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Advisors

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Senior Financial Advisor

Scott Taylor CFP®

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Private Wealth Advisor

Sunny Kang

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Private Wealth Advisor

Logan Wong

Private Wealth Advisor

Liam Walker

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Private Wealth Advisor

Rocco Panzarino

Operations

Director

Melissa Milloy

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Director

Peter Kotsis

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Administrator

Jackie Soraino

IC Board

IC Chairman

David Columbro

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IC Member

Corey Cooney

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IC Member

Jack Colreavy

Responsible Manager | IC Member

Abraham Agulian

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