Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Saman Bigharaz Image

Saman Bigharaz

Regional Vice President

LA-Century City, Kahului, Woodland Hills, Pasadena, Westlake Village

Scott Baber - Regional Vice President

Scott Baber

Regional Vice President

Scott Rose

Regional Vice President

Shannon Gaskin - Regional Vice President

Shannon Gaskin

Regional Vice President

Ann Arbor, Livonia, Traverse City, Portage, Troy

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Timothy Schmidt

Regional Vice President

Woodbridge, Nashua, Peabody, Boston – West

Todd LaLuzerne

Todd LaLuzerne, AAMS

Senior Vice President

Bartlesville, Dallas – Park Cities, Ponca City

Tony Bouton

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Travis Poulos, CFP®

Regional Vice President

Portland, Portland – South

Tunia Mycyk, AIF® CRPS®

Regional Vice President

Willie Wheat

Regional Vice President

Doug Fabian

Doug Fabian

Sr. Vice President

Boise – Downtown, Coeur d’Alene, Eagle, Salt Lake City, Santa Barbara, Spokane, Sun Valley, Boise

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

Boulder, Chesterfield, Denver, Omaha, Schaumburg, Denver – Greenwood Village

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

Paul Seidman

Paul Seidman, CFP^®, CRPC^®

Sr. Vice President

Kahului, Woodland Hills

T Kallas

Tim Kallas

Sr. Vice President

Emily Sipes

Emily Sipes, CFP®

Sr. Client Development Associate

Ethan Klie

Client Dev Associate

F Xuereb

Fred Xuereb

Sr. Client Development Associate

Jackie Steczkowsk

Regional Sales Associate

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