Seasoned financial advisors working with divorced clients in Irvine, CA

Scott Schiffer is a financial advisor at Centaurus Financial, Inc. in Irvine, CA, with 27 years of industry experience. He holds a Series 63 designation and has been with Centaurus since 1998. In addition to his advisory role, Schiffer is a senior partner at Kieckhafer Schiffer LLP, a certified public accounting firm where he oversees client tax matters and supervises accountants. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements supported by a mix of fundamental and technical analysis.

Steven Henningson is a financial advisor with CWM, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His previous roles include positions at Cetera and Applied Financial Planning. Outside of his advisory work, he volunteers on the advisory board of The Effect Recovery Ministry and supports the Ronald Reagan Presidential Foundation & Library. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services using model portfolios, a combination of fundamental and technical analysis, and access to alternative investments.

Spencer Johnston is a financial advisor with CWM, LLC, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at Thrivent Financial and Ameriprise Financial Services, among others. Johnston serves as a relationship manager providing operational support, paraplanning, and client service. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.

William Oconnor is a financial advisor with Applied Financial Planning, Inc. in Irvine, CA, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at LPL Financial and Midland National Life, and he currently owns and operates several financial and tax-related businesses. He also hosts a radio program called The Money Guys, which promotes local news and financial planning ideas. Applied Financial Planning, Inc. provides tax preparation and tax planning services to individuals, institutions, and various organizations, focusing on tax-efficiency and long-term investment considerations. The firm bills on a fixed-fee or hourly basis and does not manage client investment accounts directly.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. She focuses on serving multi-generational, high net worth families and business owners, helping clients pursue personal goals such as college education planning, retirement strategy, legacy planning, and wealth management. Angela has over 16 years of experience in the financial services industry, having joined Merrill in 2007. She follows a disciplined process that involves understanding each client's specific needs and priorities, emphasizing open communication and family engagement in financial decision-making. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 and the Personal Investment Advisor (PIA) credential. She has an Associates in Business from Henry Ford College. Outside of her professional role, Angela is active in her community and volunteers with several organizations including the Dearborn Rotary Club and In Place of War, a global organization that uses creativity to foster positive change in conflict-affected areas. Her personal interests include cooking, genealogy, music, and photography.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.