Our Team Ronald Wagner President and Co-Founder 925.930.7176 x313 925.930.6668 rwagner@wlisinvest.com Steve Loftin Co-Founder & Financial Advisor 925.930.7176 x311 925.930.6668 sloftin@wlisinvest.com Gerald Guintu, CFP® Financial Advisor, Chief Compliance Officer 925.930.7176 x310 925.930.6668 gguintu@wlisinvest.com Jill Guintu, CFP® Financial Advisor, O.S.J. Branch Manager 925.930.7176 x312 925.930.6668 jag@wlisinvest.com Mark Loftin, CFA® Financial Advisor 925.930.7176 x315 925.930.6668 mloftin@wlisinvest.com Sheena Culp, CFP® Financial Advisor 925.930.7176 x314 925.930.6668 sculp@wlisinvest.com Tom Artz Financial Advisor 925.930.7176 x317 925.930.6668 tomartz@wlisinvest.com Robin Wagner Client Service Associate 925.930.7176 x316 925.930.6668 rfwagner@wlisinvest.com Teamwork is the fuel that allows common people to attain uncommon results.~Andrew Carnegie~