Our Team

Bryan Alsbury, CFP®

Registered Representative & Investment Adviser

Joyce Alsbury

Registered Representative & Investment Adviser

Jose Gueco

Registered Representative & Investment Adviser

Merritt Hunt

Registered Representative

Kelly Larkin, CFP®

Registered Representative & Investment Adviser

Eric Manzanarez, AIF®

Registered Representative & Investment Adviser

John (JR) Miller

Registered Representative & Investment Adviser

Greg Nelson

Registered Representative & Investment Adviser

Pam Reilly

Registered Representative

Neal Rodman

Registered Representative & Investment Adviser

Mathew W. Roper, CFP®

Registered Representative & Investment Adviser

William “Willie” Schatz, CFP®

Registered Representative & Investment Adviser

Kendra Riconosciuto

Registered Representative & Investment Adviser

Steve Shelgren, CFP®

President

Kelly Shelgren

Registered Representative & Investment Adviser

Jim Tremper, CFP®

Vice President

Jim Van Hollebeke

Registered Representative & Investment Adviser

Amanda Williams

Registered Representative & Investment Adviser

Bio

Rory Cannon

Investment Adviser