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.

Dillon Case is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides clients with tailored portfolios designed to help meet their financial goals, offering clarity and confidence through various stages of life, including the accumulation, conservation, and distribution phases. Dillon is dedicated to delivering a client-focused approach supported by the expertise and resources of Merrill Lynch Wealth Management. His focus areas include family wealth management strategies, managing new wealth, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. Dillon holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA), and he earned his bachelor's degree from Arizona State University. Born and raised in Ventura County, Dillon currently resides there with his wife, son, and dog. In his free time, he enjoys spending time outdoors with his family, engaging in activities from the mountains to the ocean.

Lisa Monica is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based 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 plans.

Adrian Guzman is a financial advisor with Wells Fargo Clearing in Valencia, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2008 through 2022. Outside of his advisory role, he is involved in creating and performing music. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marcelino De Los Santos is a financial advisor with J.P. Morgan Securities in Thousand Oaks, CA, holding Series 66 and Series 63 credentials and 13 years of industry experience. Prior to his current role, he worked at Herbalife Inc for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christian Bredefeld is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 65 designation and has held roles at LPL Financial since 2024, alongside running C Bredefeld Consulting, Inc. and working with Goleh Law, A.P.C. since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management in Westlake Village, CA. As a CERTIFIED FINANCIAL PLANNER® practitioner, he works with a diverse client base including business owners, entrepreneurs, financially independent individuals and families, and corporate executives, particularly in the healthcare sector. He employs a disciplined, multi-pronged approach to understand client situations and develop personalized financial roadmaps aligned with their objectives and time frames. Prior to joining Merrill Lynch Wealth Management, Ho Sung was associated with Goldsmith Wealth Advisors, an office of MetLife, where he focused on client acquisition, financial and estate planning, investment and retirement planning, college funding, protection planning, and special needs planning. He holds an MBA from Boston College and a Bachelor's degree from McGill University. He is a member of several professional organizations including the Certified Financial Planner Board of Standards, Inc. Ho Sung is active in community involvement and serves as a board member for the California Council on Economic Education and Korean American Family Services. He supports various organizations aimed at financial education and advocacy. He resides in Agoura Hills, CA, with his blended family and their four dogs.

Kendyl Roundtree is a CFP® and Series 66 licensed advisor with Equitable Advisors, bringing nine years of industry experience. Prior to joining Equitable Advisors in 2024, Roundtree worked at Lincoln Financial Advisors and Lincoln Financial from 2015 to 2024. Outside of advising, Roundtree is also an independent agent involved in fixed insurance. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and works with third-party asset managers to implement customized investment solutions.

Brandon Fleming is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at MyCorporation and Kash Chandani & Company. Outside of finance, he has experience in acting. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

David Hughes is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at NBC Securities Inc, Wells Fargo Clearing, Citigroup Global Markets, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies across multiple account types.

Kevin Fusco is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following earlier roles at TransPerfect. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Amir Alishahi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at J.P. Morgan Securities and Washington Mutual Bank/JPMorgan Chase Bank. Outside of finance, he provides in-home supportive services as a caretaker and is a silent partner in a UK-based software company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Cyrus Towliat is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. 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 investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Debbini is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has previously worked at Avantax Advisory Services and operates his own tax preparation and accounting practice as a CPA. In addition to his advisory work, he serves as a fiduciary trustee and provides insurance sales through his independent agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.