Broker Check

Meet Our Community

Rob Santoriello

President & CEO

(916) 932-4101

916-608-4247

rob@ironpointadvisors.com

Rob has more than 30 years of experience in the financial services industry. He is a Registered Principal, OSJ Branch Manager, and Financial Advisor. He also serves as President of Iron Point Financial Advisors, Inc. He has a holistic...

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Joel Hemmings

Chief Compliance Officer/Registered Principal

(916) 932-4101

916-608-4247

joel@ironpointadvisors.com

CHIEF COMPLIANCE OFFICER/REGISTERED PRINCIPAL: Joel began in financial services in 1994. He earned his bachelor’s degree from California State University Sacramento and holds Finra Series 4,6,7,24,53 and NASAA 63 and 65...

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Blaine Matteoni

OSJ Office Manager

(916) 932-4101

916-608-4247

blaine@ironpointadvisors.com

OSJ Office Manager:  Blaine is responsible for managing the office, training the team, and helping ensure that clients have all the information they need at their fingertips. Blaine has been with Iron Point...

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Kathryn Christensen

Registered Office Assistant/Assistant to Rob Santoriello

(916) 932-4101

916-608-4247

kathryn@ironpointadvisors.com

Registered Office Assistant/Assistant to Rob Santoriello: Kathryn began in financial services in 2006. She holds Finra Series 6, NASAA 63 & 65 licenses and CA Insurance license #0G027916. She is a California native, but has traveled...

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Abby Ronnebeck

Registered Office Assistant for Rob Santoriello focused on Growth & Innovation

206-920-1290

916-608-4247

abby@ironpointadvisors.com

Registered Office Assistant for Rob Santoriello focused on Growth & Innovation:  Abby is responsible for Relationship Management, Transitions, Recruiting Support, Marketing & Events for the OSJ.  Her Focus is simple,...

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Alissa Couchman

Senior OSJ Office Assistant

(916) 932-4101

916-608-4247

alissa@ironpointadvisors.com

Senior OSJ Office Assistant: Alissa has more than a decade of customer service experience and has been a member of Iron Point Financial Advisors since 2014. Alissa and her husband, Cameron, live in Sacramento with their dog Timmy. When...

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Mitch Smith

OSJ Office Assistant

916-932-4101

916-608-4247

mitch@ironpointadvisors.com

Mitch has worked in customer service for over a decade, starting out in the public sector with a background in clerical work as well as Information Technology. Mitch lives in Folsom with his fiance Paige, his two cats: Luna and Eclipse...

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AiRung Liu

Business Development Manager

(510) 870-0725

airung@highvalley-fps.com

AiRung Liu is the owner of High Valley Financial Planning Services. High Valley Financial Planning Services is a privately owned, diversified, and full service financial planning firm located in Fremont, California. Ms. Liu comes from...

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OSJ ADVISORS

Angel Aguinaldo

Registered Representative

(818) 949-7337

BRANCH OFFICE: 2326 Flintridge Drive, Glendale, CA 91206

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Michael Baird

Registered Representative

(650) 889-6620

BRANCH OFFICE: 1875 Olympic Blvd., Ste. 215C, Walnut Creek, CA 94595

CA Insurance License #0H91802

 

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Brian Bannister

Registered Representative

(916) 536-2972

BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628

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Rod Bannister

Registered Representative

(916) 536-2972

BRANCH OFFICE: 7844 Madison Avenue, Suite 150, Fair Oaks, CA 95628
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Charles Carter

Registered Representative

(925) 575-7011

BRANCH OFFICE: 4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506
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Christian Chukwuma, MBA, BFA™

Registered Representative

(925) 443-2800

Christian utilizes a personal approach when partnering with you for your investment needs. As an independent financial advisor, he is able to provide fair, objective and unbiased counsel; he can select only those products and services...

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Peter Cole

Registered Representative

(916) 444-1122

Peter is the founder and director of Insight Financial Group. He is the author of many articles in the financial and psychological fields. Through Insight Financial Group's core services of financial planning, money management...

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Germaine Cordes

Registered Representative

925-447-0904

925-215-2386

BRANCH OFFICE:  4695 Chabot Dr., Ste. 200, Pleasanton, CA, 94588. 

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Erci Donnelly

Registered Representative

831-421-9361

Ercilia started working for Donnelly & Associates in 2005 and took over ownership in 2017. She has twenty-seven years of combined experience in Education and the Financial Services industries. She holds licenses...
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Olga Garton

Registered Representative

(916) 932-4101

Olga comes from a close knit family that immigrated to the United States from Ukraine. Throughout her upbringing, she was able to witness the hardships families go through and the fruits of hard work. The belief that we can achieve...

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Kevin Harback

Registered Representative

(530) 847-7030

I take pride in working one on one with all of my clients to really understand their goals and to help guide them through the myriad of complex financial obstacles. There are so many choices and variables involved in managing an...

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David Hartman

Registered Representative

(916) 912-4463

BRANCH OFFICE:  4145 Rocklin Road, Rocklin, CA  95677

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John Hartman

Registered Representative

(916) 631-6889

Entered Financial Services industry in 1987 as founder of John Hartman & Associates. Credentialed as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU) and Registered Employee...

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Matthew Hefner

Registered Representative

(707) 693-8200

BRANCH OFFICE: 125 N. Lincoln Street, Suite E, Dixon, CA 95620
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Edward Hendricks

Registered Representative

(775) 674-6000

Entered Financial Services industry in 1977. Earned designation of Life Underwriter Training Counsel Fellow 1984. Associates of Arts in criminal Justice 1976, Western Nevada Community College, University of Nevada, Reno system....

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Nancy High

Registered Representative

(360) 629-0335

Nancy S. High has over 30 years experience in the investment industry ranging from banking, investment operations, asset management and now as owner of NSH Retirement Strategies. BRANCH OFFICE: 26231 72nd Ave. NW, Suite 101, Stanwood,...

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Fred Hymans

Registered Representative

(916) 333-2086

Fred Hymans, CFP® has spent his career in the financial field including over 20 years’ experience providing comprehensive financial planning and advice to clients in Northern California and in several states across the...

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Greg Jacobs

Registered Representative

(775) 674-6000

Greg entered the Insurance and Financial Services industry, with the help of his father (who is still actively working in the industry) in March of 2000...

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John Joyce

Registered Representative

(916) 932-4101

John's career in financial services began in 2005 in the Financial District of San Francisco with the business banking division of Union Bank of California.  After 5 years, he become an advisor with Sutter Wealth Management in...

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Trisha King

Registered Representative

831-421-9361

Trisha started working with Donnelly & Associates in 2010. She has thirty years of combined experience in Banking, Bank Compliance and Financial Services industries. She holds licensing for FINRA Series 6, 63 with Securities...
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Dan Kjerulf

Registered Representative

425-439-9982

BRANCH OFFICE: 3031 W March Ln #212W Stockton, CA 95219

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Kenneth "KC" Krichbaum

Registered Representative

(775) 674-6000

KC has over 21 years’ experience in the financial services industry. He is dedicated to being a valuable resource for businesses and professional advisors throughout Nevada and California. Due to his production, KC has achieved...
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Marc Kriessmann

Registered Representative

(650) 583-8815

Marc is Managing Director of Hatch Retirement Services. Beyond wealth management, the “Hatch Plan” incorporates advance planning for the important health, family and lifestyle decisions that inevitably arise through the...

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Rashida Lilani

Registered Representative

(916) 782-7752

Early in her career, Rashida realized that if she truly wanted to make a difference in her clients’ lives, she had to be a specialist and work with a smaller segment of individuals. With her personal experiences as a single mom,...

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Michael Long

Registered Representative

(707) 823-3332

BRANCH OFFICE: 7224 Healdsburg Avenue, Sebastopol, CA 95472
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Matthew Lopez

Registered Representative

(831) 722-3625

Raised in Roseville, Matthew graduated from Menlo College School of Business, which is the smallest business school to attain the highest business school accreditation otherwise known as the AACSB Accreditation, with a Bachelor of...
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Katheryne McMillan

Registered Representative

(360) 275-9693

BRANCH OFFICE: 575 E Mason Lake Drive S, Grapeview, WA 98546

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Ryan Morrison

Registered Representative

(360) 450-6557

I joined the financial industry because of my passion for financial planning and providing financial advice. Over the last 7 years, I have focused on financial education and dedicated my practice to helping people develop strong...

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Lee Murphy

Registered Representative

(408) 476-6887

My name is Lee Michael Murphy, I’m the host of an award winning career and money focused podcast called The Free Retiree Show, and a wealth manager who helps individuals and companies with their retirement planning...

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Kevin Newhouse

Associate Advisor

(831) 722-3625

Kevin Newhouse has been in the financial industry since 2009 and takes great pride in providing top quality client service. He grew up in Santa Cruz County and is a graduate of Aptos High School...

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Chris Paydock

Registered Representative

916-783-2259

Chris was born in Cleveland, OH and brings his Mid-West values into the practice.  He loves building relationships and understands the financial needs of everyday people.  He thrives on getting to know client’s concerns and implementing the

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Bobby Payvandi

Registered Representative

(916) 722-1040

BRANCH OFFICE: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628

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Jim Putnam

Registered Representative

(916) 722-1040

BRANCH OFFICE: 7840 Madison Ave, Suite 154 Fair Oaks, CA 95628

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Brian Rambo

Registered Representative

(209) 477-8800

Brian Rambo, CFP®, is the founder and president of Rambo Wealth Management. Beginning in the financial industry in 2004, Brian worked for Morgan Stanley and Edward Jones, and in 2008 joined a small independent broker dealer...

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Thomas Rambo

Registered Representative

(209) 951-5300

Tom Rambo is a Registered Representative and Investment Advisor Representative with Rambo Wealth Management. Responsible for helping clients choose proper investments, Tom specializes...

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Ronald Riggan

Registered Representative

(916) 217-3311

BRANCH OFFICE: 1465 Great Huron Drive, Santa Rosa, CA 95409
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LaRue Rocha

Registered Representative

(530) 223-5555

BRANCH OFFICE: 448 Redcliff Drive, Suite 213, Redding, CA 96002

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Fred Rogers III

Registered Representative

(916) 485-3473

BRANCH OFFICE: 1111 Exposition Boulevard, Bldg. 100, Sacramento, CA 95815

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Kathleen Rzeplinski

Registered Representative

(707) 937-4109

Kathleen has lived on the Mendocino Coast since 1977 and has been running her own bookkeeping business for over 35 years. After completing her education at Sacramento State University, she passed a rigorous exam to prepare taxes...

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Hunter Shaw

Registered Representative

(360) 450-6547

hunter@ironpointadvisors.com

BRANCH OFFICE: 1700 Iowa St. Bellingham, WA, 98229
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Natalie Smith

Registered Representative

(831) 722-3625

Natalie Smith was born and raised in the Central Valley. She moved to Monterey County in 2016, where she resides with her husband and two sons.Natalie holds a bachelors degree in Accounting. She is Series 7 and 66 licensed. In her...

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Kirk Tang

Registered Representative

(808) 943-2005

BRANCH OFFICE: 1429 Makiki Street, Suite 2-205 Honolulu, HI 96814
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Ali Ternan

Registered Representative

720-415-0669

As an Independent Financial Advisor, Ali strives to create lasting partnerships with her clients through transparency and education.  With access to a myriad of solutions, Ali provides customized planning and strategies to meet...

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Michael G. Thompson, CPA/PFS

Registered Representative

(650) 349-1040 ext. 202

Mike takes pride in helping his clients and their families make better financial decisions.  He works mostly with owners of small businesses, retirees, and soon-to-be retirees.  IRA rollover matters is another key area...
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Juan Vargas

Registered Representative

(909) 239-6773

BRANCH OFFICE: 6876 Indiana Ave, #A Riverside, CA 92506

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Christa Varda

Registered Representative

(510) 547-7198

Christa focuses on working with clients to create long-term, personalized financial plans while overseeing the implementation and monitoring of an agreed upon plan.  As a Securities America IAR, Christa holds FINRA Series 7 and 66...

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David Vigil

Registered Representative

(408) 881-2269

As a Financial Planner, I’m dedicated to helping my clients meet their financial goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your...

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Nick Weber

Registered Representative

(916) 932-4101

Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007 where he started at...

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Dorothy Whitman

Registered Representative

(360) 450-2197

My practice is especially designed to help you make your finances support your hopes, dreams and visions. Often in life it is the other way around. We sometimes seem to be in service to our cash flow. See what it’s like to work...

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Timothy Wong

Registered Representative

(626) 856-3120

BRANCH OFFICE: 1031 S. Glendora Avenue, West Covina, CA 91790

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Tyler Wong

Registered Representative

626-856-3120

BRANCH OFFICE:  1031 S. Glendora Avenue, West Covina, CA  91790

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Ben Yohanan II

Registered Representative

(650) 583-8815

Ben is President of Hatch Retirement Services. He began his career in financial services in 1991 specializing in retirement plans such as 401(k), 403(b), IRAs, to name a few; he now is the principal of the firm his father started in...
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Jacob Young

Registered Representative

(831) 722-3625

Jacob Young is an independent financial planner that has been helping clients meet their financial needs since 1996. Jacob learned about the world of investments from his father, who was also a financial planner...

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