Team
Our team approach adds perspective to all we do and helps provide a holistic view for our clients.
Meet Our Team

Find a Financial Professional
- Angela David
- Angelica Reina
- Charles Orlando, CPA*
- Christopher Arellano
- DeAnna Arellano
- Deborah Case
- Derek Main
- James Arellano
- Justin T. Corbin
- Ken Arellano
- Luke Tulloch
- Rogfa & Fidelity
- Taylor Greider
- Vincent Samonte
Ken Arellano
Financial Advisor
Derek Main
Financial Advisor
Justin T. Corbin
Financial Advisor
James Arellano
Financial Advisor
Taylor Greider
Administrative Manager
Angelica Reina
Facilities Manager
DeAnna Arellano
Administrative Assistant
Luke Tulloch
Administrative Associate
Christopher Arellano
Financial Professional
Charles Orlando, CPA*
Client Services Associate
Angela David
Healthcare Coordinator
Deborah Case
Client Esquire
Vincent Samonte
Administrative Associate
Rogfa & Fidelity
Chief Comfort Officer (CCO)