Chat with us, powered by LiveChat
Broker Check

Our Associates

Find a Financial Advisor

  • Aaron Puttroff, CExP™, CFP®
  • Aaron Domingo
  • Aimee DeYoung
  • Alec Williams
  • Alex Jakovljevic, MBA, CExP™
  • Alfred Valencia, CExP™
  • Alysa Ito, MBA
  • Anand Nair, MSFS, CExP™
  • Andrew P. Link, CLU, ChFC
  • Andrew Rogel
  • Andy Roberson, CFP®
  • Angela D. Mansfield
  • Anthony Surataruna
  • Ashley Nichols, JD
  • B. Todd Conway
  • Brennan Drew, CExP™
  • Brian Salonen
  • Bridget Farrell
  • Bruce Fine
  • Bryan Martinka
  • Chad Wilson, CPA
  • Charbel Ghaby, MBA, RICP®
  • Chauntel Nakata
  • Christina Oh
  • Christopher Chow
  • Colin R. Prestesater, CExP™
  • Cory Morrison, RICP®, ChFC®, CASL®
  • Danny Recht
  • Darby Minnick, CLU, ChFC
  • David Brown, MBA
  • Dennis Bavin
  • Diego Lopes
  • Donald B. Pearson, CFP®, ChFC®, RICP®, WMCP®, MBA
  • Dunavan Hahn
  • Hank Norman
  • Hayden Coppedge
  • Igor Acimovic
  • Ivan Mercer
  • Ivan Jordovic
  • Jack L. Chou
  • Jacob Campbell
  • Jason Frederico, RICP, CFP, CLTC
  • Jason Oshins, MBA, CExP™
  • Jason Moultrie
  • Jayrald Rabago
  • Jeff Pawlowski, CLU
  • Jeremy C. Wong
  • Jerry Strayve
  • Jim Glassman
  • Johnny N. Coppedge
  • Jonathan M. Barrera
  • Joni B. Redick-Yundt
  • Jordan M. Ibsen
  • Joseph DeLisi, CFP® ChFC®
  • Joseph Miller
  • Joseph Silla, CRPC® CMFC®
  • Josh Crame, MBA
  • Joshua D. Brown, CFP®, MBA
  • Julian Simmons
  • Kelly Eng, CFA
  • Ken Ghahremani
  • Kierstin Erwin
  • Liang Lee
  • Loren Kawamoto
  • Luka Vujovich
  • Luke Austin
  • Lynsey Freeman
  • Mark W. Vannatta, CFP® CLU®
  • Marko Mijuskovic, MBA, MSIS, CExP™
  • Marko Zivic
  • Marvin Gayle
  • Matt Howard
  • Matthew A. Tabor, JD
  • Michael Staggs
  • Michael Schulte, CExPTM
  • Michael Hixson
  • Michael H. Olivia, CFP® CExP™
  • Michael Von Ebers
  • Michael Hess, RICP
  • Nash Subotic
  • Nathan Ganz
  • Nemanja Selezan, MBA
  • Nicholas Manago
  • Nichole Mayer, RICP®, CExP™
  • Nick Taber
  • Nikola Novakovic
  • Pat Thebus
  • Patrick K. Collins, MBA, RICP®
  • Paul Backofen
  • Paul Sonnier, MBA
  • Pete Rogers
  • Phil Kang, CExP
  • Rachel Link
  • Rachel Novak
  • Raquel Naranjo, J.D.
  • Regina Reiff
  • Rich Kettley
  • Rod Roberto, CExP™
  • Rod Crews, LUTCF®
  • Rosa Hotz
  • Roxy Kiessling
  • Samantha Haas
  • Shannon Caul
  • Slavica King
  • Spencer Dung, CFP®, ChFC®
  • Stephen Kelly
  • Susan Yoo
  • Taylor Wong
  • Theo Stiller
  • Travis Scribner, CExP™
  • Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS
  • Walter Brown, CFP®, ChFC®, CExP™
  • Will Hage
  • William Combs, CExP™
  • William J. Stevens, CLU®, ChFC®, MSFS
Aaron Puttroff

Aaron Puttroff, CExP™, CFP®

Partner, Living Legacy

619.684.6239

619.684.6410

Aaron Domingo

Aaron Domingo

Managing Director, Financial Advisor

808.695.2159

808.695.2121

Aimee DeYoung

Aimee DeYoung

Director of Marketing & Training

480.221.7705

Alec Williams

Alec Williams

Financial Advisor

619.684.6400

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

Alysa Ito

Alysa Ito, MBA

Financial Representative

949.272.2100

949.272.2099

Anand Nair

Anand Nair, MSFS, CExP™

Wealth Management Advisor

702.978.6910

702.978.6911

Andrew Link

Andrew P. Link, CLU, ChFC

Special Agent

(406) 728-6699

(406) 728-9226

Andrew Rogel

Andrew Rogel

Wealth Management Advisor

760.803.4774

619.684.6410

Andy Roberson

Andy Roberson, CFP®

Wealth Management Advisor

925.350.6584

925.380.9581

Angela Mansfield

Angela D. Mansfield

Financial Representative

480.787.2720

480.787.2721

Anthony Surataruna

Anthony Surataruna

Financial Representative

503.207.4550

503.207.4551

Ashley Nichols

Ashley Nichols, JD

Financial Representative

619.684.6400

619.684.6410

B. Todd Conway

B. Todd Conway

Investment Specialist

510.908.1316

925.380.9581

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 Farrell

Bridget Farrell

Business Development Manager & Wealth Management Advisor

480.769.5123

480.787.2721

Bruce Fine

Bruce Fine

Financial Representative

818.807.6968

619.684.6410

Bryan Martinka

Bryan Martinka

Financial Representative

480.787.2720

480.787.2721

Chad Wilson

Chad Wilson, CPA

Wealth Management Advisor

619.684.6400

619.684.6410

Charbel Ghaby

Charbel Ghaby, MBA, RICP®

Wealth Management Advisor

818.892.7241

818.827.3489

Chauntel Nakata

Chauntel Nakata

Financial Representative

808.695.2100

808.695.2121

Christina Oh

Christina Oh

Financial Advisor

808.695.2135

808.695.2121

Christopher Chow

Christopher Chow

Financial Advisor

808.695.2127

Colin Prestesater

Colin R. Prestesater, CExP™

Financial Advisor

406.728.6699

406.728.9226

Cory Morrison

Cory Morrison, RICP®, ChFC®, CASL®

Wealth Management Advisor

619.684.8632

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

David Brown, MBA

David Brown, MBA

Financial Representative

725.241.2351

Dennis Bavin

Dennis Bavin

Financial Advisor

(858) 442-3232

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

Dunavan Hahn

Dunavan Hahn

Financial Advisor

808.695.2106

808.695.2121

Hank Norman

Hank Norman

Wealth Management Advisor

818.292.0683

Hayden Coppedge

Hayden Coppedge

Financial Representative

971.235.8297

503.212.0213

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

Ivan Jordovic

Ivan Jordovic

Financial Advisor

619.614.7776

619.684.6410

Jack Chou

Jack L. Chou

Vice President

949.272.2107

949.272.2099

Jacob Campbell

Jacob Campbell

Wealth Management Advisor

619.684.6400

619.684.6410

Jason Frederico

Jason Frederico, RICP, CFP, CLTC

Financial Advisor

702.978.6910

702.978.6911

Jason Oshins

Jason Oshins, MBA, CExP™

Wealth Management Advisor

702.470.2753

702.978.6911

Jason Moultrie

Jason Moultrie

Financial Representative

702.994.6074

702.978.6911

Jayrald Rabago

Jayrald Rabago

Financial Advisor

808.695.2153

808.695.2121

Jeff Pawlowski

Jeff Pawlowski, CLU

Managing Partner

503.207.4550

Jeremy Wong

Jeremy C. Wong

Registered Representative

925.380.9580

925.380.9581

Jerry Strayve

Jerry Strayve

Wealth Management Advisor

619.684.6400

619.684.6410

Jim Glassman

Jim Glassman

Wealth Management Advisor

949.633.3940

Johnny Coppedge

Johnny N. Coppedge

Financial Representative

503.207.4550

503.212.0213

Jonathan Barrera

Jonathan M. Barrera

Registered Representative

805.228.0754

866.901.9502

Joni Redick

Joni B. Redick-Yundt

Financial Representative

808.695.2140

808.695.2121

Jordan Ibsen

Jordan M. Ibsen

Financial Advisor

702.978.6910

702.978.6911

Joseph DeLisi

Joseph DeLisi, CFP® ChFC®

901.468.6655

702.978.6911

Joseph Miller

Joseph Miller

Director of Business Development | Financial Advisor

702.978.6910

702.978.6911

Joseph Silla

Joseph Silla, CRPC® CMFC®

Financial Advisor

949.272.2100

949.272.2099

Josh Crame

Josh Crame, MBA

Financial Advisor

702.978.6910

702.978.6911

Joshua Brown

Joshua D. Brown, CFP®, MBA

Financial Advisor

520.591.5729

480.787.2721

Julian Simmons

Julian Simmons

Financial Representative

808.695.2143

808.695.2121

Kelly Eng

Kelly Eng, CFA

Wealth Management Advisor

Ken Ghahremani

Ken Ghahremani

Financial Advisor

619.684.6247

619.684.6410

Kierstin Erwin

Kierstin Erwin

Registered Representative

858-776-6164

Liang Lee

Liang Lee

Senior Partner

808.695.2119

808.695.2121

Loren Kawamoto

Loren Kawamoto

Agent

808.695.2100

808.695.2121

Luka Vujovich

Luka Vujovich

Financial Advisor

619.472.7025

619.684.6410

Luke Austin

Luke Austin

Investment Advisor Representative

816.587.3347

Lynsey Freeman

Lynsey Freeman

Managing Director

702.978.6910

702.978.6911

Mark Vannatta

Mark W. Vannatta, CFP® CLU®

Director of Investments

619.684.6408

619.684.6410

Marko Mijuskovic

Marko Mijuskovic, MBA, MSIS, CExP™

Senior Partner/Certified Exit Planner

808.695.2102

808.695.2121

Marko Zivic

Marko Zivic

Financial Advisor

619.684.6400

619.684.6410

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

Matthew Tabor

Matthew A. Tabor, JD

Financial Representative

503.207.4550

503.207.4551

Michael Staggs

Michael Staggs

Investment Specialist

808.695.2100

808.695.2121

Michael Schulte

Michael Schulte, CExPTM

Investment Advisor Representative

307.337.4222

Michael Hixson

Michael Hixson

Agent

406.624.6427

406.219.0618

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

818.892.7241

818.827.3489

Nash Subotic

Nash Subotic

Chief Executive Officer

619.684.6400

619.684.6410

Nathan Ganz

Nathan Ganz

Agent

503.207.4550

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, RICP®, CExP™

Wealth Management Advisor

619.684.8625

619.684.6410

Nick Taber

Nick Taber

Managing Associate

406.728.6699

406.728.9226

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

Patrick Collins

Patrick K. Collins, MBA, RICP®

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

925.380.9580

Pete Rogers

Pete Rogers

Partner

760.585.4008

619.684.6410

Phil Kang

Phil Kang, CExP

Managing Partner

925.350.6588

925.380.9581

Rachel Link

Rachel Link

Agent

406.728.6699

(406) 728-9226

Rachel Novak

Rachel Novak

Financial Advisor

503.207.4550

503.207.4551

Raquel Naranjo

Raquel Naranjo, J.D.

Financial Representative

805.883.3944

Regina Reiff

Regina Reiff

Director of Recruiting & Business Development

619.684.6296

619.684.6410

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

619.684.6410

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

Samantha Haas

Samantha Haas

Registered Representative | Director of Business Development

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

925.350.6584

925.380.9581

Spencer Dung

Spencer Dung, CFP®, ChFC®

Managing Director/Wealth Management Advisor

808.695.2130

808.695.2121

Stephen Kelly

Stephen Kelly

Financial Advisor

858.779.1664

619.684.6410

Susan Yoo

Susan Yoo

Financial Representative

925.759.5850

925.380.9581

Taylor Wong

Taylor Wong

Financial Advisor

808.695.2157

808.695.2121

Theo Stiller

Theo Stiller

Financial Coach

808.695.2108

808.695.2121

Travis Scribner

Travis Scribner, CExP™

Managing Partner

702.978.6910

702.978.6911

Vladimir Sasic

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

Chief Business Development Officer

808.695.2100

Walter Brown

Walter Brown, CFP®, ChFC®, CExP™

 

Financial Advisor

702.509.0334

702.978.6910

Will Hage

Will Hage

Wealth Management Advisor

619.684.6263

619.684.6410

William Combs

William Combs, CExP™

Wealth Management Advisor

619.684.6400

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