Your Team

Wealth Advisors

Steven Margulin

CFP®, CMA, ChFC, PFS, CPA
Wealth Manager, Managing Member

Yilian Martinez-Rodriguez

CFP®, EA
Wealth Advisor

MJ Kawamoto

MBA
Wealth Advisor

Mike Barnes

Wealth Advisor

Operations

Holly Strickland

Director of Community Outreach

Jamey Browning

Chief Technologist

Angela Gonzales

Administrative Assistant

Amanda Hauke

Client Services Manager

Patricia L. Kamauoha

Administrative Assistant

Christina Prindle

Client Services Manager

Investments

Scott Kubie

CFA®
Senior Investment Strategist

Paul Ganow

Financial Professional

Shane Weaver

Director of Operations

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Josh Russell

CFA®
Portfolio Manager

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Sarah Duey

JD, CTFA, CAP®, AEP®
Vice President, Trust Services

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Ryan Yamada

CFP®
Planner

Michael Gruidel

Paraplanner

Jody Jackson

FPQP™
Paraplanner