Thomas McCormick is a financial advisor at American Investors Company with over 50 years of industry experience. He holds a Series 63 designation and has worked at American Investors Company since 1989, also spending 11 years at Straube Associates, Inc. In addition to his advisory work, he operates a tax preparation and attorney business. American Investors Company provides investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and brokerage services, including asset management, financial planning, and 401(k) consulting, with a multi-revenue model that includes both fees and commissions.

Emmanuel Comes is a financial advisor with American Investors Company in San Ramon, California. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with American Investors Company since 2011. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, hourly consultations, financial planning, and retirement plan services, operating with a combined broker-dealer and SEC-registered adviser structure.

Roger Pruitt is a financial advisor with American Investors Company in Los Banos, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with American Investors Company since 1997 and previously worked at Merced Property & Casualty Company from 2013 to 2018. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, 401(k) investment selection and monitoring, and occasional seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

Monica Padilla is a CFP® with 40 years of experience in the financial services industry. She has been with American Investors Company since 1990 and has operated as a sole proprietor since 1985. Outside of advising, she provides tax preparation services seasonally and acts as a trustee and trust planner for personal clients. American Investors Company serves individuals, retirement plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services. The firm provides discretionary and non-discretionary asset management, financial planning, and conducts evaluations of third-party money managers while acknowledging ERISA fiduciary duties for retirement advice.

Eric Loofbourrow is a financial advisor with American Investors Company, holding a Series 66 designation and 11 years of industry experience. He has been with American Investors Company since 2015. Outside of finance, he has experience as a self-employed piano and organ player. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

Nicholas Cochran is a financial advisor with American Investors Company, holding a Series 63 designation and 45 years of industry experience. He has been with American Investors Company since 1992 and has also provided expert witness services in arbitration matters since 2006. American Investors Company offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, combining broker-dealer capabilities with SEC-registered advisory services.

Scott Mehren is a financial advisor with American Investors Company and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including over 25 years with American Investors Company. Outside of his advisory role, he is a partner in a bookkeeping, payroll, and tax services business. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) services, combining broker-dealer and SEC-registered adviser functions.

David Derby is a CFP®, ChFC®, and Series 63-licensed advisor with 38 years of industry experience. He has been associated with American Investors Company since 1991 and operates an insurance and financial services business separately. American Investors Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations, offering a range of management and consultation options while operating both as a registered broker-dealer and SEC-registered adviser.

Forrest Blair is a financial advisor at American Investors Company with 30 years of industry experience. He has been with the firm since 1997 and holds a Series 63 designation. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines brokerage and advisory services, offering a range of solutions including asset management, financial planning, and retirement plan consulting.

John Lococo is a financial advisor with American Investors Company in San Jose, CA, holding a Series 66 designation and 16 years of industry experience. He has been with American Investors Company since 2010 and also serves as a full-time independent insurance agent through his sole proprietorship, First Street Wealth Advisors. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) investment services, operating with a combined broker-dealer and SEC-registered adviser structure.

Paula Rose is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with American Investors Company since 2002 and has operated her own advisory business since 1997. Additionally, she is licensed as a life insurance agent. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of discretionary and non-discretionary asset management, financial planning, retirement plan services, and seminars, operating both as a registered broker-dealer and SEC-registered adviser.

Andrew Haupt is a financial advisor with American Investors Company in Dublin, CA, holding a Series 66 designation and 14 years of industry experience. He has been with American Investors Company since 2013 and is also involved with Allied Tax Planners, where he prepares federal and state income tax returns and provides tax consultation services. American Investors Company delivers investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations, combining advisory and broker-dealer functions with a range of asset management and consulting offerings.

Richard Cohn is a financial advisor at American Investors Company with 39 years of industry experience. He holds Series 65 and Series 63 designations and has worked at American Investors Company since 2002, with a 12-year tenure at Crestmont Advisors, LLC in between. American Investors Company provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, delivering a range of asset management and financial planning options while maintaining multiple revenue streams from advisory fees and commissions.

Frederic Devinney is a Series 63-licensed financial advisor with American Investors Company in Walnut Creek, CA, where he has worked since 1994. He has 59 years of industry experience, including operating as an independent insurance agent specializing in term life insurance. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary management, financial planning, 401(k) consulting, and uses a combined broker-dealer and SEC-registered adviser structure.

Roger Coit is a financial advisor at American Investors Company with 55 years of industry experience. He holds a Series 63 designation and has been with American Investors Company since 1994. In addition to his advisory role, Coit is involved in several business activities related to real estate consulting and managing real estate enterprises in Walnut Creek, CA. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates as both a registered broker-dealer and an SEC-registered adviser, offering a range of services including asset management, financial planning, 401(k) consulting, and seminars.

Joel Knight is a financial advisor with American Investors Company, holding a Series 66 designation and over 40 years of industry experience. He has worked with American Investors Company since 1990 and operates Joel Knight Tax & Business Services, a bookkeeping and tax preparation business, since 1978. He has also been an independent insurance agent since 1991, though he is not actively selling life, accident, or health insurance at this time. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) investment services, operating as both a registered broker-dealer and SEC-registered adviser.

Cheryl Charney is a financial advisor at American Investors Company with 39 years of industry experience. She has been with American Investors Company since 1998 and is also involved in health insurance sales and service through Professional Staffing Group, Inc., where she serves as an officer and manager. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory services with brokerage and insurance offerings, providing both discretionary and non-discretionary asset management, financial planning, and retirement investment guidance.

Ronald Yee is a financial advisor with American Investors Company, holding a Series 63 designation and 29 years of industry experience. He has been with American Investors Company since 1997. In addition to his advisory work, he is a licensed independent insurance agent, though he is not currently active in selling insurance. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines broker-dealer and SEC-registered adviser functions, offering a range of asset management and financial planning services along with commission-based securities and insurance products.

William Guthreau is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with American Investors Company since 2013 and also works as an insurance agent, advising clients on life, disability, and long-term care insurance. American Investors Company provides advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of investment management services, including discretionary and non-discretionary asset supervision, financial planning, and retirement plan consulting, with a combined broker-dealer and SEC-registered adviser structure.

Christopher Lococo is a financial advisor at American Investors Company with 13 years of industry experience. He holds a Series 66 designation and has worked at First Street Wealth Advisors/John E. Lococo since 2018 and at American Investors Company since 2016. Outside of his advisory work, he served at Fremont Aikido for 16 years. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management, financial planning, and retirement advice, operating with a combined broker-dealer and SEC-registered adviser structure.

Kent Alexander is a financial advisor with American Investors Company, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at American Investors Company since 2012 and also participates in insurance brokerage through Brady Harbord Payne Insurance Brokers. Outside of finance, Alexander is an artist who creates and promotes his own artwork. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) advice, and conducts evaluations of third-party money managers while operating as both a registered broker-dealer and SEC-registered adviser.

Frederick Joosse is a financial advisor with American Investors Company, where he has worked since 1993. He holds a Series 63 designation and has 45 years of industry experience. Outside of his advisory role, he also works as an independent insurance agent specializing in health, life, and disability insurance. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and retirement advice, operating with both advisory and broker-dealer capabilities.

Bradley Haupt is a financial advisor with American Investors Company, holding a Series 63 designation and bringing 49 years of industry experience. He has been with American Investors Company since 2006 and also operates Allied Tax Planners, where he provides tax preparation, planning, and audit representation services. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) investment monitoring, and conducts evaluations of third-party money managers, combining broker-dealer and SEC-registered adviser activities.