David Eagle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1999. He specializes in developing and implementing comprehensive financial strategies tailored to his clients' long-term goals. His role also involves monitoring the risk-adjusted performance of the money managers engaged in his clients' investment portfolios. David focuses on areas including college education planning, divorce transition planning, personal retirement planning, sports and entertainment, and both individual and corporate investment strategies. David holds a Bachelor of Science in Mechanical Engineering from Cornell University and an MBA from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has credentials as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). David resides in Moorpark, California, with his two college-age sons. In his personal time, David enjoys watching baseball, basketball, football, and other sports, as well as cooking, traveling, watching movies, and spending time with his family.

Erik Sahakian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, Halluminate Inc, Rapidx Labs Inc, Triple Finance Group LLC, and Ernst & Young LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a research-driven advisory process.

Taylor Cutcliff is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as prior positions at Seton Hall University, Susquehanna International Group, and Envestnet. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Clark Neel is a CFP® with 32 years of industry experience and has been with Edward Jones since 2006. He is based in Moorpark, CA, and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

James Horney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations within a non-discretionary advisory framework.

Paul Vanacker is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for InheRET. 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 employs proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

James Delgado is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, Delgado works as a personal running coach and is employed part-time at a golf shop servicing customers with golf equipment and repairs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Serj Arutyunyan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. Outside of his advisory role, he provides in-home supportive services to his disabled mother-in-law. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and incorporates ESG frameworks in its recommendations.

Earl Robinson is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 66 designations and over 43 years of industry experience. His prior roles include positions at Lincoln Investment, Capital Analysts, Incorporated, and Sun Life of Canada. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Ibrahim Abboud is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2008 and Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in several business ventures including ownership interests in an export/import clothing company, a grocery store, and a cigar shop. 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Eduardo Mora Donato is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at SURA Asset Management and held academic positions at California State University - Channel Islands and California Lutheran University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Eric Silvestre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Chase Bank, J.P. Morgan Securities, and Chase Investment Services. Silvestre also has involvement with Libra Financial, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lars Jorgensen is a financial advisor with Ameriprise in Thousand Oaks, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet certain asset criteria, providing tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation overseen by committees to deliver these recommendations, primarily for assets held in Ameriprise-managed accounts.

Daniel Khoury is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and CitiBank prior to joining his current firm. Outside of finance, he has experience working at California Lutheran University and Urbane Cafe. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Jordan Swift is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop customized financial plans aimed at meeting their personal goals. His services include comprehensive retirement plan assistance and portfolio management. Jordan began his career at Bank of America in 2008, moved to Merrill Lynch Wealth Management in 2010, and joined the Bachman-Herron group in 2014. He has over ten years of experience in areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, tax minimization, and retirement income. Jordan holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He graduated from the University of California, Channel Islands, with a bachelor's degree in applied mathematics. Jordan lives in Simi Valley, California, with his wife and son. He enjoys spending time with his family and is active in his local church.

Blake Behunin is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked with the Householder Group Estate and Retirement Specialists, LLC since 2017, providing administrative services, and currently operates in Camarillo, California. 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 financial planning and investment management services, including access to third-party asset managers and model portfolios.

Oscar Rodriguez is a Financial Consultant at Fidelity Investments, where he focuses on cultivating and maintaining client relationships with individuals and their families. He collaborates with clients to help them understand their financial goals and aspirations using a broad range of financial tools and resources. He has held various roles in the financial services industry, including positions as a Private Client Banker at JP Morgan Chase, Wealth Advisor Associate at Morgan Stanley, Relationship Banker at JP Morgan Chase, and Personal Banker at Wells Fargo. His professional experience spans from 2006 to the present, covering multiple aspects of banking and wealth advisory services. Oscar holds a California Insurance License. Outside of his professional work, he has interests in baseball, football, soccer, swimming, and traveling.

Zachary Frangos is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience since joining the firm in 1982. A 1977 graduate of the United States Coast Guard Academy, he served as an officer on active duty and in the reserves for 19 years. Zach holds an MBA in Finance from Old Dominion University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. He is a qualified Portfolio Manager, providing clients with personalized portfolio management and estate planning advice, including the construction and discretionary management of defined investment strategies utilizing individual securities, Merrill Lynch model portfolios, and third-party options. Zach advises individuals, families, and businesses on areas such as college education planning, executive compensation, family wealth management, legacy planning, and retirement income. His professional affiliations include serving as a former Director and Investment Advisory Committee Chairman of the United States Coast Guard Academy Alumni Association. Additionally, he is an Admissions Partner for the Coast Guard Academy, connecting the institution with prospective cadets. Zach participates in community organizations including the Alzheimer's Association, American Cancer Society, and National Breast Cancer Foundation. He is an Eagle Scout and has served as Scoutmaster and Committee Chairman for Troop 604 in Moorpark, where he resides with his wife and two sons. Outside of his professional work, Zach enjoys boating, skiing, and swimming. He emphasizes a client-focused approach, working one-on-one to develop personalized financial strategies aligned with clients’ long-term goals.

Faten Khoder is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) certification and the Personal Investment Advisor (PIA) designation. Faten earned her Bachelor's Degree from Lebanese University and is proficient in both Arabic and English. With over 10 years of experience in the financial services industry, Faten specializes in assisting clients with pre- and post-retirement needs, asset management, and estate planning. She works one-on-one with clients to define their financial goals, develop portfolio strategies, and provide ongoing advice tailored to changing situations. Prior to her role at Merrill Lynch, Faten gained firsthand experience running a family business, which provided her with insights into entrepreneurial challenges and balancing work-life demands. She applies this experience to help clients manage competing financial priorities such as home buying, saving for education, and healthcare needs.

Chase Dapello is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to joining Wells Fargo, he held positions at UBS Financial Services and SoCal Valet. He serves as a board member of NEXTGEN Rotary, Club 5240 in Thousand Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.