Tim Shield is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2004 and operates under the DBA Shield Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through its network of investment adviser representatives.

Linda Mead is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. She provides guidance in areas such as investing, retirement planning, and emergency savings while connecting clients with Bank of America specialists for additional banking, credit, home financing, and small business services. Mead brings expertise in a comprehensive approach to financial planning, focusing on aligning strategies with what matters most to her clients and their families. She holds a Bachelor's Degree from the University of Southern California.

Richard Christensen III is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 65 and Series 66 licenses and having 18 years of industry experience. He has worked within various Wells Fargo entities since 2011. Christensen is a partial owner of Westlake Private Wealth Management, where he is actively involved in financial services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, providing a comprehensive financial solution.

James Losey Jr. is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Osaic Wealth in 2023, Mr. Losey spent 26 years with Royal Alliance Associates, Inc. and has maintained a relationship with New York Life Insurance Company since 1990. Outside of financial advisory work, he owns a company that markets and manages executive suite office leases. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing a broad range of asset-allocation tools, portfolio management options, and access to multiple third-party money managers and platforms.

Matt Tucker is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients and their families to develop financial plans aimed at achieving their objectives and improving their financial situations. He emphasizes a collaborative approach to build ongoing relationships focused on financial independence. Matt has accumulated extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2012, including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Service Trader. He also served as Vice President Financial Consultant at Charles Schwab from 2018 to 2019 and worked as a Title Specialist at FSU Credit Union from 2010 to 2012. He holds a California Insurance License, supporting his work in providing financial and insurance solutions to clients.

Gewargis Betjoseph is a CFP® and Series 66 registered advisor with Edward Jones, based in Santa Paula, CA, and has eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at 21st Century Fox and CBS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Albert Adam III is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked within Wells Fargo and its related entities since 2009. Adam serves as the mayor of Thousand Oaks, CA, and has been a member of the Thousand Oaks City Council since 2018, participating in finance and planning committees. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, using proprietary research and tools to develop recommendations delivered through meetings and client summaries.

Steve Malouf is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate agreements.

Janet Foley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Linsco Private Ledger since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Leah Weiss is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at Rimrock Capital Management and JPMorgan Chase Bank, N.A. She has also been involved with educational institutions such as St. Margaret's Episcopal School and the University of California. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Robert Kernochan is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Nathanson & Kernochan. Kernochan also operates Kernochan & Associates, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing diversified investment strategies supported by extensive research and technology.

Natalie Krouth is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 credential and has previously worked at Comerica Bank and City National Bank. Outside of her advisory role, she is the owner and partner of Nk Ventures, a personal real estate investment business. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kenneth Lombino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Bank of America and Merrill, each for nine years. Outside of finance, he is involved in acting with the Screen Actors Guild in Los Angeles. 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 IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Tominaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank and JPMorgan Securities LLC before joining Wells Fargo in 2018. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Spencer Torgan is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has participated in movie and commercial background work as an extra. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning facilitated through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Stephanie Hartmire is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Based in Westlake Village, CA, her career has been focused within this firm. 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 processes and proprietary planning tools.

Kevin Folino is a CFP®-designated financial advisor at Cetera with three years of industry experience. Prior to his current role, he worked at Semtech Corporation for six years. He is also involved with Folino Tax & Financial Network, where he serves as a due diligence manager overseeing client transactions and office administration. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management.

David Sprafka is the Market Leader at Fidelity Investments, a role he has held since 2022. In this capacity, he leads a team of financial professionals focused on assisting clients with their financial needs. David's experience at Fidelity Investments spans over a decade, beginning as a Financial Representative in 2007 and advancing through various roles including Private Client Specialist, Investment Representative, Financial Consultant, Vice President Financial Consultant, and VP Branch Leader before his current position. He holds a California Insurance License.

Vanessa Serrato is a financial advisor with Ameriprise in Oxnard, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She worked at Merrill from 2015 to 2017 before joining Ameriprise Financial Services, Inc., where she served from 2017 to 2020, and has been with Ameriprise since 2020. Serrato serves on the Board of Directors for The Coalition for Family Harmony and is also a notary. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, 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 these plans and offers a broad range of advisory, brokerage, and insurance solutions.

Joseph Centurioni is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Bank of America, JNL Stainless Inc, and The Pacific Bridge Companies. His background also includes roles in education and sports organizations. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.