Charles Masino is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Snyk and Barton Associates, as well as involvement with The Church of Jesus Christ of Latter Day Saints and Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory role without providing individual security recommendations as part of standalone planning.

Jessica Slagel is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Magali Hidalgo is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to co-create financial plans aimed at helping clients achieve their financial goals. She has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2022. Magali holds a California Insurance License, supporting her work in the financial services industry. Outside of her professional responsibilities, she enjoys camping, hiking, and practicing yoga.

Paul Blair IV is a financial advisor with Edward Jones in Westlake Village, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and maintains a large network of advisors and branches nationwide.

Edward Boudreau is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Robert Weaver is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2010. Based in Westlake Village, CA, Weaver's career includes extensive work within one of the largest advisory firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Butler is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a guitar player for a band called Guilty Pleasures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to develop financial plans.

Emily Trematerra is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a retail business called Oliveda. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.

David Lew is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of his advisory role, Lew serves as treasurer for the Chinese Christian Alliance Church and holds leadership positions with the Wilbur Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Glenn Crawford is a CFP® professional with 36 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Western International Securities, Inc. and Citigroup Global Markets. He also operates Crawford Wealth Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

Soren Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Citigroup in various roles since 2013. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adam Marcus is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market-based modeling techniques as part of its advisory process.

Linda Oleson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Western International Securities, Inc. since 2008 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

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. She previously worked at Centaurus Financial INC. for 15 years before joining LPL Financial in 2026. Outside of her advisory work, Fenton owns and writes for a travel blog called The Stayover, where she produces travel guides and photography. 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 range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Eva Rhodes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked within various divisions of J.P. Morgan since 2014, including roles in the London branch and both J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. J.P. Morgan Securities LLC 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, with a non-discretionary program that relies on an in-house manager solutions team and centralized due diligence processes.

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.

Kimberly Ary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Bank of America, Merrill, and entrepreneurial activities with Personal Pathways LLC dba Apex Fun Run and EZ-NetTools. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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 in its investment offerings.

Thomas Christopoulos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. In addition to his advisory role, he is a partner and owner at Gus and Andy's Montrose Grill, where he handles bookkeeping responsibilities on weekends. 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 an ESG eligibility framework in its investment process.

Sunil Prabhakar is a financial advisor with Ameriprise, holding 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to deliver tailored, non-discretionary advice.