Bret Wims is a financial advisor with Thrivent Investment Management in Santa Clarita, CA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm combines goal-based planning with managed-account options under a consolidated billing program while maintaining separate delivery of planning and portfolio management services.

Nicolas Cardenas is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at Eagle Strategies and New York Life-related firms before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Steven Graham is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Inc., C.I.T.E. Institute, J.P. Morgan Securities LLC, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alastair Ipapo is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior work includes nine years at JPMorgan Chase and a role at Kairos Investment Management Company, where he contributed to investor relations and operations. He is based in Santa Clarita, California. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Mathew Garcia is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he was with Bank of America and Merrill from 2016 to 2022. Outside of his advisory role, he is involved in real estate ownership and management in Chicago. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Andrew Munoz is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Munoz serves as a board member for the Santa Clarita Sheriff's Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its comprehensive advisory programs.

Milton Rodriguez is a CFP® professional with five years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services, Mofrad Financial Solutions, and H&R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including access to third-party money managers and model portfolios.

Daniel Castillo Reyes is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Daniel earned a Bachelor's Degree from the University of Texas El Paso. His role involves providing financial advice and services within Merrill Lynch Wealth Management.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Benjamin Friedman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with LPL Financial since 2020 and is also associated with Premier America Credit Union, where he has worked since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes various portfolio management strategies, supported by technology and research tools.

Drew Skelly is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes 13 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and subsequently Morgan Stanley Private Bank, N.A. Skelly is also a partner in a check printing business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Derek Butler is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Waddell & Reed, HD Vest, and National Life. Butler also manages the Derek Butler Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Urrutia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020. His prior experience includes roles at Wells Fargo Clearing and Primerica Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Curtin is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and NPB Financial Group, LLC. Outside of his advisor role, he owns a sole proprietorship providing life and long-term care insurance quotes and related fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across a broad set of programs.

David Weible is a CFP® professional affiliated with LPL Financial, with 37 years of industry experience. He has been associated with LPL Financial since 1998 and founded Envision Wealth Management, Inc., where he has worked for 24 years. His background includes non-variable insurance activities connected to his independent wealth management work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies, supported by technology tools for operational and research purposes.

Joshua Saber is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Insurance Services and David J. Fender & Associates Inc. In addition to his advisory role, he is the CEO of Saber CPAs Inc., where he manages tax preparation, compilations, and business planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across multiple investment platforms.

Nicholas Green is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance Associates, INC. and Sii. In addition to his advisory roles, he owns Green Tax & Financial, where he provides tax preparation services and sells fixed annuity products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Pheap Chev is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2021, with prior experience at TD Ameritrade from 2016 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.

Stephen Festa is a Financial Advisor with Merrill Lynch Wealth Management, where he works directly with clients to define and pursue their financial goals through tailored portfolio strategies. He focuses on providing ongoing advice and adapting financial plans as clients' needs evolve. Stephen's expertise encompasses a broad range of financial areas including general investing, retirement planning, and saving for unexpected expenses. He collaborates with clients to understand their priorities and develop short-, mid-, and long-term objectives. In addition, he facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Stephen holds the Personal Investment Advisor (PIA) designation and has completed accredited certificate programs from the Texas A&M University System and the University of Pennsylvania Wharton School of Business. Outside of his professional work, his personal interests include baseball, ice hockey, music, skiing, tennis, and watching movies.

Michael Mildon is a financial advisor with LPL Financial in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, Citigroup Global Markets, and Citicorp Investment Services. He also participates in offering investment products and services under the Water & Power Financial Services name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisors using various investment strategies and offers a range of financial planning and asset management solutions.