ADVISOR BIO

Kelsey Faye Petersen is a registered representative with Charles Schwab & Co., Inc. Kelsey has been in the industry since November 5, 2017. Kelsey has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Kelsey is licensed to conduct business in Arizona, California, Colorado, Florida, Illinois, Massachusetts, Mississippi, Nevada, New Jersey, North Carolina, Oregon, Texas, and Washington. Kelsey is also licensed to conduct investment advisory business in California and Texas. Kelsey's firm offers a variety of services, including financial planning, portfolio management, and wrap fee programs.

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ADVISOR BIO

Kelsey Spirz is an investment advisor representative with Nuveen Asset Management, LLC. Kelsey has been working in the financial industry since March 15, 2017. Kelsey is registered with the state of Illinois and holds the Series 66, SIE, and Series 7 securities licenses.

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ADVISOR BIO

Kelsey Jinn Sisk is a registered representative with RBC Capital Markets, LLC. Kelsey has been in the financial services industry since November 20, 2022. Kelsey has a Series 66, Series 7TO and SIE license. Kelsey is registered in 48 states, and holds a branch office at 3010 Old Ranch Parkway Suite 470 in Seal Beach, CA.

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ADVISOR BIO

Kelsey Marrissa Belsito is a registered representative with Wells Fargo Clearing Services, LLC. Kelsey has been in the industry since January 13, 2016. Kelsey is registered in California and Texas and holds the Series 66, Series 7, and SIE licenses. Kelsey is also registered with the states of Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wyoming.

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ADVISOR BIO

Kelsey Christopher Bengoa is a financial advisor registered with LPL Financial LLC in Los Olivos, CA. Kelsey has been a Registered Representative since May 2009. Previously, Kelsey Christopher Bengoa was registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WADDELL & REED, INC. Kelsey Christopher Bengoa holds Series 7, 66, and SIE securities licenses. In addition to their financial advisory work, Kelsey Christopher Bengoa also owns a DBA for their LPL business and provides services through Coastal Funding, LLC.

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ADVISOR BIO

Kelsey Keanna Hasterlik is a financial advisor at Independent Financial Group, LLC, a firm with offices in San Diego, California. Kelsey has been in the industry since 2011 and has experience in a variety of areas including financial planning, portfolio management, and pension consulting. Kelsey is registered as a Registered Representative in the state of California.

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Kelsey Joan Berryman is a financial advisor with UBS Financial Services Inc. Kelsey has been in the financial services industry since June 2014 and is registered with the state of California and Colorado as a Registered Representative and an Investment Advisor Representative. Kelsey has a Series 66, Series 7 and SIE license. Before joining UBS, Kelsey worked at LPL Financial LLC.

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ADVISOR BIO

Kelsi McGlothin is an Investment Advisor Representative at Aurora Wealth Advisors, with offices in San Diego and Pasadena. Kelsi has a strong background in the financial services industry, having worked at Ameriprise Financial Services, LLC since 2019. Kelsi holds the Series 66, Series 7TO and the SIE licenses. Kelsi is also a music teacher and has been providing private music lessons since 2011. Kelsi is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Kelsie Kahn is a financial advisor with Fidelity Personal And Workplace Advisors. Kelsie has been in the industry since 2016 and has experience with Charles Schwab & Co., Inc., Morgan Stanley, and now with Fidelity Personal And Workplace Advisors. Kelsie holds Series 63, 66, 7, 9, 10, and SIE licenses and has a proven track record of providing financial advice to clients. Kelsie specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Kelsy Maruyama is a financial advisor with Transamerica Financial Advisors, Inc. based in Woodland Hills, CA. Kelsy Maruyama has been in the financial industry since June 2022. Kelsy Maruyama holds the Series 63, Series 6TO and SIE licenses. Kelsy Maruyama is licensed in Arizona, California, Colorado, and Washington. Kelsy Maruyama specializes in financial planning, portfolio management for individuals, and selection of other advisors.

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