Broker Check

Advisors and Associates

Financial Advisors

Mathew Watt

Mathew Watt

Financial Advisor

(747)233-7054

(818)465-0216

Paul Kuhn

Paul Kuhn

Financial Advisor

(702)736-3656

(702)736-3596

Pawel Szott

Pawel Szott

Financial Advisor

(702)736-3656

(702)736-3596

Peter Wang

Financial Advisor

(714)255-8888

(714)255-8030

Ronald Galen

Ronald Galen

Financial Advisor

(310) 902-3770

(424) 312-1450

Advisor Associates

Britt Stephens

Britt A. Stephens

Advisor Associate to P. Alison Fleming, Financial Advisor

(619)295-9930

(619)295-9947

Christy Nelson

Christy K. Nelson

Client Relations Coordinator for Financial Advisors Jim Dumbeck & Karin Knoop

(562)799-5512

Feliks Reytblat

Advisor Associate to Linda Polwrek, Financial Advisor

818-465-0210

818-465-0216

Francesco Setola

Francesco Setola

Advisor Associate to Tori Samuel, Financial Advisor

(818)465-0210

(818)465-0216

Jenny Choe

Jenny Choe

Advisor Associate to Vartan Grigoryan, Financial Advisor

(714)559-7035

(949)474-4050

John Polwrek

Registered Representative

(949)661-4357

(949)661-5818

John N. Manocchio

John N. Manocchio, CFP®

Advisor Associate to John T. Miller, Financial Advisor

(805)371-0087

(805)371-0067

Justin Duncombe

Justin Duncombe

Advisor Associate to James Duncombe, Financial Advisor

(661)360-3965

(661)360-3964

Kristen Maxwell

Kristen Maxwell

Insurance Associate to Darci Kelley, Financial Advisor

(657)294-5049

(657)294-5015

Kurt Mac Millan

Kurt Mac Millan

Advisor Associate to Tori Samuel, Financial Advisor

(818)465-0210

(818)465-0216

Larry Coltin

Larry Coltin

Advisor Associate to Paul Gross, Financial Advisor

(661)802-7130

(661)802-7095

Richard D. Ratz, MBA

Advisor Associate to Louis Avalos, Financial Advisor

(714)437-7510

(949)474-4050

Shafick Alfi

Steve Alfi

Insurance Associate to Andrea Alfi, Financial Advisor

(657)294-5049

(657)294-5015

Shalen S. Stanley

Advisor Associate to William Knoke, Financial Advisor

(949)661-4357

(949)661-5818

Tammy MacArthur

Tammy MacArthur

Insurance Associate to Darci Kelley, Financial Advisor

(657)294-5049

(657)294-5015

Tom Miller

Tom Miller, CFP®, CMFC®, CRPC®, MSFS

Advisor Associate to John T. Miller, Financial Advisor

(805)371-0087

(805)371-0067

Walter Fletcher

Walter P. Fletcher

Advisor Associate to P. Alison Fleming, Financial Advisor

(619)295-9930

(619)295-9947

Advisor Assistants

Alice Ortiz

Advisor Assistant to John Robins, Financial Advisor

(909)601-7313

Amy Barnard

Advisor Assistant to John Miller & John Manocchio, Financial Advisors

(805)371-0087

(805)371-0067

Brandon Behrad

Brandon Behrad

Advisor Assistant to Karin Knoop & James Dumbeck, Financial Advisors

(562)799-5512

Brittany Powers

Brittany Powers

Advisor Assistant to Thomas Loza, Financial Advisor

(951)381-2002

(951)381-2003

Caresse Vera

Caresse Vera

Advisor Assistant to P. Alison Fleming, Financial Advisor

(619)295-9930

(619)295-9947

Emma Russell

Emma Russell

Advisor Assistant to Carl Russell, Financial Advisor

(435)251-8282

(435)688-2800

Erica Stoney

Erica R. Stoney

Advisor Assistant to Darci Kelley, Financial Advisor

(657)294-5046

(657)294-5015

Jaime Perrigo

Jaime Perrigo

Advisor Assistant to Brian Davis, Joel Everage, & Justin Johnson, Financial Advisors

(702)736-3656

(702)736-3596

Jeffrey Cline

Advisor Assistant to James Wong, Financial Advisor

(415)505-9255

Jennifer Holveck

Advisor Assistant to Stacey Kim, Financial Advisor

(714)255-8888

(714)255-8030

Jessica Royce

Advisor Assistant to Gary Foy, Financial Advisor

(760)340-0756

(760)340-0634

Joanna Abalos

Joanna Abalos

Advisor Assistant to Andrea Alfi, Financial Advisor

(657)294-5049

(657)294-5015

Kyle Rivera

Advisor Assistant to Michael Warkentin, Financial Advisor

(310) 707-2527

Lisa Musser

Advisor Assistant to Benjamin Lemon & Linda Polwrek, Financial Advisors

(626)412-2262

(626)449-4056

Lorelei Stump

Lorelei Stump

Advisor Assistant to Cody Roulier, Financial Advisor

(619)269-5086

(619)269-5220

Mary Ann Dumbeck

Mary Ann Dumbeck

Advisor Assistant to Jim Dumbeck & Karin Knoop, Financial Advisors

(562)799-5512

Melissa Capuano-Dawson

Advisor Assistant to Freddie Brown, Financial Advisor

(714)255-8888

(714)255-8030

Natalie McPhillips

Advisor Assistant to Nick Milazzo, Financial Advisor

(951)900-2060

(951)588-6383

Natalie Chang

Advisor Assistant to James Wong, Financial Advisor

(415) 505-9255

Natasha Cortes

Advisor Assistant to Michael Warkentin, Financial Advisor

(310)707-2527

Olivia Schlueter-Corey

Olivia Schlueter-Corey

Advisor Assistant to Linda Polwrek & Benjamin Lemon, Financial Advisors

(626)412-2262

(626)449-4056

Sarah Kannel

Advisor Assistant to Michael Peters, Financial Advisor

(562)435-3378

(562)435-3389

Suzanne Duncombe

Suzanne Duncombe

Advisor Assistant to James Duncombe & Justin Duncombe, Financial Advisors

(661)360-3965

(661)360-3964

Terri Josselyn

Terri E. Josselyn

Advisor Assistant to P. Alison Fleming, Financial Advisor

(619)295-9930

(619)295-9947

Tina Meseberg

Tina Meseberg

Advisor Assistant to Morna Nelander, Financial Advisor

(714)255-8888

(714)255-8030

Tomas Jimenez

Advisor Assistant to Barry Streeter, Financial Advisor

(714)437-7510

(949)474-4050

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