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.

Adam Goldstein is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages his own legal entity focused on financial advisory practice management and consulting with professionals on client cases. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

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 at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. and City National Securities, Inc. Crawford operates a wealth management business under a DBA for her LPL affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a broad range of financial planning and advisory programs alongside brokerage services.

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®, Series 63, and Series 65 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

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 at Charles Schwab with 25 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior work includes roles at Timios Inc and AmeriHome. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary financial guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

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 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Charles Schwab and Thompson Class prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management solutions supported by various model portfolios and research.

Jordan Nguyen is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of his advisory role, Nguyen was involved with the Frederick R. Weisman Museum of Art and Pepperdine University between 2016 and 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on reliable income sources 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 with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior experience at Quality Inn and Suites and Country Inn & Suites. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Gregory Fortner is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He has been with LPL Financial since 1996. He also operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.