Jacob Wong is an advisor with LPL Financial based in Westlake Village, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Townsgate Wealth Management, ServiceNow, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Morgan Lange is a Series 66–licensed advisor with four years of industry experience, currently with J.P. Morgan Securities in Thousand Oaks, CA. His prior experience includes roles at Bank of America Merrill Lynch, Northwestern Mutual Life Insurance Company, and State Farm. Lange also owns a performance coaching business focused on helping athletes with performance anxiety. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and customized reporting, serving clients with minimum portfolio sizes.

Jacob Dahlstrum is a financial advisor with Raymond James Financial in Westlake Village, CA, holding a Series 66 designation and 11 years of industry experience. He has been associated with Raymond James since 2015 and has worked at Dahlstrum Financial since 2017. Dahlstrum is also the author of the 401k Mini-Guide, published through Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Mark Kamerman is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, Kamerman operates Konsulting by Kamerman, providing meeting preparation services to other Ameriprise financial advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice and written recommendation reports, relying on investment research and algorithmic tools to support clients approaching or in retirement.

Andrew Coomes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026. His career in financial advisory includes positions at Edward Jones and Duncan Newman Associates, and he worked as a Financial Solutions Advisor at Merrill from 2018 to 2022. Additionally, he has experience as a Senior Relationship Banker at MUFG from 2016 to 2018. Andrew is licensed with a California Insurance License. He emphasizes personalized financial planning, focusing on understanding clients' goals, priorities, and concerns to co-create tailored strategies. His approach includes providing ongoing guidance to help clients navigate financial decisions as their goals evolve. Outside of his professional work, Andrew has interests in cooking and baking, golf, tennis, and yoga.

Michael Shelley is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill Lynch and The Forefront Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Alan Solursh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he serves as an instructor at UCLA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning through its Financial Advisors and Estate Planning Strategies Group.

Naghmeh Mossayi is a financial advisor with J.P. Morgan Securities in Calabasas, CA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Edward Jones Investments and DFPG Investments, Inc. Outside of her advisory work, she owns a software consulting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines centralized quantitative and qualitative manager research with a focus on customized asset allocation advice and performance reporting.

Rodolfo Ruiz Jr. is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior work includes positions at Western International Securities, Inc., OSAIC Services, Inc., PRUCO Securities, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advisory services, he is involved as an insurance agent and also works as an administrative assistant at Sancho Vida Inc. 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, and institutional platforms, supported by research and technology tools.

Stanley Janowiak is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated private banks from 2009 to 2023 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steve Warriner is a financial advisor with LPL Financial based in Santa Paula, CA, holding a Series 63 designation and with 30 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp since 2003. Outside of advisory services, he is involved in outside sales of non-variable insurance and operates Warriner Financial Services in Westlake Village, CA. 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 provides a range of advisory and brokerage services, including financial planning and access to institutional platforms, with advice implemented through various discretionary and non-discretionary strategies.

Chinh Lai serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on financial planning with an emphasis on retirement, including planning for retirement, transitioning into retirement, and planning during retirement. He adopts an educational approach to help clients understand key financial concepts and feel confident in their decisions. Before joining Fidelity Investments, Chinh worked as an Assistant Vice President and Private Banker at Wells Fargo Bank, N.A. from 2008 to 2019. He holds a California Insurance License. Outside of work, Chinh enjoys family activities, football, tennis, traveling, and socializing with friends.

Jessica Slagel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and provides both brokerage and advisory solutions.

Edward Boudreau is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Robert Weaver is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2010. Based in Westlake Village, CA, Weaver's career includes extensive work within one of the largest advisory firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 strategies.

Emily Trematerra is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a retail business called Oliveda. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.

David Lew is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and nine years of industry experience. He previously worked at Morgan Stanley in various roles from 2017 to 2023. Outside of his advisory work, he serves as treasurer for the Chinese Christian Alliance Church and holds leadership positions within his homeowners association in Northridge, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources to inform its investment approach.

Glenn Crawford is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Western International Securities, Inc. and Citigroup Global Markets Inc. Crawford also manages Crawford Wealth Management, his financial advisory practice under LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering a range of advisory and brokerage services.

Soren Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Citigroup in various roles since 2013. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Linda Oleson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes 17 years at Western International Securities, Inc. and 10 years at Merrill prior to joining LPL Financial in 2025. 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 financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.