Duncan Hizzey is a Series 66-registered financial advisor with Morgan Stanley, located in Westlake Village, CA. He has six years of industry experience, including roles at Morgan Stanley Private Bank and Bellevue Healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by advanced modeling tools and a structured planning process.

Eric Wiltfang is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Sonia Culazzo is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, Sonia is the owner of Crimson Bordeaux, a dog breeding and exhibiting business she has operated since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor strategies to client goals and risk tolerances.

Jeffrey Blum is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he dedicates time to the Conejo Las Virgenes Future Foundation, a community think tank organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and institutional solutions.

Amna Altaf is a financial advisor with LPL Enterprise based in Camarillo, CA, holding the Series 66 designation and six years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Richard Womack is a CFP®-designated financial advisor with 14 years of industry experience, currently with Cetera. His career includes over a decade with Avantax Advisory Services and related entities. Outside of his advisory work, he operates Conejo Tax Services, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party manager options.

Garret Stanley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Enterprise Mobility and involvement with Conejo Rec & Park and Taiga Mining Inc. 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 blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it employs systematic methodologies and long-term asset allocation benchmarks.

Douglas Frank is a CFP® professional with 42 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has previously worked at Bank of America and Merrill. Frank holds a California State Bar law license. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering 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 sports and entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Orin Winick is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at firms including Aspiriant LLC and Manhattan West Asset Management, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting through a non-discretionary advisory model.

Regina Korossy is a Series 66–credentialed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Pepperdine University from 2008 to 2018. Outside of her advisory work, she provides overall strategic guidance for Dandeeline, LLC, a women's jewelry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Rosalyn Weihe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining LPL Financial in 2022. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by comprehensive research and model portfolios.

Deborah Frankel is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Western International Securities, Inc. for 17 years. Outside of her advisory role, she is involved in direct sales and mystery shopping with Coyle Hospitality. 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, and retirement plan consulting supported by in-house and third-party research and technology-driven portfolio management options.

Brice Redmond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to clients' long-term goals, emphasizing transparency, realistic expectations, and client-centric service. Brice advocates for his clients by providing access to investment insights and banking solutions to help manage wealth effectively. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management, and tax minimization, among others. Brice holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brice earned a Bachelor's Degree from San Diego State University. He participates in his community by coaching youth football for the Moorpark Musketeers and youth volleyball for Reef Volleyball Club, where he is also involved as a professional member.

Christopher Venuti is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2014 and is also associated with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Matthew Williams is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years at Edward Jones. He is based in Westlake Village, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing 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 deliver tailored retirement-income advice, primarily for clients with Ameriprise-managed accounts.

Douglas Martin is a Series 66-licensed financial advisor with 26 years of industry experience, currently associated with LPL Financial since 2025. Prior to joining LPL, he worked for Western International Securities, Inc. for 12 years. Douglas is based in Westlake Village, CA. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Therese Tukalski is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc from 2011 to 2016 before joining Raymond James in 2017. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Louis Ashamallah is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by proprietary research and third-party subadvisors.

Gary Chiate is a financial advisor at Stifel with 58 years of industry experience. He previously worked at Oppenheimer for 22 years before joining Stifel in 2025. Outside of his advisory work, he partners with three of his sons in managing a family ranch in Montana. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and financial planning analyses that clients use to make informed decisions.

Melissa Shapiro is a Senior Financial Advisor at Merrill Lynch Wealth Management in Westlake Village. She provides tailored advice and guidance to individuals, families, and businesses, helping them identify their financial goals and priorities. Melissa engages deeply with clients to resolve complex financial needs, streamline various aspects of their financial frameworks, and offers support through multiple wealth disciplines including portfolio design, liability and risk assessment, long-term strategy, trust and estate planning, as well as banking and lending services through Bank of America. Melissa joined Merrill in 2021 after serving as a Financial Advisor at Morgan Stanley, where she gained extensive insight into the wealth management needs of wealth creators and multi-generational families. Her professional background also includes experience as a Technical Recruiter for a Fortune 500 company and an Account Executive for a marketing and lifestyle brand. She holds a Bachelor of Arts degree in Psychology from Pepperdine University and incorporates principles of behavioral finance to support clients in making effective decisions. A native of Los Angeles, Melissa enjoys living in her home city. Her personal interests include golfing, salsa dancing, acrobatic yoga, adventure sports such as baseball, hiking, rock climbing, skiing, tennis, and spending time with her family.