• Gary Madvin MS, CLU, ChFC

    Chairman of the Board and Managing Partner

  • Paul Devore MBA, CFP, CLU

    Chief Executive Officer and Managing Partner

  • Howard Fink CLU, ChFC, MRFC

    President and Managing Partner

  • Edward Charton


  • Brent Guttman

    Managing Partner

  • Robert Pessell CFP

    Managing Partner

  • Leonard Roth MBA, CLU, ChFC


  • John Shannahan CFP

    Managing Partner

  • Chad Charton, MBA


  • Maurice Gelfo

    Registered Advisor

  • Alexander Sasha Kaminsky


  • Bruce Keefe

    Registered Advisor

  • Louie Berentschot CLU

    Registered Client Account and Service Administrator

  • Adria Briggs

    Registered Client Services Administrator for Howard Fink

  • Natale Haworth


  • Vikki Holmes

    Registered New Business Administrator for Howard Fink

  • Renee Meeker

    Client Account Executive

  • Sam Noritake

    Registered Financial Planning & Investments Adminstrator

  • Lisa Ow

    Executive Assistant

  • Michael Pessell

  • Mimi Robinson

    Registered New Business and Service Assistant for Leonard Roth

  • Sandy Sabbah

    Client Services Coordinator

  • Stacie Stearns

    Client Services and New Business Administrator for Brent Guttman and Robert Pessell

  • Judy Williams

    Insurance and Service Administrator for Edward Charton

  • Penny Jacobi

  • Anita Kurtz

    V. P. Administration / FINRA Registered Field Assistant

  • Joanna Oellien

    Accounting & Commissions Manager