Founder / Managing Partner
Founding & Managing Partners
Founder / Managing Partner
Legacy Partner
Advisors & Registered Representatives
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Registered Representative
Financial Advisor
Financial Advisor/Assistant
Registered Representative
Friendly Team Members
Director of Operations & Financial Advisor
Director of Client Relations
Office Manager
Operations Associate
Client Experience Associate
Executive Assistant to Cortino Garcia
Marketing Associate
AI Assistant
Estate Planning
