The Leadership Team Joshua Derwin Financial Advisor AR Insurance License #7630083 CA Insurance License #0145526 Read Bio Andy Rao Financial Planner Read Bio Emily Wann Director of Operations & Administration Read Bio CONTACT US Our Financial Professionals Connor Middleton Financial Advisor AR Insurance License #17985790 Read Bio Joshua West Financial Professional Read Bio Jeffry Curry Financial Advisor Read Bio CONTACT US Our Staff Marilyn Uniak Senior Marketing Assistant READ BIO Diane Ellsworth Senior Marketing Assistant READ BIO Ebenezer Williams Executive Assistant CONTACT US