ADVISOR BIO

Stefan James Matwijiw is a registered investment advisor representative at Edward Jones. Stefan has been in the financial services industry since 2018. Stefan holds a Series 66, Series 7TO and SIE license and is registered in 16 states. Stefan specializes in providing financial planning, portfolio management for individuals and businesses and pension consulting. Stefan has a strong history of working in the building industry and holds a Bachelor of Science in Construction Management.

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ADVISOR BIO

Stefan Lamar Reddrick is a registered investment advisor representative with Next Financial Group, Inc., a firm with over 3500 advisors and over 17,000 client accounts. Stefan has been in the industry since 1998 and has worked for firms such as Wachovia Securities Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Salomon Smith Barney Inc. Stefan is registered in 32 states and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Stefan's firm, Next Financial Group, Inc., offers a variety of services including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Stefan Hays-nowak is a financial advisor with J.P. Morgan Securities LLC. Stefan is registered with the state of California and holds the Series 63, Series 6TO and SIE licenses. Stefan joined the firm on January 5, 2021 and is based in Hollister, CA.

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ADVISOR BIO

Stefan Madjarov is a registered investment advisor representative with J.P. Morgan Securities LLC. Stefan has been in the securities industry for over 5 years. Stefan is licensed in 53 states and the District of Columbia and holds the Series 7, Series 63, and Series 65 licenses. Stefan's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Stefan Oglevee is an investment advisor representative registered with Rockefeller Financial LLC, and has been in the financial services industry since December 1998. Stefan holds the Series 63 and Series 65 licenses, as well as the Series 7 and SIE licenses. Stefan has a proven track record of providing comprehensive financial planning and investment management services to high-net-worth individuals, charitable organizations, and corporations. Stefan has a strong understanding of the financial markets and a deep commitment to providing personalized service to each of clients.

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ADVISOR BIO

Stefan Valach is a financial advisor with over 30 years of experience in the industry. Stefan is currently registered with Osaic Wealth, Inc. in Orange, California. Stefan is also a registered principal with the firm. Stefan has a broad range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Stefan is dedicated to providing his clients with personalized financial advice and guidance. Stefan has a strong commitment to ethical practices and a passion for helping his clients achieve their financial goals.

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ADVISOR BIO

Stefan Hartung is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry for over 20 years. Stefan is registered with the state of California as both a broker and an investment advisor. Stefan specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. Stefan has a strong background in portfolio management and asset allocation. Stefan is committed to providing personalized advice and helping clients achieve their financial goals.

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ADVISOR BIO

Stefan Felix Lendi is an investment advisor representative at UBS Financial Services Inc. Stefan has been in the financial industry since December 2000 and is registered with both FINRA and the state of California. Stefan is also a member of the board of directors of Return to Zero Center for Hope and Healing Inc., a non-profit organization that advances awareness and education about perinatal loss. Stefan focuses on providing financial planning and portfolio management for individuals, businesses, and other institutions. Stefan is also experienced in providing security ratings, pension consulting, and educational seminars.

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ADVISOR BIO

Stefan Jung is a registered representative with Morgan Stanley, Stefan is active in both Broker-Dealer and Investment Advisor roles. Stefan has been in the industry since 2023. Stefan's primary office location is in San Francisco, CA. Stefan is registered in 55 states and the District of Columbia, with 2 states registered under the Investment Advisor role. Stefan is licensed in both California and Texas. Stefan has passed 3 exams, Series 7TO, SIE and Series 66. Stefan has no specializations listed on the database.

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ADVISOR BIO

Stefani Kohler is a Certified Financial Planner® and has been in the industry since February 2014. Stefani is registered as an Investment Advisor Representative (IAR) in California. Stefani works for Mercer Global Advisors Inc. and is located in Santa Barbara, CA. Stefani has a Series 65 license and is a specialist in providing financial planning and portfolio management for individuals, businesses, and investment companies. Stefani's specialties include education, retirement, estate planning, and tax planning.

SPECIALIZATIONS