Allen Evangelista

Senior Account Operations Associate

allen@disinc.com

Brittany Conway

Client Relationship Manager

714-974-4500 ext235

bconway@disinc.com

Diana Vargas

Client Service Associate

714-974-4500

diana@disinc.com

Doreen Bramlett

Senior Client Service Associate

dbramlett@disinc.com

Jessica McCarty

Advisor Assistant

714-974-4500 ext234

jmccarty@disinc.com

Julie Mellon

Advisor Assistant

Lexi Solo

Client Service Associate

lexi@disinc.com

Marco Villalobos

Account Operations Associate

Matthew Aurelio

Account Operations Associate

maurelio@disinc.com

Meaghan Guydon

Advisor Assistant

714-974-4500 ext236

mguydon@disinc.com

Toni Crosby

Front Office Associate

Allen Evangelista

Senior Account Operations Associate

allen@disinc.com

Brittany Conway

Client Relationship Manager

714-974-4500 ext235

bconway@disinc.com

Dane Hoban

Financial Advisor

dhoban@disinc.com

Diana Vargas

Client Service Associate

714-974-4500

diana@disinc.com

Doreen Bramlett

Senior Client Service Associate

dbramlett@disinc.com

Jessica McCarty

Advisor Assistant

714-974-4500 ext234

jmccarty@disinc.com

Joseph W. Conway, AIF®

President

Julie Mellon

Advisor Assistant

Larry M. McCarty, CPWA®, CFP®, CPA retired, AIF®, CPFA®
Financial Advisor

Financial Advisor

lmccarty@disinc.com

Lexi Solo

Client Service Associate

lexi@disinc.com

Marco Villalobos

Account Operations Associate

Matthew Aurelio

Account Operations Associate

maurelio@disinc.com

Meaghan Guydon

Advisor Assistant

714-974-4500 ext236

mguydon@disinc.com

Michael Solo, CFP^®, CRPC^®, MBA

Financial Advisor

msolo@disinc.com

Milos Vrzic, CFA, MBA

Financial Advisor

milos@disinc.com

Sean l. McCarty, AIF®

Financial Advisor

smccarty@disinc.com

Thomas W. Hoban

Financial Advisor

Timothy Conway, CPA

Associate Financial Advisor

Toni Crosby

Front Office Associate