Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Advisors

Grant E Peterson

Branch Manager

Financial Advisor
Visit Grant E Peterson's website

Christine Painley Gustafson

Private Wealth Advisor

Managing Director
Visit Christine Painley Gustafson's website

Amanda Morrell

APMA®

Financial Advisor

Visit Amanda Morrell's website

Marcus Brandt

Private Wealth Advisor

Managing Director
Visit Marcus Brandt's website

Wayne D Kandas

CFP®

Private Wealth Advisor

Vice President
Visit Wayne D Kandas's website

Chris Kandas

CFP®, APMA®, CEPA®

Financial Advisor

Managing Director
Visit Chris Kandas's website

Matthew Svorinic

CFP®, APMA®

Financial Advisor

Visit Matthew Svorinic's website

Chelsea Faiva

Registered Practice Associate

Visit Chelsea Faiva's website

Russell Doyle

Financial Advisor

Vice President
Visit Russell Doyle's website

Steve Nelson

Financial Advisor

Managing Director
Visit Steve Nelson's website

Kevin Ragon

APMA®, CRPC, AAMS®, CRPS

Financial Advisor

Associate Vice President
Visit Kevin Ragon's website

Lydia Padilla

AAMS®, CRPC, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Visit Lydia Padilla's website

Saul Jesus Unzueta

Financial Advisor

Visit Saul Jesus Unzueta's website


Team

Ferdy Quezada

Ferdy Quezada

Registered Operations Leader

Dawn Schuerkamp

Dawn Schuerkamp

Client Service Associate

Lisa Campbell

Lisa Campbell

Registered Client Service Associate

Sharyn Krutoy

Sharyn Krutoy

Client Service Associate,

Client Relationship Specialist
Diane Mayrant

Diane Mayrant

Lead Registered Client Service Associate

Bretina DeAnda

Bretina DeAnda

Registered Client Service Associate

Jennifer Laughton

Jennifer Laughton

Lead Registered Client Service Associate

Stephanie Lundy

Stephanie Lundy

Client Service Associate