Leah Weiss is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at Rimrock Capital Management and JPMorgan Chase Bank, N.A. She has also been involved with educational institutions such as St. Margaret's Episcopal School and the University of California. 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 applying an ESG eligibility framework when recommending strategies.

Robert Kernochan is a financial advisor at LPL Financial in Westlake Village, CA, holding a Series 66 credential with 17 years of industry experience. He previously worked at Lincoln Financial Advisors and operated Kernochan & Associates, where he provides tax preparation and accounting services as an enrolled agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad range of affiliated financial products.

Christa Redman is a financial advisor with Ameriprise Financial Services in Calabasas, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise since 2018 and previously spent three years at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and tax-aware withdrawal strategies.

Natalie Krouth is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Comerica Bank and City National Bank. Outside of her advisory work, she is involved in real estate investing through her personal DBA, Nk Ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through a model that integrates quantitative asset-allocation and centralized due diligence with an ESG eligibility framework.

Kenneth Lombino is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and Morgan Stanley. Outside of finance, he is also active as an actor with the Screen Actors Guild in Los Angeles. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ryan Tominaga is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank and JPMorgan Securities LLC before joining Wells Fargo in 2018. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Spencer Torgan is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has participated in movie and commercial background work as an extra. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning facilitated through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Stephanie Hartmire is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Based in Westlake Village, CA, her career has been focused within this firm. 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 processes and proprietary planning tools.

Kevin Folino is a CFP®-designated financial advisor at Cetera with three years of industry experience. Prior to his current role, he worked at Semtech Corporation for six years. He is also involved with Folino Tax & Financial Network, where he serves as a due diligence manager overseeing client transactions and office administration. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management.

David Sprafka is the Market Leader at Fidelity Investments, a role he has held since 2022. In this capacity, he leads a team of financial professionals focused on assisting clients with their financial needs. David's experience at Fidelity Investments spans over a decade, beginning as a Financial Representative in 2007 and advancing through various roles including Private Client Specialist, Investment Representative, Financial Consultant, Vice President Financial Consultant, and VP Branch Leader before his current position. He holds a California Insurance License.

Jeffrey Prince is a CFP® professional with 32 years of experience in the financial industry, currently affiliated with LPL Financial. His career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. Outside of his advisory work, his filings note involvement in several non-investment-related business entities used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Vanessa Serrato is a financial advisor with Ameriprise in Oxnard, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She worked at Merrill from 2015 to 2017 before joining Ameriprise Financial Services, Inc., where she served from 2017 to 2020, and has been with Ameriprise since 2020. Serrato serves on the Board of Directors for The Coalition for Family Harmony and is also a notary. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering 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 support these plans and offers a broad range of advisory, brokerage, and insurance solutions.

Olivia Peterson is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Joseph Centurioni is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Bank of America, JNL Stainless Inc, and The Pacific Bridge Companies. His background also includes roles in education and sports organizations. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dennis Crispin is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust in Thousand Oaks, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach includes investment policy development, performance reporting, participant education, and incorporates a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Brian Stilwell is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 34 years of industry experience. He has worked within various Wells Fargo entities since 2006 and has ownership in BINGDOM ENTERPRISES CORPORATION, a business activity outside of his advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver recommendations and integrates advisory services with other financial products and referral channels.

Kenisha Amar is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Outside of her advisory role, she is an early intervention specialist in early childhood development at Rise and Shine in Camarillo, CA. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers both discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Robert Jacobs is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

John Botrous is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at Edward Jones, Independent Financial Group, TD Ameritrade, and Scottrade. Botrous is also involved with EPIC Operations LLC as an associate financial advisor managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and technology-driven processes to offer non-discretionary retirement advice through a centralized consulting team.

Deji Spencer Walters is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He is also the owner of Reunites International Corporation, which has been involved in exporting essential goods to countries in Africa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.