Broker Check

Our Team


Samar Albin
Financial Services Professional
[email protected]
Read More

Bazil Brady*
Financial Professional
[email protected]
Read More

Marlon Cave
Financial Services Professional
[email protected]
Read More

Conrad Coke*
Vice-President
[email protected]
Read More

D.J. DuBois*
Investment Advisor Representative
[email protected]
Read More

Jim Farhadi*
Investment Advisor Representative
[email protected]
Read More

Marc D. Friedman*, MBA, CLU, ChFC
Agency Director of Advanced Sales
[email protected]
Read More

Stephan Gabriel*
Registered Representative
[email protected]
Read More

Lisa Gillespie
Financial Services Professional
[email protected]
Read More

Michael Gillespie, Jr.
Financial Services Professional
[email protected]
Read More

Carlton Harrison*, CFP
Vice-President
[email protected]
Read More

Suzanne Harrison
Office Administrator
[email protected]
Read More

Nathalee Hayden
Financial Services Professional
[email protected]
Read More

Roman Sterling Hicks
Financial Services Professional
[email protected]
Read More

Robert Hinkel*
General Agent, Registered Principal
[email protected]
Read More

Andrew Hudson*
Investment Advisor Representative
[email protected]
Read More

David Jernigan*
Investment Advisor Representative
[email protected]
Read More

Joseph Kidushim
[email protected]
Read More

Anthony Lee*
Investment Advisor Representative
[email protected]
Read More

Vanessa Luden
Administrative Assistant
[email protected]
Read More

Beth Morrill*, RICP
Financial Advisor/Investment Advisor Representative
[email protected]
Read More

Peggy Nuovo
Financial Services Professional
[email protected]
Read More

Shirley Padilla*
Investment Advisor Representative
[email protected]
Read More

Claudia Cepero Ros*, MBA, CFP, CLU, ChFC
Investment Advisor Representative
[email protected]
Read More

Michele Blake Ruitenschild
New Business Manager
[email protected]
Read More

Nicholas Samaha
Financial Services Professional
[email protected]
Read More

David Stepek*, MBA, CFP, CLU, ChFC
Investment Advisor Representative
[email protected]
Read More

Sky Tetsuka*
Registered Representative
[email protected]
Read More

Rafael Torres*, LUTCF
Financial Services Representative/Registered Representative
[email protected]
Read More

Abel Trujillo*
Registered Representative
[email protected]
Read More