Tyler Farrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ian Treacher is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Wells Fargo Advisors and has held previous roles at Wells Fargo Clearing and Morgan Stanley, including Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, and niche services such as business-owner transition and special-needs planning.

Owen Galipeau is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. He is associated with investment products and services offered through LPL Financial at Ventura County Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

Nelly Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since joining the firm in 2017. She began her financial services career in 2004 and has experience assisting clients with significant life transitions such as retirement, inheritance, and business sales. Throughout her career, she has worked at JPMorgan Chase for eleven years, including five years at Chase Private Client, and at a boutique investment firm for two years. Nelly's approach to financial advising emphasizes understanding clients' values, visions, and what they find meaningful for themselves and their families. She collaborates with clients to build personalized plans aligned with their goals and aspirations, focusing on areas such as college education planning, family wealth management, retirement income, and socially responsible investing. She holds a Bachelor's degree in Business from the University of Redlands and the Personal Investment Advisor (PIA) designation. In addition to her professional work, Nelly is Co-director of Programming for Merrill's Greater Los Angeles Chapter of LEAD for Women, promoting education and professional development for women. She also volunteers with her high school's alumni association to support scholarships and student activities. Nelly and her husband, Lionell, enjoy spending time with their baby boy, two rescue dogs, and exploring the outdoors.

Edward Drake is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo in various capacities since 2003, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as secretary for the Big Sky Home Owners Association and treasurer for the Ruth & Joseph C Reed Foundation for the Arts, which provides art education. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Darya Allen Attar is a Series 66-licensed financial advisor with Morgan Stanley, based in Santa Monica, CA, and has 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory work, Attar is involved in several community and entrepreneurial activities, including serving on the boards of the United Way Women Leaders and West Side YMCA, and leading initiatives such as Chick Launcher, a network and competition supporting women entrepreneurs. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and financial planning strategies.

Parinaz Toohidlou is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank N.A. since 2023. Outside of her advisory role, she has experience as a caregiver with IHSS, providing assisted living support. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Ryan Myers serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Ryan worked at JP Morgan Chase as a Relationship Manager and Financial Advisor, and began his financial services career as a Personal Banker at Bank of America. Ryan holds a California Insurance License. He focuses on building trust with clients through personalized financial planning approaches aimed at aligning with their individual objectives.

Alexandar Ruzich is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since the late 1980s and early 1990s. Outside of advisory services, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and select discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lauren Mobley is a financial advisor with Morgan Stanley in Santa Monica, California, holding a Series 66 designation and 18 years of industry experience. She previously worked for RBC Capital Markets for 15 years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Nick Pantuso is a financial advisor with OSAIC in Thousand Oaks, CA, holding Series 63, 65, and 66 credentials and eight years of industry experience. He previously worked at Woodbury Financial Services Inc. for six years and Wholesale Capital Corporation for 16 years. Outside of his advisory role, Pantuso is a licensed real estate broker and loan officer, arranging financing for real estate transactions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Robert Schott Jr is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2014 and 2015, respectively. 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 recommendations alongside access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Diana Fusco is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Ethel Lopez is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing and previously worked at First Republic Investment Management and Merrill. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chase Follmer is a Financial Solutions Advisor at Merrill within the Merrill Lynch Wealth Management line of business. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a broad range of topics including investing, retirement planning, and emergency savings. Chase also offers clients access to Bank of America specialists for additional services such as banking, credit, home financing, and small business solutions. Chase holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Phoenix. His approach centers on understanding what matters most to clients and creating financial strategies tailored to their individual priorities.

Keith Ellen is a financial advisor with OSAIC in Woodland Hills, CA, holding Series 63 and Series 66 designations and over 36 years of industry experience. He has worked with American Financial Network Advisory Services, LLC and Securities America Advisors, Inc. during his career. Ellen also owns KGE Wealth Management, providing services related to fixed insurance. OSAIC is an institutional firm serving a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage diverse portfolios.

Mark Sherin is a financial advisor with OSAIC who holds a Series 63 designation and has 39 years of industry experience. He worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. In addition to his advisory role, Sherin serves as chair of the corporate advisory board for Inclusion Matters by Shane’s Inspiration, a nonprofit focused on creating inclusive play and education programs for children with disabilities. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to a wide range of investment options through multiple advisory platforms and third-party managers.

Robert Pothier is a CFP® affiliated with Vanguard Advisers, holding Series 63 and Series 65 licenses. He has experience at Cetera Financial Group and previously operated Pothier Law Offices. He is based in Santa Monica, CA. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that uses proprietary models to tailor asset allocations primarily through Vanguard funds and ETFs.

Joshua Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Merrill, Bank of America, US Bank, and CitiBank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Mark Hixenbaugh is a financial advisor with Thrivent Investment Management and holds Series 66 and Series 63 credentials. He has one year of experience in the industry and has previously worked with NYLIFE Securities LLC and New Life Insurance Company. Before entering the financial sector, he held various production roles in the entertainment industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad-based written financial recommendations without implementation, and emphasizes holistic, goal-based analyses through a network of financial advisors.