Our Financial Representatives
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Kevin J. Aragon
Financial Advisor
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Derek Baade
Financial Advisor
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Martin Barrett
Financial Services Professional
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Peter A. Chamberlain CLU®, ChFC®
Financial Advisor
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Craig Chambers
Financial Services Representative
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Stanley Chen CFP®
Financial Planner
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Jason Daily
Financial Advisor
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Mitchal DeGandi
Financial Advisor
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Travis Dougherty
Sales Manager
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Dante Filippini
Financial Services Representative
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Katelyn Galante
Financial Services Professional
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Stephen (Steve) Gulley LUTCF®
Financial Advisor
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Beau Gunderson
Financial Advisor
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Corey Jones
Practice Manager
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Kevin R. Kirkpatrick CFP®
Senior Managing Associate
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Michael Koukoumanos
Financial Advisor
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Edward J. Lebold ChFC®, CLU®, CFP®
Financial Advisor
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Josh Lokeno
Financial Representative
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Michael J. Maletteri CFP®, CLU®, ChFC®, CFBS
Agency President, Agency Chief Executive Officer
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Scott J. Meredith
Financial Planner
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Robert Miller
Financial Services Representative
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Seth Mullinax
Financial Professional
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Mark R. Richards
Financial Advisor
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Victor Ruiz
Financial Representative
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Morgan Sund CFP®
Financial Advisor
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Skye Suzuki
Financial Advisor
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Shane Taparra
Financial Services Representative
Dante Filippini
Kevin R. Kirkpatrick CFP®
Edward J. Lebold ChFC®, CLU®, CFP®
Michael J. Maletteri CFP®, CLU®, ChFC®, CFBS
