Broker Check

meet the team

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 and Business Processor

(916) 932-4101

916-608-4247

blaine@ironpointadvisors.com

OSJ Office Manager and Business Processor: 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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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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Madeline Tuberty

OSJ Office Assistant/Assistant to Rob Santoriello

(916) 932-4101

916-608-4247

madeline@ironpointadvisors.com

OSJ Office Assistant/Assistant to Rob Santoriello: Madeline Tuberty is Iron Point's newest OSJ Office Assistant and Assistant to Rob Santoriello. Madeline has 8 years of customer service experience, 5 of which in a professional office...

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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: 1030 Country Club Drive, Suite D, Moraga, CA  94556

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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Arnold Beck, Jr.

Registered Representative

(916) 985-9559

Arnie Beck founded Financial Management Associates (FMA) in April, 1980 and incorporated on October 28, 2002. As President of FMA, Arnie is responsible for managing the business activities of the company. A 1969 graduate of California...

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Jim Belenis

Registered Representative

(530) 564-4236

Before merging into Securities America and teaming up with Tridea Advisors, Jim served as an investment representative for 26 years with Edward Jones, Raymond James, and KMS. Jim has navigated both market highs and lows to give him a...
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Kathleen Bing

Registered Representative

(619) 300-1269

Kathleen Bing joined Securities America in 2009. As a Registered Representative, Kathleen brings nearly 20 years of experience in Financial Services and a comprehensive, well rounded focus to her clients’ needs. Rather than a...
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James Bralley

Registered Representative

(916) 536-2972

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

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Dave Bressoud

Registered Representative

(530) 753-6527

Dave entered the financial services industry in 1998 after his career as a paramedic was cut short after an accident. He started his career with New York Life, where he met Jerry Sullivan. He became a top producing agent and was...

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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.cole@securitiesamerica.com

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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Steve Eklund

Registered Representative

(530) 823-2098

Upon graduation from the University of North Dakota, Steve moved to California. He began his investment industry career with Thomson McKinnon Securities in San Francisco in 1983. Steve had a distinguished institutional career from 1989...
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Olga Garton

Registered Representative

(916) 932-2174

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

BRANCH OFFICE: 32625 Park Avenue, Dutch Flat, CA 95714

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David Hartman

Registered Representative

(916) 912-4463

dave@shieldfinancialsolutions.com

BRANCH OFFICE: 2600 E. Bidwell Street, Suite 260, Folsom, CA 95630

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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) 486-4429

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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Tom Isenberg

Registered Representative

(530) 626-1029

BRANCH OFFICE: 1460 Rio Tierra Ct. Placerville, CA 95667

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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

BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630

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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

(916) 932-4101

Matthew is a Financial Advisor with Astute Wealth Management. He is based in the Cameron Park office in California. Matthew and his team develop customized financial planning solutions to people all over northern California...

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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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Roger Morrison

Registered Representative

(949) 366-4120

Roger Morrison is a 2nd generation Californian. Graduated from UCLA with a business degree in finance and a commission as a Supply Officer in the US Navy. My financial services career started with Dean Witter. Over the years I have...
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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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Bobby Payvandi

Registered Representative

(916) 722-1040

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

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Patrick Pillsbury

Registered Representative

(530) 893-2685

Entered Financial Services in 1977. Earned designations of Chartered Life Underwriter and Chartered Financial Consultant Professional. Business Administration Degree from California State University, Chico. Past President of the North...
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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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Allison Scoggin

Registered Representative

(530) 823-2098

A Northern California native, Allison studied Political Science and received her degree from CSU, Sacramento. She briefly worked in the California Legislature before ultimately deciding on a career in financial services. She got her...
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Wesley Scoggin

Registered Representative

(530) 823-2098

A Bay Area native, Wesley moved to Sacramento in 2006 where he attended CSU Sacramento, earning his Bachelor of Science in Business Administration. He began his career in financial services in 2011 when he joined Franklin Templeton as...
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Jerry Sullivan

Registered Representative

(530) 753-6527

Jerry Sullivan is an independent financial advisor with three decades of experience in the financial services industry. As a Behavioral Financial Advisor...

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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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Michael G. Thompson, CPA/PFS

Registered Representative

(650) 349-1040 ext. 202

BRANCH OFFICE: 630 N San Mateo Drive, San Mateo, CA 94401

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James Tintinger

Registered Representative

(916) 932-4101

916-608-4247

jim@ironpointadvisors.com

Jim entered the financial services industry in 1991. He has worked with his clients over the years to create customized retirement income planning solutions. Jim holds a degree from California State University, Sacramento in Business...
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Juan Vargas

Registered Representative

(909) 239-6773

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

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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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Timothy 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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Ben Young

Registered Representative

(530) 677-6001

Ben is a trusted Financial Advisor assisting individuals with their financial goals. Ben is passionate about advising clients and organizations across the country on the best methods to grow and retain their assets...

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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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