Joel Remmenga is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory role, he has a 49% ownership stake in Newbury Park Brewing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations for clients.

Brandi Johnson is a financial advisor at Edward Jones in Westlake Village, CA, holding Series 66 and Series 63 designations with five years of industry experience. Prior to joining Edward Jones, 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 strategies, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Jorge Zambrano is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Royal Alliance Associates, Inc. for 23 years before joining OSAIC in 2023. Outside of his advisory role, Zambrano sells auto insurance for travel to Mexico through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization with a range of programs including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting.

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.

Michael Burke is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, bringing 22 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory role, he owns and manages a rental property business. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial planning and investment programs.

Lorraine Crawford is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Western International Securities, City National Securities, and Wells Fargo. She operates Crawford Wealth Management as a DBA for her LPL business. 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, third-party asset management, and institutional programs.

Brandon Hines is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Altec Industries for two years. 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 under management, offering a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Lisa Evans is a financial advisor with LPL Financial in Calabasas, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, including six years at Northwestern Mutual Investment Management prior to joining LPL Financial in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 over 22,800 advisors.

Daniel Castillo Reyes is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Daniel earned a Bachelor's Degree from the University of Texas El Paso. His role involves providing financial advice and services within Merrill Lynch Wealth Management.

Honorato Gomes is a financial advisor with Charles Schwab, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab and its affiliates since 2016, with prior roles at TD Ameritrade and Timios Inc. 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with due diligence on alternative investments within an integrated operational structure.

Saira Martinez Gonzalez is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop strategies tailored to their unique planning requirements. Prior to this, she served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2021 to 2023. Saira holds a California Insurance License, which supports her work in the financial planning field. Outside of her professional duties, she enjoys cooking and baking, fitness, hiking, spending time with her pets, and traveling.

Nicholas Amodio is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab, Thompson Class, and Quest Capital Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a range of advisory strategies and operational tools.

Jordan Nguyen is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and six years of industry experience. His work history includes roles at Ameriprise since 2018 and prior involvement with the Frederick R. Weisman Museum of Art and Pepperdine University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Henry Romero is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Aptive Environmental and Sapori Ristorante. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Shruti Kohli is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2013. Prior to this, she worked at Chase Investment Services Corp. and held roles at Quality Inn and Suites and Country Inn & Suites. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.

Gregory Fortner is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial for 30 years. Fortner operates a business entity, Gregory Fortner, Inc., for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, supporting both discretionary and non-discretionary strategies with tools including machine learning for operational support.

Taylor Shoop is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Shoop is a partial owner of a family business involved in farming, real estate management, and oil and gas assets. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Salvatore Viso is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2001. Outside of his advisory role, he owns and operates an S-Corp to manage his office expenses. OSAIC serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process centers on model-based asset allocation, portfolio optimization, and a variety of managed account programs, supported by a complex affiliate network and private-equity ownership.

David Marshall is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1979 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a limited partner in an investment-related LLC focused on real estate. 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, pension plans, corporations, and charitable organizations.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2000. 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 and analytics from Wells Fargo Investment Institute.