Associates

 
  • Brian Airey

    Brian Airey

  • Jonathan Airey

  • Erik Alexander

    Erik Alexander

  • Jonathan Allen

    Jonathan Allen

  • Mike Balderdon

    Mike Balderdon

  • Nick Blattner

    Nick Blattner

  • Chris Bradley

  • Brock J Brady

    Brock J Brady

  • Adam Costarella

    Adam Costarella

  • Jason Demarre

    Jason Demarre

  • Gerard Gray

    Gerard Gray

  • Sam Gullette, CFP®, CLU®

    Sam Gullette, CFP®, CLU®

    Chief Executive Officer

  • Adam M. Guzek, MSF

    Adam M. Guzek, MSF

  • Walter L. Harrison

    Walter L. Harrison

  • Charlie Haugh

    Charlie Haugh

  • Jarrod Haynes

    Jarrod Haynes

  • Spencer Hill

    Spencer Hill

  • Jim Hurley

    Jim Hurley

  • Heidi Johnson

    Heidi Johnson

    Administrative Assistant

  • Bob Joki

    Bob Joki

    CLU, ChFC, MSFS

  • Brian Kampbell

    Brian Kampbell

  • Laura Leavitt, CFP®

    Laura Leavitt, CFP®

    Voya Financial Advisors

  • Simon Lee

    Simon Lee

  • Andrew Li (Andy Li)

    Andrew Li (Andy Li)

  • John Mandel, MBA

    John Mandel, MBA

  • Dan Martin

    Dan Martin

  • Lindsey McKay

    Lindsey McKay

  • JAMES R. MCKAY, CFP®, AIF®

    JAMES R. MCKAY, CFP®, AIF®

  • James T. Menezes

    James T. Menezes

  • Joe Parent

    Joe Parent

  • Jill Marie Pierce

    Jill Marie Pierce

    Pierce Financial Strategies LLC

  • Jason E. Richert

    Jason E. Richert

  • David Salminen

    David Salminen

  • Rebecca Sanchez

    Rebecca Sanchez

    Compliance Administrative Assistant

  • Mark Serafini

    Mark Serafini

  • Robert V. Shabkie

    Robert V. Shabkie

  • Michel Smith

    Michel Smith

  • Phillip Smith

    Phillip Smith

  • Daniel B. Spanski-Dreffin

    Daniel B. Spanski-Dreffin

  • Steven M. Steele

    Steven M. Steele

  • Christopher N. Stein, CFP

    Christopher N. Stein, CFP

  • Anshu Thakur*

    Anshu Thakur*

    OSJ Manager, Chief Operating Officer

  • Trudy L. Veach

    Trudy L. Veach

  • Robbie Walker

    Robbie Walker

    Voya Financial Advisors

  • Michael Walters

    Michael Walters

  • Donald K Wilson

    OSJ Delegate

  • Kevin J. Wilson

    Kevin J. Wilson

  • Brian Wright

    Brian Wright

  • Sam Gullette, CFP®, CLU®

    Sam Gullette, CFP®, CLU®

    Financial Planner

  • Donald K Wilson