Bruce Edelsohn is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic financial planning and a range of investment solutions, emphasizing capital market assumptions and probabilistic modeling.

Natalie Schaper is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools within a defined investment framework.

Melanie Martinez is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and nine years of industry experience. She has worked under Peter A. Hockenmaier at Ameriprise Financial, a firm with over three decades of presence in the industry. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported retirement advice through a centralized consulting team.

Jerome Aron is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Western International Securities and Financial West Group. He also serves approximately one hour per month on a homeowners association board in Sherman Oaks, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Herron is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop financial plans that address their personal and business goals, while managing investment portfolios to align with these objectives. Additionally, he oversees the team's financial advisors in developing customized plans and managing assets, contributing his insights to supplement the team's strategies and recommendations. Matthew emphasizes client education to help clients gain confidence in their financial preparedness by understanding how their assets work together to support their goals. Matthew joined The BHB Group at Morgan Stanley in 2005 and transitioned with the group to Merrill Lynch Wealth Management in 2009. Before entering the financial advisory field, he worked as an elementary school teacher, an experience that enhanced his communication skills and ability to educate clients effectively. He holds a bachelor's degree in English from the University of California, Davis. Matthew lives in Thousand Oaks, California with his wife, Julia, and their two children. Outside of work, he pursues an active and healthy lifestyle with his family and volunteers as a coach for his children's cross-country team.

Daniel Casey is a CFP® professional with 27 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Westlake Financial Advisors LLC and United Planners' Financial Services. Casey is also an author, educator, and speaker, teaching CFP courses at UCLA Extension and volunteering with AARP to provide tax preparation services for seniors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platforms.

Shomir Mukherjee is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. Before joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 10 years. Mukherjee is involved with Samana Business Design Inc., a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Sevilla is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Adam Oehmke is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 license and has worked at various Morgan Stanley entities since 2023. Oehmke also serves in the United States Air Force, where he has been active since 2011. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and proprietary tools, offering both direct client services and corporate financial planning agreements.

Timothy Walsh is a financial advisor with Stifel in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which provides forward-looking analyses used to guide client decisions.

Erik Ohanessian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Citigroup, JP Morgan Securities, and Scottrade, among others. Wells Fargo Clearing provides retirement plan consulting services 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 a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Grace is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and 46 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he hosts a fitness radio show. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management, and provides access to model portfolios, third-party research, and various investment strategies.

Joel Barker is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill since 2010 and Bank of America, N.A. since 2019. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Moaniala Valdez is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with 19 years of industry experience. Valdez has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Sean Blackwood is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he oversees CrimsonCardinal, LLC, an operating company formed to manage his practice and provide client services. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Trueman is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2012. Outside of his advisory role, he owns and manages SAT Wealth Inc., a financial practice in Santa Barbara, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and combines advisory services with other financial products and referral channels.

Ryan De Silva is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on empowering clients by providing the information they need to alleviate stress and take informed action regarding their personal finances. Prior to this role, Ryan worked as a Private Client Advisor at J.P. Morgan Securities, LLC from 2019 to 2021. His previous experience also includes serving as Chief Investment Officer at Arrowroot Family Office from 2017 to 2018, Senior Portfolio Advisor Associate and Assistant Vice President at Nuveen Investments from 2010 to 2015, and Investment Advisory Associate at Aspiriant from 2002 to 2006. Ryan holds a California Insurance License. Outside of his professional work, he enjoys activities such as beach outings, biking, surfing, traveling, and spending time with his family and pets.

Christopher Bannon is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 66 designation and previously worked at Unionbanc Investment Services for seven years before joining Edward Jones in 2021. He serves as a director and secretary for Excelta Corporation, a family business in Buellton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, combining a large advisor network with affiliated capabilities such as trust services and securities-based lending.

Chris Dumford is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1993. Outside of his advisory role, he is involved in health benefit insurance sales through Horizon Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides research-backed model portfolios and other investment solutions.

James Hardy Jr. is a financial advisor at Merrill with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1990 and Bank of America since 2009. He serves as an advisory board member for the Boys and Girls Club of Camarillo. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.