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- Ana GellerDirector
- Angie JohnsonAssistant Vice President
- Antonio Valente
- Bill WattSenior Vice President
- Brian Heidelbach
- Brian Penn
- Brittany Stafford
- Chris Holcombe
- Chris Harvey
- Corinna Sech
- Dawn Forbes
- Gerald H. Marquez, CFP®, CPWA®, CIMA®Senior Vice President
- James HodgesManaging Director
- James L. MugeleSenior Vice President
- Jason Harris, CFP®
- Jeff Graham
- JG Guidera, CFP®
- John Huynh, CFP®Vice President
- John Fuggi, CFP®, CIMA®
- Joseph Fuggi, CFP®
- Joseph McCann, CFP®
- Keith I. Levitt, CFP®Senior Investment Consultant
- Kim Gunther-Wittler
- Marco SaccaSenior Vice President
- Matt Dixon
- Maura Stump
- Michael R. Johnson, CFP®Financial AdvisorThe Hargest Johnson Group
- Michael LevinManaging Director
- Nancy Short
- Peggy BosleyAssistant Vice President
- Rebecca RossSenior Vice PresidentPrivate Wealth Management
- Richard DuValManaging Director
- Richard Zink
- Robert Manankil, CFP®
- Samantha Yingling
- Sharon MartinAssistant Vice President
- SueAnn Griffin, CFP®, CDFA®
- Tara MartinAssistant Vice President
- Timothy P. HargestSenior Vice President
- Walter NotoSenior Vice President