Garrett De Buiser is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 63 designation and having 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he is involved in cellular spectrum license acquisition and management through his business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses research and algorithmic tools to provide personalized recommendation reports with a focus on asset allocation and Social Security claiming options.

Michelle Fenton is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Centaurus Financial INC. for 15 years and UBS Financial Services for one year. Outside of her advisory role, she owns and writes a travel blog called The Stayover, where she creates travel guides and photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and resources.

Eva Rhodes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and possessing 10 years of industry experience. Her career at J.P. Morgan includes roles spanning from 2014 to the present across departments in London, Westlake Village, and various U.S. offices. J.P. Morgan Securities provides institutional consulting 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 integrates quantitative and qualitative research with a focus on eligible strategies, including ESG considerations, supported by centralized due diligence and a range of affiliated investment management services.

Michael Rosenthal is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He was self-employed for 12 years prior to joining Edward Jones. Rosenthal holds an active notary public license, although he does not currently pursue notary business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Thomas Christopoulos is a financial advisor with J.P. Morgan Securities holding a Series 66 credential and five years of industry experience. He is also an owner and partner at Gus and Andy's Montrose Grill, where he handles bookkeeping on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to tailor model asset allocations, with implementation services supported by affiliated investment management entities.

Sunil Prabhakar is a financial advisor with Ameriprise in Simi Valley, CA, holding 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Todd Augustine is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Kinetca FCU, Edward Jones, Aflac, and Sanofi Pharmaceuticals. Todd is based in Newbury Park, CA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Clinton Spivey is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has managed rental property investments as a sole proprietor since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach to support its clients’ financial goals.

Daniel Yates is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2010 to 2022. Outside of his advisory work, he owns and operates J. Elliott Capital Management, a private investment practice based in Thousand Oaks, CA. Wells Fargo Advisors is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm’s services include comprehensive planning and tailored recommendations supported by Wells Fargo research, with a range of advisory and brokerage implementation options.

Sharone Rotkopf is a financial advisor with LPL Financial in Calabasas, CA, holding a Series 63 license and bringing 30 years of industry experience. He previously worked at Morgan Stanley DW Inc. and UBS Financial Services before joining LPL Financial in 2005. Rotkopf is involved in investment research surveys through IA Collaborative/Adler Weiner Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies supported by advisor-facing tools, alongside a broad platform of non-advisory financial services.

Joan Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with LPL Financial since 2009 and previously worked at RBC Capital Markets from 2002 to 2009. Outside of her advisory role, she is involved with Fixed Insurance products through Freedom Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by various research tools and a broad non-advisory financial services platform.

Cooper Pullin is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Wells Fargo and JPMorgan Chase Bank. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

Stephanie Morris is a financial advisor at Stifel with 33 years of industry experience. She previously worked at Morgan Stanley for eight years before joining Stifel in 2023. She holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Thomas Eisenstadt is a financial advisor with Stifel Nicolaus & Co Inc, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Stifel since 2011. Outside his advisory role, he serves as chairman and president of the Ventura County Chapter of the California Rifle and Pistol Association, a nonprofit organization focused on constitutional advocacy, and is a board member of the Woodland Hills Tax and Estate Planning Council. Stifel serves a diverse client base including individuals across wealth levels, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is grounded in proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Luke Zeedik is a financial advisor with LPL Financial, holding a Series 66 designation. He has been in the industry since 2024 and has prior experience with Miller and Associates and various roles at Brigham Young University and other organizations. 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 through a large network of investment adviser representatives, utilizing both proprietary model portfolios and third-party subadvisors.

David Schrempf is a financial advisor with Equitable Advisors in Calabasas, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at OSAIC, Osaic FA, Inc., MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a 2nd Lieutenant and Transportation Officer in the Civil Air Patrol and holds leadership roles within the ProVisors networking organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

George Sinanis is a Series 66-credentialed financial advisor with 26 years of industry experience. He currently works at LPL Financial and has previously held positions at Western International Securities, U.S. Bancorp Advisors, Citigroup Global Markets, and Wamu Investments. Outside of his advisory role, he is involved in non-variable insurance activities related to investments. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of advisory strategies supported by technology and operational tools.

Michael Frischman is a CFP® with 35 years of experience in the financial services industry. He currently works at LPL Financial and has previously held positions at The Investment Center Inc, Ic Advisory Services Inc, Questar Asset Management, Merrill, and Citigroup Global Markets. In addition to his advisory work, he operates as an independent insurance agent, recommending fixed annuities and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Martinez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. His prior experience includes roles at Revolution Financial Management and Transamerica Financial Advisors, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes centralized due diligence, combining quantitative and qualitative research to deliver customized asset allocation advice and performance reporting.

Robert Miller is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He previously worked at Citigroup Global Markets for 12 years before joining Wells Fargo in 2016. Miller serves as co-trustee for his father’s trust and co-executor for his mother’s estate, both investment-related roles. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.