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.

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.

John Swanson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He worked at Wedbush Securities for 24 years before joining LPL Financial in 2026. Outside of advising, Swanson is an owner and landlord of a residential property in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Owen Wildermuth is a Planning Consultant specializing in personalized financial planning to address the unique goals and needs of families. Based in the Conejo Valley area, Owen is committed to helping clients build and improve their financial plans and to empowering informed financial decision-making. He has experience as a Relationship Manager at Fidelity Investments from 2025 to 2026 and served as a Financial Representative at the same firm from 2023 to 2025. Owen holds a California Insurance License. Outside of his professional work, Owen has interests in comedy, food, golf, snowboarding, and swimming.

Kailey Craig is a financial advisor with Edward Jones in Simi Valley, CA, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience, all of which has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Brad Baumann is a CFP® professional with 12 years of industry experience, currently serving at Fidelity. His prior roles include positions at Fortress Retirement, Inc., OneWest Bank/CIT, and operating his own advisory practice. He holds an inactive California Real Estate Broker license. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Eric Haupt is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 51 years of industry experience. His career includes roles at Voya Financial Advisors and operating his own firm, Eric R. Haupt, as well as long-term involvement with Haupt Insurance Services and other insurance-related businesses. He serves as president of the nonprofit Friends of the Agoura Hills Library. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options across several program structures.

Jason Sands is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Chairman on the Board of Directors for The Park Players, a community organization in Newbury Park, CA. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cindy Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2019 and has been with Wells Fargo Bank NA since 2015. Outside of her advisory role, she owns a small business making handcrafted bath products. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Elizabeth Toscan is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Outside of her advisory work, she is involved in essential oil education and sales through doTerra, creates needlework patterns, and operates a pet sitting service. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery, firm-approved tools, and scenario modeling without providing individual security recommendations as part of standalone plans.

Robert Hutten is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Merrill from 2002 to 2016 before joining Wells Fargo Advisors in 2016. Outside of his advisory role, Hutten is involved with ProVisors BNI Group as a group leader assistant and has ownership interests in RPH Strategies, LLC and Westlake Private Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad planning menu and proprietary research and tools. The firm integrates advisory services with other financial products and referral channels, providing multiple compensation arrangements for its advisors.

Brandon Perdue is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Sanford C. Bernstein & Co. LLC and UBS Financial Services. J.P. Morgan Securities 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 to inform its recommendations.

Kai Cogswell is a Series 66 registered financial advisor with Wells Fargo Advisors, located in Westlake Village, CA. He has 17 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory role, he owns and manages KJC Investments Inc., an investment-related business based in Santa Barbara. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad array of fee-based financial planning and investment services. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, with a focus on various specialized planning areas for clients meeting certain net-worth criteria.

Robert Harrell is a financial advisor with OSAIC in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Sagepoint Financial, Meador and Associates, MFA Wealth Services, and United Planners' Financial Services. Outside of advisory work, he serves as President of the Board for the Atlas Education Foundation and is active in the Rotary Club of Camarillo, where he has held leadership roles focused on philanthropic initiatives. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios and supports multiple platforms and third-party managed account solutions.