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Advisor Directory

Adam MacDonald, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8925
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Robert Schultz
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8965
Halbrook MacDonald Wealth Management Team
phone949-720-8921
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George Otto
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone949-720-8922
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Martin Klein
Managing Director - Financial Advisor
Senior Consulting Group
phone949-720-8944
Jeff Labarthe
Vice President - Financial Advisor
phone949-720-8932
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Daniel S. Henry, CPFA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8968
Sanjay Mathur
Managing Director - Financial Advisor
phone949-720-0111
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Theresa Allen
Managing Director - Financial Advisor
phone949-720-8928
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David Thompson, AWM, CIMA®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone949-720-8924
Todd Halbrook, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8921
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Ryan Bockhold
Associate Vice President - Financial Advisor
phone949-720-8912
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Maddy Stewart, APP, CPFA®
Associate Vice President - Financial Advisor
phone949-720-8997
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Graham O'Kelly, CFA
Senior Vice President - Private Wealth Advisor
phone310-785-4585
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Theresa Kost
Senior Vice President - Financial Advisor
Consulting Group
phone949-720-8949
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Tim Bockhold
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8981
Amrit Mathur
Senior Vice President - Financial Advisor
phone949-720-0111
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Stephen Shin
Senior Vice President - Financial Advisor
Consulting Group
phone949-720-8962
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John Fierro, CFP®
Senior Vice President - Financial Advisor
phone949-720-8938