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Our Associates

Aaron Domingo

Aaron Domingo

Managing Director, Financial Advisor

808.695.2159

808.695.2121

Alex Ching

Alex Ching

Registered Representative

808.695.2134

808.695.2121

Alysa Ito

Alysa Ito, MBA

Financial Representative

949.272.2100

949.272.2099

Andrew Rogel

Andrew Rogel

Wealth Management Advisor

760.803.4774

619.684.6410

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

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

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

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

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

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

Ryan Nguyen

Ryan Nguyen

Wealth Management Advisor

949.272.2100

949.272.2099

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

Susan Yoo

Susan Yoo

Financial Representative

925.759.5850

925.380.9581

Will Hage

Will Hage

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

480.787.2720

480.787.2721