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 Brundage is a financial advisor currently registered with Ameriprise Financial Services, LLC. Steven has been working in the financial services industry for 27 years and holds the Series 7, Series 63, and Series 66 licenses. Steven's experience includes working with a variety of clients, including high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Ameriprise Financial Services, LLC is a large financial services firm with assets under management of over $479 billion. Ameriprise Financial Services, LLC offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Steven is a licensed advisor in 28 states and holds the Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

Steven Craig Batutis is a financial advisor with LPL Financial LLC in San Diego, California. Steven is a Certified Financial Planner™ professional with over 20 years of experience in the financial services industry. Steven is a registered representative of LPL Financial and holds the Series 7, Series 63, Series 65, Series 66 and Series 24 licenses. Steven provides financial planning and advisory services to individuals, families and businesses. Steven also provides consulting and other non-discretionary advisory services. Previous firms Steven has worked at include MSI Financial Services, Inc., Presidential Brokerage, Inc., MONY Securities Corporation, Trusted Securities Advisors Corp. and AXA Advisors, LLC.

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ADVISOR BIO

Steven Westerman is a financial advisor registered with UBS Financial Services Inc. Steven has been in the financial services industry since December 2004. Steven has Series 7 and Series 66 securities licenses and holds registrations in 26 states, including California, Texas, New York and Florida. Steven is a member of the board of directors for a number of organizations. Steven works with a wide range of clients including individuals, businesses, high-net-worth individuals, trusts, charitable organizations, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Steven Ching is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since January 14, 2011. Steven is a Certified Financial Planner and holds the Series 7, Series 66 and SIE licenses. Steven has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Steven is registered to offer investment advice in Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kansas, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Steven Bell is a financial advisor with The Wealth Conservatory. Steven Bell is a CERTIFIED FINANCIAL PLANNER™ and has been in the industry since January 2001. Steven is a registered Investment Advisor Representative in California. The Wealth Conservatory is a Registered Investment Advisor firm with offices in Livermore, California and Lebanon, New Hampshire. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Steven Miranda is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven Miranda has been in the financial industry since 2007 and is licensed to sell securities in 28 states. Steven Miranda has earned several industry certifications including the Series 66 and Series 7 exams. Steven Miranda also holds a Series SIE license. Steven Miranda specializes in providing investment advice to individuals, businesses, investment companies and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Steven Farley Richards is an investment advisor representative at Western International Securities, Inc. Richards is a registered investment advisor in California and Texas. He has been active in the financial industry since 1986. Previously, Richards was employed with Financial West Group and Financial West Investment Group, where he gained experience in various financial roles. His areas of expertise include portfolio management, financial planning, and pension consulting. Richards provides services to individuals, businesses, and charitable organizations. He currently holds Series 7, 24, and 63 licenses.

SPECIALIZATIONS

ADVISOR BIO

Steven Lundgren is a financial advisor with over 25 years of experience in the financial services industry. Steven is registered with Wells Fargo Clearing Services, LLC and holds licenses to provide investment advice and securities trading services in California, New York and Texas. Steven is a Certified Financial Planner™ and has a wide range of experience in various areas of finance, including portfolio management, financial planning and investment consulting. Steven is also a registered representative of Wells Fargo Advisors, LLC, and provides investment advice and securities trading services to individuals and institutions.

SPECIALIZATIONS

ADVISOR BIO

Steven Lebaron is a financial advisor with Independent Financial Group, LLC. Steven has been in the industry for 32 years. Steven is registered with the state of California and Texas as an Investment Advisor Representative. Steven has held previous positions at Securities Service Network, Inc., Veritrust Financial, LLC, Lighthouse Capital Corporation, Washington Square Securities, Inc., WMA Securities, Inc., Intersecurities, Inc., Mimlic Sales Corporation, and Consolidated Resources, Inc. Steven is also an independent contractor for Anchor Legal, PC. Steven specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Steven can be reached at Independent Financial Group, LLC, 43471 RIDGE PARK DRIVE, #D, TEMECULA, CA 92590.

SPECIALIZATIONS