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 who holds the Series 63, Series 65, and Series 66 designations and has 27 years of industry experience. Prior to joining Raymond James in 2026, he worked for Diamond Hill Capital Management Inc and Foreside Financial Services LLC for 16 years, as well as Transamerica Investment Management, LLC for two years. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Richard Sinderbrand is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Pruco Securities, Prudential Advisors, Advantage Capital Advisors, Bank of America, and Merrill. Outside of his advisory role, he has authored a non-fiction book. 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, investment solutions, and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Wayne Simpson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory work, he co-owns a trucking and transportation business in Granada Hills, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 in Santa Barbara, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as co-trustee for his mother’s investment-related trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with investment menus that notably include insurance-related products and bank deposit sweep options.

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 financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill from 2012 to 2016 before joining Wells Fargo Advisors in 2016. Outside of his advisory role, he is involved in investment-related business activities with interests in Duncan-Newman Associates, LLC and Twenty2 Ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. The firm combines advisory services with other financial product offerings, serving clients through tailored recommendations based on Wells Fargo research and planning tools.

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.

David Feuerhelm is a financial advisor at Ameriprise in Northridge, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Feuerhelm has interests in farm property ownership across Iowa, North Dakota, and South Dakota. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Behunin is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at LPL Financial in two periods (1998–2010 and 2013–present) and has been involved with the Householder Group and Householder Group Estate & Retirement Specialists since 2010. Outside of his advisory work, he writes Medicare supplement policies as a Blue Cross agent. 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 advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform of financial products and tools.

Chad Swanson is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously spent 22 years with Lincoln Financial Advisors. Osaic serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.