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 at Charles Schwab with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at TD Ameritrade, AmeriHome, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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 with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2023, as well as at Thompson Class and Quest Capital Strategies, Inc. He is also associated with Amodio Wealth Advisors LLC, a DBA entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 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 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 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 at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo entities since 2000. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and offers both 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 worked at Wells Fargo Advisors since 2009 and spent seven years at Morgan Stanley Dw Inc. Prior to joining Wells Fargo, he established Meridian Private Wealth Management, Inc., where he maintains ownership. Additionally, he serves as treasurer for the Las Posas Gardens HOA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

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 with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services Inc. for seven years. Outside of finance, he has experience working in the hospitality industry with roles at Islands Restaurant and Town And Country Resort. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Ja Nelle Mattson is a financial advisor with J.P. Morgan Securities in Moorpark, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Lyft, Inc., and entrepreneurial ventures such as SpeedVixen LLC and Wayward Wicks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by Wealth Advisors and focuses on recommending approved funds and strategies within a broader broker-dealer and banking organization.