Associates

• Brian Airey

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• Jonathan Airey

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• Erik Alexander

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• Jonathan Allen

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• Mike Balderdon

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• K. Roya Behbehani*, MBA

  Vice President of Advanced Markets & Business Development

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• Nick Blattner

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• Chris Bradley

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• Brock J Brady

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• Richard Brady, CLU, CFP

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• Paul Brown

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• Chad Bulle

  Fixed Annuity Professional

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• Jacob Chambers

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• Kevin Chang

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• Adam Costarella

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• Joan Crouch

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• Jason Demarre

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• Doug Everett

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• Gerard Gray

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• Sam Gullette, CFP®, CLU®

  Chief Executive Officer

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• Adam M. Guzek, MSF

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• Walter L. Harrison

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• Charlie Haugh

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• Jarrod Haynes

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• Spencer Hill

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• Jim Hurley

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• Heidi Johnson

  Administrative Assistant

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• Bob Joki

  CLU, ChFC, MSFS

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• Brian Kampbell

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• Samuel Kim

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• Laura Leavitt, CFP®

  Voya Financial Advisors

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• Simon Lee

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• Andrew Li (Andy Li)

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• John Mandel, MBA

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• Dan Martin

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• Joseph P. May, LUTCF

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• Lindsay McKay

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• Jeffrey J. McKay ChFC, CLU

  Managing Director

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• JAMES R. MCKAY, CFP®, AIF®

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• James T. Menezes

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• Andrew D. Norman

  Registered Principal & Investment Advisor Representative

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• Joe Parent

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• Jill Marie Pierce

  Pierce Financial Strategies LLC

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• Jamie Reeb

  ChFEBC ?

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• Jason E. Richert

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• LORI A. RISBY

  CPA, CFP®

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• Kirk Roberts, CPA, LLC

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• David Salminen

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• Don R. Schrock, ChFEBC™ , LUTCF

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• Mark Serafini

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• Robert V. Shabkie

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• Michel Smith

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• Phillip Smith

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• Daniel B. Spanski-Dreffin

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• Steven M. Steele

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• Christopher N. Stein, CFP

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• Nichole Sullivan

  Compliance / Administrative Assistant

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• Anshu Thakur*

  OSJ Manager, Chief Operating Officer

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• Trudy L. Veach

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• Robbie Walker

  Voya Financial Advisors

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• Michael Walters

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• Kevin J. Wilson

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• Donald K Wilson

  OSJ Delegate

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• Brian Wright

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Team bio

• Sam Gullette, CFP®, CLU®

  Financial Planner

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• Donald K Wilson

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