Shannon Alex

Senior Investment Advisor,

Portfolio Manager 

& Senior Wealth Advisor

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Kevin Algajer

Senior Investment Advisor

& Portfolio Manager

 

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Andrew Avery

Investment Advisor

 

 

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Robert Babee

Senior Investment Advisor

 

 

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Chris Beirnes

Senior Portfolio Manager

& Senior Wealth Advisor  

 

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Stephen Biddle

Senior Portfolio Manager

& Senior Wealth Advisor

 

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Glenn Bowie

Senior Investment Advisor,

Senior Portfolio Manager

& Senior Wealth Advisor

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David Hajjar

Senior Investment Advisor

& Wealth Advisor 

 

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Jeff Horne

Senior Investment Advisor

& Portfolio Manager

 

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Dan Hwang

Portfolio Manager

& Wealth Advisor

 

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Ken Johnston

Senior Investment Advisor,

Portfolio Manager 

& Wealth Advisor

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Kay Lam

Investment Advisor

 

 

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David Lavorato

Investment Advisor

 

 

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Patrick Leonard

Senior Investment Advisor,

Portfolio Manager

& Senior Wealth Advisor

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JF Tremblay

Senior Investment Advisor

& Portfolio Manager

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Brian Ness

Senior Investment Advisor

& Senior Portfolio Manager

 

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Loan Nguyen

Senior Investment Advisor

& Wealth Advisor 

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Debbie Orcheski

Portfolio Manager

& Senior Wealth Advisor

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Jennifer Orcheski

Portfolio Manager

& Wealth Advisor

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Carmen Phillips

Investment Advisor

& Financial Planner

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Brandon Usyk

Investment Advisor

 

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Sean Rourke

Senior.Investment Advisor

& Senior Portfolio Manager

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Irene Yan

Portfolio Manager

& Senior Wealth Advisor

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Robert Ter Horst

Investment Advisor

 

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Ramsey Melhem

Investment Advisor

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