Joel Chitiea is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. His prior positions include roles at Wells Fargo Advisors Financial Network, Morgan Stanley, 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 other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing research and operational tools.

James Shipe is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and has experience in providing financial services through his own wealth management group. Outside of his advisory roles, Shipe serves as an elected board member of the Rotary Club of Westlake Village. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Brett Goldberg is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors, UBS Financial Services, and Merrill. Outside of finance, he is involved in a wine storage business based in Boise, Idaho. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of services.

Jerome Belkin is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab Bank for 13 years. Outside of his advisory role, he serves as Vice President of the Fairfield Homeowners Association in Camarillo, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Cecilia Ramos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2013 to 2022 before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related investment vehicles and bank deposit sweep options.

Christian Gomez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank in 2025, he worked at Genter Capital Management and Capital Research and Management Company. He also has teaching experience at the University of Southern California and California Lutheran University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by affiliates that handle implementation and portfolio services.

Armen Doyan is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and possessing eight years of industry experience. He has been with Morgan Stanley since 2017, including work at Morgan Stanley Private Bank, N.A. before his current role. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering customized financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various programs, including those for corporate clients.

Heghine Kirakosyan is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 credential and 14 years of industry experience. She has been with Ameriprise and its affiliates since 2011. Outside of her advisory role, she owns HLSH Hospitality, Inc., a business providing boba teas and smoothies catering for events. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, using a combination of internal research and third-party data.

Michael Price is a CFP® with over 22 years of industry experience and has been with Edward Jones since 2003. He operates out of Agoura Hills, CA. Outside of his advisory role, he is involved in managing commercial and residential rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brendan Lynch is a Wealth Management Advisor serving current and former private business owners, executives, their families, and uniquely successful individuals. He utilizes the extensive resources available through Merrill to provide advice in global wealth strategies, pre- and post-liquidity event planning, estate and legacy planning, as well as access to structured credit through Bank of America. Brendan focuses on advanced value acceleration methods for businesses, facilitating business sales, mergers and acquisitions, ESOP strategies, and recapitalization services to meet the evolving needs of business owners. Brendan began his financial services career in 2010, with prior experience at UBS Financial Services and Morgan Stanley, including work as an analyst for private wealth teams. He joined the BHB Group in 2022. He holds the Chartered Alternative Investment Analyst® (CAIA) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP). Brendan earned a bachelor's degree in financial services from San Diego State University and completed an Accredited Certificate Program at the University of Oxford. Originally from Vancouver, Canada, Brendan has lived internationally in Scotland, New Zealand, and other locations. He and his wife recently welcomed a son, leading him to set aside his amateur boxing pastime. Brendan is committed to building strong relationships with his clients and aims to help them make important financial decisions.

Debra Hart Gomez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with Merrill since 1976 and also worked at Bank of America, N.A. from 2011 to the present. 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 to a range of clients including individuals, high-net-worth clients, and institutions.

Brian Amirian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, Amirian has been involved with Westlake Brewing & Libations since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Walters is a financial advisor with LPL Financial in Camarillo, California, holding 43 years of industry experience. He previously worked at Lifetime Planning, Inc. for 15 years before joining LPL Financial in 2011. Outside of his advisory role, Walters operates a part-time handyman business called Jubilee Repair. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

Devin Stevenson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors and one year at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with a focus on systematic methodologies and long-term asset allocation.

George Burke Jr. is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, including 20 years with UBS. He serves as a director of the City Market of Los Angeles, a real estate investment trust, where he attends board meetings annually. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Suranga Ganewatte is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he has served in the United States Air Force since 2018, where he is a Health Service Manager. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines systematic quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Joshua Freedman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with Bespoken Advisors, Inc. and has held various roles in the beverage industry, including positions at Casa Azul Spirits, Mezcal Amaras, and St. George Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, and operates under a fiduciary standard.

Barbara Shufani is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Sathers Insurance Agency, Sagepoint Financial, Inc., and Icm. Outside of her advisory work, she serves as a homeowner association board member and provides in-home care for her daughter with a disability. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its large scale, complex affiliate network, and recent consolidation activities.

Kevin Cvitanov is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2024 and Relationship Manager from 2020 to 2022. Prior to joining Fidelity, he worked at Vanguard Investment Group in various positions such as Supervisor from 2018 to 2020, Executive Resolution & Complaint Correspondent from 2016 to 2018, Investment Consultant from 2012 to 2016, and Investment Specialist from 2011 to 2012. Kevin holds a California Insurance License. His professional approach focuses on understanding clients' unique situations and collaborating to develop holistic financial plans tailored to their goals. He emphasizes education and transparency to support clients in making confident financial decisions and serves as a guide through an ongoing, dynamic process that adapts with clients through life events. Outside of his professional work, Kevin has personal interests that include cars, golf, horseback riding, movies, music, and reading.

Giovani Trinidad is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at Wells Fargo Bank from 2014 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process integrates quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.