ENTRUST WEALTH ADVISORS - Key Persons

Job Titles:

• Member of the Your Team
• CFP® Wealth Management Advisor

Brennan, in his position as Wealth Management Advisor, is committed to providing comprehensive solutions to his clients' financial needs. His career is deeply rooted in wealth management with a focus on high-net-worth families and individuals, whose needs include retirement planning, tax planning, estate planning, insurance planning, and investment management. Prior to joining the enTrust team, Brennan worked in a national bank's Private Wealth Management group. Brennan has passed examinations for and holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Series 65 - Uniform Investment Adviser Law securities license. He received his BS in Finance from the University of Oregon's Lundquist College of Business. Brennan is a San Diego native and, in his free time, enjoys the outdoor activities offered; he is a frequent golfer and surfer.

You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. These materials have been independently produced by enTrust Wealth Advisors, LLC. enTrust Wealth Advisors, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates ("Schwab"). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. enTrust Wealth Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Job Titles:

• Co - Founder
• Managing Partner
• Member of the Your Team
• Wealth Advisor

Dan is Co-Founder and Managing Partner of enTrust Wealth Advisors. Dan has more than 35 years of experience in financial services, with a focus on helping high net worth individuals navigate the complexities of financial markets, simplify their financial lives, and deliver a full spectrum of investment, portfolio and wealth management strategies. Dan's extensive experience is deeply rooted in the institutional space where he built comprehensive knowledge, skills and successes in capital markets, fixed income and risk management. He has had the privilege and pleasure to work closely with high profile clients - from prominent families to entertainers to entrepreneurs to executives - helping them manage wealth, sell private businesses, achieve mergers and acquisitions, drive IPO's, and implement risk mitigation strategies of large concentrated stock positions. Prior to founding enTrust Wealth Advisors, Dan spent 10 years at UBS Financial Services where he was Senior Vice President and Portfolio Manager, and many years before helping clients at Morgan Stanley, Prudential Securities, and Lehman Brothers. Dan is a wealth advisor of enTrust Wealth Advisors, an SEC-registered investment advisory firm. He has passed examinations for and holds Series 3, 7, 8, 15, 63 and 65 securities licenses. He has also been a registered options principal for 35 years - helping clients use these vehicles to not only minimize risk but also to increase income in their portfolio. Dan is a graduate of University of San Diego with a BBA in Business Economics. He lives in San Diego and has two daughters, Shaina and Rachel. Dan is passionate about and personally involved with various organizations that support the natural environment, children's causes, homelessness, education, and the arts. In his spare time, he enjoys yoga, hiking, playing the guitar and drums, and surfing.

Job Titles:

• Member of the Your Team
• Head of Wealth Strategies

Job Titles:

• Co - Founder
• Managing Partner
• Member of the Your Team
• Wealth Advisor

Michael is Co-Founder and Managing Partner of enTrust Wealth Advisors. Michael has been in financial services for 20 years, specializing in wealth, risk and financial planning strategies for high net worth individuals as well as institutional clients. He is focused on managing wealth to help clients achieve financial confidence and shape enriching lives and legacies. Prior to founding enTrust Wealth Advisors, Michael spent a combined 16 years at UBS Financial Services and Morgan Stanley - focused on helping clients raise venture capital, sell companies, complete large securitized real estate transactions and assist and implement all manner of gifting, asset protection, estate planning and philanthropic strategies. Before that Michael was a principal at Lighthouse Investment Management and ran a portfolio company with over 100 employees. Michael started his career as an accountant and has significant experience in real estate - selling and leasing commercial property. Michael is a wealth advisor of enTrust Wealth Advisors, an SEC-registered investment advisory firm. He has passed examinations for and holds Series 7, 31, and 66 securities licenses, as well as insurance licenses. Michael graduated from Villanova University with a BS in Accounting. He lives in Del Mar with his wife and two children. He enjoys tennis and golf and has served on the Board of Fairbanks Ranch Country Club in Rancho Santa Fe.

Job Titles:

• Member of the Your Team
• Dekel Principal and Head of Client Relations
• Principal and Head of Client Relations

Tara is Principal and Head of Client Relations at enTrust Wealth Advisors where her strengths in service, product knowledge and operational leadership come together to deliver an exceptional experience for the firm's clients. Tara has over 25 years in financial services. Her primary focus has been on client service and support - playing a central role in enhancing the client experience by anticipating needs, solving problems and quickly following through in order to provide exceptional service. Prior to joining enTrust Wealth Advisors, Tara spent a combined 14 years working with Dan Conners and Michael Crawford at UBS Financial Services and the Conners Crawford Wealth Management Group, Morgan Stanley and Conners Capital Management - at all times committed to helping wealthy families ensure smooth communications and pursue their objectives. Tara started her career in the securities sector in 1992 with Lehman Brothers in New York. Tara resides in San Diego with her husband and four children. In her free time she enjoys working out and spending time outdoors with her family.