ADVISOR BIO

Stephen Festa is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has over 15 years of experience in the financial services industry. Stephen is a registered representative and investment advisor representative in multiple states including Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Stephen has passed the Series 7, Series 66, and SIE exams. Stephen has previously been registered with Charles Schwab & Co., Inc. and AXA Advisors, LLC. Stephen is a strong advocate for his clients and their financial goals.

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ADVISOR BIO

Stephen Hoi tak Luk is a financial advisor who has been in the industry since 1999. Stephen is registered with UBS Financial Services Inc. and holds the Series 63, 65, 7 and 31 licenses. Stephen is also registered in several states including Arizona, California, Colorado, Massachusetts, Nevada, New York, Oregon and Texas. Stephen has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

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ADVISOR BIO

Stephen Merle is a financial advisor with LPL Financial LLC. Stephen has been a financial advisor since 2003. Stephen has a Series 6, 7, 63, and 66 license, and holds a SIE certification. Stephen works with clients in California, Florida, Idaho, New Hampshire, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, and Washington. Stephen has experience working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Stephen specializes in helping clients with financial planning, investment management, and other financial services.

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ADVISOR BIO

Stephen Witt is a financial advisor with J.P. Morgan Securities LLC. Stephen has over 30 years of experience in the financial industry. Stephen is registered to offer securities in 16 states. Stephen has passed the Series 6, 7, 63, and SIE exams. In addition to working for J.P. Morgan Securities LLC, Stephen has also worked for other firms such as WAMU INVESTMENTS, INC., ASB FINANCIAL SERVICES, and GREAT WESTERN FINANCIAL SECURITIES CORPORATION.

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ADVISOR BIO

Stephen Egnatchik is an Investment Advisor Representative registered with Kelsey Financial, LLC. Stephen has been in the financial industry since 2024 and has a Series 65 license. Stephen holds a California Real Estate Agent License, but does not actively pursue real estate business. He is also the owner of Westlake Sentinel Fund / Westlake Sentinel Management, a private hedge fund in an exploratory process. Stephen offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Stephen Keith Taylor is a financial advisor with Wells Fargo Clearing Services, LLC. Stephen Keith Taylor is registered with the state of California as an Investment Advisor Representative and a Registered Representative. Stephen Keith Taylor has been a financial advisor for over 20 years. Stephen Keith Taylor has also been a financial advisor with LPL FINANCIAL LLC and BANCWEST INVESTMENT SERVICES, INC. Stephen Keith Taylor specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients.

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ADVISOR BIO

Stephen Miller is a financial advisor with LPL Financial LLC, a firm with offices in Murrieta, Riverside and Redlands, California. Stephen is a registered representative with both FINRA and the state of California. Stephen Miller has over 16 years of experience in the financial services industry. Stephen holds both Series 7 and Series 63 licenses and a Series 65 license. Stephen provides financial planning and investment management services for individuals, corporations, pension and profit sharing plans and charitable organizations.

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ADVISOR BIO

Stephen McCraw is a financial advisor at Centaurus Financial, Inc. Stephen has been in the industry since 1987. Stephen is a registered representative in Mississippi and Louisiana and has passed the Series 6, Series 26, Series 63, and Series 65 examinations. Stephen has also held previous roles at LPL Financial LLC, Eagle One Investments, LLC, ING Financial Partners, Inc., Locust Street Securities, Inc., Washington Square Securities, Inc., Titan/Value Equities Group, Inc., InterSecurities, Inc., Walnut Street Securities, Inc., and NML Equity Services, Inc. Stephen specializes in providing financial planning, portfolio management, and educational seminars. Stephen is also a licensed insurance agent and provides fixed insurance and fixed annuities.

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ADVISOR BIO

Stephen Marinacci is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been in the industry since 1999 and holds a Series 7, Series 31, Series 63, and Series 65 license. Stephen specializes in providing financial advice to individuals, businesses, and pension plans. Stephen's other business activities include owning a management company for personal properties, and co-owning rental properties.

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ADVISOR BIO

Stephen Ripic is an Investment Advisor Representative with Mariner Wealth Advisors, located in Newport Beach, California. Stephen has been in the industry since 1996 and has experience working with high-net-worth individuals, families, charitable organizations, and other business entities. Stephen holds a Series 6, 7, 24, 63, and 65 licenses, as well as a Series 4 license. Stephen also holds a Series 99TO and SIE license. Stephen is a Registered Investment Advisor with the state of California. Stephen has been with Mariner Wealth Advisors since December 2024.

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