Our Financial Professionals
We invite you to get to know our financial professionals (FPs), located in our branch offices across the country. Click the arrows next to the names of our FPs for contact information.
Aaron Stasulis
Financial Advisor
(207) 354-5441
Thomaston, ME
Andres Rubert
Financial Advisor
(202) 731-7588
Brooklyn, NY
Anna Marie O. Lovell
Financial Advisor
(858) 869-3833
La Jolla, CA
Bill Becker
Financial Advisor
(408) 370-9000
San Jose, CA
Bill Wright, CFP®
Financial Advisor
(888) 250-4012
Kapaa, HI
Bob Stroud
Financial Professional
(814) 480-5783
Erie, PA
Brian Biederman, CFP®
Financial Advisor
(919) 844-1981
Raleigh, NC
David Rookasin
Financial Advisor
(203) 448-9505
Monroe, CT
Derek Fujikawa, CPA, CFP®
Financial Advisor
(510) 588-8000
San Jose, CA
Dwayne Shirakura
Financial Advisor
(510) 588-8000
Oakland, CA
Eugene Gurevich, CFP®, CRPC®
Financial Advisor
(888) 440-2224 Ext. 2
Pleasanton, CA
Greg B. Gilbert, CFP®
Financial Advisor
(510) 588-8000
Oakland, CA
Gurpreet Singh
Financial Advisor
(916) 999-1891
Elk Grove, CA
Jack Collins
Financial Advisor
(203) 640-0813
Madison, CT
John Walling
Financial Advisor
(936) 537-7695
Willis, TX
Lisa Claycomb, JD, CLTC, CFP®
Financial Advisor
(760) 604-6610
Ramona, CA
Mario Reina
Financial Advisor
(619) 890-0247
San Diego, CA
Mark Spelts
Financial Professional
(530) 891-0717
Chico, CA
Michael Holaday
Financial Professional
(619) 466-0549
El Cajon, CA
Mike McKean
Financial Advisor
(925) 998-8760
Livermore, CA
Peter Karp
Financial Advisor
(415) 345-8185
Sausalito, CA
Robert Driscoll
Financial Advisor
(415) 345-8185
Sausalito, CA
Rob Harbour
Financial Advisor
(630) 639-8264
Naperville, IL
Sterling Hirsch
Financial Advisor
(909) 372-1196
Yucaipa, CA
Teresa Sullenger
Financial Professional
(661) 900-3635
Paso Robles, CA
Tim Baldwin
Financial Professional
(937) 369-6069
Ft. Myers, FL
Victor Jones, CFP®, EA, MST
Financial Advisor
(310) 310-5503
Los Angeles, CA
Aaron Phillips
Financial Advisor
(415) 318-3469
San Francisco, CA
Andy Czajkowski
Financial Advisor
(415) 345-8185
Sausalito, CA
Barrett Benson
Financial Advisor
(530) 891-0717
Chico, CA
Bill Monsted
Financial Advisor
(504) 301-5125
New Orleans, LA
Bob Holaday
Financial Professional
(619) 466-0549
El Cajon, CA
Bradford Jones
Financial Advisor
(423) 765-9255
Kingsport, TN
Dan Purcell
Financial Professional
(906) 789-9802
Escanaba, MI
Dennis Ward
Financial Advisor
(724) 733-8041
Murrysville, PA
Doug Grau
Financial Advisor
(615) 497-3111
Nashville, TN
Elliott Peigen
Financial Advisor
(423) 664-2437
Ooltewah, TN
Gary Russell
Financial Advisor
(425) 502-0554
Kirkland, WA
Greg Lebbert
Financial Professional
(209) 409-7825
Modesto, CA
Howard Morin
Financial Advisor
(425) 214-1533
Kirkland, WA
Jeffrey Garland
Financial Advisor
(916) 910-8641
Citrus Heights, CA
Kevin Nainiger
Financial Advisor
(440) 622-5392
Cleveland, OH
Lloyd Wright
Financial Advisor
(509) 999-9655
Sunriver, OR
Mark Aleman
Financial Advisor
(951) 870-6779
Riverside, CA
Mary Pat Rau
Financial Professional
(714) 990-4500
Brea, CA
Mike Hug
Financial Advisor
(414) 331-4383
Brookfield, WI
Patrick McCliment-Call
Financial Advisor
(208) 262-8096
Spokane Valley, WA
Randy Silvey
Financial Advisor
(816) 456-8993
Lees Summit, MO
Robert Bulloch
Financial Advisor
(919) 424-7681
Raleigh,NC
Samuel Stroud
Financial Advisor
(814) 566-0641
Erie, PA
Steve Ause
Financial Advisor
(775) 831-1963
Incline Village NV
Thomas Vigil
Financial Advisor
(401) 419-2338
Saunderstown, RI
Tony Tolene
Financial Advisor
(717) 829-3010
Harrisburg, PA
Wayne Gysland
Financial Advisor
(651) 686-7576
Eagon, MN