Meet Our Investment Professionals

Click the City Links Below to Locate a Professional Near You

Agoura Hills

Charles “Dan” D. Neff

Financial Consultant

Affiliated with Cetera Advisor Networks LLC.

Westlake Capital Advisors
28720 Roadside Drive, Suite 170
Agoura Hills, CA 91301

(p) 818.435.2265
(f) 818.435.2160
(e) neffc1@financialnetwork.com

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer. Cetera is under separate ownership from any other named entity. CA Insurance License # 0B84400.

Calabasas

Kimberley “Kim” K. Neff

Financial Advisor, OSJ Branch Manager

Affiliated with Cetera Advisor Networks LLC and CLG LLC

23526 Windom St
West Hills, CA 91304

(p) 818-914-6534
(m) 818-404-2442
(f) 818-626-3069
(e) neffkim@financialnetwork.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through CLG LLC, an SEC-registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0D20514.

Carlsbad

Mark E. Rostratter

Registered Representative

Affiliated with Cetera Advisor Networks LLC

1947 Camino Vida Roble, Suite 106
Carlsbad, CA 92008

(p) 760-438-2137
(f) 760-438-4801
(e) rostratterm@ceteranetworks.com

Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Cetera is under separate ownership from any other named entity.

Cerritos

Charles “Chuck” A. Neff, PPC^®

Registered Principal
Financial Advisor

Legacy Financial

Affiliated with Cetera Advisor Networks LLC
and CLG LLC

17215 Studebaker Road, Suite 331
Cerritos, CA 90703

(p) 562-420-9060
(f) 1-562-286-9070
(e) neffc@legacyfinancial.info

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory Services also offered through CLG LLC, an SEC-registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0427265.

David C. Neff, CFP^®, CRPS^®, AIF^®

Financial Advisor

Legacy Financial

Affiliated with Cetera Advisor Networks LLC
and CLG LLC

17215 Studebaker Road, Suite 331
Cerritos, CA 90703

(p) 562-420-9060
(f) 1-562-724-6100
(e) neffd@legacyfinancial.info

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory Services also offered through CLG LLC, an SEC-registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0C00462.

James “Jim” E. Ives

Financial Planner

Legacy Financial

Affiliated with Cetera Advisor Networks LLC

17215 Studebaker Road, Suite 331
Cerritos, CA 90703

(p) 562-420-9060
(direct phone) 323-256-1099
(m) 323-256-1099
(e) jimives@legacyfinancial.info

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0616303.

Anthony Pfaff

Financial Consultant

Legacy Financial

Affiliated with Cetera Advisor Networks LLC

17215 Studebaker Road, Suite 331
Cerritos, CA 90703

(p) 562-420-9060
(f) 562-321-9658
(e) anthony@legacyfinancial.info

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License #2054169

Honolulu

Mauricio J.M. Santos, CSRIC^®, AIF^®, CRPS^®

Investment Advisor Representative

Latitude Wealth Management

Affiliated with Cetera Advisor Networks LLC

Alakea Corp. Tower
1100 Alakea St., Ste. 2400
Honolulu, HI 96813

(p) 808-942-7757 ext. 6750
(f) 808-943-7170
(e) mauricio@latitude-wealth.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License #0F70313

Susan B. Hays

Registered Representative

Latitude Wealth Management

Affiliated with Cetera Advisor Networks LLC

Alakea Corp. Tower
1100 Alakea St., Ste. 2400
Honolulu, HI 96813

(p) 808-942-7757 ext. 6755
(f) 808-943-7170
(e) SusanBrownHays@CeteraNetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

John K. Ikeda, CLU, ChFC

Investment Advisor Representative

Affiliated with Cetera Advisor Networks LLC

Alakea Corp. Tower
1100 Alakea St., Ste. 2400
Honolulu, HI 96813

Registered Sales Office:
2914 Ala Pili Place
Honolulu, HI 96818
Phone: 808-531-0499

(p) 808-942-7757
(m) 808-225-5466
(f) 808-943-7170
(e) ikedaj@ceteranetworks.com

Evans L. Taylor, CFP^®, CLU^®, ChFC^®, EA

Certified Financial Planner^®

Latitude Wealth Management

Affiliated with Cetera Advisor Networks LLC

Alakea Corp. Tower
1100 Alakea St., Ste. 2400
Honolulu, HI 96813

(p) 808-942-7757 ext. 6753
(f) 808-943-7170
(e) evans@latitude-wealth.com

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License #0G89778

Rosalind “Roz” Lee Wright

Financial Advisor

Affiliated with Cetera Advisor Networks LLC

Alakea Corp. Tower
1100 Alakea St., Ste. 2400
Honolulu, HI 96813

Registered Sales Office:
67-1055 Palekaiko Road
Kamuela, Hi 96743
Phone: 808-885-2763

(p) 808-942-7757
(direct phone) 808-885-2763
(e) wrightr1@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License #0M23216

Ed Baraoidan

Investment Advisor Representative
OSJ - Branch Manager

Affiliated with Cetera Advisor Networks LLC

Alakea Corp. Tower
1100 Alakea St., Ste. 2400
Honolulu, HI 96813

(p) 808-942-7757 ext. 6761
(f) 808-943-7170
(e) ed@latitude-wealth.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA insurance license # 4034573.

Kamuela

Rosalind “Roz” Lee Wright

Financial Advisor

Affiliated with Cetera Advisor Networks LLC

Alakea Corp. Tower
1100 Alakea St., Ste. 2400
Honolulu, HI 96813

Registered Sales Office:
67-1055 Palekaiko Road
Kamuela, Hi 96743
Phone: 808-885-2763

(p) 808-942-7757
(direct phone) 808-885-2763
(e) wrightr1@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License #0M23216

Long Beach

John D. Cartwright

Partner/Regional Director
Financial Advisor

CLG Wealth Management

Affiliated with Cetera Advisor Networks LLC
and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 306
(f) 310-217-9274
(e) john@clgwm.com

Jon W. Bemis, CPA, CFP^®

Financial Advisor

Affiliated with Cetera Advisor Networks LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 215
(direct phone) 310-377-7914
(f) 310-217-9274
(e) bemisj@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

William “David” D. Crow

Registered Representative

Affiliated with Cetera Advisor Networks LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329‐5150 ext. 218
(m) 310-753‐2303
(f) 424-221-5664
(e) croww@financialnetwork.com

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Cetera is under separate ownership from any other named entity.

Sara Jane Davis, CFP^®

Financial Advisor

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 242
(toll free) 800-998-3642
(f) 310-217-9274
(e) daviss@financialnetwork.com

Pamela C. Eckenrode, AIF^®, CRC^®, PPC^™

Partner/Regional Director
Financial Advisor

CLG Wealth Management

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 306
(f) 310-217-9274
(e) pam@clgwm.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through CLG LLC, an SEC-registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0B63459.

Kurt R. Ehmann, AIF^®, PPC^™

Partner/Financial Advisor

CLG Wealth Management

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 254
(f) 310-217-9274
(e) kurt@clgwm.com

Gerald “Jerry” E. Mitchell, CFP^®

Head of Operations/Financial Advisor

CLG Wealth Management

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 286
(f) 310-217-9274
(e) jerry@clgwm.com

Dale B. Eichman, CFP^®, CRC

Certified Financial Planner

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 220
(direct phone) 714-867-6221
(f) 714-867-6222
(e) eichmand@ceteranetworks.com

Connor C. Campbell

Financial Advisor

CLG Wealth Management

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 205
(m) 562-305-9777
(f) 310-217-9274
(e) connor@clgwm.com

Bryan A. Hernandez

Financial Advisor

CLG Wealth Management

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 261
(m) 562-310-1754
(f) 310-217-9274
(e) bryan@clgwm.com

Robert “Bob” M. Koerner

Financial Consultant

Financial Network

Affiliated with Cetera Advisor Networks LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 252
(toll free) 800-998-3642
(m) 714-309-2381
(f) 310-217-9274
(e) koernerr@financialnetwork.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA insurance license #0742816

Kenneth S. Lee, CFP^®

Financial Advisor

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 221
(direct phone) 562-392-1633
(m) 562-644-6062
(f) 714-242-9540
(e) leek2@ceteranetworks.com

James “Jim” K. Nomura

Financial Advisor

Financial Network

Affiliated with Cetera Advisor Networks LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 283
(m) 310-686-3955
(f) 310-217-9274
(e) nomuraj@financialnetwork.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0D65547.

Dennis C. Smith

Registered Principal, Financial Advisor

Copiam Asset Management

Affiliated with Cetera Advisor Networks LLC and CLG LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 270
(m) 562-243-6912
(e) dennis@copiam.net

Ken A. Stark

Registered Representative

Financial Network

Affiliated with Cetera Advisor Networks LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 222
(direct phone) 714-775-5596
(f) 714-775-5597
(e) starkk@financialnetwork.com

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. CA Insurance License # 0415391.

Alfred R. Escamilla

Registered Representative

Affiliated with Cetera Advisor Networks LLC

4821 E. 2nd Street
Long Beach, CA 90803

(p) 310-329-5150 ext. 210
(f) 310-217-9274
(e) escamillaa@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0G60366.

Murrieta

Michael L. Bishop

Financial Consultant

Financial Network

Affiliated with Cetera Advisor Networks LLC and CLG LLC

25109 Jefferson Avenue, Suite 325
Murrieta, CA 92562

(p) 951-677-5115 ext. 1
(toll free) 800-691-0110
(f) 951-677-5127
(e) bishopm@financialnetwork.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through CLG LLC, an SEC-registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0682616.

Eric V. Anspach

Financial Advisor

Affiliated with Cetera Advisor Networks LLC and CLG LLC

25109 Jefferson Avenue, Suite 325
Murrieta, CA 92562

(p) 951-677-5115
(f) 951-677-5127
(e) eric@clgwm.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Advisory services also offered through CLG LLC, an SEC-registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0I11968.

San Diego

David R. Bretz, CFP^®, CKA^®

Certified Financial Planner

Affiliated with Cetera Advisor Networks LLC

3131 Camino Del Rio North, Suite 300
San Diego, CA 92108

(p) 619-878-1577
(f) 619-828-1031
(e) bretzd@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0D40983.

Robert “Bob” P. Celeste, CFP^®, AIF^®

Certified Financial Planner^™

Celeste Financial Group

Affiliated with Cetera Advisor Networks LLC

3131 Camino Del Rio North, Suite 300
San Diego, CA 92108

(p) 619-878-1577
(f) 619-828-1031
(e) celester@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), registered broker/dealer and member FINRA/SIPC. Cetera is under separate ownership from any other named entity. CA Insurance License #0621610

Todd G. Johnson, AIF^®

Investment Consultant

Celeste Financial Group

Affiliated with Cetera Advisor Networks LLC

3131 Camino Del Rio North, Suite 300
San Diego, CA 92108

(p) 619-878-1577
(f) 619-828-1031
(e) johnsont2@ceteranetworks.com

R. Jeff Warner

Financial Planner

Affiliated with Cetera Advisor Networks LLC

3131 Camino Del Rio North, Suite 300
San Diego, CA 92108

(p) 619-878-1577
(f) 619-828-1031
(e) warnerr@ceteranetwork.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0H41205.

Henry “Hank” E. Zapisek, CFP^®, CeFT^®

Registered Principal, Financial Advisor

Affiliated with Cetera Advisor Networks LLC

814 Morena Blvd., Suite 108
San Diego, CA 92110

(p) 619-294-9727 ext. 101
(f) 619-294-2442
(e) hankz@affluence.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0680843.

Torrance

Richard “Rich” P. Moran, CFP^®

Financial Advisor

Moran, Heising & McElravey LLC

Affiliated with Cetera Advisor Networks LLC

21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503

(p) 310-406-3080 ext. 304
(toll free) 866-406-3080
(f) 310-406-3082
(e) rpmoran@smarterdecisions.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0295570.

Paul F. Heising, MBA, CFP^®

Financial Advisor

Moran, Heising & McElravey, LLC

Affiliated with Cetera Advisor Networks LLC

21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503

(p) 310-406-3080 ext. 306
(toll free) 866-406-3080
(f) 310-406-3082
(e) heising@smarterdecisions.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License #0D93783.

Elizabeth “Lisa” A. McElravey, CFP^®

Financial Advisor

Moran, Heising & McElravey, LLC

Affiliated with Cetera Advisor Networks LLC

21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503

(p) 310-406-3080 ext. 307
(toll free) 866-406-3080
(f) 310-406-3082
(e) mcelraveye@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0D97694.

Robert H. Sowder, CFS^®, AIF^®

Financial Advisor

Moran, Heising & McElravey, LLC

Affiliated with Cetera Advisor Networks LLC

21250 Hawthorne Blvd., Suite 560
Torrance, CA 90503

(p) 310-406-3080 ext. 305
(toll free) 866-406-3080
(f) 310-406-3082
(e) rsowder@smarterdecisions.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License #0C31109

Ukiah

Erin J. Powis

Financial Advisor

CLG Wealth Management

Affiliated with Cetera Advisor Networks LLC and CLG LLC

390 West Standley Street, Suite 1
Ukiah, CA 95482
Phone: 707-272-2738

(p) 707-272-2738
(f) 424-221-5664
(e) epowis@clgwm.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Advisory services also offered through CLG LLC, an SEC-registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0E32113.

Whittier

Alice C. Amick, CFS^®, AIF^®

Investment Advisor Representative

Affiliated with Cetera Advisor Networks LLC

10802 Bogardus Avenue
Whittier, CA 90603

(p) 562-943-0720
(f) 562-943-0790
(e) amicka@ceteranetworks.com

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. CA Insurance # 0F25052.

Meet Our Investment Professionals

Click the City Links Below to Locate a Professional Near You

Agoura Hills

Calabasas

Carlsbad

Cerritos

Honolulu

Kamuela

Long Beach

Murrieta

San Diego

Torrance

Ukiah

Whittier

Agoura Hills

Charles “Dan” D. Neff

Calabasas

Kimberley “Kim” K. Neff

Carlsbad

Mark E. Rostratter

Cerritos

Charles “Chuck” A. Neff, PPC®

David C. Neff, CFP®, CRPS®, AIF®

James “Jim” E. Ives

Anthony Pfaff

Honolulu

Mauricio J.M. Santos, CSRIC®, AIF®, CRPS®

Susan B. Hays

John K. Ikeda, CLU, ChFC

Evans L. Taylor, CFP®, CLU®, ChFC®, EA

Rosalind “Roz” Lee Wright

Ed Baraoidan

Kamuela

Rosalind “Roz” Lee Wright

Long Beach

John D. Cartwright

Jon W. Bemis, CPA, CFP®

William “David” D. Crow

Sara Jane Davis, CFP®

Pamela C. Eckenrode, AIF®, CRC®, PPC™

Kurt R. Ehmann, AIF®, PPC™

Gerald “Jerry” E. Mitchell, CFP®

Dale B. Eichman, CFP®, CRC

Connor C. Campbell

Bryan A. Hernandez

Robert “Bob” M. Koerner

Kenneth S. Lee, CFP®

James “Jim” K. Nomura

Dennis C. Smith

Ken A. Stark

Alfred R. Escamilla

Murrieta

Michael L. Bishop

Eric V. Anspach

San Diego

David R. Bretz, CFP®, CKA®

Robert “Bob” P. Celeste, CFP®, AIF®

Todd G. Johnson, AIF®

R. Jeff Warner

Henry “Hank” E. Zapisek, CFP®, CeFT®

Torrance

Richard “Rich” P. Moran, CFP®

Paul F. Heising, MBA, CFP®

Elizabeth “Lisa” A. McElravey, CFP®

Robert H. Sowder, CFS®, AIF®

Ukiah

Erin J. Powis

Whittier

Alice C. Amick, CFS®, AIF®

Map View

Charles “Chuck” A. Neff, PPC^®

David C. Neff, CFP^®, CRPS^®, AIF^®

Mauricio J.M. Santos, CSRIC^®, AIF^®, CRPS^®

Evans L. Taylor, CFP^®, CLU^®, ChFC^®, EA

Jon W. Bemis, CPA, CFP^®

Sara Jane Davis, CFP^®

Pamela C. Eckenrode, AIF^®, CRC^®, PPC^™

Kurt R. Ehmann, AIF^®, PPC^™

Gerald “Jerry” E. Mitchell, CFP^®

Dale B. Eichman, CFP^®, CRC

Kenneth S. Lee, CFP^®

David R. Bretz, CFP^®, CKA^®

Robert “Bob” P. Celeste, CFP^®, AIF^®

Todd G. Johnson, AIF^®

Henry “Hank” E. Zapisek, CFP^®, CeFT^®

Richard “Rich” P. Moran, CFP^®

Paul F. Heising, MBA, CFP^®

Elizabeth “Lisa” A. McElravey, CFP^®

Robert H. Sowder, CFS^®, AIF^®

Alice C. Amick, CFS^®, AIF^®