Broker Check

Our Team

A Team Approach

A Team Approach

Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.

  • We have your best interests as our priority.
  • We are accountable to you.
  • We customize strategies based on your unique situation.
  • We are down-to-earth – we understand that you may not be familiar with the jargon we use. We speak a common language.

Our team approach adds perspective and expertise to our tailored recommendations and guidance, providing increased benefits to our clients and their overall experience working with us.

Meet Our Team

Francesco Setola, AWMA®

Wealth Advisor

(805) 657-2604

(818) 465-0210

fsetola@wradvisors.com

Francesco joined the team in 2018, having previously worked with Prudential Securities. He received his Bachelors degree from San Diego State University where he majored in Economics. Francesco works on various types of financial needs...

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Jennifer Zeidman

Executive Administrative Assistant

(818) 465-0210 ext 100

(818) 465-0216

jennifer.zeidman@lpl.com

Jennifer was born and raised in Woodland Hills, California. She earned her undergraduate degree in Education from the University of Nevada, Las Vegas. Jennifer oversees the day-to-day operations in the office of Cognitive Wealth...

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Kurt Mac Millan, CPA, CPFA®

LPL Financial Advisor

(818) 465-0210

(818) 465-0216

kmacmillan@wradvisors.com

Kurt received his undergraduate economics degree and teaching credentials from California State University, Northridge. Kurt taught high school economics and government for 5 years. After that he returned to Sonoma State University to...

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Tank Samuel

Door Greeter and Guest Announcer

Although Tank does not provide financial advice, he's really good at playing fetch, going on hikes, and is an integral part of the team.

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Tori Samuel, CRPC®, CFP®

President, Wealth Advisor

(818) 465-0210

(818) 465-0216

tsamuel@wradvisors.com

Born and raised in Thousand Oaks, I attended the University of California, Santa Barbara. In my free time, I enjoy traveling, living an active lifestyle, and spending as much time as I can with my wonderful wife Jamie and our son...

Read more

Francesco Setola, AWMA®

Wealth Advisor

(805) 657-2604

(818) 465-0210

fsetola@wradvisors.com

Francesco joined the team in 2018, having previously worked with Prudential Securities. He received his Bachelors degree from San Diego State University where he majored in Economics. Francesco works on various types of financial needs...

Read more

Jennifer Zeidman

Executive Administrative Assistant

(818) 465-0210 ext 100

(818) 465-0216

jennifer.zeidman@lpl.com

Jennifer was born and raised in Woodland Hills, California. She earned her undergraduate degree in Education from the University of Nevada, Las Vegas. Jennifer oversees the day-to-day operations in the office of Cognitive Wealth...

Read more

Kurt Mac Millan, CPA, CPFA®

LPL Financial Advisor

(818) 465-0210

(818) 465-0216

kmacmillan@wradvisors.com

Kurt received his undergraduate economics degree and teaching credentials from California State University, Northridge. Kurt taught high school economics and government for 5 years. After that he returned to Sonoma State University to...

Read more

Tank Samuel

Door Greeter and Guest Announcer

Although Tank does not provide financial advice, he's really good at playing fetch, going on hikes, and is an integral part of the team.

Read more

Tori Samuel, CRPC®, CFP®

President, Wealth Advisor

(818) 465-0210

(818) 465-0216

tsamuel@wradvisors.com

Born and raised in Thousand Oaks, I attended the University of California, Santa Barbara. In my free time, I enjoy traveling, living an active lifestyle, and spending as much time as I can with my wonderful wife Jamie and our son...

Read more