Christopher Sean Sullivan

Joaquin Wallace is a financial advisor with Seven Stages Wealth LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Prudential Financial Planning Services, Penn Mutual, and LPL Enterprise. He also serves as an adjunct instructor at Golden Gate University and engages in media and consulting activities outside of his advisory work. Seven Stages Wealth LLC advises individuals, high-net-worth clients, and businesses, providing discretionary investment management along with written financial planning and consulting. The firm builds portfolios primarily with low-cost, diversified mutual funds and ETFs, employing a long-term investment approach centered on strategic asset allocation informed by fundamental and behavioral analysis.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary accounts. The firm employs a diversified investment approach combining fixed income and equity exposures, managing accounts on a non-discretionary basis with ongoing reviews and performance reporting.

Leslie Wolfson is a financial advisor at Wolfson Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta Brokers since 2011 alongside her role at Wolfson Wealth Management, which she joined in 2010. Outside of her advisory work, she owns a real estate brokerage that operates independently of her financial services. Wolfson Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, offering tailored portfolios that include a variety of securities and investment strategies. The firm combines fundamental, technical, and cyclical analysis, employing approaches from long-term holdings to short-term trading and options transactions.

Glenn Wolfson is a Series 65-licensed advisor with 14 years of industry experience, currently serving clients through Wolfson Wealth Management and Delta Brokers. He also works as a solutions consultant for Ceridian, focusing on HR, payroll, and tax filing services. Wolfson Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies. The firm offers personalized investment plans and retirement reviews, with portfolios regularly monitored and rebalanced to meet clients’ objectives and risk tolerances.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.