Lynn Lundring is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding the ChFC® designation and Series 63 and 66 licenses. She has 55 years of industry experience, including over two decades at Thrivent Investment Management and a decade with Thrivent Financial. Lundring serves as an emeritus member of the Board of Regents at California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm emphasizes planning services without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing.

Michael Carner is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Lucia Capital Group, LPL Financial, and Northwestern Mutual. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Kelly Siedschlag is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo 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 niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Jessie Hawkins is a Series 66-licensed financial advisor with Morgan Stanley in Oxnard, CA, bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2004. Outside of her advisory role, she serves on the finance committee of the United Way of Ventura County. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including financial planning and estate strategy services. The firm manages approximately $2.74 trillion in client assets and implements a structured planning process using firm‑approved tools and market modeling techniques.

Andrew Canton is a financial advisor with LPL Financial and holds a Series 66 designation. He began his advisory career in 2026 and has prior work experience outside the financial industry, including roles at Bonita Golf Course and Harbor House Thousand Oaks. 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 a wide range of financial planning, advisory programs, and retirement consulting services, supported by research and various portfolio management options.

Nisha Boyle is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, she worked at The Kryger Institute of Plastic Surgery and spent five years as a stay-at-home parent. She also serves as an associate financial advisor at CrimsonCardinal LLC, where she provides client advice and manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Julia Foerster is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, she worked at Northwestern Mutual Investment Services LLC and Tektronix. 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 large nationwide network of financial advisors and branch offices.

Troy Fletcher is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His recent work history includes roles at Bank of America, Merrill, and involvement with the California Mid-State Fair and Thoughtful Media Group. He attended California Polytechnic State University, San Luis Obispo. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Cerniga is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that help clients pursue their financial goals, including family wealth management, managing new wealth, personal retirement planning, portfolio management, and serving clients in sports and entertainment as well as women and wealth sectors. Michael holds an Associate's Degree from Moorpark College and is a Personal Investment Advisor (PIA). His approach centers on understanding each client's full financial picture to create flexible strategies aligned with their priorities and changing market conditions. He emphasizes trust and aims to be a reliable advisor dedicated to his clients' and their families' best interests. Outside of his professional role, Michael enjoys football, golfing, hiking, photography, pickleball, spending time with his family, and traveling.

Tyler Farrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ian Treacher is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Wells Fargo Advisors and has held previous roles at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, and niche services such as business-owner transition and special-needs planning.

Owen Galipeau is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. He is associated with investment products and services offered through LPL Financial at Ventura County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

Edward Drake is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo in various capacities since 2003, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as secretary for the Big Sky Home Owners Association and treasurer for the Ruth & Joseph C Reed Foundation for the Arts, which provides art education. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ryan Myers serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Ryan worked at JP Morgan Chase as a Relationship Manager and Financial Advisor, and began his financial services career as a Personal Banker at Bank of America. Ryan holds a California Insurance License. He focuses on building trust with clients through personalized financial planning approaches aimed at aligning with their individual objectives.

Nick Pantuso is a financial advisor with OSAIC in Thousand Oaks, CA, holding Series 63, 65, and 66 credentials and eight years of industry experience. He previously worked at Woodbury Financial Services Inc. for six years and Wholesale Capital Corporation for 16 years. Outside of his advisory role, Pantuso is a licensed real estate broker and loan officer, arranging financing for real estate transactions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Ethel Lopez is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing and previously worked at First Republic Investment Management and Merrill. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chase Follmer is a Financial Solutions Advisor at Merrill within the Merrill Lynch Wealth Management line of business. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a broad range of topics including investing, retirement planning, and emergency savings. Chase also offers clients access to Bank of America specialists for additional services such as banking, credit, home financing, and small business solutions. Chase holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Phoenix. His approach centers on understanding what matters most to clients and creating financial strategies tailored to their individual priorities.

Bahram Khafajizadeh is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, including eight years with LPL Financial and concurrent roles at Premier America Credit Union and Goodwill Home Health Services. Outside of his advisory work, he is involved in a home-based child daycare business and sells cars as a hobby. LPL Financial serves a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and consulting services with discretionary and non-discretionary management options supported by research and technology tools.

Mark Sherin is a financial advisor with OSAIC who holds a Series 63 designation and has 39 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. In addition to his advisory role, Sherin serves as chair of the corporate advisory board for Inclusion Matters by Shane’s Inspiration, a nonprofit focused on creating inclusive play and education programs for children with disabilities. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to a wide range of investment options through multiple advisory platforms and third-party managers.

Mark Hixenbaugh is a financial advisor with Thrivent Investment Management and holds Series 66 and Series 63 credentials. He has one year of experience in the industry and has previously worked with NYLIFE Securities LLC and New Life Insurance Company. Before entering the financial sector, he held various production roles in the entertainment industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad-based written financial recommendations without implementation, and emphasizes holistic, goal-based analyses through a network of financial advisors.