Todd Burton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Charles Schwab Bank, B. Riley Wealth Management, Oppenheimer, and Fidelity Brokerage Services. Outside of advising, he has ownership interests in several real estate-related LLCs. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory, brokerage, custody, and alternative investment services.

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 with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable Financial Life Insurance and Equitable Advisors. He has also served as a live-in caregiver through In Home Supportive Services since 2021 and was a United States Marine Corps member from 2017 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Christopher Ceciliane is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Chase. Outside of his advisory work, he pursues a personal hobby involving the buying, selling, and trading of athletic sneakers. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Gregory Seigel is a CFP® with 32 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years and has operated his own accounting and tax planning practice since 1988. He also holds a position as an insurance agent selling life insurance and annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment products.

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.

Lynn Lundring is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding the ChFC® designation and Series 63 and 66 licenses. She has 55 years of industry experience, including over two decades at Thrivent Investment Management and a decade with Thrivent Financial. Lundring serves as an emeritus member of the Board of Regents at California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm emphasizes planning services without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing.

Michael Carner 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 Lucia Capital Group, LPL Financial, and Northwestern Mutual. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Kelly Siedschlag is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked with various Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Jason Edmond is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including prior roles at Farmers Financial Solutions and The Prudential Insurance Company of America. Edmond also operates the Jason Edmond Insurance Agency, where he is involved in health, property, and casualty insurance sales and services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with active insurance sales.

Janelle Koester is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to her current role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. Their process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional vehicles.

Andrew Canton is a financial advisor with LPL Financial and holds a Series 66 designation. He began his advisory career in 2026 and has prior work experience outside the financial industry, including roles at Bonita Golf Course and Harbor House Thousand Oaks. 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 wide range of financial planning, advisory programs, and retirement consulting services, supported by research and various portfolio management options.

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 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers with the Hawaii Tax Institute Foundation, assisting with networking for their annual conference. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, utilizing a mix of discretionary and non-discretionary investment approaches.

Vahe Baban is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at MORGAN STANLEY SMITH BARNEY llc since 2014. Outside of his advisory role, he serves as Treasurer on the board of a Home Owners Association in Studio City, California. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Nisha Boyle is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, she worked at The Kryger Institute of Plastic Surgery and spent five years as a stay-at-home parent. She also serves as an associate financial advisor at CrimsonCardinal LLC, where she provides client advice and manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Kiernan is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, Kiernan is involved in media and film production, including serving as a media council member for The Paley Center for Media and owning Kiernan Films LLC, which focuses on movie projects. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.