Our Team

Brett started his financial advisor career in 2014 with New England Securities. He then worked for MetLife Securities, Waddell & Reed, and Citi Bank before opening his own LPL Financial branch with Sam Petetti in 2019. Brett concentrates in a holistic financial planning process to help his clients pursue their goals.

Before Brett became a financial advisor he served his country in the US Army, Department of Defense, and State Department where he completed multiple tours of duty to Iraq and Afghanistan. In his free time Brett enjoys golfing, woodworking, camping, and spending time with his family.

Brett holds Series 7 and 66 securities licenses with LPL Financial as well as Life & Health insurance licenses.

Sam has been a Registered Representative since 1999. Starting his career in the Southern part of New Jersey with what was then Paine Webber.  He has worked with many top financial institutions, most notably as a Branch Manager with Ameriprise Financial, prior to establishing my own firm through LPL Financial. 

My focus has always been on Holistic Financial Planning and developing creative planning solutions.  I enjoy applying Risk Management strategies to the Asset Management process to pursue client goals.

On a personal note, Sam and his wife Sonya have three children and a sassy granddaughter!  In his free time he enjoys golf, fishing and anything that lets him spend more time with my family.

Current licenses held: Series 24 General Securities Principal, Series 4 Registered Options Principal, Series 7, 63 & 65 with LPL Financial.  Life & Health Insurance Licenses.

Stuart started his career as a Wealth Manager in 2012 with Morgan Stanley, after several years there, moved on to Wells Fargo Advisors and then a few years later went Independent with LPL and have been with them since 2019. Having been in the financial industry for 24 years, the last 12 as a Financial Advisor. Growing up in this world with a Mother who has run a highly successful Insurance Brokerage Firm of her own for 43 years in South Florida, Stuart has utilized the interpersonal skills that are the most important part of the Advisor-Client Relationship.

Husband and Father of 3, oldest a recent college graduate, a 16-year-old daughter who is 2 years from college and pursuing a degree in Architectural Engineering and nearing her black belt in Taekwondo.   A 12-year-old son who has been on the JR. PGA team at a local golf course. Stuart’s wife, Jess, is a Senior Artist for a local gaming company and heads up the design for many of the slot machines that are around town and casinos in the US and Asia.

Stuart holds Series 7 and 66 securities licenses with LPL Financial as well as Life & Health insurance licenses.

Alyson has been working in the financial industry since 1998. She supported the Oregon firm, Retirement Security, Inc., helping it grow and successfully serve its clients, before joining our LPL Financial team. As a Client Services Manager, she enjoys developing long-term relationships with clients as they pursue their goals.

Alyson enjoys activities that take her outside, as well as creative pursuits such as painting and pottery, but most of all anything that means time well spent with family and friends.

Alley is the Account Manager at LPL Financial with nine years of experience. She partners with advisors to support administrative tasks, maintain client relationships, and effectively delegate and manage various workflows within the team and with supporting members.

Ms. Ruiz began her career as an associate at a reputable wealth management firm. Her passion for helping clients take control of their financial future led her to become a Client Services Manager, where she took on more responsibility in client engagement and satisfaction. She then joined LPL Financial, where she continued assisting advisors and their clients in complex financial roles. Ms. Ruiz understands the daily operational challenges that clients, families, and businesses face and is dedicated to delivering great client experiences.

Alley lives in Costa Mesa with her Rhodesian Ridgeback, Red Bandit.  She enjoys brunch with friends, boating, camping, off-roading, hiking, and spending time with family. She is also fluent in Spanish.