Jack Randall is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, Randall is involved in para-legal work as a Certified Citadel Estate Planner and participates in a lending referral service that assists clients with debt consolidation and loan refinancing. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process incorporates model-based asset allocation, portfolio optimization, and access to third-party managers through a multi-advisor platform.

Richard Groscost is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2003. Outside of his advisory role, he has ownership in an environmental testing facility through ChemHistory LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations across a broad range of planning needs.

Yung Yi is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo Clearing, Yi worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

David Brodsky is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he owns Broad Sky LLC, a rental real estate business. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management techniques and firm-supported research.

Robert Kay is a CFP®-certified financial advisor with Ameriprise in Simi Valley, CA, bringing 16 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Tatiana Barry is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Westlake Village, CA. She has been with Edward Jones since 2014. Outside of advising, she owns and manages a rental property in Chicago. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Abby Goldstein is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. She serves as a FINRA arbitrator in addition to her advisory responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and retirement plan services to individuals, institutions, and other clients through a large network of investment adviser representatives.

Dustin Tondreau is a financial advisor with LPL Financial, holding a Series 66 designation and with eight years of industry experience. His prior work includes positions at Lincoln Financial Group, Farmers Insurance, and CuVantis Wealth Planning. He is also involved with Oceanair Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Hugh Fisher is a financial advisor with Edward Jones in Simi Valley, CA. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

James Lyon is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Lyon maintains a minority ownership interest in two firms from which he previously resigned as an employee in 2006, with no current involvement in their management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates with institutional trading capabilities alongside wealth management services.

Edward Vukmirovich is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 66, 63, and 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Diamond Hill Capital Management and Foreside Financial Services, where he worked for 16 years, as well as Transamerica Investment Management. 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 wide range of clients, including individuals, institutions, pension plans, and governmental entities, offering financial planning, advisory programs, and institutional consulting with a non-discretionary approach that emphasizes tailored client planning supported by extensive research and portfolio management options.

Richard Sinderbrand is a financial advisor with Edward Jones in Westlake Village, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Prudential Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is an author of a self-written non-fiction book. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wayne Simpson is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2006 to 2011. Outside of his advisory role, he co-owns a trucking and transportation business in Granada Hills, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment selection and portfolio construction.

Helen Middlebrook is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and having five years of industry experience. Her prior experience includes roles at John Miller and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset managers.

Anthony Coyne is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 63 license and bringing 32 years of industry experience. He has worked with LPL Financial since 2002 and also operates Coyne Wealth Management and Householder Group Estate & Retirement Specialists, through which he provides investment advisory services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Derek Chaffin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for a family trust. 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 to support investment decisions, offering both discretionary and non-discretionary retirement plan services.

Kyle Winther is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avantax Advisory Services and Avantax Investment Services. Prior to his financial services career, he was involved with Vapor Hub Inc for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

James Mc Namara is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he worked at Mutual Group and has experience in education and coaching, including an upcoming assistant football coaching role at Camarillo High School within the Oxnard Union High School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Zachary Breverman is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously spent four years at Merrill. Outside of his advisory role, Breverman is involved with investment-related business activities, including ownership stakes in several ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to develop tailored recommendations delivered through personalized meetings and client summary letters.

Albert Yousoufian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior employers include Charles Schwab, Citigroup, Bank of America, Merrill, and JP Morgan. Outside of his financial services career, he provides personal care for his mother, who has a disability. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.