Jose Castillo is a financial advisor at LPL Financial with 18 years of industry experience. He has previously worked at Western International Securities, J.P. Morgan Securities, and Chase Investment Services. Castillo holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Dylan Cohen is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at SAC from 2022 to 2024. Prior to entering the financial industry, he spent ten years in full-time education and had roles at several schools including Laurel Springs School, Taft High School, and Sierra Canyon School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Levon Hasserjian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by affiliates including J.P. Morgan Wealth Management Solutions.

Todd Burton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at B. Riley Wealth Management, Oppenheimer, and Fidelity Brokerage Services prior to joining Charles Schwab in 2021. Outside of advising, he is involved as a member and beneficial owner in several real estate LLCs, though he does not participate in their day-to-day operations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kevin Muradyan is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He holds a California Insurance License, supporting his work in the financial services sector. Kevin describes himself as a dedicated and passionate leader striving to inspire others. In addition to his professional responsibilities, Kevin has a range of personal interests that include spending time at the beach, cars, culinary experiences, social events with friends, hiking, and outdoor adventures.

Roberto Proano is a financial advisor with LPL Financial in North Hollywood, CA, holding the CFP® certification and Series 66 license. He has 22 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Brittany Bockin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leon Naccarato is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. He has over 25 years of experience with Fidelity, where he focuses on wealth planning and helping clients develop and maintain financial plans tailored to their needs. Throughout his career at Fidelity, Leon has progressed through roles including Financial Representative and Financial Planning Consultant before becoming Vice President. He is licensed in insurance in California and emphasizes building financial plans grounded in trust and collaboration, beginning with understanding client priorities. Outside of his professional work, Leon enjoys activities such as spending time at the beach, cooking and baking, exploring food, socializing with friends, caring for pets, and traveling.

Paul Bartschi III is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management. He works closely with clients to provide financial advice in retirement planning, college education planning, managing new wealth, portfolio management, and special needs planning strategies. Paul has developed a specialized practice assisting trust attorneys and fiduciaries working with individuals unable to care for themselves due to mental or physical incapacities, including involvement in court supervised matters such as conservatorships and supporting family trustees managing estates. Paul began his career in wealth management in 2001 at Morgan Stanley and joined Merrill Lynch in 2005. He holds a Bachelor's degree in Political Science from California State University, Sacramento, and an MBA with a concentration in Finance from California Lutheran University. At Merrill Lynch, he is a specially qualified Senior Portfolio Advisor, able to design and manage custom investment strategies for clients. He resides in Camarillo, California, with his wife Sarah and their three daughters. Paul supports various charitable organizations, has served as Chairman of the Boys and Girls Club of Camarillo, and is involved in ecclesiastical leadership. His personal interests include adventure sports, boating, hunting, scuba diving, and spending time with his family.

Diana Reyes is a financial advisor at Edward Jones with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2004. The firm serves over four million individual and institutional clients, offering a wide range of wealth management services through both discretionary and non-discretionary strategies. Edward Jones manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Roman Christian Laus is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, Laus is employed as a live-in caregiver through In Home Supportive Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Christopher Ceciliane is a financial advisor at Fidelity with a Series 66 license and three years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase, and M.Y.D.S. Inc. Outside of his advisory duties, he pursues a personal hobby of buying, selling, and trading athletic sneakers. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage diversified investment solutions.

Gregory Seigel is a CFP® professional with over 32 years of industry experience, currently serving at OSAIC since 2023. Prior to joining OSAIC, he spent 14 years at Sagepoint Financial, Inc. and has operated his own accounting and tax planning practice since 1988. He is also involved in estate planning and insurance sales through his sole proprietorships. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services supported by a multi-advisor platform and sophisticated model-based investment strategies.

William Costas is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 63 credential and 38 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Costas is involved in fitness instruction, working as an aerobics and group exercise instructor at multiple health clubs in the Thousand Oaks area. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocation.

Michael Carner is a financial advisor with J.P. Morgan Securities based in Westlake Village, CA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Lucia Capital Group, LPL Financial, Northwestern Mutual, and Jpmorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Kelly Siedschlag is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 63 designation and 29 years of industry experience. She has worked at various Wells Fargo entities since 2003, including Wells Fargo Investments and Wells Fargo Clearing. 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, including specialized areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning.

Janelle Koester is a Series 66-licensed financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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, emphasizing diversification and modern portfolio theory in its investment approach.

Andrew Canton is a financial advisor with LPL Financial in Westlake Village, CA. He holds a Series 66 designation and has been in the industry since 2026. Prior to his advisory role, he worked at Bonita Golf Course and Harbor House Thousand Oaks. 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 through a large network of investment adviser representatives, with investment strategies including model portfolios, third-party subadvisors, and customized approaches.

Juan Ramirez is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in April 2016 and provides financial strategies to businesses, families, and individuals. By serving as a comprehensive financial resource, he identifies clients' needs and objectives, using a goal-based approach to deliver tailored advice and guidance aimed at reaching their long-term goals. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, philanthropic planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Juan holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Juan earned a Bachelor's Degree from Universidad Externado De Colombia and a Master of Business Administration (MBA) from Pepperdine University. He is fluent in Spanish and English. Outside of work, he enjoys cooking, golfing, running, and soccer. He also participates in volunteer activities within the community.

Jordan Yoshitake is a financial advisor at LPL Enterprise with 14 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers with the Hawaii Tax Institute Foundation, engaging in nonprofit conference sponsorship networking. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs model-driven investment implementation and offers access to financial planning, third-party asset managers, and insurance products through its affiliated entities.