Klein Pavlis & Peasley Financial, Inc.

Andrew Ryan is a financial advisor with Klein Pavlis & Peasley Financial, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for one year. Outside of finance, he owns and operates D1 Basketball Fundamentals, a local basketball training program in Southern California. Klein Pavlis & Peasley Financial, Inc. provides discretionary portfolio management primarily to individual and high-net-worth clients, offering model-based asset allocation services along with estate-planning education and management of held-away accounts. The firm combines investment management with fee-based publications and public education programs, and it uses third-party platforms to manage non-custodied assets as part of its regular portfolio oversight.

Jason Topor is a financial advisor at Klein Pavlis & Peasley Financial, Inc. He holds a Series 65 designation and has 21 years of industry experience, all of which has been with his current firm since 2005. The firm provides discretionary portfolio management primarily for individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. Klein Pavlis & Peasley also offers a weekly periodical and public educational programming, distinguishing itself by integrating investment management with fee-based publications and educational services.

Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Luke Guerrero is a financial advisor at Klein Pavlis & Peasley Financial, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Dimensional Fund Advisors for seven years. Outside of his advisory role, he serves as Vice President and Director of the Charles C. Volberg Company, a family-owned real estate holding company. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.