Audrey ColemanPresident / Financial AdvisorCFP®, AIF®, CKA® Janice ThompsonCEO / Financial AdvisorMSFS, CFP®, CKA®, CEPA® Anthony SafferVP / Financial AdvisorCFP®, CKA® Alex OkugawaFinancial AdvisorCFP®, CKA®, CEPA® Jody ThomasonFinancial AdvisorCFP® Jeff LuebeClient Services Manager Jill SchillerOffice Manager Matthew CalcagnoAdvisor Support Specialist Nolita T. RamirezReceptionist