IFA Index Portfolio 100 S2B2S2B2100IFA Index Portfolio 95 S2B2S2B295IFA Index Portfolio 90 S2B2S2B290IFA Index Portfolio 85 S2B2S2B285IFA Index Portfolio 80 S2B2S2B280IFA Index Portfolio 75 S2B2S2B275IFA Index Portfolio 70 S2B2S2B270IFA Index Portfolio 65 S2B2S2B265IFA Index Portfolio 60 S2B2S2B260IFA Index Portfolio 55 S2B2S2B255IFA Index Portfolio 50 S2B2S2B250IFA Index Portfolio 45 S2B2S2B245IFA Index Portfolio 40 S2B2S2B240IFA Index Portfolio 35 S2B2S2B235IFA Index Portfolio 30 S2B2S2B230IFA Index Portfolio 25 S2B2S2B225IFA Index Portfolio 20 S2B2S2B220IFA Index Portfolio 15 S2B2S2B215IFA Index Portfolio 10 S2B2S2B210IFA Index Portfolio 5 S2B2S2B25IFA Index Portfolio 0 S2B2S2B20

Client Service Specialists

Anne Page, CEP®

Director of Client Services

Supports Mark Hebner

Direct: 949-428-0438

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Gouri Misra

Senior Client Service Specialist

Supports Venkat Yarlagadda,
Mary Brunson,
Neal Rutter

Direct: 949-428-0451

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Rochelle Jornacion

Senior Client Service Specialist

Supports Denise Delaney,
Wes Long

Direct: 949-428-0450

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Adriana Ise

Senior Client Service Specialist

Supports Derick Kann,
Mark Higgins

Direct: 949-428-0444

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Jeff Sims, CFP®

Senior Client Service Specialist

Supports Daniel Chong,
Kerrie Lloyd,
Gordon Shuler,
Network Members

Direct: 949-428-0458

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Elizabeth Brunson

Associate Wealth Advisor

Direct: Toll Free: 888-815-5025|Local: 949-989-2502

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Dawnielle Hall

Senior Client Service Associate

Direct: 949-428-0456

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Chelsea Page

Client Service Associate

Direct: 949-596-8492

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Aesha Patel

Client Service Associate

Direct: 949-989-2505

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