Kenneth Galanis is a financial advisor with LPL Financial in Lancaster, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Triad Advisors, WMBC, FSC Securities Corporation, and Royal Alliance, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research resources.

Matthew Vattioni is a financial advisor with Wells Fargo Advisors in Lancaster, California, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to his current role, he worked within Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Bank. He is the owner of Vattioni Wealth Management, an S-Corp focused on financial practice operations. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad suite of planning options and tailored recommendations supported by firm research and tools.

Kevin Von Tungeln is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with LPL Financial and its predecessor entities since 2019. Outside of his advisory role, he practices as an estate planning lawyer at Thompson Von Tungeln, P.C., a law firm he has been involved with since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Fred Escobedo is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes positions at Bank of America, N.A. since 2010 and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Naimuddin Syed is a financial advisor with Ameriprise in Saugus, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cantella & Co Inc and Ameriprise Financial Services, Inc. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Martin Cornelis is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2021 and Bank of America and Merrill from 2015 to 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

William Gonzalez is a financial advisor with Edward Jones in Acton, CA, holding Series 63 and Series 66 licenses. He has 11 years of industry experience and has been with Edward Jones for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Jesse Mettrick is a financial advisor with Thrivent Investment Management, holding a Series 66 credential. He has experience at Thrivent since 2025 and previously worked in the aerospace sector at Lockheed Martin Aeronautics and General Atomics Aeronautical. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering comprehensive written recommendations on various financial planning topics without including implementation. The firm’s goal-based analyses can be combined with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and asset management functions.

Franklin Fernandez Jr. is a financial advisor at LPL Financial with 28 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Western International Securities, World Financial Group, Atlas Wealth Management, and Financial West Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Dario Orellana is a financial advisor at Merrill with 17 years at the firm and three years of industry experience. He holds a Series 66 designation and is based in Lancaster, CA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Bueno is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked in various roles within Thrivent Financial and related entities since 2013, with prior experience at James Loken. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic financial planning without discretionary trading authority.

Jennifer Schrier is a financial advisor with OSAIC based in Lancaster, CA. She holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining OSAIC in 2025, she worked at Lincoln Financial Advisors and Northwestern Mutual in various roles. Outside of her advisory work, Schrier is an agent at Odyssey Wealth Design, where she offers fixed insurance products including annuities and life insurance. OSAIC serves a diverse clientele of retail and institutional investors through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios that include a broad range of investment types.

Daniel Ledbetter is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within Wells Fargo entities since 2010. Outside of his advisory role, he teaches a business math course at Antelope Valley College. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm uses proprietary research and tools to develop recommendations and integrates advisory services with other financial products and referral channels.

Gary Pearson is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including 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 multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

Jocelyn Wee is a financial advisor with Merrill in Lancaster, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathryn Wilkerson is a financial advisor at Cetera with 28 years of industry experience. She holds the Series 63 and Series 65 designations. In addition to her advisory role, she is president and owner of Sierra Financial Services, a tax preparation and accounting business, where she provides tax returns, financial statements, payroll services, and notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates as a multi-manager platform offering a range of portfolio management and retirement services through a network of over 10,000 advisors.

George Andrews is a financial advisor with Thrivent Investment Management in Lancaster, CA, holding a Series 66 designation and 22 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Andrews serves as president of the Lancaster West Rotary Scholarship Foundation, which collaborates with the Antelope Valley College Foundation to award scholarships annually. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering various financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option.

Rocio Montagner is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Hugo Sanchez is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Lohs is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His career includes multiple tenures at LPL Financial as well as roles at IFG Advisory, Integrated Financial Group, Householder Group Estate & Retirement Specialists, and J. Sterling Blakely and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies such as machine learning.