Andrew Coomes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026. His career in financial advisory includes positions at Edward Jones and Duncan Newman Associates, and he worked as a Financial Solutions Advisor at Merrill from 2018 to 2022. Additionally, he has experience as a Senior Relationship Banker at MUFG from 2016 to 2018. Andrew is licensed with a California Insurance License. He emphasizes personalized financial planning, focusing on understanding clients' goals, priorities, and concerns to co-create tailored strategies. His approach includes providing ongoing guidance to help clients navigate financial decisions as their goals evolve. Outside of his professional work, Andrew has interests in cooking and baking, golf, tennis, and yoga.

Michael Shelley is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill Lynch and The Forefront Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Alan Solursh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he serves as an instructor at UCLA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning through its Financial Advisors and Estate Planning Strategies Group.

Tyler Johnson is a financial advisor at Morgan Stanley in Woodland Hills, CA, holding a Series 66 credential. He has one year of industry experience and previously worked as a freelancer for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, without providing individual security recommendations as part of standalone plans.

Naghmeh Mossayi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked with J.P. Morgan since 2018 and previously held roles at DFPG Investments, American Financial Network, and Edward Jones Investments. Outside of her advisory work, she is involved in software consulting. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Trennon Waters is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Monument Associates, Monument Wealth Advisors, and Raymond James Financial Services since 2015. Waters serves as Treasurer and Co-Secretary on the board of the Hidden Lake HOA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored non-discretionary planning using advanced analytical tools and supports a wide network of advisors with specialized programs in municipal finance and retirement plan consulting.

Rodolfo Ruiz Jr. is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior work includes positions at Western International Securities, Inc., OSAIC Services, Inc., PRUCO Securities, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of advisory services, he is involved as an insurance agent and also works as an administrative assistant at Sancho Vida Inc. 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 portfolio programs, and institutional platforms, supported by research and technology tools.

Vincent Friera is a financial advisor with Fidelity in Winnetka, California, holding a Series 66 designation and eight years of industry experience. His background includes roles at AXA Advisors, Equitable Advisors, and work as an independent contractor before joining Fidelity. Fidelity’s Strategic Advisers LLC provides 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 research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees day-to-day management through affiliated or unaffiliated sub-advisers.

Stanley Janowiak is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated private banks from 2009 to 2023 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Perris Kaufman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Stifel Independent Advisors, Wells Fargo Advisors, JPMorgan Chase Bank, and Banc of California. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Chinh Lai serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on financial planning with an emphasis on retirement, including planning for retirement, transitioning into retirement, and planning during retirement. He adopts an educational approach to help clients understand key financial concepts and feel confident in their decisions. Before joining Fidelity Investments, Chinh worked as an Assistant Vice President and Private Banker at Wells Fargo Bank, N.A. from 2008 to 2019. He holds a California Insurance License. Outside of work, Chinh enjoys family activities, football, tennis, traveling, and socializing with friends.

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.

Feriba Monis is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop personalized strategies to pursue their financial goals, including investment planning, retirement strategies, wealth accumulation, and risk management. Feriba provides ongoing guidance as clients' needs evolve, aiming to help them make informed financial decisions with confidence. Feriba's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She has earned professional designations such as Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Feriba holds a Bachelor's Degree from the University of the Incarnate Word. In addition to her professional work, Feriba is involved with the Los Angeles Unified School District (LAUSD). She is multilingual, speaking both Farsi and English. Her personal interests include camping, dancing, gardening, hiking, painting, pickleball, reading, spending time with her family, traveling, and practicing yoga.

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.