Haig Boghossian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as a brief period at Fidelity Investments. Outside of advising, he is involved in managing a senior living business in Panorama City, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Aaron Jewett is a CFP® with four years of industry experience currently with OSAIC. He previously worked at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. for four years and has operated Aaron Jewett Financial Services since 2020. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Chadwick Kingi is a financial advisor with Edward Jones in Thousand Oaks, CA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2021, he worked in various roles within the insurance industry, including with Taylor Formico Insurance and Farmers Insurance Group. Outside of his advisory work, he is involved in coaching volleyball, providing lessons and clinics alongside his wife, and serves as the head coach for the LAVA West Volleyball Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Dillon Case is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides clients with tailored portfolios designed to help meet their financial goals, offering clarity and confidence through various stages of life, including the accumulation, conservation, and distribution phases. Dillon is dedicated to delivering a client-focused approach supported by the expertise and resources of Merrill Lynch Wealth Management. His focus areas include family wealth management strategies, managing new wealth, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. Dillon holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA), and he earned his bachelor's degree from Arizona State University. Born and raised in Ventura County, Dillon currently resides there with his wife, son, and dog. In his free time, he enjoys spending time outdoors with his family, engaging in activities from the mountains to the ocean.

Lisa Monica is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Erin Burke is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, N.A. in Oxnard, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced analytical tools.

Adrian Guzman is a financial advisor with Wells Fargo Clearing in Valencia, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2008 through 2022. Outside of his advisory role, he is involved in creating and performing music. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marcelino De Los Santos is a financial advisor with J.P. Morgan Securities in Thousand Oaks, CA, holding Series 66 and Series 63 credentials and 13 years of industry experience. Prior to his current role, he worked at Herbalife Inc for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management in Westlake Village, CA. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and serves a diverse client base that includes business owners, entrepreneurs, financially independent individuals and families, as well as corporate executives and professionals, particularly in the healthcare field. Ho Sung applies a disciplined and multi-pronged approach to wealth management to understand his clients' situations, help define both short-term and long-term goals, design dynamic financial roadmaps, and monitor ongoing progress. Before joining Merrill Lynch, Ho Sung was with Goldsmith Wealth Advisors, an office of MetLife, where he focused on client acquisition, financial and estate planning strategies, investment and retirement planning, college funding, protection planning, and special needs planning. His previous professional experiences encompass asset management operations, medical devices, information technology, and healthcare services. He earned a Bachelor's degree from McGill University and an MBA from Boston College. Ho Sung is active in his community and serves as a board member of the California Council on Economic Education (CCEE) and the Korean American Family Services (KFAM). He has supported underprivileged children for over 20 years through Children International. He currently resides in Agoura Hills, CA, with his blended family and their four dogs.

Kendyl Roundtree is a CFP®-designated financial advisor with nine years of industry experience. She is currently with Equitable Advisors and previously worked for Lincoln Financial Advisors and Lincoln Financial. Additionally, she has experience as an independent agent outside fixed insurance. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, offering both discretionary and non-discretionary advisory solutions.

Brandon Fleming is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at MyCorporation and Kash Chandani & Company. Outside of finance, he has experience in acting. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

David Hughes is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at NBC Securities Inc, SagePoint Financial, The Ameriflex Group, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Christopher Debbini is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has previously worked at Avantax Advisory Services and operates his own tax preparation and accounting practice as a CPA. In addition to his advisory work, he serves as a fiduciary trustee and provides insurance sales through his independent agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Narayan Pallavur is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2023, following a decade at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Chase Walian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Third Bridge US Inc. from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Merced Gonzalez is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He has also worked in various non-financial sectors and has experience in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Michaela Rauscher is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked for Western International Securities, Inc. for 13 years. In addition to her advisory role, she operates Michaela Rauscher Insurance Services as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Seth Haye is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2004. Outside of his advisory role, he serves in an oversight capacity at Pepperdine University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Sandra Matson is a financial advisor at Ameriprise with two years of industry experience. She previously worked at Edward Jones for seven years. Outside of her advisory role, she has involvement in real estate ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver non-discretionary, research-driven retirement income recommendations.

Jason Artof is a CFP® with 21 years of experience in the financial services industry. He has worked at LPL Financial since 2022 and previously spent 11 years with Wells Fargo Advisors Financial Network LLC. Artof also acts in a fiduciary capacity for a 401(k) business associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.