Stephen Egnatchik is a financial advisor at Kelsey Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Westlake Sentinel Fund and the Ventura County Sheriff's Department. Egnatchik also holds a California Real Estate Agent license, though he does not actively pursue real estate business. Kelsey Financial serves private and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs model portfolios and bespoke supervisory accounts using tactical asset allocation, quantitative and fundamental analysis, and a variety of trading strategies.

Annette Gallo is a financial advisor at Kelsey Financial, LLC with 10 years of industry experience. She has worked at Western International Securities and Financial West Group, and has been self-employed since 2003 as a hair stylist, dedicating a significant portion of her time to that non-investment activity. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and registered investment advisers. The firm employs a discretionary investment approach combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis, and offers a variety of services including portfolio management, financial planning, and pension consulting.