Ali Kavianian, CFP®
Vice President
Amy-Lynn Yeager
Vice President
Brad Rodgers
Vice President
Bryan Turnbow
Vice President
Chase Hughes, CFP®
Vice President
Connor McChesney
Vice President
Don Richner, CFP®
Vice President
Ed Levy
Vice President
Garrett Alabado
Vice President
Jeffrey Darien
Vice President
Jeff Glozer
Vice President
Joseph Maglio
Vice President
Joseph D. McLaughlin
Vice President
Manny Romasanta
Vice President
Marc Brooks, MBA, CFP®
Vice President
Matthew Anderson
Vice President
Maximus Nguyen
Vice President
Michael Carbone
Vice President
Michael Flynn
Vice President
Michael L. Friedman
Vice President
Nick Brehmer
Vice President
Nick Radtke
Vice President
Nicholas J Dewsnap
Vice President
Richard John Mazzola
Vice President
Blake Cecil, CFP®
Vice President
Ryan Formanek
Vice President
Randy G. Ickler
Vice President
Stephen Tyrrell
Vice President
Andrea Rhinehart
Senior Vice President, Operations
Yong Chon
Director of Accounting
David Lee
Director of I.T.
Moya Allen
Director of Business Services
Nicole Manning
Operations Manager
Nancy Velasco
New Accounts Manager
Patty A. Villa
Billing Manager
Kelly Scott
Director of Marketing
Irene Co
Human Resources Generalist
Annie Lu
Assistant Accounting Manager
Tonnette Patterson
Compliance Analyst
Boris Bunin
Sales Support Team Manager
Janet Garcia
Sales Support Team Manager
David Tse
Executive Vice President, Director of Research
Robert Peterson
Senior Vice President
Koji Kastner
Director of Trading
J. Sebastian Cheng
Senior Fixed Income Trader
Howard Huang
Senior Equity Trader
Scott M. Perkins MBA, CFP®
Vice President Director of Financial Planning
Fred A. Fern, C.I.C.
Chief Executive Officer & Chairman
Randy C. Conner
President
Eileen A. Holmes
Executive Vice President
Ted L. Fern
Executive Vice President & Director of Client Accounts
Ryan M. Murphy
Executive Vice President