Jackie Kleinman is a CFP® with 10 years of industry experience, currently serving at KB Financial Advisors LLC in San Francisco, CA. She has worked at KB Financial Advisors since 2002. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates with investment advisory services and financial planning. The firm offers distinct service models tailored to clients at different stages of wealth, including annual tax-return preparation as part of its service packages.

Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as an advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, and Gill Capital Partners. Based in Denver, CO, she holds the Series 66 designation. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on life stage segmentation to assist early-career professionals and clients experiencing rapid wealth events. The firm integrates discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across equities, fixed income, mutual funds, and ETFs.

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.