Stephen H. WagnerINVESTMENT ADVISOR, CFP®, CEPA® Vicki BreenINDEPENDENT CONSULTANT Margaret MarapaoCERTIFIED FINANCIAL PLANNER™ Chris WagnerINVESTMENT ADVISOR & FINANCIAL PLANNER Laine MillerCERTIFIED FINANCIAL PLANNER™ Doug EckerCRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER Bob CheathamCRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER Sharon MedinaVENTURA BRANCH - OPERATIONS MANAGER, FPQP® Donna LloydOJAI BRANCH - OPERATIONS MANAGER, FPQP® Jessamyn LimFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Madison WiggFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Cindy RodarteFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Circular Bang Ding OwSales & Marketing Manager Tom JonesOwner & CEO Bang Ding OwSales & Marketing Manager Bang Ding OwSales & Marketing Manager Overlay Stephen H. Wagner Vicki Breen Margaret Marapao Laine Miller Chris Wagner Sharon Medina Donna Lloyd Doug Ecker Bob Cheatham Jessamyn Lim Madison Wigg Cindy Rodarte The IWA Team Stephen H. WagnerINVESTMENT ADVISOR, CFP®, CEPA® Chris WagnerINVESTMENT ADVISOR & FINANCIAL PLANNER Margaret MarapaoCERTIFIED FINANCIAL PLANNER™ Laine MillerCERTIFIED FINANCIAL PLANNER™ Sharon MedinaVENTURA BRANCH - OPERATIONS MANAGER, FPQP® Donna LloydOJAI BRANCH - OPERATIONS MANAGER, FPQP® Bob CheathamCRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER Doug EckerCRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER Joe BaroniCERTIFIED FINANCIAL PLANNER™ Jessamyn LimFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Stephanie MadrigalINTERNAL ACCOUNTING Jesse NimmoSYSTEMS ADMINISTRATOR Cindy RodarteFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Melissa ManzoVENTURA RECEPTION, CLIENT SERVICES ASSISTANT Madison WiggFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Vicki BreenINDEPENDENT CONSULTANT Cards Stephen H. WagnerINVESTMENT ADVISOR, CFP®, CEPA® Vicki BreenINDEPENDENT CONSULTANT Margaret MarapaoCERTIFIED FINANCIAL PLANNER™ Chris WagnerINVESTMENT ADVISOR & FINANCIAL PLANNER Laine MillerCERTIFIED FINANCIAL PLANNER™ Doug EckerCRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER Bob CheathamCRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER Joe BaroniCERTIFIED FINANCIAL PLANNER™ Sharon MedinaVENTURA BRANCH - OPERATIONS MANAGER, FPQP® Donna LloydOJAI BRANCH - OPERATIONS MANAGER, FPQP® Jessamyn LimFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Madison WiggFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Cindy RodarteFINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL® Jesse NimmoSYSTEMS ADMINISTRATOR Melissa ManzoVENTURA RECEPTION, CLIENT SERVICES ASSISTANT Stephanie MadrigalINTERNAL ACCOUNTING Lightbox Bang Ding OwSales & Marketing Manager Bang Ding OwSales & Marketing Manager Tom JonesOwner & CEO Metro Bang Ding OwSales & Marketing Manager Tom JonesOwner & CEO Bang Ding OwSales & Marketing Manager Tom JonesOwner & CEO Tom JonesOwner & CEO Bang Ding OwSales & Marketing Manager