David Kidd is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2008. Outside of his advisory role, Kidd serves as an arbitrator for FINRA. 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.

Sean Naftel is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he dedicates time to C & A Wealth Management, Inc., a business entity utilized 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 and access to third-party asset management, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Nadia Eldib is a ChFC® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She has 11 years of experience in the industry and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies as well as affiliated mutual funds and tax-efficient services.

Nina Decheva is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Stopanska Banka AD Skopje, Euronews, and Deloitte, as well as academic involvement with EDHEC Business School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Thomas Moccia is a financial advisor with Ameriprise in Simi Valley, CA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies, supported by a centralized consulting team.

Jordan Shapiro is a Wealth Management Advisor with Merrill in Westlake Village. In his role, he provides sustained advice and guidance to clients, helping them advance their priorities, streamline various aspects of their finances, and pursue their envisioned lives and legacies. Jordan's expertise includes portfolio construction, implementation, and refinement, investment research and modeling, as well as credit management services such as securities-based lending, residential lending, and life insurance reviews. Jordan began his wealth management career in 2014 as an Analyst for J.P. Morgan Private Bank. He then moved to Morgan Stanley Private Wealth Management as an Investment Associate and later was promoted to Financial Advisor. In 2020, he joined Merrill, where he holds the designation of Portfolio Manager, managing discretionary Personalized or Defined Strategies. He earned a Bachelor of Business Administration in finance from the University of Texas at Austin and holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional work, Jordan's personal interests include baseball, chess, cooking, football, golfing, reading, skydiving, spending time with his family, traveling, and writing.

James Murray is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 designations and with 33 years of industry experience. His career includes roles at Wells Fargo Advisors, Merrill, Banc of America Investment Services, UBS Financial Services, and Citigroup Global Markets. He is involved with Townsgate Wealth Management and Guidestar Private Wealth Management as business entities related to his advisory work. 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 and supports its advisors with model portfolios, third-party subadvisors, and various institutional platforms.

Lizzette Bennett is a financial advisor with Wells Fargo Clearing in Simi Valley, CA, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Hartje is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2014. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Katayoon Bahadorani is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2003, she has worked in banking, investing, and wealth strategy, providing financial guidance and wealth management services to high-net-worth and ultra-high-net-worth individuals and families. Katayoon’s approach emphasizes detailed wealth-management strategies that align with clients' goals, values, and aspirations, helping them navigate complex financial decisions and plan for their legacies. Prior to her current role, Katayoon spent eighteen years with Wells Fargo as a Vice President in Private Banking. She holds a Bachelor’s degree from the University of Bou Ali Sina, a Master’s degree from the University of Tehran, and an MBA with a concentration in finance from California Lutheran University. Katayoon is a CERTIFIED FINANCIAL PLANNER™ certificant, a Chartered Retirement Planning Counselor™, and a Personal Investment Advisor. Fluent in English, Persian, and French, she also has experience as a professor of French language and literature. Katayoon is a member of Rotary Club Rancho Park and dedicates time to community involvement. Outside of work, she enjoys biking, hiking, music, reading, traveling, and yoga, activities through which she finds balance and shares a sense of serenity with others.

Edwin Gonzalez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Clearing since 2023 and has been employed with Wells Fargo Bank, NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Donald Kennedy Jr. is a financial advisor with OSAIC based in Thousand Oaks, CA. He holds Series 63 and Series 66 credentials and has 26 years of industry experience, including 25 years with OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides both brokerage and advisory services through various programs, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and risk management tools.

Ryan Mcnicholas is a financial advisor with Ameriprise in Agoura Hills, CA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he is involved with CrimsonCardinal LLC as a financial planning specialist and analyst. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily focusing on assets managed within Ameriprise accounts.

Mary Strong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jacob Furlow is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and Morgan Stanley. Furlow serves on the Board of Directors for a local chapter of the Make A Wish Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate an ESG eligibility framework.

Stephen Hagy is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked for nearly a decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Derek Marquis is a CFP® with 36 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliates since 2009. Marquis is the founder and treasurer of The Jewel Levine Foundation and owns Legal Docs For You, a legal document assistance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting.

Stephen Meli is a financial advisor with Wells Fargo Advisors in Newbury Park, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Vice President of the Newbury Park High School Baseball Booster Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

Adam Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following roles at City National Securities, City National Bank, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by affiliates offering portfolio implementation and related services.

Daniel Bodemeijer is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.