Nancy Chappell is Vice President and Financial Consultant at Fidelity Investments. She works with high net worth individuals to develop customized and comprehensive financial plans that support informed decision-making. Nancy collaborates with clients to gain insight and clarity regarding their priorities and the financial tools and resources available through Fidelity. Nancy has been a Financial Consultant at Fidelity Investments since 2018. Prior to that, she worked as a Financial Advisor at Morgan Stanley from 2015 to 2018. She holds a California Insurance License.

Geoffrey Sebold is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, OneDigital Investment Advisors LLC, and LPL Financial. Outside of his advisory role, he serves as the Director of Lacrosse Operations and Boys' Varsity Head Coach at Oaks Christian School. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and flexible strategy implementation supported by various risk management and rebalancing tools.

Arifa Forbes is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2004. 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 both brokerage and advisory solutions.

Brian Smithers is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America, N.A. since 2011. 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 constructed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Foscue is a CFP® professional at OSAIC with seven years of industry experience. She previously worked at Sagepoint Financial, Inc. and has a long tenure at Advanced Lubrication Technology, Inc. Outside of her advisory role, she sells life, health, disability insurance, and fixed annuities, and assists in legal processes related to living trusts. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a large multi-advisor platform.

Roy Valdez is a CFP®-designated financial advisor with Edward Jones, based in Camarillo, CA. He has 10 years of industry experience, having worked at Edward Jones throughout this period. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Kiesel is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior experience including roles at Ripcurl and academic positions at Pepperdine University and its Caruso School of Law. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on income stability and tax-efficient withdrawal strategies.

Joseph Lavitt is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Christopher Soulios is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Ameriprise Financial Services for 14 years before joining LPL Financial in 2019. He operates his practice under the name Signet Strategic Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of significant discretionary assets.

Sylvia Flores is a financial advisor with UBS Financial Services in Westlake Village, CA. She holds the Series 66 designation and has six years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and comprehensive capital markets solutions.

Anastasia Ciudinovschih is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill, UBS Financial Services, and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

D'vonne Day is a financial advisor at OSAIC with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Pro-Act Wealth Solutions, Aflac, and operated a business with N2 Publishing. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, model-based asset allocation, and portfolio management across various account types.

Michael Hanson is a CFP® professional with 19 years of experience in the financial industry, currently affiliated with OSAIC since 2007. He previously worked at Guardian Life for one year. Outside of his advisory role, Hanson owns an art production and sales studio and serves as a director of his local homeowners association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options.

Dan Wilkens is a financial advisor at Cetera with 38 years of industry experience and holds a Series 63 designation. He has been with Cetera since 2023 and was previously associated with Cetera Wealth Services, LLC starting in 2013. Outside of his advisory role, he is a partner in TJD Wilkens Farms, LLC, involved in farming activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and custodial relationships.

Brian Austria is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank, N.A. dating back to 2014. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Lee Tarbet is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Western International Securities, Inc. Outside of his advisory work, he is involved in tax consulting for two landscaping businesses, Elegant Gardens Nursery and Malibu Canyon Landscape & Maintenance, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of financial planning and investment management programs delivered through an extensive multi-advisor platform.

Dayana Merchan Vega is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Peter Hockenmaier is a financial advisor with Ameriprise in Ventura, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Ameriprise and its predecessor entities since 1984. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services aimed at individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, emphasizing assets held in Ameriprise-managed accounts and using algorithmic automation overseen by specialized committees.

Jack Roeb is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience in various roles, including positions at the United States House of Representatives, Marine Layer, and New York University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Christopher Inglehart is a financial advisor at Wells Fargo Clearing with five years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and served the City of Oxnard for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.