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Advisor Directory

Sanjay and Amrit Mathur
phone949-720-0111
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Graham O'Kelly, CFA
Financial Advisor
phone310-785-4585
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The EFM Group
phone972-612-2948
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Halbrook MacDonald Wealth Management Team
phone949-720-8921
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Jeff Labarthe
Vice President - Financial Advisor
phone949-720-8932
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Maddy Stewart, APP, CPFA®
Associate Vice President - Financial Advisor
phone949-720-8997
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Stephen Shin
Senior Vice President - Financial Advisor
Portfolio Director Group
phone949-720-8962
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Theresa Allen
Managing Director - Financial Advisor
Portfolio Director Group
phone949-720-8928
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Amrit Mathur, CFA®
Senior Vice President - Financial Advisor
phone949-720-0111
Visit Sanjay and Amrit Mathurlaunch
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Robert Schultz
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8965
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George Otto
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone949-720-8922
Visit websitelaunchVisit SWAN Wealth Management Grouplaunch
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Tim Bockhold
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8981
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The PSO Group
phone972-612-2905
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SWAN Wealth Management Group
phone949-720-8924
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Ryan Bockhold
Associate Vice President - Financial Advisor
phone949-720-8912
Sanjay Mathur, MBA
Managing Director - Financial Advisor
phone949-720-0111
Visit Sanjay and Amrit Mathurlaunch
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David Thompson, AWM, CEPA®, CIMA®
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone949-720-8924
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Bockhold Investment Group
phone949-720-8981
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Tripp-Ubanoski Investment Group
phone972-612-2939
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Daniel S. Henry, CPFA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8968
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Todd Halbrook, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8921
Visit Halbrook MacDonald Wealth Management Teamlaunch
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Martin Klein
Managing Director - Financial Advisor
Senior Portfolio Director Group
phone949-720-8944
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John Fierro, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
phone949-720-8938
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Kost Investment Group
phone949-720-8949
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Brendan Poole
Financial Advisor
phone949-720-8920
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Theresa Kost
Senior Vice President - Financial Advisor
Consulting Group
phone949-720-8949
Visit Kost Investment Grouplaunch
Adam MacDonald, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone949-720-8925
Visit Halbrook MacDonald Wealth Management Teamlaunch
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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