Our advisors

Advisor photo for Christian Shaughnessy

Christian Shaughnessy

AWMA℠, CRPC

Client Relationship Manager

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Advisor photo for Denise Magana

Denise Magana

BFA

Client Support Associate

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Advisor photo for Dylan Eastman

Dylan Eastman

CRPC

Client Relationship Manager

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Advisor photo for Greg Dible

Greg Dible

Client Relationship Manager

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Advisor photo for Ivo Malchov

Ivo Malchov

CRPC

Client Support Associate

Experienced Client Support Associate
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Advisor photo for Jacqueline Mlechick

Jacqueline Mlechick

CRPC, CMFA®

Manager AAC

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Advisor photo for Kostadin Nikolov

Kostadin Nikolov

Client Relationship Manager

Retirement Specialist
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Advisor photo for K'Sea Isaac

K'Sea Isaac

Client Support Associate

Experienced Client Support Associate
Learn more about K'Sea Isaac
Advisor photo for Laurence Di Cicco

Laurence Di Cicco

CRPC

Client Support Associate

Experienced Client Support Associate
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Advisor photo for Peter Pulido

Peter Pulido

CRPC

Client Support Associate

Experienced Client Support Associate
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Advisor photo for Samuel G Abebe

Samuel G Abebe

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Samuel G Abebe
Advisor photo for Shelby Telford

Shelby Telford

Client Support Associate

Learn more about Shelby Telford