Our Team

Andrew Lee CRPS, CFS is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, IA, ID, IN, KS, LA, MD, MN, NV, OR, TX, WA
Andrew Lee CRPS, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Andrew Lee CRPS, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, IA, IN, NV, OR

Anthony Rovai is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, FL, IL, MA, MN, NV, NY, UT, WA
Anthony Rovai is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Anthony Rovai is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CA, FL

Brent Robinson is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, FL, IL, MN, NC, NV, NY, OR, TX
Brent Robinson is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Brent Robinson is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CA

Candace Kearney is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, CT, FL, IN, NC, NY, PA, SC
Candace Kearney is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: NY
Candace Kearney is licensed to sell and/or discuss Insurance Products only to residents of the states listed: NY, OH

Dennis Cotnoir CPA, RFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AL, AZ, CA, FL, ID, OR
Dennis Cotnoir CPA, RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Dennis Cotnoir CPA, RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CA, OR

Hugo Grimaldi CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, ID, MA, OR, WA
Hugo Grimaldi CPA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OR
Hugo Grimaldi CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CO, ID, OR

Michael Davis CFS is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, DC, GA, KY, NY, OH, TX
Michael Davis CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: TX
Michael Davis CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AR, CA, DC, KY, NC, TX

Scot Shier CFP, CKA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, IN, MN, OH, OR, SC, TX, WA, WY
Scot Shier CFP, CKA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Scot Shier CFP, CKA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, FL, NM, NV, OR, RI, SC, TN, TX, VA