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.

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 63 and Series 66 credentials and 13 years of industry experience. His prior work includes five years at Herbalife Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Westlake Village, CA. He is a CERTIFIED FINANCIAL PLANNER® (CFP) practitioner, specializing in providing wealth management services tailored to individual client needs. His client base includes business owners, entrepreneurs, financially independent individuals and families, and corporate professionals, particularly in the healthcare sector. Ho Sung Byun employs a disciplined and multi-pronged approach to wealth management, focusing on understanding client situations, defining both short- and long-term financial goals, crafting dynamic financial roadmaps, and monitoring ongoing progress. His expertise encompasses areas such as college education planning, divorce transition planning, equity compensation services, managing new wealth, personal retirement planning, and socially responsible investing, among others. He holds a bachelor's degree from McGill University and a Master of Business Administration (MBA) from Boston College. In addition to his professional role, he is actively involved in community organizations, serving as a board member of the California Council on Economic Education (CCEE) and Korean American Family Services (KFAM). Ho Sung Byun is also an active supporter of Children International, committing over 20 years to aiding underprivileged children.

Kendyl Roundtree is a CFP® and Series 66 licensed advisor with Equitable Advisors, bringing nine years of industry experience. Prior to joining Equitable Advisors in 2024, Roundtree worked at Lincoln Financial Advisors and Lincoln Financial from 2015 to 2024. Outside of advising, Roundtree is also an independent agent involved in fixed insurance. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and works with third-party asset managers to implement customized investment solutions.

Ranajay Ghosh is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life. Before entering the financial sector, he worked in various roles including at Barycenter Foods, Guitar Center, Amazon, and Adel Wiggins. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and 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 bringing 32 years of industry experience. His prior roles include positions at NBC Securities Inc, Wells Fargo Clearing, Citigroup Global Markets, and several other firms. 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 financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies across multiple account types.

Cyrus Towliat is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Steven Bailin is a financial advisor with LPL Financial based in Westlake Village, CA, holding a Series 63 designation and 39 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 financial planning and asset management services, employing a variety of investment strategies and supporting over 22,800 advisors.

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 three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Third Bridge US Inc. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Michaela Rauscher is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc. and Merrill. Rauscher also operates an insurance agency specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Russell Suede is a CFP® and PFS™ with 37 years of industry experience, currently affiliated with LPL Financial in Agoura Hills, CA. He has been with LPL Financial since 2002 and also works with The SRA Group since 2009. Outside of his advisory role, he is involved with tax preparation and accounting services through the KAS Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including third-party asset management and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Seth Haye is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets for five years. Outside of his advisory role, he serves in an oversight capacity at Pepperdine University. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies through its Financial Advisors.

Sandra Matson is a financial advisor with Ameriprise in Newbury Park, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for seven years. Outside of her advisory role, she has involvement in single-family real estate ownership in Klamath Falls, OR. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Artof is a CFP® professional with 21 years of industry experience, currently advising clients through LPL Financial since 2022. His prior roles include positions at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he acts in a fiduciary capacity for ARTIEA Capital Management 401K. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Craig Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, Chase Investment Services, and Wamu Investments. He serves as a board member for the Tri-counties Regional Center, a nonprofit organization in Santa Barbara, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.