Jonathon Holm

Alexandra Leon Guerrero is a financial advisor at ALG Financial with 17 years of industry experience. She holds the Series 66 designation and has previously worked at BG Investment and Insurance Services, Inc. and Money Concepts Capital Corp. ALG Financial provides comprehensive portfolio management and financial planning services to individuals and a variety of institutional clients, including government entities, charitable organizations, pension and profit-sharing plans, trusts, and corporate clients. The firm employs a combination of fundamental, technical, and cyclical analysis, regularly reviews and rebalances accounts, and sponsors a wrap fee program while occasionally engaging third-party asset managers.

Jonathan Ulloa is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Asia Pacific Financial Management Group since 2012. Outside of his advisory role, Ulloa has worked as a journalist and editor for UNO Magazine in Guam, coordinating and writing articles for the bi-monthly publication from 2010 to 2018. Asia Pacific Financial Management Group provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in discretionary assets and employs a low-cost, diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizons.

Sophie Brindejonc Choi is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Asia Pacific Financial Management Group, Inc. since 2013. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, investment management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, low-cost diversified buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, tailoring portfolios to clients’ risk tolerance and time horizon.

Sandra Mckeever is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with the firm since 1999. Outside of her advisory role, she serves as Vice President and Administrator of Prometi, LLC, which engages in landscaping, property management, and health and wellness consulting. Asia Pacific Financial Management Group, Inc. provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in assets and employs a disciplined, low-cost diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizon.