Louis Ashamallah is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by proprietary research and third-party subadvisors.

Honora Domines is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent four years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Adam Jolivet is a financial advisor with Ameriprise in Woodland Hills, CA, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory work, he owns a small business focused on buying and selling sports cards and memorabilia. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Bryce Wallington is a CFP® professional associated with Edward Jones, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in managing a commercial rental property in Agoura Hills, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Melissa Shapiro is a Senior Financial Advisor at Merrill Lynch Wealth Management in Westlake Village. She provides tailored advice and guidance to individuals, families, and businesses, helping them identify their financial goals and priorities. Melissa engages deeply with clients to resolve complex financial needs, streamline various aspects of their financial frameworks, and offers support through multiple wealth disciplines including portfolio design, liability and risk assessment, long-term strategy, trust and estate planning, as well as banking and lending services through Bank of America. Melissa joined Merrill in 2021 after serving as a Financial Advisor at Morgan Stanley, where she gained extensive insight into the wealth management needs of wealth creators and multi-generational families. Her professional background also includes experience as a Technical Recruiter for a Fortune 500 company and an Account Executive for a marketing and lifestyle brand. She holds a Bachelor of Arts degree in Psychology from Pepperdine University and incorporates principles of behavioral finance to support clients in making effective decisions. A native of Los Angeles, Melissa enjoys living in her home city. Her personal interests include golfing, salsa dancing, acrobatic yoga, adventure sports such as baseball, hiking, rock climbing, skiing, tennis, and spending time with her family.

Chelsea Henriod is a financial advisor at Ameriprise with a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and has additional experience at College of the Canyons and Sherwood Country Club. Outside of her advisory role, she serves on the board of directors for Fishbowl. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Kelly Markowitz is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2013. Markowitz is the owner and CEO of KM Wealth Advisors, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Mark Drabkin is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation with one year of industry experience. His work history includes a recent tenure at Morgan Stanley starting in 2022 and prior academic roles at the University of California Los Angeles and Sherman Oaks Center for Enriched Studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Alan Plotkin is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds a Series 63 designation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Darren Schwartz is a Senior Financial Advisor and Managing Director with the Merrill Lynch Wealth Management Group in Westlake Village, CA. He serves individuals, families, and business owners, including business owners, C Suite executives, health care professionals, entertainment executives, attorneys, and real estate investors. Darren specializes in portfolio management, estate planning strategies, and establishing tax-efficient retirement plans. He employs a collaborative approach, working closely with clients and their outside professionals such as CPAs and attorneys to develop coordinated plans that integrate portfolio management, cash-flow planning, trust and estate considerations, and risk management. Through Merrill, his clients have access to institutional-caliber investment management, customized municipal bond portfolios, tax-managed equity strategies, and comprehensive banking and lending solutions through Bank of America. Darren has been recognized by Forbes as a Best-in-State Wealth Advisor in 2023, 2024, 2025, and 2026. He holds the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA) designations, FINRA Series 7 and Series 66 registrations, Life and Health Insurance licenses, and a Bachelor's Degree from San Diego State University. He is involved with professional organizations including Sail LA, Cancer Free Generation, and the Surfrider Foundation. Darren is fluent in English and Spanish. A native of Southern California, he lives in the Los Angeles area with his wife and two children. His personal interests include adventure sports, boxing, photography, skiing, surfing, swimming, and traveling.

Jenna Lee is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked across several Wells Fargo entities since 2012. Lee also owns Concord Wealth Management, a financial planning practice based in Pasadena, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having the option to implement through brokerage or advisory programs.

Dylan Watkins is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Icon Agency and self-employment in related fields. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market analysis.

Jennifer Atienza is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Outside of her advisory role, she is involved in medical writing consulting through Fletcher Scientific LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Mark Avner is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations to model potential outcomes.

Gina O’Callaghan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2025 and concurrently provides wealth management services at Ventura County Credit Union, where she has been active since 2012. She also has experience with Cuso Financial Services, LP from 2012 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.

Jorge Ragde Jr. is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of finance, he consults on manufacturing, product design, and quality control for several companies and serves as a board member and state advisor for youth shooting sports organizations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and models, and manages approximately $2.74 trillion in client assets.

David Folino is a CFP® professional with 41 years of industry experience. He is currently with Cetera and has held previous roles at Summit Financial Group Inc and Summit Brokerage Services Inc. In addition to his advisory work, he owns Folino Tax & Financial Network, a tax preparation business he has operated since 1985, and has a significant ownership interest in FTFN Insurance Services, providing life, disability, and long-term care insurance. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management strategies and financial planning services through a large network of independent advisors.

Aaron White is a financial advisor with Wells Fargo Advisors, holding a Series 66 license and three years of industry experience. Prior to joining Wells Fargo Clearing Services in 2022, he worked at Musick, Peeler & Garrett LLP and served as an adjunct professor at Pepperdine University, where he teaches federal estate and gift taxation. He is also licensed to practice law in California and Michigan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using Wells Fargo's research and tools to develop tailored client recommendations.

Miregi Huma is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, he consults for a family-run firm, MSI, LLC, and is the owner and operator of Huma Hideaway Ranch, a lemon and avocado orchard in Moorpark, California, with plans to develop an event venue. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Matthew Mcgraw is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. He previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Mcgraw’s experience includes a variety of roles across different firms in the financial services sector. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing multiple platforms and third-party solutions to construct portfolios tailored to client risk tolerance and investment restrictions.