Group Picture
Jim Casey President & CEO

Jim Casey
President & CEO

Ross Biesinger Jim Bray Nick Cunnington Financial Advisor

Ross Biesinger

Vice President and Senior Financial Advisor

Jim Bray CFP®

Senior Vice President and Financial Advisor

Nick Cunnington

Financial Advisor

Mark Hayek Vice President & Senior Financial Advisor Marc E. Koven Vice President and Senior Financial Advisor Brandt Kuhn, CFP® Wealth Strategist

Mark Hayek

Senior Vice President and Financial Advisor

Marc Koven

Vice President and Senior Financial Advisor

Brandt Kuhn, CFP®

Senior Vice President and Financial Advisor

Shad F. Lamm Senior Vice President and Financial Advisor Reesa Manning Vice President & Senior Financial Advisor Mike McConnell Financial Advisor

Shad F. Lamm

Senior Vice President and Financial Advisor

Reesa Manning

Senior Vice President and Financial Advisor

Mike McConnell

Financial Advisor

Espi Padilla Vice President & Senior Financial Advisor Clark Penney Vice President and Senior Financial Advisor Christian Risenmay Vice President and Senior Financial Advisor

Espi Padilla

Vice President & Senior Financial Advisor

Clark Penney

Vice President & Senior Financial Advisor

Christian Risenmay CFP®

Vice President and Senior Financial Advisor

Michele T. Sarna, AWMA® Vice President & Associate Wealth Strategist David Thatcher, CFP® Vice President and Senior Financial Advisor Mark Thatcher Senior Vice President and Senior Financial Advisor

Michele T. Sarna, AWMA®

Senior Vice President and Financial Advisor

David Thatcher, CFP®

Vice President and Senior Financial Advisor

Mark Thatcher

Senior Vice President and Financial Advisor

Lisa Beaty Financial Advisor

Lisa Beaty

Financial Advisor

Heather J. Santana Chief Administrative Officer John Wong, CIA®, CRMA® Chief Compliance Officer Ryan Delaney, CFA Chief Financial Officer
Heather J. Santana

Chief Administrative Officer

John Wong, CIA®, CRMA®

Chief Compliance Officer

Ryan Delaney, CFA®

Chief Financial Officer

Eric Mora Chief Marketing Officer and Director of Advisor Services Erin M. Scott Director of Business Development Calista Vassios Communications Coordinator
Erik Mora

Chief Marketing Officer & Director of Advisor Services

Erin M. Scott

Director of Business Development

Calista Vassios

Communications Coordinator

Lilliana McIntyre Executive Assistant Paula Hart Client Services Coordinator Laurie King Client Service Associate

Lilliana McIntyre

Executive Assistant

Paula Hart

Client Service Associate

Laurie King

Client Service Associate

Amber M. Lembo Client Services Coordinator Penny Salamida Client Services Coordinator Dana J. Sanchez Client Services Coordinator

Amber M. Lembo

Client Service Associate

Penny Salamida

Client Service Associate

Dana J. Sanchez

Client Service Associate

Leticia Teran Client Services Coordinator Brenda Wallace

Leticia Teran

Client Service Associate

Brenda Wallace

Client Service Associate

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