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Jeff Bulvin
Managing Partner
Peter Weinbaum
Managing Associate
Patrick Hanna
Managing Associate
M. Steven Brotherton
Advanced Market Manager
Gary Lear
Investment Specialist
Paul Lee
Brokerage Manager
Carolyn Williams
Operations Manager
Stuart Canzeri
Financial Advisor
Registered Representative
David Hughes
Financial Advisor
Registered Representative
Cathy Genty
Financial Advisor
Registered Representative
Holly Pitts
Licensing Coordinator
R. Hunt Purdy
Financial Advisor
Financial Services Representative
Claudine Lefrancois
Recruiting Coordinator
Tom Bailey
Financial Representative
Jay Baldwin
Financial Advisor
Steven Bontempi
Alicia Chau
Financial Representative
Steven Cross
Financial Representative
Kecia Cunningham
Financial Advisor
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Clayton Doss, Jr.
Financial Representative
Richard Glogg
Financial Services Executive
Jeff Goldstein
Financial Advisor
CA Insurance License #0F26591
Pamela Hoppe
Financial Services Executive
Mark Kupris
Financial Representative
Carol LaBranche
Financial Representative
Keith Maley
Financial Representative
Jodi McMahon
Financial Representative
Financial Planner
CA Insurance License #0F03519
Marc Michael
Financial Advisor
Financial Services Representative
David Morgan
Financial Representative
John Morris
Financial Representative
Larry Neal
Financial Representative
Rick Oldham
Financial Representative
Hitesh Patel
Financial Representative
Robb Pitts
Financial Representative
Shannon Robbins
Property & Casualty
Nancy Sobin
Financial Representative
Raborn Taylor III
Financial Representative
Brett Williams
Financial Representative
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