George Williams is a financial advisor with Ameriprise in Ventura, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 13 years before joining Ameriprise in 2022. Williams serves on the Board of Directors for Sacred Heart Catholic Church. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Qiu Xue Yang is a CFP® certificant with 10 years of industry experience, currently advising at Stifel since 2025. Prior to joining Stifel, Yang worked at Oppenheimer for 13 years. Yang co-authored a chapter in the book "Powerful Female Immigrants," with all proceeds donated to charity. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Justin Lane is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for two years each. Outside of finance, Lane has been involved in entrepreneurial ventures including Dream Homes By The Sea and golf development projects. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by extensive research and analytics.

John Foster Jr. is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2003. Outside of advisory work, he is president of Foster Griffith & Allen, CPAs, where he is involved in tax preparation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized team to deliver retirement-income recommendations combining research, modeling, and tax-efficiency analysis.

Danielle Shelton is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Steel Peak Wealth Management. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corey Mazza is a financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Goldman Sachs. Mazza serves as Vice President of the Finance Committee for the Harvard Club of Southern California and volunteers as a panel moderator for the Financial Planning Mentoring Forum at California Lutheran University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, blending institutional trading capabilities with wealth management services to tailor investment strategies based on proprietary research and models.

Laura Tully Cox is a financial advisor with Wells Fargo Advisors in Agoura Hills, CA. She holds Series 63 and Series 66 designations and has 29 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Richard Koff is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise in Thousand Oaks, CA. He has worked at Ameriprise since 2019, following prior roles at MML Investors Services and Mass Mutual. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeff Antoniotti is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Pedro Telles Vasquez is a financial advisor at Edward Jones in Oxnard, CA, with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at T-Mobile USA and Cal State University Channel Islands. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Patrick Lopker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. In addition to his advisory work, Lopker is involved in entrepreneurial activities including ownership interests in investment and non-investment related businesses, and serves as president and director of a community association in Big Sky, MT. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Stephen Tarin is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kyle Bobo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab, California Credit Union, and Thrivent Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Sasan Nikoomanesh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2006 after more than a decade in the information technology industry, including serving as CIO for a network television station. At the Darin-HFKN Group, his responsibilities encompass business development, relationship management, marketing, and event planning. Sasan takes a client-centric approach, focusing on understanding clients and multiple generations of their families. He works to listen closely to their values and needs, helping to define their goals and create customized strategies tailored to their unique situations. His areas of focus include college education planning, executive and equity compensation services, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and services for endowments, foundations, and non-profits. He holds a Bachelor's degree in Business Administration from the University of Phoenix and two Master's degrees: an MBA in Finance from California Lutheran University and an MBA in Business Administration from Pepperdine University. As a cancer survivor, Sasan utilizes resources at Merrill to help clients develop custom plans aligned with what is truly important in their lives. His personal interests include football, horseback riding, photography, skydiving, table tennis, traveling, and watching movies.

Nicholas Nino is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, he has involvement in real estate ownership and business ownership through SM 18 LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, to deliver tailored retirement income recommendations.

Timothy Mcnutt is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill, with tenures of 14 and 20 years respectively. Outside of his advisory role, he is involved in a real estate investment partnership focused on acquiring rental properties and adding accessory dwelling units for long-term rental. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Joel Remmenga is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory work, he is a 49% owner of Newbury Park Brewing in California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Brandi Johnson is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Edward Jones in 2025, she worked at JP Morgan Chase Bank, N.A. for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions. The firm operates under a fiduciary standard and provides various investment options, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jorge Zambrano is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at Royal Alliance Associates, Inc. for 23 years before joining Osaic in 2023. Outside of his advisory work, he sells auto insurance for travel to Mexico through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients via a large network of advisers and advisory platforms, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct portfolios managed on discretionary or non-discretionary bases.

Jon Dahlstrum is a financial advisor with Raymond James Financial in Thousand Oaks, CA, holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James since 1991 and operates Dahlstrum Financial, focusing on non-variable life insurance sales. Dahlstrum also serves as an independent contractor with Boscoe Insurance Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad advisor network, including services for municipal and public finance.