Thomas Eisenstadt is a financial advisor with Stifel Nicolaus & Co Inc, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Stifel since 2011. Outside his advisory role, he serves as chairman and president of the Ventura County Chapter of the California Rifle and Pistol Association, a nonprofit organization focused on constitutional advocacy, and is a board member of the Woodland Hills Tax and Estate Planning Council. Stifel serves a diverse client base including individuals across wealth levels, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is grounded in proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Andrew Ziskin is a financial advisor with Equitable Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Ziskin serves as co-trustee and successor trustee for several family trusts. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage channels.

David Schrempf is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at OSAIC, Osaic FA, Inc., MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, Schrempf serves as a 2nd Lieutenant and Transportation Officer for the Civil Air Patrol and is involved with ProVisors as Social Chairman for Westlake 5 and Associate Group Leader for an affinity group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

George Sinanis is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked for Western International Securities, Inc. for 12 years. Outside of his advisory role, he is involved with non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from internal and external sources.

Michael Frischman is a CFP® with 35 years of industry experience, currently serving at LPL Financial. His prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, and Questar Asset Management. In addition to his advisory work, he operates as an independent insurance agent, recommending fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and various portfolio management options.

Seth Gray is a financial advisor with Charles Schwab in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

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.

Robert Miller is a financial advisor with Wells Fargo Clearing in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for his father's trust and co-executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Joel Boyce is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns EPIC Operations LLC and is involved in independent insurance brokering with several carriers. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized retirement advice, primarily for clients maintaining a meaningful portion of assets in Ameriprise-managed accounts.

Youcheng Wu is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and has prior experience at Bank of America between 2016 and 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Omid Sasson is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial planning and investment advisory services to clients. Additional details about his experience, education, credentials, or personal interests were not provided.

Mike Johnson is a Planning Consultant at Fidelity Investments, where he collaborates with clients and advisors to develop, implement, and monitor comprehensive financial plans. Prior to joining Fidelity Investments in 2023, he worked as a Relationship Banker at JP Morgan Chase from 2022 to 2023. Mike holds a California Insurance License, which supports his work in financial planning and consulting. Outside of his professional career, Mike enjoys attending concerts, hiking, watching movies, exploring outdoor adventures, and participating in theater activities.

John Bowers is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at LPL Financial, Ameriprise, and Gold Coast Securities, Inc. His business activities include managing Bowers Investment Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Evan Dienstag is a Series 66-licensed financial advisor with Stifel, where he has worked for the past 10 years. He has 27 years of industry experience. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Karen Elliot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she operates an online resale business selling clothing and books and works as cruise staff for Vikings Cruises. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Paul Mekjian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Daum Commercial Real Estate Services and various educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds portfolios.

Keith Williams is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in multiple roles since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jean Carlos Baez is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. His prior work experience includes roles at Walmart and the University of Puerto Rico Rio Piedras Campus. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Justin Mabee is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Commonwealth Financial Network, UBS Financial Services, Fidelity Investments, and JPMorgan Securities. Outside of finance, he has been involved with Roadrunner Sports for the past two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to affiliated discretionary strategies, supported by a centralized operational model.

Kim La Zare is a financial advisor with Ameriprise in Woodland Hills, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. La Zare has been with Ameriprise and its affiliated entities since 2005. 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 retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.