Kinecta Wealth Management advisors can help you design a customized financial strategy that strives to grow wealth, generate income and leave a legacy for future generations.
Find a Financial Advisor
- Adrienne AlvarezServing Huntington Beach
- Austin ArataServing Torrance - Skypark
- Bart Fernelius, CFP®Serving Warner Center & Malibu
- Bill Wagner, AAMS
- Corinne Doi-MajorinoServing Tustin & Fountain Valley
- Donna McNeely LPL Registered PrincipalCA Insurance License #0A78448
- Eric SchwartzServing El Segundo and San Diego
- Eric Johnson Serving Lakewood
- Eric C. Schwilk, CFP®Serving Rochester, New York
- Frank AziziServing Manhattan Beach
- Frank RehhautLPL Registered PrincipalCA Insurance License #OB14022
- Greg EliaLPL Registered PrincipalCA Insurance License #0K18371
- Howard Martinez, CPFAServing Southern California
- Jeffrey Davis, AAMS, Serving Goleta and Thousand Oaks
- Justin C. FlemingServing Redondo Beach and Manhattan Beach
- Katie Lacina, CFP®Serving Brea
- Kyle CryerServing El Segundo
- Ozzie SayonServing Gardena
- Paul Smith
- Rita LabetaServing Rochester, New York
- Sean Patikas-HunterServing El Segundo
- Sean TompkinsServing Torrance - PCH
- Whitney Bullock, CWS®, LPL Registered Principal CA Insurance License #0D94440
- Wynston MackieServing El Segundo and Westchester
- Yvonne RedmondServing Manhattan Beach
Advisors

Adrienne Alvarez
Serving Huntington Beach
Serving Huntington Beach
LPL Financial Advisor, CA Insurance License #0D88579
310.536.3829
adrienne.alvarez@kinectawealth.org

Austin Arata
Serving Torrance - Skypark
Serving Torrance - Skypark
LPL Financial Advisor, CA Insurance License #0K30604
310.536.5860
austin.arata@kinectawealth.org

Bart Fernelius, CFP®
Serving Warner Center & Malibu
Serving Warner Center & Malibu
LPL Financial Advisor, CA Insurance License #0622484
818.719.8672
bart.fernelius@kinectawealth.org

Bill Wagner, AAMS
Wealth Advisor, LPL Financial Advisor, CA Insurance License #0B84720
805.968.4117
william.wagner@kinectawealth.org

Corinne Doi-Majorino
Serving Tustin & Fountain Valley
Serving Tustin & Fountain Valley
LPL Financial Advisor, CA Insurance License #0C47842
310.727.3765

Eric Schwartz
Serving El Segundo and San Diego
Serving El Segundo and San Diego
Wealth Advisor, LPL Financial Advisor, CA Insurance License #0D50127
310.727.8051
eric.schwartz@kinectawealth.org

Eric Johnson
Serving Lakewood
Serving Lakewood
LPL Financial Advisor, CA Insurance License #0D18497
562.531.6917
eric.johnson@kinectawealth.org

Eric C. Schwilk, CFP®
Serving Rochester, New York
Serving Rochester, New York
Financial Advisor
310.726.1272
eric.schwilk@kinectawealth.org

Frank Azizi
Serving Manhattan Beach
Serving Manhattan Beach
LPL Financial Advisor, CA Insurance License #0D57226
310.536.3800
farhang.azizi@kinectawealth.org

Howard Martinez, CPFA
Serving Southern California
Serving Southern California
Qualified Plan Specialist, LPL Financial Advisor, CA Insurance License #0745256
310.727.9162
howard.martinez@kinectawealth.org

Jeffrey Davis, AAMS, Serving Goleta and Thousand Oaks
LPL Financial Advisor, CA Insurance License #4000719
310.536.3830
jeffrey.davis@kinectawealth.org

Justin C. Fleming
Serving Redondo Beach and Manhattan Beach
Serving Redondo Beach and Manhattan Beach
LPL Financial Advisor, CA Insurance Lic. #0D20522
310.727.9181
justin.fleming@kinectawealth.org

Katie Lacina, CFP®
Serving Brea
Serving Brea
LPL Financial Advisor, CA Insurance License #0D89303
310.536.4990
katie.lacina@kinectawealth.org


Ozzie Sayon
Serving Gardena
Serving Gardena
LPL Financial Advisor, CA Insurance License #0I18894
310.536.3610
oswaldo.sayon@kinectawealth.org



Sean Patikas-Hunter
Serving El Segundo
Serving El Segundo
Wealth Advisor, LPL Financial Advisor, CA Insurance License #0D33760
310.536.3626
sean.patikas-hunter@kinectawealth.org

Sean Tompkins
Serving Torrance - PCH
Serving Torrance - PCH
LPL Financial Advisor, CA Insurance License #0I15242
310.536.4953
sean.tompkins@kinectawealth.org

Wynston Mackie
Serving El Segundo and Westchester
Serving El Segundo and Westchester
LPL Financial Advisor, CA Insurance License #0L68362
310.536.3632
wynston.mackie@kinectawealth.org

Yvonne Redmond
Serving Manhattan Beach
Serving Manhattan Beach
LPL Financial Advisor, CA Insurance License #0827432
310.643.6632
yvonne.redmond@kinectawealth.org
Management

Donna McNeely
LPL Registered Principal
CA Insurance License #0A78448
LPL Registered Principal
CA Insurance License #0A78448
President, Kinecta Wealth Management
310.595.4113
donna.mcneely@kinectawealth.org

Frank Rehhaut
LPL Registered Principal
CA Insurance License #OB14022
LPL Registered Principal
CA Insurance License #OB14022
Vice President, Wealth Management
310.643.2279
frank.rehhaut@kinectawealth.org

Greg Elia
LPL Registered Principal
CA Insurance License #0K18371
LPL Registered Principal
CA Insurance License #0K18371
Director, Operations & Compliance
310.643.2279

Whitney Bullock, CWS®, LPL Registered Principal CA Insurance License #0D94440
Manager, Financial Planning
310-643-2279
whitney.bullock@kinectawealth.org