Wagner Loftin Investment Services LLC

Gerald Guintu is a CFP® with 24 years of industry experience. He is currently a financial advisor at Wagner Loftin Investment Services LLC and previously worked at Sagepoint Financial, Inc. from 2009 to 2023. Outside of his advisory role, he owns DR Yachts LLC, which focuses on charter marketing, vessel maintenance, and accounting. Wagner Loftin Investment Services LLC is a seven-advisor team managing approximately $478 million across about 460 client accounts. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management through its Advisor Managed Portfolios program and utilizing a range of investment strategies supported by the Vision2020 platform.

Ronald Wagner is a financial advisor with Wagner Loftin Investment Services LLC in Pleasant Hill, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Osaic Wealth, Inc. and SagePoint Financial, Inc. Wagner also owns a sole proprietorship unrelated to investment advisory services. Wagner Loftin Investment Services LLC serves individuals, trusts, pension and profit-sharing plans, and business entities through discretionary portfolio management. The seven-advisor team manages approximately $478 million across about 460 client accounts, using asset allocation frameworks and a combination of fundamental, technical, quantitative, and sector analyses to construct individualized portfolios.

Steve Loftin is a financial advisor with Wagner Loftin Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Osaic Wealth, Inc. since 2023 and SagePoint Financial, Inc. since 2009. Wagner Loftin Investment Services LLC serves individuals, trusts, pension and profit-sharing plans, and business entities through discretionary portfolio management, employing a mix of fundamental, technical, quantitative, and sector analysis. The seven-advisor team manages approximately $478 million across about 460 client accounts, offering individualized portfolios and access to insurance products and brokerage services through affiliated relationships.

Jill Guintu is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Wagner Loftin Investment Services LLC and previously worked at Osaic Wealth, Inc. and SagePoint Financial, Inc. Outside of her advisory role, she is involved as an independent product consultant for doTERRA essential oils and owns DR Yachts LLC, a business focused on yacht charter marketing and maintenance. Wagner Loftin Investment Services LLC serves individuals, trusts, pension and profit-sharing plans, and business entities through discretionary portfolio management. The firm employs a team approach with seven advisors managing approximately $478 million across about 460 client accounts, utilizing a range of investment strategies supported by the Vision2020 platform.

Mark Loftin is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He is currently with Wagner Loftin Investment Services LLC, a seven-advisor team based in Pleasant Hill, CA, and has previously worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc. since 2009. Wagner Loftin Investment Services LLC provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios using tools such as asset-allocation frameworks and portfolio optimization on the Vision2020 platform.

Sheena Culp is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Wagner Loftin Investment Services LLC. She has worked at Wagner Loftin since 2008 and has also been affiliated with Sagepoint Financial Advisors and OSAIC. Outside of her advisory role, she operates a notary public service without compensation as a courtesy to clients. Wagner Loftin Investment Services LLC is a seven-advisor team managing approximately $478 million across 460 client accounts, serving individuals, trusts, pension plans, and business entities. The firm employs discretionary portfolio management using a range of analytical methods and offers access to insurance products and brokerage services through affiliated relationships.