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Adam N. Phillips Cfa, Caia, Cfp®

Managing Director, Investments

Cpa/Pfs Brooke Wadsworth

Vice President

Brian Parker

Managing Director

Cfp® Sean Cartin

Senior Vice President, Partner

Trevor Bush

Vice President

Cfp® Dan Federman

Vice President

Richard Tarroza

Head Trader

Jim Mocci

Managing Director, Head Of Marketing

Steven Beals

Divisional Leader, Partner

Watts Ha

Divisional Leader, West

James Nevers

Partner

Cristin H. Rigg

Vice President / Partner