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Our Associates

Alec Williams

Alec Williams

Wealth Management Advisor

909.632.6442

619.684.6410

Arturo Coste

Arturo Coste

Registered Representative

702.978.6910

702.978.6911

Brennan Drew

Brennan Drew, CExP™

Vice President - Financial Advisor

702.978.6910

702.978.6911

Brian  Salonen

Brian Salonen

Financial Representative

(406) 728-6699

(406) 728-9226

Bridget Orr

Bridget Orr

Business Development Manager & Wealth Management Advisor

480.769.5123

480.787.2721

Bruce Fine

Bruce Fine

Financial Representative

818.807.6968

619.684.6410

Chad Wilson

Chad Wilson, CPA

Wealth Management Advisor

619.684.6400

619.684.6410

Danny Recht

Danny Recht

Wealth Management Advisor

619.472.7041

619.684.6410

Darby Minnick

Darby Minnick, CLU, ChFC

Financial Representative

406.582.1211

(888) 400-9486

Diego Lopes

Diego Lopes

Financial Representative

503.483.8308

503.207.4551

Igor Acimovic

Igor Acimovic

Disability Income Specialist | Brokerage Manager Financial Advisor

619.684.6400

619.684.6410

Ivan Mercer

Ivan Mercer

Wealth Management Advisor

925.380.9580

925.380.9581

Jack Perry

Jack Perry

Financial Representative

925.350.6584

925.380.9581

Jeremy Wong

Jeremy C. Wong

Registered Representative

925.380.9580

925.380.9581

Joseph Miller

Joseph Miller

Director of Business Development | Financial Advisor

702.335.3128

Justin Pechlert

Justin Pechlert

Managing Associate | Financial Professional

818.4004159

Marko Jaric

Marko Jaric

VP Business Development, Head of Entertainment & Sports Division

917.744.9866

Marvin Gayle

Marvin Gayle

VP, Wealth Management - Platform, Recruiting & Transition

718.415.9062

619.684.6410

Nash Subotic

Nash Subotic

Chief Executive Officer

619.684.6400

619.684.6410

Nathan Lopes

Nathan Lopes

Financial Representative

503.207.4550

503.207.4551

Nikola Novakovic

Nikola Novakovic

Vice President | Wealth Management Advisor

786.646.1044

619.684.6410

Pat Thebus

Pat Thebus

Chief Operations Officer (COO) & Agency Control Officer (ACO)

619.684.6268

619.684.6410

Regina Reiff

Regina Reiff

Vice President of Leadership Development & Recruiting

619.684.6296

619.684.6410

Rich Kettley

Rich Kettley

Vice President of Marketing and Development

619.684.6400 x 234

619.684.6410

Samantha Haas

Samantha Haas

Director of Business Development | Financial Advisor

808.206.9812

808.695.2121

Shannon Caul

Shannon Caul

Business Development & Event Coordinator

619.684.6400

619.684.6410

Slavica King

Slavica King

Director of Business Development

510.230.1572

925.380.9581

Spencer Dung

Spencer Dung, CFP®, ChFC®

Managing Director/Wealth Management Advisor

808.695.2130

808.695.2121

Stepan Keshishian

Stepan Keshishian, MBA, FSCP®

Managing Associate | Wealth Management Advisor

818.296.6690

Steve Koh

Steve Koh, MBA

Wealth Management Advisor

925.350.6584

925.380.9581

Vladimir  Kulenovic

Vladimir Kulenovic

Managing Director & Wealth Management Advisor

617.869.5014

Will Hage

Will Hage

Wealth Management Advisor, CExP™

619.684.6263

619.684.6410

William Stevens

William J. Stevens, CLU®, ChFC®, MSFS

Executive Vice President of Agency Distribution and Growth

480.787.2720

480.787.2721