Juliana O'Neill is a Series 65–licensed financial advisor at Tesfaye O'Neill Financial with four years of industry experience. She is also an attorney at Tesfaye O'Neill Law, where she provides estate planning services. Tesfaye O’Neill Financial serves individual clients by offering financial coaching, account reviews, and educational seminars, acting as a co-adviser on Matson Money-managed accounts. The firm emphasizes Modern Portfolio Theory and long-term investing with periodic portfolio reviews, while Matson Money retains trading discretion and execution.

Girum Tesfaye is a financial advisor at Tesfaye O'Neill Financial with a Series 65 designation and two years of industry experience. He is also a partner and attorney at Tesfaye O'Neill Law, an estate planning law firm where he has worked since 2015. Tesfaye O’Neill Financial serves individual clients through financial coaching, educational seminars, and co-advisory investment services using a third-party platform. The firm focuses on risk profiling, investment horizons, and financial objectives, employing Modern Portfolio Theory and a long-term investment approach while collaborating with a discretionary third-party manager for trade execution and fee billing.