
Our Advisors
Craig F. Ibrahim
Managing Partner & Principal
Martin A. Campbell
Managing Partner & Principal
John Bantug
Private Wealth Advisor
Luis Chavez
Wealth Advisor
Joel Gray Clousing
CPA, Wealth Advisor
Pete DeBruin
Wealth Advisor
David Fortosis
Financial Advisor
Jim Gabriel
Wealth Advisor
Brian M. Gedonius
CFP, Wealth Advisor
Ann Greenberg
CFP, Financial Advisor
Francis M. Gutrich
Wealth Advisor
David Henderson
Wealth Advisor
Bill Kelleher
Wealth Advisor
Scott Kurkjian
Institutional Wealth Advisor
Peter Lesnik
Wealth Advisor
Jeff Martin
Financial Advisor
Brian McPartlin
Wealth Advisor
Jason Nowitzki
Wealth Advisor
Doug O’Connell
Financial Planner
Tom O’Dekirk
Financial Consultant
Sean O’Shea
Certified Financial Planner
Steve Ostrander
Wealth Advisor
Peter Piccinini
Wealth Advisor
Justin Pisellini
Wealth Advisor
Dory Rodriguez
CFP®, Wealth Advisor
Douglas Schaffnit
Wealth Advisor
Gerry Soriano
Wealth Advisor
Erik Stowers
Private Wealth Advisor
Jackson Vandiver
AAMS®, Wealth Advisor