Daniel Warren is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Western International Securities and PRUCO Securities. Warren also operates The Warren Group Wealth Management, Inc., a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors supported by research and technology tools.

Robert Farber is a Series 65-licensed financial advisor with Equitable Advisors in West Hills, CA, and has 53 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes both proprietary and third-party investment solutions.

Jack Murad is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. He operates his own accounting and tax preparation business and serves as a trustee and executor for non-family members, managing related investment decisions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ryan Bartley is a Financial Consultant at Fidelity Investments. He works with clients seeking to enhance their retirement plans, investment strategies, and lifestyles by connecting them with Fidelity's resources tailored to their goals. His tenure at Fidelity Investments began in 2016 as a Financial Representative. He has since held roles including Relationship Manager, Planning Consultant, Investment Consultant, and currently serves as a Financial Consultant since 2025. This progression reflects his experience within various aspects of financial advising and client relationship management. Ryan holds a California Insurance License. Outside of his professional responsibilities, he engages in activities such as baseball, board games, family activities, fitness, and golf.

Sergio Cabral is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has also worked in real estate and banking roles, including positions at Pinnacle Estate Properties, JP Morgan Chase Bank, and various real estate firms. Outside of his advisory role, Cabral is involved in real estate sales as an assistant with WG Res, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based investment strategies created by third-party asset managers. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Andrew Nakagawa is a financial advisor with J.P. Morgan Securities in Westlake Village, CA, holding a Series 66 designation and 16 years of industry experience. His career includes roles at several notable firms such as LPL Financial, Wells Fargo, Merrill, and U.S. Bancorp Advisors. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Keith Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

John Andersen is a financial advisor with OSAIC Wealth, Inc. based in Westlake Village, CA. He holds a Series 66 designation and has 18 years of industry experience, having previously worked at Royal Alliance Associates, Inc. and Wealthcare Alliance. He also operates a sole proprietorship under "John Andersen Financial," providing financial planning and investment advisory services to individuals and businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers access to alternative investments through third-party platforms.

Donna Hicko is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her career includes roles at firms such as Morgan Stanley, LPL Financial, and Mutual Securities. She is currently based in Westlake Village, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations.

Brian Krueger is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, Krueger is the sole proprietor of Taycan Farms, LLC, a horse boarding operation, and is a partner at HAKR Group LLC, which is involved in business development. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but does not provide individual security recommendations as part of its standalone planning services.

Daniel Abankwah is a financial advisor with Ameriprise in Sylmar, CA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a notary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Josh Lewensohn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. His career includes positions at Morgan Stanley, UBS Financial Services, and currently J.P. Morgan Chase Bank and J.P. Morgan Securities, where he has worked since 2019. 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 advisory process is supported by centralized due diligence combining quantitative and qualitative research, with offerings that include ESG eligibility frameworks and derivatives capabilities.

Christopher Impellitteri is a financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab and TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.

Deborah Zuniga is a financial advisor at Edward Jones in Camarillo, CA, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Austin Kratochvil is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and J.P. Morgan Securities. 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 both brokerage and advisory solutions.

Craig Buckley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes eight years at Western International Securities, five years at Financial West Group, and a long tenure at Aerojet Rocketdyne. He is also involved in tax preparation and accounting services as a CPA. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio programs, third-party asset managers, and advisory tools.

Yesenia Martinez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities 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 advisory options. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gaylord Rohloff is a CFP®-designated financial advisor with 40 years of industry experience, currently with LPL Financial since 2025. He previously worked at Western International Securities, Inc. for 17 years and Financial West Group for four years. Outside of his advisory work, Rohloff engages in investment-related radio, TV, and podcast activities and pursues interests as an artist and musician. 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 investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Richard Case is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Crowell, Weedon & Co., Smart Investments Advisory Incorporated, and Wells Fargo Clearing. Outside of advisory work, he is involved with Tarian Investment Services, Inc., a business entity 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He has been active in the financial services industry since 2007. Adam focuses on relationship management and supports his team members with wealth management strategies and investments. He specializes in areas such as college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, retirement income, and socially responsible and ESG investing. Adam uses retirement income planning tools to help clients evaluate their savings, income, expenses, and investment assets to assess their ability to meet retirement goals and desired lifestyles. He emphasizes open and frequent communication and strives to build long-term client relationships based on accessibility and clear explanations of complex topics. Adam holds a Personal Investment Advisor (PIA) designation and completed his high school education at Thousand Oaks High School. He resides in Thousand Oaks and enjoys golfing, spending time with family and friends, and traveling.