Investment Consulting

Mallory Armijo, CFA
Investment Analyst
Irvine, CA
949.955.7638

Ken Barnes, CIMA®
Investment Consultant
Richmond, VA
804.523.1680

Brock Becker, CFP®
Financial Planner
Irvine, CA
949.955.5792


Justin Bogart, QPFC, CIMA®
Retirement Plan Consultant
West Palm Beach, FL
561.800.4134

Jon Chambers, QPFA *
Managing Director
Orinda, CA
925.438.0550

Martin Cosgrove, CFA
Managing Director,
Investment Research
Irvine, CA
949.955.1395


Joseph Dunbar
Investment Advisor
Boston, MA
617.982.7250

John (Jack) Evans, AIF®
Managing Director and
Chief Investment Council
Washington DC
301.317.7190 ext 22

Maria Fantoni
Investment Advisor
Boston, MA
617.982.7250


Mark Forkey, AIF®, CFS
Senior Investment Analyst
Boston, MA
617.982.7250

Rich Ginel, Jr, MBA, CIMA®
Retirement Plan Consultant
Knoxville, TN
865.246.1763

Matt Hammonds, AIF®
Managing Director of
Institutional Services
Irvine, CA
949.955.5786


Mark Hendrickson, CPA, CFA
Chief Financial Officer
Irvine, CA
949.955.3501

Kevin Kaiser, CIMA®, AIF®
Senior Investment Advisor
Chicago, IL
312.357.5482

Bijan Khairollahi
Investment Analyst
Knoxville, TN
865.293.4682


Mark Kordonsky
Principal
Los Angeles, CA
301.698.0778

Randall C. Long, AIF®
Founder and Managing Principal
Irvine, CA
949.955.5787

David Lum, AIFA, CIMA
Managing Director
Honolulu, HI
808.739.7601


John Majors, FSA, CFA, AEP
Family CFO
Knoxville, TN
865.293.4676

Valerie McKellar
Financial Analyst
Irvine, CA
949.955.7637

Bob Noll, CFA
Senior Investment Consultant
Minneapolis, MN
952.444.4014


Marek Pfeil, MBA, CFA®
Managing Director,
Investment Research
Irvine, CA
949.955.7623

Daniel J. Quirk, CFA, CRP®
Senior Investment Advisor
Irvine, CA
949.783.2643

Patrick Raynor, CFA
Senior Investment Adviso
402.502.8180


B. Todd Stewart, CFA
Managing Director, Investment Research
Knoxville, TN
865.293.4673

Jon T. Upham, MA, AIF®
Principal
Irvine, CA
949.955.5789

Douglas A. Webster, AIFA
Managing Director
Knoxville, TN
865.246.1776

*Jon Chambers is not affiliated or registered with Cetera Advisor Networks, LLC. Any information provided by this individual is provided entirely on behalf of SageView Advisory Group and is no way related to Cetera Advisor Networks or its registered representatives.

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRASIPC.
Cetera is under separate ownership from any other named entity.

SageView Advisory Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where SageView Advisory Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SageView Advisory Group unless a client service agreement is in place.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

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