Brynne Scalise is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving individual and institutional clients with advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and models as part of its structured financial planning process.

Brad Gore is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at American General Life Insurance and AIG Capital Services. Gore receives insurance residuals from John Hancock and OneAmerica Financial Partners. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Benjamin Hale is a financial advisor with Thrivent Investment Management in Simi Valley, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he serves as a board member of the Adventist Health Foundation supporting Simi Valley Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s “WealthPlan” combines planning and managed-account services under a consolidated billing system while maintaining them as separate engagements.

Jaclynn Sanchez is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked at Enterprise Vision Technologies Inc for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Steven Barrus is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked with FSC Securities Corporation and Fidelity Investments. Barrus serves as a board member of the Young Investors Society, an organization focused on financial literacy for high school students, and coaches boys volleyball in the Conejo Valley Unified School District. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a range of investment products managed on discretionary or non-discretionary bases.

Thomas Moffat III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors for 23 years. Outside of his advisory role, he serves as a trustee for family trusts established for estate planning purposes. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using asset-allocation tools and third-party money managers.

Mustafa Bhola is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2011. Outside of his advisory roles, he has operated a notary service business from 2017 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Travis Thomas is a Series 66 licensed advisor with 10 years of industry experience, currently with LPL Enterprise since 2024. Prior to this, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. He also spent five years affiliated with California State University, Northridge. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Sevada Davoudi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and E*TRADE Capital Management LLC. 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 utilizes research and analytics in its investment approach and offers a range of brokerage and advisory solutions through a broad network of advisors.

Drew Dieffenbach is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he was affiliated with One Capital Management, LLC. Drew completed his education at the University of California, Los Angeles. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Dare is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2014. Outside of his advisory role, he officiates youth rugby union games in Southern California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Wan Yu is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. Wan has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on 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 in partnership with advisors to deliver tailored retirement income recommendations.

Cara Smith is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a network of over 14,000 advisors.

Laura Raulinaitis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, she spent 10 years at Citigroup Global Markets. Outside of her advisory role, she is a partner in Sis and Bro LLC, a real estate-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory and brokerage capabilities across diverse financial products.

Robert Rosenberg is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he has been involved with Live Nation - House of Blues and DLS EVENTS LLC since 1994. Outside of his advisory role, he is engaged with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Robert Mummey is a financial advisor with OSAIC Wealth, Inc., holding a Series 63 license and bringing 52 years of industry experience. He has been with OSAIC since 2013 and has a long tenure with National Life Insurance of Vermont dating back to 1985. Outside of his advisory work, he is a coauthor of an autobiography titled *Arturo's Dream*, which reflects on personal family experiences, and he serves as a board member of the World Children Transplant Fund, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various investment products while supporting multiple platforms and third-party managed-account solutions.

Andrew Gonzalez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his financial advisory role, he owns Bethasaph Productions, a content creation business involving music performance and audio/video editing for local venues and nonprofit organizations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shaun Beyrer is a financial advisor with LPL Financial in Westlake Village, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at TD Ameritrade, J.P. Morgan Securities, and PNC Wealth Management. Outside of advising, he is involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of advisory platforms including model portfolios, third-party asset management, and institutional solutions.

Peter Lindberg is a financial advisor with Wells Fargo Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes over a decade at Wells Fargo Advisors and Wells Fargo Clearing. He also owns Lindberg Private Wealth Management LLC, a separate wealth management practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Scott Watters is a financial advisor at Edward Jones with a Series 66 designation and over 12 years of industry experience, including roles at Bank of America and Apex Fintech Solutions. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.