Giovani Trinidad is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Bank, N.A. from 2014 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Jacob Wong is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience and previously worked at ServiceNow for six years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Morgan Lange is a Series 66 licensed financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Bank of America Merrill Lynch and Northwestern Mutual Life Insurance Company. Outside of finance, Lange owns a performance coaching business that helps athletes manage performance anxiety. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, Kamerman operates Konsulting by Kamerman, providing meeting preparation services for Ameriprise financial advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support personalized retirement income planning within a large institutional framework.

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, holding a Series 66 designation and 11 years of industry experience. She has worked with J.P. Morgan since 2018 and previously held roles at DFPG Investments, American Financial Network, and Edward Jones Investments. Outside of her advisory work, she is involved in software consulting. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rodolfo Ruiz Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Western International Securities, Inc., Independent Capital Management, Inc., and SagePoint Financial, Inc. Outside of advising, he is involved as an administrative assistant at Sancho Vida Inc. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 in Santa Paula, CA, holding a Series 63 designation and 30 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2003. Outside of his advisory role, Warriner is involved in outside sales of non-variable insurance and operates Warriner Financial Services in Westlake Village, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

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 at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Blair IV is a financial advisor with Edward Jones in Westlake Village, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and maintains a large network of advisors and branches nationwide.

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 at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of his advisory role, Lew serves as treasurer for the Chinese Christian Alliance Church and holds leadership positions with the Wilbur Homeowners Association. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Glenn Crawford is a CFP® professional with 36 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Western International Securities, Inc. and Citigroup Global Markets. He also operates Crawford Wealth Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.