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.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

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 with OSAIC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with OSAIC since 2001. Outside of his advisory role, he owns and manages a small financial services S-Corp and is involved in managing two rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Wells Fargo-affiliated firms since 2000, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

Todd Beguelin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he serves as treasurer for the Las Posas Gardens HOA and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools to tailor recommendations for clients.

Juliette Benshaw is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Her spouse owns a business called Turtle Cloud, based in Woodland Hills, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its offerings.

Thomas Flores is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, he held positions in the hospitality and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of fee-based financial planning, portfolio management, and capital markets services.