ADVISOR BIO

Steven L Festler is an Investment Advisor Representative who has been in the industry since February 14, 2014. Steven is currently registered in Arizona, California and Minnesota, through NFP Retirement Inc.. Steven is also registered as a Broker with Kestra Investment Services, LLC, but his registration with them is currently inactive. Steven supports advisors in their day to day activities, trades for advisors, and works on projects within the WMG department.

SPECIALIZATIONS

ADVISOR BIO

Steven Nartker is a financial advisor with Avantax Advisory Services, a firm with offices in Dallas, Texas. Steven has been in the industry since 2006 and has a range of experience in financial planning, portfolio management, and tax planning. He has earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants. Steven is registered with the state of California and Texas, and is a member of the Financial Industry Regulatory Authority (FINRA). Avantax Advisory Services provides a variety of services to individuals, families, and businesses, including financial planning, investment management, retirement planning, and tax planning.

SPECIALIZATIONS

ADVISOR BIO

Steven Paul Keller is an Investment Advisor Representative at Morgan Stanley. Steven has been in the financial services industry since December 1988 and has held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Steven is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Steven has been a member of the board of Meals on Wheels of Monterey County since April 2015. Steven provides asset allocation advice, financial planning services, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Steven Richardson is a financial advisor with LPL Financial LLC in Danville, CA. Steven has been in the financial services industry since 1988. Steven has Series 7 and Series 63 securities licenses and is registered with FINRA and the state of California. In addition, Steven is also registered with the state of California as an Investment Advisor Representative (IAR). Steven's background includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. before joining LPL Financial. Steven provides a variety of financial services, including financial planning, portfolio management, and consulting services.

SPECIALIZATIONS

ADVISOR BIO

Steven Richard Burdick is an Investment Advisor Representative at Osaic Wealth, Inc. located in Arroyo Grande, California. Steven has been in the financial services industry since 1993. Steven has a broad range of experience, having worked at several firms including Securities America, Inc., AIG Retirement Advisors, Inc., and The Variable Annuity Marketing Company. Steven is registered with the state of California as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Steven Boggs is a financial advisor with over 30 years of experience in the industry. Steven currently works with Cambridge Investment Research Advisors, Inc. Steven is registered to provide financial advice in Arizona, California, Colorado, Georgia, Oregon, and Washington. Steven also holds a Series 65 license, which allows him to provide investment advice to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Steven Lee Smith has been in the financial services industry since 1983 and is currently registered with UBS Financial Services Inc. Steven has a broad range of experience and is licensed in several states, including California and Texas. Steven is committed to providing financial advice to clients, helping them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Steven Randall Geraghty is a financial advisor with over 40 years of experience in the financial services industry. Steven has been with Morgan Stanley since 2009, previously serving as a financial advisor with Citigroup Global Markets Inc. for over 15 years. Steven is registered with the state of California and has several industry certifications, including Series 3, 5, 7, 9, 10, and SIE. Steven specializes in providing financial advice to individuals, families, and businesses. Steven offers a variety of financial services, including investment management, retirement planning, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Steven Anderson is a financial advisor with over 35 years of experience in the industry. Steven currently works at Wells Fargo Clearing Services, LLC and has been registered with them since September 2022. Before joining Wells Fargo Clearing Services, LLC, Steven was a registered representative with D.A. Davidson & Co. from November 2013 to September 2022.

SPECIALIZATIONS

ADVISOR BIO

Steven Louis Polaski is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the financial services industry since 1998. Steven has been registered with Cetera Investment Advisers LLC since 2023. Prior to joining Cetera Investment Advisers LLC, Steven was with Summit Brokerage Services, Inc. and Wachovia Securities Financial Network, LLC. Steven has a Series 7, 63, 65 and 24 license. Steven holds the Certified Financial Planner designation. Steven is also a licensed insurance agent. Steven specializes in financial planning, portfolio management for individuals and businesses and pension consulting.

SPECIALIZATIONS