Richard Burress is currently Vice President and Branch Leader at Fidelity Investments, a position he has held since 2014. In this role, he leads a team of financial professionals dedicated to collaborating with individuals and families to develop comprehensive financial plans. Prior to this, he served as Assistant Branch Office Manager at Fidelity Investments from 2012 to 2014. His earlier experience includes serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2000 to 2012 and as an Investment Advisor at John Hancock Financial Services from 1999 to 2000. Richard holds a California Insurance License. Outside of his professional responsibilities, Richard's personal interests include activities such as scuba diving, snowboarding, swimming, traveling, and spending time at the lake.

Michael Kent is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2011, following a brief tenure at Viapromeds. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Trevor O'Shaughnessy is a Financial Consultant currently working at Fidelity Investments since 2025. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Tamar Securities, LLC from 2023 to 2024, and a Financial Representative at Northwestern Mutual from 2022 to 2023. Trevor holds a California Insurance License. He focuses on working with clients to help instill confidence in their financial future by assisting them in developing actionable plans to pursue their financial goals. Outside of his professional work, Trevor has interests in cars, football, golf, music, parenthood, and pets.

Sarah Fodrea is a Vice President and Wealth Planner at Fidelity Investments, where she has worked since 2015. In her current role, she partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Sarah emphasizes building strong relationships with clients and their families based on trustworthiness, reliability, and competence. Prior to becoming Vice President, Wealth Planner, Sarah held roles as a Financial Consultant and Investment Consultant at Fidelity Investments. Her career also includes extensive experience at AIG Capital Services, Inc., where she served as Director of Internal Sales, Manager of Internal Sales, and Internal Wholesaler from 2000 to 2015. She holds a California Insurance License.

Kevin Wright is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Brandon Fraye is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS from 2019 to 2021 and has held various roles outside the financial services sector, including positions at California State University Northridge and The Sandwich Spot. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Brian Schwartz is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he is an attorney providing legal services and operates a separate insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of representatives, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Cordova is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2016, currently based in Westlake Village, CA. Cordova serves as President on the Board of Directors for the Valley Circle Estates Homeowners Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning focused on reliable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Todd Smith is a financial advisor with LPL Financial who holds the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at National Planning Corporation for eight years before joining LPL Financial in 2017. Outside of financial services, he is also active as a musical DJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Jeff Selman is a Financial Consultant currently working at Fidelity Investments since 2021. In his role, he focuses on developing personalized financial plans tailored to individual client needs and goals, guiding clients through various stages of their financial lives. Jeff's professional experience includes positions as an Investment Consultant and Relationship Manager at Fidelity Investments, as well as a Financial Consultant at Equitable Advisors from 2016 to 2020. He holds a California Insurance License, supporting his work in financial planning and advisory services.

Koorosh Zartoshty is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Centaurus Financial Inc., Cetera Advisor Networks LLC, and Summit Financial Group. In addition to his advisory work, he is involved with Premfin Inc., a business entity for tax and investment purposes. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and advisory programs with discretionary and non-discretionary management, supported by research and model portfolios.

Tsehay Asfaw is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Their career includes roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2016, alongside a decade of involvement with AK Engraving. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation process combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Mitra Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at various Wells Fargo entities since 2016, including Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions with a focus on research-driven portfolio diversification.

Brandi Schnathorst is a CFP® with 22 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. She is based in Westlake Village, CA, and holds the Series 66 designation. Schnathorst is also an active alumni board member at California Lutheran University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Patrick Meyer is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Prior to joining Fidelity Investments, he worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Inc from 2017 to 2022. From 2014 to 2017, he served as a Financial Advisor at McAdam LLC. Patrick holds a California Insurance License, which supports his ability to advise clients on financial strategies involving insurance products. His professional experience spans various financial advisory roles, providing him with a broad understanding of financial planning and client service.

Celeste Diaz is an Investment Consultant at Fidelity Investments, where she has been serving since 2025. She previously held positions at Fidelity as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Prior to her tenure at Fidelity, she worked as an Insurance Representative at State Farm from 2019 to 2022. In her role as an Investment Consultant, Celeste focuses on creating individualized investment strategies tailored to each client's unique goals. She emphasizes understanding the underlying motivations behind clients' objectives to ensure investments align with their priorities. Celeste holds a California Insurance License. Outside of her professional activities, she enjoys outdoor and culinary pursuits including beach activities, camping, cooking and baking, gardening, hiking, and exploring diverse cuisines.

Mickey Yablans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Wells Fargo entities since 2011, including five years with Wells Fargo Advisors LLC and ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of financial advisors and offers brokerage and advisory solutions leveraging research, analytics, and a range of financial products from affiliated banks and insurance companies.

Larry Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked for Wells Fargo Advisors for 13 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to extensive research and model portfolios.

Daniel Shuler is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored agreements.

Sonia Yearian is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in financial services since 1988, initially serving as a Vice President and International Trust Officer in Private Client Services. Since joining Merrill Lynch in 2005, Sonia has held various roles including International Financial Advisor, Assistant Vice President, Financial Solutions Advisor, and Bank Team Financial Advisor before assuming her current position. Sonia’s expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, as well as individual and corporate investment strategy. She is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. Sonia earned her High School Diploma/GED from Pima Community College. Residing in Tucson with her husband and two children, Sonia prioritizes giving back to the community through involvement with local schools, charities, and communities. In her spare time, she enjoys outdoor activities such as skiing, traveling, watching movies, and spending time with her family.