
Wealth Advisor
Mark Ericson, CFP®, ChFC®
Sr. Wealth Advisor
Matt Krensky
Sr. Wealth Manager, Director
