- Sandra McKeever, AIF® CEO/President Financial Advisor Contact Sandy
- Melinda Sulit Executive Vice President Chief Financial Officer Contact Mel
- Thad Jones Vice President Financial Advisor Contact Thad
- Jon Ulloa Financial Advisor Contact Jon
- Sophie Brindejonc-Choi, CFP®, AIF® Financial Advisor Contact Sophie
- Quintin Guillermo Financial Advisor Contact Quin
- Jenny Sarmiento Financial Advisor Contact Jenny
- Jonathon Holm Financial Advisor Associate Contact Jonathan
- Barbara Lujan Sales & Client Service Supervisor Contact Barbara
- Michelle Wright Client Service Specialist Contact Michelle
- Gabrielle Smith Client Service Specialist Contact Gabrielle