Eric Wiltfang is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Merrill prior to joining Morgan Stanley in 2024. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and Corporate Financial Planning agreements.

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 at LPL Enterprise with six years of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise in 2024, she worked with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm primarily utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Kevin Henderson is a financial advisor at LPL Financial with three years of industry experience. He previously worked for Cadaret Grant & Co., Inc. for two years. Outside of his financial advisory work, Henderson is involved as an artist and musician with SAG-AFTRA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Ani Tchorbajian is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Her background includes roles in education at Pepperdine University and Moorpark College, as well as experience in retail at Personal Touch Jewelers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors nationwide.

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 two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work experience includes roles at Enterprise Mobility and various positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and other investment vehicles.

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 63 and Series 66 credentials and has worked at several firms including Aspiriant LLC, Barclays Capital Inc., and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Darian Cohen is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James for 10 years. Outside of his advisory role, Cohen is a minority owner and director of the North Ranch Country Club in Thousand Oaks, CA, and holds a small ownership interest in a racehorse. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

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.

Michael Leeder is the Resident Director and a Wealth Management Advisor at Merrill Lynch Wealth Management in San Luis Obispo. In this role, he helps individuals, families, and business owners build, manage, and transition their wealth through personalized wealth planning and investment strategies. He serves clients throughout San Luis Obispo County, including areas such as Paso Robles, Arroyo Grande, Atascadero, and Pismo Beach. Michael joined Merrill Lynch Wealth Management in 2004 following a career in the technology industry. His expertise encompasses wealth planning, investment management with access to traditional and alternative investments, retirement planning, business owner planning including pre-sale structuring and exit strategies, as well as estate and legacy planning strategies. He works with high-net-worth individuals, business owners, executives, professionals, and multi-generational families. He holds a bachelor's degree from the University of Southern California and maintains several professional designations including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®). Beyond his professional commitments, Michael is involved in various community organizations such as 805 Lacrosse, Alex's Lemonade Stand, the California Central Coast Estate Planning Council, Central Coast Economic Forecast, Jack's Helping Hand, Little Wishes, and the San Luis Obispo Community Foundation. His personal interests include golfing, scuba diving, skiing, and tennis.

Rosalyn Weihe is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolio programs, and institutional platforms.

Deborah Frankel is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Financial West Group, Wells Fargo Clearing, and Prudential Equity Group. Outside of finance, she is involved with Coyle Hospitality as a mystery shopper. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of representatives. The firm provides a range of financial planning and investment management services, utilizing various advisory platforms and advanced operational tools.

Michael Anton is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, he co-owns CrimsonCardinal, LLC, an operating company formed to manage his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brice Redmond is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Redmond Group, focusing on delivering personalized wealth management strategies tailored to clients' unique financial goals. His approach emphasizes organization, education, objectivity, proactivity, accountability, and collaboration to support clients through varying market conditions. Brice aims to serve not only as a portfolio manager but also as a trusted advisor and teammate committed to clients' long-term success. Brice's expertise encompasses family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, retirement income, and specialized areas such as women and wealth and sports and entertainment. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brice earned his Bachelor's Degree from San Diego State University. Outside of his professional role, Brice dedicates time to community involvement through coaching youth sports, serving as a youth football coach for the Moorpark Musketeers and a youth volleyball coach for the Reef Volleyball Club. He also enjoys spending time with his family, including his two sons and his wife Jackie Redmond, as well as engaging in activities such as football, volleyball, traveling, and watching movies.

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.

Sean Coumans is a financial advisor at Ameriprise Financial Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at CUSO Financial Services, LP and California Credit Union. He is also employed as a financial advisor at California Credit Union. 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 clients with written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Feistel is a financial advisor with Ameriprise Financial Services in Calabasas, CA. He holds a Series 66 designation and has 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC since 2020, Ameriprise Financial Services, Inc. from 2016 to 2020, and Oak & Heart from 2015 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.