Anthony Minero is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at FosGro LLC, LPL Financial, and Floe Financial Partners. Outside of his advisory work, he is a co-owner of The Row House, a boutique fitness gym in Granada Hills, CA, and serves as a business consultant for AlphaInsights. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Sherrie Holland is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1994. Outside of her advisory role, she serves as a trustee and co-trustee of a family trust. 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional entities.

Nathan Matthews is a financial advisor with Ameriprise in North Hollywood, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and OsteoStrong, as well as work with the Matthews Law Firm and the University of Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven income strategy recommendations.

Charmaine Carino is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of her advisory role, she owns a short-term rental property used for travel nurse and corporate housing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering an IPS-driven advisory process grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary investment options and includes insurance-related products and bank deposit sweep options in its offerings.

Shana Mohsen is a financial advisor with J.P. Morgan Securities in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has a longstanding role at JPMorgan Chase Bank, N.A. Outside of her advisory work, she owns rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Melissa Ruiz is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2017. Outside of her advisory role, she is involved in a family business in Chandler, Arizona, where she makes and sells tamales. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gayatri Arumugam is a Financial Advisor at Merrill Lynch Wealth Management, joining the firm in August 2026. She serves individuals and families, with a focus on doctors and scientists, providing personalized financial strategies that align with clients' goals and priorities. Gayatri employs a proactive, collaborative approach, starting by understanding clients' current situations and aspirations to develop adaptable financial plans. Gayatri holds a Bachelor of Science degree in Biochemistry from the University of California, Riverside. Before entering financial services, she owned a tutoring business, and her background in science and education informs her work with clients in related professions. She is also a Personal Investment Advisor (PIA) and is fluent in English and Tamil. In addition to her professional role, Gayatri enjoys dancing, spending time with her family, and mentoring young people interested in STEM fields.

Jacob Silver is a financial advisor with Fidelity Investments in Thousand Oaks, CA. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining Fidelity, he held various roles including positions at Progressive, Geico, and Archon Capital Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of model portfolios, sub-adviser oversight, and formal advisory roles with multiple registered funds.

Douglas Waisner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include 17 years at Western International Securities, Inc. and 11 years at Financial West Group. Outside of his advisory work, he is involved with Westlake Financial Group Inc., a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Joseph Cappuccino is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held prior roles at Commonwealth Financial Network, LPL Financial, Wealth Enhancement & Preservation, and Galt Financial Group. He is also the owner and president of Cappuccino, Inc., a support company related to his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals. The firm serves a broad client base including high-net-worth individuals, pension plans, and charitable organizations, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Jae Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. His prior experience includes roles at Wamu Investments Inc. and Countrywide Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Jacob Biscoe is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. He completed his education at San Diego State University and has worked in various educational roles prior to joining Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Gregory Shamoon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Brown Brothers Harriman, Citibank, UBS, Amgen Incorporated, and the University of San Diego. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach involves written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dylan Del Re is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and also has affiliations with Wells Fargo Bank, N.A. and California State University Channel Islands. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

Cassandra Mettlen is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Advisors, ISSQUARED, Inc., and Starnet Data Design, Inc. Cassandra also operates Artiea Capital Management, a business related to her LPL activities. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cody Mathis is a Planning Consultant at Fidelity Investments, where he works with individuals and families to develop comprehensive financial plans tailored to their goals. He joined Fidelity Investments in 2022 and has held roles including Customer Relationship Advocate, Central Relationship Manager, and currently Planning Consultant. Cody holds a California Insurance License, supporting his ability to assist clients with insurance-related financial planning. His professional experience encompasses client relationship management and financial planning services. Outside of his professional role, Cody enjoys fishing, golf, sailing, snowboarding, surfing, and spending time with his pets.

Kseniya Tsipis is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, bringing five years of industry experience. Her prior roles include positions at Robbins & Lloyd Mortgage Inc, UnionBanc Investment Services, and MUFG Union Bank N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning services.

James Dryden is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, Dryden owns and operates a photography business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using firm research and planning tools, with clients able to implement recommendations through various brokerage or advisory programs.

Kaelen Perushek is a financial advisor with Morgan Stanley in Westlake Village, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in the Economics Department at the University of California, Santa Barbara, and has nine years of experience with the La Canada Unified School District. Morgan Stanley Wealth Management is a large 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, using structured processes and firm-approved tools to support client goals.

Peter Dahabreh is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory role, Dahabreh owns and operates Pasha Worldwide LLC, a dropshipping e-commerce business specializing in furniture, lamps, and home library products. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.