Scott Jory is a financial advisor with J.P. Morgan Securities in Westlake Village, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently associated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Awanti Desai is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in areas such as Family Wealth Management Strategies, Personal Retirement Planning, and Women and Wealth. Awanti works directly with clients to define their financial goals and tailor portfolio strategies that align with their individual needs and circumstances. She brings expertise in general investing, retirement planning, and saving for unforeseen expenses. Awanti values understanding what matters most to her clients, which enables her to provide ongoing advice and adjust strategies as clients' situations evolve. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Awanti earned a Bachelor's Degree in Economics from the Pennsylvania State University System and an Associate's Degree in Economics from Ventura Community College District. She is proficient in English and Marathi. Outside of her professional role, her interests include photography, pottery, reading, running, and traveling.

Pritipal Bhinder is a financial advisor at Edward Jones in Thousand Oaks, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kathryn Dubois is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018. Her prior work includes roles at Insight Global and Campus Reform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services that utilize firm-approved tools and models to support tailored planning strategies.

Yecenia Lee is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial services.

John Hagy is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Stephanie Krueger is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and methodologies.

Timothy Brown is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2006. Outside of his advisory role, he serves as treasurer and board member of the Carmel Music Society, which presents classical music performances on the Monterey Peninsula. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Fariba Hekmat is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 credential and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Francisco Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with affiliated Wells Fargo entities since 2010. Outside of his advisory role, he owns and manages a commercial landscaping business in Oxnard, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jonathan Melara is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. His career includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo, Bank of America, Fidelity Investments, and a one-year tenure at the Ventura County Sheriff's department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Ray is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and does not offer individual security recommendations within its standalone planning services.

Shawn Manoukian is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2025, he worked at Fidelity Brokerage Services and The Vanguard Group. 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 offers a combination of brokerage and advisory solutions supported by research and analytics.

Garry Pace is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. He also holds a California law license but is currently non-practicing. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Haig Boghossian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as a brief period at Fidelity Investments. Outside of advising, he is involved in managing a senior living business in Panorama City, CA. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Andrea Roschke is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise since 2011 and was previously a partner at SingerLewak LLP, a large CPA firm, where she was involved in tax preparation. Roschke also serves as a trustee in fiduciary activities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to support its clients’ retirement planning needs.

Aaron Jewett is a CFP® with four years of industry experience currently with OSAIC. He previously worked at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. for four years and has operated Aaron Jewett Financial Services since 2020. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Scott Goldstein is a financial advisor at Osaic with 15 years of industry experience. He holds the Series 66 designation and spent 14 years at Lincoln Financial Advisors before joining Osaic in 2025. Outside of his advisory role, he is also licensed as an insurance agent offering accident and health, disability, fixed and indexed annuities, long-term care, and traditional life insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios with diverse investments and customizable options.

Chadwick Kingi is a financial advisor with Edward Jones in Thousand Oaks, CA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2021, he worked in various roles within the insurance industry, including with Taylor Formico Insurance and Farmers Insurance Group. Outside of his advisory work, he is involved in coaching volleyball, providing lessons and clinics alongside his wife, and serves as the head coach for the LAVA West Volleyball Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Miccal Jackson is a financial advisor with Edward Jones in Simi Valley, CA, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and MTJ Investment Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large network of financial advisors and branch offices.