Steven Levenson is a financial advisor at Western Financial Corporation with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western Financial Corporation in multiple periods since 2017, with prior roles at Clearwater Analytics, YCharts, Inc., and Northern Arizona University. Western Financial Corporation is an SEC-registered investment adviser offering customized portfolio management, retirement-plan consulting, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a systematic, rules-based investment approach combining relative-strength equity selection with diversified fixed-income and ETF strategies, and provides both discretionary and non-discretionary investment arrangements.

Sandie Turley is a financial advisor at Western Financial Corporation with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at Rivulet Media, Inc. and operating S. Turley & Co. LLC since 2012. Western Financial Corporation is an SEC-registered investment adviser offering customized portfolio management, retirement-plan consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm employs a systematic, rules-based investment approach that combines relative-strength equity selection with diversified fixed-income and ETF strategies, managing over $400 million in discretionary assets for approximately 170 clients.

Richard Levenson is a financial advisor with Western Financial Corporation, holding a Series 66 designation and 39 years of industry experience. He has worked at Western Financial Corporation since 1987. Outside of his advisory role, he manages an online retail apparel business, Levenson Apparel, LLC, operating as RSL Western Wear. Western Financial Corporation is an SEC-registered investment adviser that provides customized portfolio management, retirement-plan consulting, and financial planning to individuals, trusts, charitable organizations, and small businesses. The firm uses a systematic, rules-based investment process combining equity selection with diversified fixed-income and ETF strategies, offering both discretionary and non-discretionary services.