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.

Robert Dalie is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2024. He previously worked at Oppenheimer for 22 years. Outside of his advisory role, he owns and rents a vacation cabin listed on Airbnb. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

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.

Gayane Grigoryan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She uses her CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations to provide comprehensive financial planning services. Gayane joined Merrill in 2015 and leverages the investment insights of Merrill Lynch and banking services of Bank of America to help clients manage their financial lives. Gayane graduated from California State University Northridge with a Bachelor's Degree in Finance, Management and Business Administration. Her focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. She participates actively in the communities she serves, volunteering regularly with organizations such as Habitat for Humanity, Heal the Bay, MEND, Nature Park Pasadena, Operation Gratitude, and Tree People. Gayane and her husband enjoy hiking and staying active with their two dogs.

Edward Costello III is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Foothill Securities, Inc. Costello is also a partial owner and tax preparer at Costello and Company CPA, Inc., where he is involved in tax preparation and planning for individual and fiduciary returns. OSAIC serves a diverse client base ranging from individual investors and retirement plans to charities and corporations. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Dana Bennett is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with Wells Fargo Advisors since 2026 and previously worked at Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Cinnamon Apker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 and provides both brokerage and advisory solutions.

Evan Miller is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services. He has previously worked at firms including Cetera Wealth Services and FMB Wealth Management. Outside of his advisory role, he manages AEM Capital Group, which provides financial analysis and support during divorce proceedings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations.

Julie Lin is a financial advisor with Ameriprise in Somis, California, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, Lin serves as Secretary on the Board of Directors for Jen Chen Buddhism, a nonprofit organization. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Carter is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Advisors, Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services, and UBS Financial Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hilarie Steinzeig is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at 24 Hour Fitness for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Daniel Biederman is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate both retail and institutional investment capabilities.

Louis Skertich Jr. is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of products and proprietary research to tailor client solutions.

Matt Husted is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Bank NA since 2006. 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 and offers both brokerage and advisory solutions.

Norman Dix is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 51 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo in 2016. 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 and analytics from Wells Fargo Investment Institute.

Paula Hardy is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 66 designations. She has 22 years of industry experience, including over 18 years with Wells Fargo bank and 10 years with Wells Fargo Clearing. Outside of finance, Paula is a certified fitness trainer at a Lagree Fitness facility in Newbury Park, California. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

James Gray is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice using proprietary research and third-party data.

Kamie Abraham is a CFP® certified financial advisor with 12 years of industry experience. She is currently with LPL Financial and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of her advisory role, she manages a separate financial planning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.