Chat with us, powered by LiveChat
Broker Check

Our Associates

Find a Financial Advisor

  • Aaron M Puttroff, CExP™, CFP®
  • Aaron Domingo
  • Adam Besana
  • Aimee DeYoung
  • Alec Williams
  • Alex Jakovljevic, MBA, CExP™
  • Alfred Valencia, CExP™
  • Andrew Rogel, CFP®, CIMA®
  • Andrew Bunkers
  • Andrew Laurin
  • Andrew Whisner
  • Angela D. Mansfield
  • Anthony Surataruna
  • Anthony Synegal
  • Anthony D'Angelo
  • Art Veyna, CLU®
  • Austin Guenthner
  • B. Todd Conway
  • Bailey Creager
  • Ben Stevenson
  • Benjamin Fuentez
  • Brandon Agamennone, CRPC™
  • Brennan Drew, CExP™
  • Brian Salonen
  • Bridget Orr
  • Brooke Davis
  • Bruce Fine
  • Bryan Martinka
  • Bryan Briand, CExP™
  • Bryan Nakamoto, CFP®, CRPC, CEPA
  • Cameron Lee
  • Cassandra Workman
  • Chad Wilson, CPA
  • Charbel Ghaby, MBA, RICP, CExP
  • Chase Perchal
  • Christina Oh,  CFP® ChFC®
  • Christopher Chow
  • Christopher Guzman
  • Colin R. Prestesater, CExP™
  • Collin Watkins
  • Cory Morrison, RICP®, ChFC®, CASL®
  • Creighton Hardy, CFP®, ChFC®
  • Dan Zufall
  • Daniel Panique
  • Danny Recht
  • Darby Minnick, CLU, ChFC
  • Darko Dan Milosevic
  • Dave Peniuk
  • David Weinstein
  • David Moore
  • Dennis Bavin
  • Diego Villicaña Franco
  • Diego Lopes
  • Donald B. Pearson, CFP®, ChFC®, RICP®, WMCP®, MBA
  • Doug Newton
  • Drew Schwandt
  • Dunavan Hahn
  • Ethan Patrick
  • Fabio Lando
  • Florence Bamidele
  • Fred Abbamonte
  • Freddy Lopez, MBA
  • Garrett Gates
  • Grant Mathews, MBA
  • Greg Hunko
  • Hank Norman, CExP™
  • Igor Acimovic
  • Ivan Mercer
  • Jack L. Chou
  • Jack Perry
  • Jacob A. Campbell
  • Jacob Yanes
  • Jacob Lee
  • Jalen Lee
  • Jalyn Lupo, MBA
  • Janice Ratteree
  • Jared Burgess
  • Jason Frederico, CFP®, ChFC®, RICP®, CLTC®
  • Jason Oshins, MBA, CExP™
  • Jason Berton
  • Jason Nguyen
  • Jason Shapiro
  • Jeff Pawlowski, CLU
  • Jeffrey Barrette
  • Jeremy C. Wong
  • Jesse Corriea
  • Jimmy Kim
  • Jimmy Cameron
  • John Rackleff,3550 Excel Dr Suite 100 Medford, Oregon 97504
  • Johnny N. Coppedge
  • Jonathan M. Barrera
  • Jonathan Markos
  • Jordan M. Ibsen
  • Jordon Santos
  • Joseph DeLisi, CFP® ChFC®
  • Joseph Miller
  • Joseph Silla, CRPC® CMFC®
  • Josh Crame, MBA
  • Josh Nardi
  • Joshua D. Brown, CFP®, MBA
  • Joshua Tobosa
  • JP Bustamante
  • Kaden Lewis, MBA
  • Kara Edmiston, MBA
  • Keith Hale
  • Kelly Eng, CFA
  • Kelsey Robinson, MBA
  • Ken Ghahremani
  • Kenar Mayol
  • Keoni Medeiros
  • Kim Loane
  • Kimelton Madrigal Kim
  • Kris Triana
  • Liang Lee
  • Luka Vujovich
  • Luke Austin, MBA
  • Lynsey Freeman
  • Makoa Hotz
  • Marcus Nolan
  • Margaret Atherton
  • Mark W. Vannatta, CFP® CLU®
  • Mark Grubbs, MBA, CExP™
  • Mark SanGiacomo
  • Mark Brady
  • Marko Mijuskovic MBA, MSIS, CExP™
  • Marko Zivic
  • Marko Jaric
  • Marko Branisavljevic
  • Marvin Gayle
  • Matt Howard
  • Matt Lesher
  • Matthew A. Tabor, JD
  • Megan Sheridan
  • Michael Staggs
  • Michael Schulte, CExPTM
  • Michael Robertson
  • Michael Funaro
  • Michael Hixson
  • Michael Lewis
  • Michael H. Olivia, CFP® CExP™
  • Michael Von Ebers
  • Michael Hess, RICP
  • Nash Subotic
  • Nathan Lopes
  • Nemanja Selezan, MBA
  • Nicholas Manago
  • Nichole Mayer, CFP®, CExP™, RICP®
  • Nick Taber
  • Nick Flanders
  • Nick Clark
  • Nick Salcedo
  • Nikola Novakovic
  • Octavian Milano
  • Olga Vallejo
  • Pat Thebus
  • Patrick K. Collins, MBA, RICP®, ChFC®, CFP®
  • Paul Backofen
  • Paul Sonnier, MBA
  • Peter Weinberg, MBA
  • Phil Kang, CExP™
  • Ponce Deleong Smith
  • Rachel FK Novak, CExP™, RICP®
  • Randy Rivas
  • Raquel Naranjo, J.D.
  • Reed Puzzitiello
  • Regina Reiff
  • Reid White, CFP®, CLU®
  • Rich Kettley
  • Rod Roberto, CExP™
  • Rod Crews, LUTCF®
  • Rosa Hotz
  • Roxy Kiessling
  • Ryan Myers
  • Ryan Schulte, CFP®
  • Rylos Taylor
  • Samantha Haas, CEPA®, CLTC® 
  • Sandra Partida
  • Scott Blakney
  • Sean Mounce
  • Sergio Andrade
  • Shannon Caul
  • Slavica King
  • Spencer Dung, CFP®, ChFC®, WMCP®
  • Stephen Kelly, CFP®
  • Steve Koh, MBA
  • Steve Cutillo, ChFC®, CEPA
  • Taylor Wong
  • Theo Stiller, CEPA
  • Tom Hunt
  • Travis Scribner, CExP™
  • Travis Tagad
  • Trennon Scott Payne
  • Victor Chavez
  • Vincent Fashano
  • Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS
  • William Hage, CExP
  • William J. Stevens, CLU®, ChFC®, MSFS
  • Winston Stearns
  • Yvonne Atsu
Aaron Puttroff

Aaron M Puttroff, CExP™, CFP®

Partner, Living Legacy

619.684.6239

619.684.6410

Aaron Domingo

Aaron Domingo

Financial Advisor

808.695.2159

808.695.2121

Adam Besana

Adam Besana

Registered Representative

916.474.0086

Aimee DeYoung

Aimee DeYoung

Director of Marketing & Training

480.221.7705

Alec Williams

Alec Williams

Wealth Management Advisor

909.632.6442

619.684.6410

Aleksandar Jakovljevic

Alex Jakovljevic, MBA, CExP™

Senior Vice President & Wealth Management Advisor

619.684.6274

Alfred Valencia

Alfred Valencia, CExP™

Wealth Management Advisor

949.272.2114

619.684.6410

Andrew Rogel

Andrew Rogel, CFP®, CIMA®

Wealth Management Advisor

760.803.4774

619.684.6410

Andrew Bunkers

Andrew Bunkers

Wealth Managment Advisor

702.557.2248

Andrew Laurin

Andrew Laurin

Financial Advisor

310.489.8875

Andrew Whisner

Andrew Whisner

Financial Representative

301-8752615

Angela Mansfield

Angela D. Mansfield

Financial Advisor

602.549.7619

480.787.2721

Anthony Surataruna

Anthony Surataruna

Financial Representative

503.415.1916

503.207.4551

Anthony Synegal

Anthony Synegal

Managing Director

408.416.8851

Anthony D'Angelo

Anthony D'Angelo

Financial Representative

631.356.9542

Art Veyna

Art Veyna, CLU®

Wealth Management Advisor

949.323.8495

Austin Guenthner

Austin Guenthner

Wealth Management Advisor

858.444.5419

925.380.9581

B. Todd Conway

B. Todd Conway

Investment Specialist

510.908.1316

925.380.9581

Bailey Creager

Bailey Creager

Marketing and Business Development

567.454.0092

Ben Stevenson

Ben Stevenson

Financial Representative

817.917.3913

Benjamin Fuentez

Benjamin Fuentez

Wealth Management Advisor

713.628.8326

Brandon Agamennone

Brandon Agamennone, CRPC™

Wealth Management Advisor

214.797.6637

Brennan Drew

Brennan Drew, CExP™

Vice President - Financial Advisor

702.443.7284

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

Brooke Davis

Brooke Davis

Financial Advisor

281.450.4731

Bruce Fine

Bruce Fine

Registered Representative

818.807.6968

619.684.6410

Bryan Martinka

Bryan Martinka

Financial Representative

480.787.2720

480.787.2721

Bryan Briand

Bryan Briand, CExP™

Financial Advisor

503.207.4550

503.207.4551

Bryan Nakamoto

Bryan Nakamoto, CFP®, CRPC, CEPA

Wealth Management Advisor

808.695.2165

Cameron Lee

Cameron Lee

Financial Representative

971.808.8337

Cassandra Workman

Cassandra Workman

Financial Representative

916.529.7271

Chad Wilson

Chad Wilson, CPA

Wealth Management Advisor

619.777.5906

Charbel Ghaby

Charbel Ghaby, MBA, RICP, CExP

Wealth Management Advisor

818.395.8920

619.684.6410

Chase Perchal

Chase Perchal

Wealth Management Advisor

520.677.3511

Christina Oh

Christina Oh,  CFP® ChFC®

Financial Advisor

808.695.2135

808.695.2121

Christopher Chow

Christopher Chow

Wealth Management Advisor

808.695.2127

Christopher Guzman

Christopher Guzman

Registered Representative

925.783.5829

Colin Prestesater

Colin R. Prestesater, CExP™

Financial Advisor

406.728.6699

Collin Watkins

Collin Watkins

Financial Representative

702.978.6910

Cory Morrison

Cory Morrison, RICP®, ChFC®, CASL®

Wealth Management Advisor

619.684.8632

619.684.6410

Creighton Hardy

Creighton Hardy, CFP®, ChFC®

Wealth Management Advisor

Dan Zufall

Dan Zufall

Wealth Management Advisor

480.520.8207

480.787.2721

Daniel Panique

Daniel Panique

Financial Representative

403.396.6280

Danny Recht

Danny Recht

Wealth Management Advisor

619.472.7041

619.684.6410

Darby Minnick

Darby Minnick, CLU, ChFC

Financial Advisor

406.582.1211

(888) 400-9486

Darko Dan Milosevic

Darko Dan Milosevic

Financial Advisor

708.830.5848

Dave Peniuk

Dave Peniuk

Financial Representative

310.487.3518

David Weinstein

David Weinstein

Director of Employee Benefits

602.373.2555

David Moore

David Moore

Financial Advisor

480.221.7705

Dennis Bavin

Dennis Bavin

Wealth Management Advisor

858.442.3232

Diego Villicaña Franco

Diego Villicaña Franco

Managing Associate

707.239.1715

Diego Lopes

Diego Lopes

Financial Representative

503.483.8308

503.207.4551

Donald Pearson

Donald B. Pearson, CFP®, ChFC®, RICP®, WMCP®, MBA

Wealth Management Advisor

702.978.6910

702.978.6911

Doug Newton

Doug Newton

Wealth Management Advisor

401.837.6211

Drew Schwandt

Drew Schwandt

Financial Representative

616.337.6537

Dunavan Hahn

Dunavan Hahn

Financial Advisor

808.695.2106

808.695.2121

Ethan Patrick

Ethan Patrick

Financial Representative

209.769.4902

Fabio Lando

Fabio Lando

Financial Representative

916.407.4243

Florence Bamidele

Florence Bamidele

Registered Representative

925.548.5331

Fred Abbamonte

Fred Abbamonte

Financial Representative

804.647.6984

Freddy Lopez

Freddy Lopez, MBA

Fianancial Advisor

702.800.6173

Garrett Gates

Garrett Gates

Financial Advisor

424.279.0987

Grant Mathews

Grant Mathews, MBA

Financial Representative

916.607.3141

Greg Hunko

Greg Hunko

Financial Advisor

702.978.6910

702.978.6911

Hank Norman

Hank Norman, CExP™

Wealth Management Advisor

818.292.0683

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 Chou

Jack L. Chou

Vice President

949.272.2107

949.272.2099

Jack Perry

Jack Perry

Wealth Management Advisor

925.350.6584

925.380.9581

Jacob Campbell

Jacob A. Campbell

Wealth Management Advisor

760.291.9161

619.684.6410

Jacob Yanes

Jacob Yanes

Financial Representative

602.905.9887

Jacob Lee

Jacob Lee

Wealth Management Advisor

781.219.7034

Jalen Lee

Jalen Lee

Financial Advisor

480.861.7573

Jalyn Lupo

Jalyn Lupo, MBA

Wealth Management Advisor

619.566.2173

Janice Ratteree

Janice Ratteree

Financial Representative

650.450.1242

Jared Burgess

Jared Burgess

Financial Advisor

702.720.4514

Jason Frederico

Jason Frederico, CFP®, ChFC®, RICP®, CLTC®

Financial Advisor

702.300.0850

702.978.6911

Jason Oshins

Jason Oshins, MBA, CExP™

Wealth Management Advisor

702.470.2753

702.978.6911

Jason Berton

Jason Berton

Financial Advisor

702.978.6910

Jason Nguyen

Jason Nguyen

Financial Representative

916.591.0516

Jason Shapiro

Jason Shapiro

Senior Vice President

747.209.1164

Jeff Pawlowski

Jeff Pawlowski, CLU

Managing Partner

503.207.4550

Jeffrey Barrette

Jeffrey Barrette

Financial Advisor

619.717.3338

Jeremy Wong

Jeremy C. Wong

Registered Representative

925.380.9580

925.380.9581

Jesse Corriea

Jesse Corriea

Managing Associate

916.619.2136

Jimmy Kim

Jimmy Kim

Financial Representative

213.842.8675

Jimmy Cameron

Jimmy Cameron

Financial Advisor

559.341.7518

John Rackleff

John Rackleff,
3550 Excel Dr Suite 100 Medford, Oregon 97504

Financial Advisor

541.622.8322

Johnny Coppedge

Johnny N. Coppedge

Financial Representative

503.680.5123

503.212.0213

Jonathan Barrera

Jonathan M. Barrera

Financial Advisor

512.423.3250

Jonathan Markos

Jonathan Markos

Financial Advisor

619.316.5585

Jordan Ibsen

Jordan M. Ibsen

Financial Advisor

702.978.6910

702.978.6911

Jordon Santos

Jordon Santos

Financial Advisor

Joseph DeLisi

Joseph DeLisi, CFP® ChFC®

Financial Advisor

901.468.6655

702.978.6911

Joseph Miller

Joseph Miller

Director of Business Development | Financial Advisor

702.335.3128

Joseph Silla

Joseph Silla, CRPC® CMFC®

Financial Advisor

949.294.7570

949.272.2099

Josh Crame

Josh Crame, MBA

Financial Advisor

702.528.9092

702.978.6911

Josh Nardi

Josh Nardi

Financial Advisor

702.624.6800

Joshua Brown

Joshua D. Brown, CFP®, MBA

Financial Advisor

520.591.5729

480.787.2721

Joshua Tobosa

Joshua Tobosa

Financial Representative

808.695.2136

JP Bustamante

JP Bustamante

Wealth Management Advisor

6194194342

Kaden Lewis

Kaden Lewis, MBA

Financial Representative

360.440.9826

Kara Edmiston

Kara Edmiston, MBA

Financial Representative,

503.730.0767

503.207.4550

Keith Hale

Keith Hale

Financial Representative

916.407.3123

Kelly Eng

Kelly Eng, CFA

Wealth Management Advisor

Kelsey Robinson

Kelsey Robinson, MBA

Financial Advisor

314.556.5349

Ken Ghahremani

Ken Ghahremani

Financial Advisor

619.684.6247

619.684.6410

Kenar Mayol

Kenar Mayol

Recruiting Director

702.358.6413

Keoni Medeiros

Keoni Medeiros

Financial Representative

808-774-2365

Kim Loane

Kim Loane

Chief of Staff

747.209.1166

Kimelton Madrigal Kim

Kimelton Madrigal Kim

Wealth Management Advisor

858.264.8897

619.684.6410

Kris Triana

Kris Triana

Financial Representative

702.354.9347

Liang Lee

Liang Lee

Senior Partner

808.695.2119

808.695.2100

808.695.2121

Luka Vujovich

Luka Vujovich

Financial Advisor

619.472.7025

206.859.8417

619.684.6410

Luke Austin

Luke Austin, MBA

Investment Advisor Representative

816.587.3347

816.898.2816

Lynsey Freeman

Lynsey Freeman

Financial Advisor

702.286.6552

702.978.6911

Makoa Hotz

Makoa Hotz

Wealth Management Advisor

949.776.1190

Marcus Nolan

Marcus Nolan

Financial Advisor

307.337.4222

Margaret Atherton

Margaret Atherton

Business Development

Mark Vannatta

Mark W. Vannatta, CFP® CLU®

Director of Investments

619.684.6408

619.684.6410

Mark Grubbs

Mark Grubbs, MBA, CExP™

Financial Advisor

503.207.4525

503.207.4551

Mark SanGiacomo

Mark SanGiacomo

VP of Life Sales & Advanced Case Design

619.684.6400

619.684.6410

Mark Brady

Mark Brady

Financial Representative

971.771.7620

Marko Mijuskovic

Marko Mijuskovic MBA, MSIS, CExP™

Senior Partner/Certified Exit Planner

808.695.2102

808.695.2121

Marko Zivic

Marko Zivic

Financial Advisor

858.401.2491

619.684.6410

Marko Jaric

Marko Jaric

VP Business Development, Head of Entertainment & Sports Division

917.744.9866

Marko Branisavljevic

Marko Branisavljevic

Financial Representative

407.761.9910

Marvin Gayle

Marvin Gayle

VP, Wealth Management - Platform, Recruiting & Transition

718.415.9062

619.684.6410

Matt Howard

Matt Howard

Financial Advisor

951.660.2533

619.684.6410

Matt Lesher

Matt Lesher

Financial Advisor

503.703.6979

Matthew Tabor

Matthew A. Tabor, JD

Financial Advisor

503.267.0660

503.207.4551

Megan Sheridan

Megan Sheridan

Financial Advisor

702.204.7160

Michael Staggs

Michael Staggs

Investment Specialist

808.695.2100

808.695.2121

Michael Schulte

Michael Schulte, CExPTM

Financial Advisor | Certified Exit Planner

702.767.4897

Michael Robertson

Michael Robertson

Financial Advisor

808.695.2100

808.695.2121

Michael Funaro

Michael Funaro

Financial Professional

310.318.4111

Michael Hixson

Michael Hixson

Financial Advisor

Michael Lewis

Michael Lewis

Financial Representative

949.201.3148

Michael Olivia

Michael H. Olivia, CFP® CExP™

Senior Partner

619.684.6406

619.684.6410

Michael Von Ebers

Michael Von Ebers

Financial Advisor

888.523.3201

619.684.6410

Michael Hess

Michael Hess, RICP

Vice President

310.497.7932

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

Nemanja Selezan

Nemanja Selezan, MBA

Financial Advisor

619.684.6244

619.684.6410

Nicholas Manago

Nicholas Manago

Financial Representative

808.695.2100

808.695.2121

Nichole Mayer

Nichole Mayer, CFP®, CExP™, RICP®

Wealth Management Advisor

619.684.8625

619.684.6410

Nick Taber

Nick Taber

Financial Advisor

406.728.9226

406.728.9226

Nick Flanders

Nick Flanders

Financial Representative

Nick Clark

Nick Clark

Managing Partner

512.800.1178

Nick Salcedo

Nick Salcedo

Financial Representative

858.829.7895

Nikola Novakovic

Nikola Novakovic

Vice President | Wealth Management Advisor

786.646.1044

619.684.6410

Octavian Milano

Octavian Milano

Financial Advisor

310.997.7606

Olga Vallejo

Olga Vallejo

Financial Representative

805.689.4101

Pat Thebus

Pat Thebus

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

619.684.6268

619.684.6410

Patrick Collins

Patrick K. Collins, MBA, RICP®, ChFC®, CFP®

Financial Advisor | Investment Specialist

702.978.6910

702.978.6911

Paul Backofen

Paul Backofen

Financial Advisor

702.978.6910

702.978.6911

Paul Sonnier

Paul Sonnier, MBA

Financial Advisor

831.915.1650

Peter Weinberg

Peter Weinberg, MBA

Wealth Management Advisor

858.692.0004

619.684.6410

Phil Kang

Phil Kang, CExP™

Managing Partner

925.350.6588

925.380.9581

Ponce Deleong Smith

Ponce Deleong Smith

Financial Representative

916.470.7290

Rachel Novak

Rachel FK Novak, CExP™, RICP®

Financial Advisor

503.207.4550

503.207.4551

Randy Rivas

Randy Rivas

Financial Representative

702.349.2508

Raquel Naranjo

Raquel Naranjo, J.D.

Financial Representative

805.448.0640

Reed Puzzitiello

Reed Puzzitiello

Financial Professional

727.501.6931

619.684.6410

Regina Reiff

Regina Reiff

Vice President of Leadership Development & Recruiting

619.684.6296

619.684.6410

Reid White

Reid White, CFP®, CLU®

Financial Advisor

509.842.8870

Rich Kettley

Rich Kettley

Vice President of Marketing and Development

619.684.6400 x 234

619.684.6410

Rod Roberto

Rod Roberto, CExP™

Senior Vice President

619.684.6407

Rod Crews

Rod Crews, LUTCF®

Financial Advisor

619.684.6259

619.684.6410

Rosa Hotz

Rosa Hotz

Chief of Staff

949.272.2100

Roxy Kiessling

Roxy Kiessling

Financial Advisor

808.650.2008

808.695.2121

Ryan Myers

Ryan Myers

Financial Advisor

503.349.0439

Ryan Schulte

Ryan Schulte, CFP®

Financial Advisor

949.336.2593

Rylos Taylor

Rylos Taylor

Registered Representative

510.304.4473

Samantha Haas

Samantha Haas, CEPA®, CLTC® 

Director of Business Development/Financial Advisor

808.206.9812

808.695.2121

Sandra Partida

Sandra Partida

747.209.1167

Scott Blakney

Scott Blakney

Financial Representative

509.781.2878

Sean Mounce

Sean Mounce

Wealth Management Advisor

310.414.7299

Sergio Andrade

Sergio Andrade

Financial Advisor

214.306.5554

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®, WMCP®

Managing Director/Wealth Management Advisor

808.695.2130

808.695.2121

Stephen Kelly

Stephen Kelly, CFP®

Financial Advisor

858.779.1664

Steve Koh

Steve Koh, MBA

Wealth Management Advisor

925.350.6584

925.380.9581

Steve Cutillo

Steve Cutillo, ChFC®, CEPA

Wealth Management Advisor

808.285.9945

Taylor Wong

Taylor Wong

Financial Advisor

808.695.2157

808.695.2121

Theo Stiller

Theo Stiller, CEPA

Financial Coach

808.695.2108

808.695.2121

Tom Hunt

Tom Hunt

Wealth Management Advisor

520.288.1231

Travis Scribner

Travis Scribner, CExP™

Managing Partner

702.376.1341

702.978.6911

Travis Tagad

Travis Tagad

Financial Representative

808.444.7932

Trennon Scott Payne

Trennon Scott Payne

Financial Advisor

480.448.0124

Victor Chavez

Victor Chavez

Registered Representative

714.493.7174

Vincent Fashano

Vincent Fashano

Financial Representative

916.687.1236

Vladimir Sasic

Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS

Chief Business Development Officer

808.695.2100

Will Hage

William Hage, CExP

Wealth Management Advisor

619.684.6263

619.684.6410

William Stevens

William J. Stevens, CLU®, ChFC®, MSFS

Executive Vice President of Agency Distribution and Growth

480.787.2724

480.787.2721

Winston Stearns

Winston Stearns

Wealth Management Advisor

909.610.2500

Yvonne Atsu

Yvonne Atsu

Financial Representative

856.693.4979