Your Team Jake Alden Client Service Associate Carrie Awad, MBA, PHR HR & Business Operations Manager Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU® Managing Director - Financial Planning Athena Chang, CFP® Vice President - Financial Planning Briana Corbin Marketing Associate Rob Cordeau, CFP®, RICP®, ChFC® Managing Director - Financial Planning Stephen Dozer, MBA Investment Operations Specialist Jason Dye, CFP®, QKA Managing Director Bob French, CFA Principal, Director of Investment Analysis Paula Friedman, MBA, CFP®, AIF®, CPFA Managing Principal Laurel Haynes Client Service Associate Alana Light, CFP®, RICP® Lead Advisor Christian Litscher, CFP®, CFA Lead Advisor Lorraine Malo Client Service Associate Timothy Marcinek, AIF® Financial Planner Alex Murguia, Ph.D. Managing Principal Wade Pfau, Ph.D., CFA, RICP® Principal, Director of Retirement Research Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU® Financial Planner Catrina Rastonis, CFP®, RICP® Financial Planner Jason Rizkallah, CFP®, RICP® Managing Director - Financial Planning Carla Sarabia IT Manager Safalta Sherpa Associate Planner Lauren Squeglia, PPC® Planning and Insurance Coordinator Teshika Stewart Client Service Associate Dean Umemoto, CFP®, ChFC® Managing Principal Mark Witaschek Senior Vice President, Financial Planning Jessica Wunder, CFP®, CRPC®, RICP® Principal