Jeff Gilbert
CEO & Founder
Matt Beary
Investment Advisor
Dr. Thomas Breslin
Investment Advisor
R. Brooks Bridges
Investment Advisor
Michael R. Frager, ChFC, CLU, EA
Investment Advisor
Ian Crawford
Senior Vice President
JW Robison
Vice President & Investment Advisor
Cheryl Gruetzmacher
Managing Director - The Gruetzmacher Group
Richard Rock
Senior Vice President/Investment Advisor
Rodolfo Rodriguez
Investment Advisor Representative
Aarone Tirpak
Investment Advisor Rep / Talent Acquisition
Kozen Tsukamoto
Wealth Manager
Jeremy Tate
Investment Advisor
John Vilina
Investment Advisor
Jerry Zelko
Investment Advisor
Alexander Aretakis
Managing Director / Investment Advisor
David Mowad
Managing Director / Investment Advisor
John A. Appleby, CFA
Portfolio Manager
Michael Power
Portfolio Manager
Wade W. Slome, CFA, CFP®
Portfolio Manager
Jerry Jones
Director of Retirement Services
