John Bauer is a financial advisor with LPL Financial in Encino, CA, holding CFP® and Series 63 designations and bringing 41 years of industry experience. He has been with LPL Financial since 2009 and has longstanding ties to Mutual Service Corporation dating back to 1999. Bauer is involved in the sale of non-variable insurance and serves in a fiduciary capacity related to an irrevocable trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Ryan Richardson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at various firms including Avantax Advisory Services and operates Richardson Financial as an investment-related business. Additionally, he is a part owner of Richardson & Co CPAs, which provides tax and accounting preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services, with multiple program structures and access to both affiliated and third-party managers.

Michael Grosslight is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morton Wealth, MindBridge Analytics Inc, Blackline Inc, and Bloomberg L.P. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence, with recommendations guided by an ESG eligibility framework.

Brently Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2022. 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.

Stacey Peterson is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at related firms including Westlake Financial Advisors LLC and United Planners Financial Services. In addition to her advisory work, she is involved with an independent financial advisory business under her own name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals who utilize a range of discretionary and non-discretionary strategies tailored to client objectives.

Samantha Anderson is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Stephen Wright is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley and its private bank since 2022 and previously spent nearly a decade at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory work, he is an officer at Zooganic Studios, a company involved in animation content creation and distribution. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Austin Arnoldini is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and over five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, NYLife Securities LLC, Centene, and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jared Hemann is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. He has worked at Wells Fargo Clearing in two separate periods, totaling seven years, with additional experience at San Diego State University and the University of California, San Diego. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and serves as an ERISA fiduciary when providing investment advice.

Debi Vasques is a financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 1995 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Morley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he occasionally works part-time for Lucasfilm, portraying Darth Vader in various media and promotional appearances. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements.

Spencer Griffith is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to understand their financial goals and develop strategies tailored to pursue those objectives. His services encompass a broad range of areas including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he can facilitate access to specialists from Bank of America concerning banking, credit, home financing, and small business solutions. Spencer's expertise covers Divorce Transition Planning, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Retirement Income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the California State University System.

Barry Pinsky is a financial advisor with UBS Financial Services in Sherman Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years with UBS. He has authored an article for a professional CPA magazine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Kevin Miller is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade. Charles Schwab serves a large client base, primarily high‑ and ultra‑high‑net‑worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Dennis Clapp is a CFP® with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo Advisors. Outside of financial services, he owns a holding company for collector cars and operates a storage business renting space to car collectors, and he also works as a social media influencer for a cultural institution focused on U.S.-China relations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Piedmonte is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement‑income planning focused on dependable income sources and tax‑aware withdrawal strategies.

Isaac Iny is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Next Financial Group for 21 years. Iny is also involved as a non-variable insurance agent and manages a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported investment strategies.

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.