Nash Subotic
Chief Executive Officer
Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS
Chief Business Development Officer
Rod Roberto, CExP™
Senior Vice President
Nick Clark
Managing Partner
Rich Kettley
Vice President of Marketing and Development
Regina Reiff
Vice President of Leadership Development & Recruiting
Rosa Hotz
Chief of Staff
Alex Jakovljevic, MBA, CExP™
Senior Vice President & Wealth Management Advisor
Nikola Novakovic
Vice President | Wealth Management Advisor
Michael Hess, RICP
Vice President
Pat Thebus
Chief Operations Officer (COO) & Agency Control Officer (ACO)
Mark W. Vannatta, CFP® CLU®
Director of Investments
Michael H. Olivia, CFP® CExP™
Senior Partner
William J. Stevens, CLU®, ChFC®, MSFS
Executive Vice President of Agency Distribution and Growth
Igor Acimovic
Disability Income Specialist | Brokerage Manager Financial Advisor
Nichole Mayer, CFP®, CExP™, RICP®
Wealth Management Advisor
Jonathan M. Barrera
Financial Advisor
Alfred Valencia, CExP™
Wealth Management Advisor
Aaron M Puttroff, CExP™, CFP®
Partner, Living Legacy
Marvin Gayle
VP, Wealth Management - Platform, Recruiting & Transition
Bridget Orr
Business Development Manager & Wealth Management Advisor
Ken Ghahremani
Financial Advisor
Bruce Fine
Registered Representative
Cory Morrison, RICP®, ChFC®, CASL®
Wealth Management Advisor
Jacob A. Campbell
Wealth Management Advisor
Michael Von Ebers
Financial Advisor
Nemanja Selezan, MBA
Financial Advisor
Rod Crews, LUTCF®
Financial Advisor
Stephen Kelly, CFP®
Financial Advisor
William Hage, CExP
Wealth Management Advisor
Danny Recht
Wealth Management Advisor
Raquel Naranjo, J.D.
Financial Representative
Andrew Rogel, CFP®, CIMA®
Wealth Management Advisor
Chad Wilson, CPA
Wealth Management Advisor
Charbel Ghaby, MBA, RICP, CExP
Wealth Management Advisor
Dennis Bavin
Wealth Management Advisor
Ryan Schulte, CFP®
Financial Advisor
Kimelton Madrigal Kim
Wealth Management Advisor
Bailey Creager
Marketing and Business Development
Kim Loane
Chief of Staff
Jason Shapiro
Senior Vice President
Jacob Lee
Wealth Management Advisor
Benjamin Fuentez
Wealth Management Advisor
Michael Funaro
Financial Professional
Peter Weinberg, MBA
Wealth Management Advisor
Marko Jaric
VP Business Development, Head of Entertainment & Sports Division
Brooke Davis
Financial Advisor
Jalyn Lupo, MBA
Wealth Management Advisor
Garrett Gates
Financial Advisor
Jeffrey Barrette
Financial Advisor
Margaret Atherton
Business Development
Nick Salcedo
Financial Representative
Olga Vallejo
Financial Representative
Darko Dan Milosevic
Financial Advisor
JP Bustamante
Wealth Management Advisor
Reid White, CFP®, CLU®
Financial Advisor
Sergio Andrade
Financial Advisor
Michael Lewis
Financial Representative
Drew Schwandt
Financial Representative
Marko Branisavljevic
Financial Representative
Mark SanGiacomo
VP of Life Sales & Advanced Case Design
Yvonne Atsu
Financial Representative
Reed Puzzitiello
Financial Professional
Jalen Lee
Financial Advisor
Kaden Lewis, MBA
Financial Representative
Anthony D'Angelo
Financial Representative
Grant Mathews, MBA
Financial Representative
Ethan Patrick
Financial Representative
