Advisors

Andrew Burton

Partner / Financial Advisor

Antriksh Kandhari

Portfolio Manager

Art Nunes

Senior Partner

Bleckley Dobbs

Financial Advisor

Brad Landry

Investment Advisor Representative

Bradley Sayre

Wealth Manager

Brett Carlson

Partner

Bryan Gould

Investment Advisor Representative

Bryan Moylan

Financial Advisor

Bryan Theall

Wealth Manager

Candida Casey

Investment Advisor Representative

Carolina Ortiz

Wealth Manager

Cass Grange

Financial Advisor

David Schaen

Senior Portfolio Manager

Dessy Prasad

Director of Operations

Gabriella Sheffield

Investment Advisor Representative

Geoffrey Burke

Investment Advisor Representative

Greg Headrick

Managing Partner, CCO

Ian Tacher

Wealth Management Advisor

Jim Gillis IV

Investment Advisor Representative

Jim Tilton

Investment Advisor Representative

Jo Simmons Aldridge

Investment Advisor Representative

Joe Schreiber

Financial Advisor

John Watt

Financial Advisor

Kevin Glynn

Investment Advisor Representative

Leo van Dorp

Wealth Advisor

Loren Deshon

Investment Advisor Representative

Maria Callaghan

Relationship Manager / Lead Financial Planner

Mark Farrell

Senior Wealth Manager

Mark Renard

Financial Advisor

Marty Bender

Wealth Advisor

Matt Stelmas

Investment Advisor Representative

Megan Poore

Financial Advisor

Michael Van Sant

Investment Advisor Representative

Nelly Mubashi

Chief Executive Officer

Quincy Loreen

Wealth Advisor / Client Services Manager

Rafael Villagran

Portfolio Manager

Ryan Rourke

Financial Advisor

Seth Aldridge

Investment Advisor Representative

Suzette Rothberg

Wealth Advisor

Teresa Starman

Investment Advisor Representative

Thea Westlake-Stearns

Wealth Advisor

Thomas Whitehead

Investment Advisor Representative

William Ziehl Jr.

Financial Advisor