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Meet the Team

At Brentwood Financial Advisors, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the depth of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. Brentwood Financial Advisors takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Brentwood Financial Team

Cetera Investment Management LLC

Cetera Investment Management provides investment expertise in the form of tools and insights that can help your advisor deliver advice that best meets your needs, including:

  • In-depth market perspectives
  • Timely economic insights
  • Asset allocation guidance
  • Money manager recommendations
  • Model portfolios
  • Performance monitoring tools

When clicking on the link above you will be redirected to the www.cetera.com website.

About Cetera® Investment Management 

Cetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers. For more information, please reference the Cetera Investment Management LLC Form ADV disclosure brochure.

About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience®  to individuals, families and businesses across the country through independent  financial advisors as well as trusted tax professionals and banks and credit unions. 

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

Resource Partners

Stanley R.  Smiley, ESQ

Stanley R. Smiley, ESQ

Senior Vice President, Advanced Planning Group

Zarina Sullivan

Zarina Sullivan

Senior Advanced Planning Consultant

Juliet A. Hendrickson, ESQ

Juliet A. Hendrickson, ESQ

Senior Attorney, Advanced Planning Group

Roxanna Basetvat

Roxanna Basetvat

Advanced Planning Group Attorney

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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