Trevor O'Shaughnessy is a Financial Consultant currently working at Fidelity Investments since 2025. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Tamar Securities, LLC from 2023 to 2024, and a Financial Representative at Northwestern Mutual from 2022 to 2023. Trevor holds a California Insurance License. He focuses on working with clients to help instill confidence in their financial future by assisting them in developing actionable plans to pursue their financial goals. Outside of his professional work, Trevor has interests in cars, football, golf, music, parenthood, and pets.

Kevin Wright is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. 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 modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Albert Cornel is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has operated Independent Capital Management since 2004. Outside of his financial advisory work, Cornel teaches kickboxing and hot yoga classes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a variety of managed account programs, supported by its scale and integrated network of affiliated firms.

Iliana Lozano is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 13 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Brandon Fraye is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS from 2019 to 2021 and has held various roles outside the financial services sector, including positions at California State University Northridge and The Sandwich Spot. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Cordova is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 17 years of industry experience, including roles at Ameriprise since 2016. Outside of his advisory work, he serves as President on the Board of Directors for Valley Circle Estates HOA in Sherman Oaks, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Todd Smith is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at National Planning Corporation and Cetera Wealth Services. Outside of his advisory work, he is involved in music as a DJ. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

Rene Randel is a CFP® and CPA with 26 years of experience in financial advising. He is currently with Cetera and has previously worked with Avantax Advisory Services and Avantax Insurance. In addition to his advisory role, he owns a tax preparation and accounting business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, corporate, charitable, and institutional accounts through a multi-manager platform offering diverse investment strategies and portfolio management services.

Mitra Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support its investment approach.

Ryan Andrade is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their current financial situations and introduce solutions offered through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools needed to manage their financial lives effectively and select platforms that suit their individual needs. Ryan holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. His approach emphasizes uncovering what matters most to clients and their families to develop strategies aimed at pursuing their financial goals.

Brandi Schnathorst is a CFP® with 22 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. She is based in Westlake Village, CA, and holds the Series 66 designation. Schnathorst is also an active alumni board member at California Lutheran University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Mickey Yablans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Wells Fargo Investments, Banc of America Investment Services, and Quick & Reilly. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Larry Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, Banc of America Investment Services, and Citigroup Global Markets. Bernstein maintains a business entity for tax and investment purposes through LJRL, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Shuler is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored agreements.

James Hawkins is a financial advisor with LPL Financial in Agoura Hills, CA, holding the ChFC® and Series 63 credentials. He has 32 years of industry experience, including 24 years at LPL Financial LLC (formerly LINSCO/PRIVATE LEDGER). LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by a broad network of over 22,800 advisors.

Jonathan Rowsey is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Calabasas, CA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns TRLT Ventures LLC and Big Mike LLC, with involvement in managing his advisory business, and serves on the Board of Directors for the Community Association of Saratoga Hills. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Richard Smith is a financial advisor with OSAIC, holding a Series 63 designation and 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and Osaic FA, Inc. for nearly three decades. In addition to his advisory role, Smith is involved in offering disability and life insurance products, life settlements analysis, and premium financing. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and offers a variety of managed account and third-party investment programs.

Janielle Swayne is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves as a trustee for a trust in Newbury Park, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Adonis Campillo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Allison Commercial Insurance Agency, Inc and International Enrollment Services, both from 2016 to 2023, as well as Tierra Sur, LLC from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sean Laverty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Wells Fargo Bank, Santa Cruz County Bank, and the Harvard Club of Santa Barbara. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG considerations, offering extensive derivatives and commodities capabilities.