Ana Viramontes is a financial advisor at Citigroup Global Markets with two years of industry experience. She has been with Citibank since 2014. Ana holds a Series 66 designation and is based in Simi Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting customized solutions for high-net-worth and institutional clients.

Kenneth Muskat is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Commonwealth since 2009 and previously operated his own firm, Ken Muskat Financial, as well as WM. "AL" MUSKAT, CFP Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, offering a range of portfolio management options including discretionary model portfolios and customized solutions.

Steven Hong is a financial advisor with Eagle Strategies (NY Life) based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including longstanding roles at New York Life Insurance Company since 1999 and NYLIFE Distributors LLC since 2005. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and co-advisory relationships, with a substantial portion of assets managed on a non-discretionary basis.

Miccal Jackson is a financial advisor with Edward Jones in Simi Valley, CA, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and MTJ Investment Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large network of financial advisors and branch offices.

Christopher Debbini is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has previously worked at Avantax Advisory Services and operates his own tax preparation and accounting practice as a CPA. In addition to his advisory work, he serves as a fiduciary trustee and provides insurance sales through his independent agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Samuel Andress is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he has been a licensed real estate broker with Huntington Group since 2015. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Kamerman is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, Kamerman operates Konsulting by Kamerman, providing meeting preparation services for Ameriprise financial advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, 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 personalized retirement income planning within a large institutional framework.

Steve Warriner is a financial advisor with LPL Financial in Santa Paula, CA, holding a Series 63 designation and 30 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2003. Outside of his advisory role, Warriner is involved in outside sales of non-variable insurance and operates Warriner Financial Services in Westlake Village, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Heather D'angelo is a financial advisor at Edward Jones in Valencia, CA, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is an owner of a rental property in Scituate, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Sunil Prabhakar is a financial advisor with Ameriprise, holding 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to deliver tailored, non-discretionary advice.

Melissa Barker is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica since 2017. In addition to her advisory role, she is the owner of 2SOL Productions, LLC, a television and film production company based in Santa Clarita, CA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-driven investment strategies supported by third-party asset managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Matthew Martinez is a financial advisor with J.P. Morgan Securities in Simi Valley, CA, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Transamerica Financial Advisors, Inc., and Revolution Financial Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Owen Galipeau is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. He is associated with investment products and services offered through LPL Financial at Ventura County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

Mark Hixenbaugh is a financial advisor with Thrivent Investment Management and holds Series 66 and Series 63 credentials. He has one year of experience in the industry and has previously worked with NYLIFE Securities LLC and New Life Insurance Company. Before entering the financial sector, he held various production roles in the entertainment industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad-based written financial recommendations without implementation, and emphasizes holistic, goal-based analyses through a network of financial advisors.

Joseph Pesicka is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He has been with Fidelity Investments since 2021. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs, and maintains formal advisory roles to multiple registered investment companies.

Nadia Klein is a financial advisor with LPL Financial in Moorpark, CA, holding a Series 66 designation and accumulating four years of industry experience. She has worked at Terry Wealth Management and LPL Financial LLC since 2019. Outside of advising, she has involvement in entertainment-related ventures, including Rough Diamond Entertainment and Tipsy Cow. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Jonelle Gonsalves is a financial advisor with Primerica Advisors based in Santa Clarita, CA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her background includes roles at Sulphur Springs School District, ELEVO, Soccer Shots, and Pfs Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model strategies from external asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Iliana Lozano is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 designations and has worked within various J.P. Morgan entities since 2013. Outside of her advisory role, she owns and manages rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Benjamin Hale is a financial advisor with Thrivent Investment Management in Simi Valley, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he serves as a board member of the Adventist Health Foundation supporting Simi Valley Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s “WealthPlan” combines planning and managed-account services under a consolidated billing system while maintaining them as separate engagements.

Travis Thomas is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Thomas also acts as a non-variable insurance agent in Moorpark, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers integrated financial planning, model portfolio management, and access to various investment and insurance products via its combined advisory platform.