Mitra Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support its investment approach.

Rodolfo Calderon is a financial advisor with Merrill in San Fernando, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, The Prudential Insurance Company of America, Pruco Securities LLC, and HCL Technologies. Calderon has worked at Merrill and Bank of America since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Schramm is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with Raymond James Financial in Valencia, CA. He has been associated with Raymond James Financial Services Advisors Inc. since 2015 and leads the Schramm Financial Group, which he established in 2016. Outside of his advisory role, Schramm serves as a pastor for a congregation of approximately 300 members. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using various analytical tools and supports a broad network of advisors and affiliated firms.

Ryan Andrade is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their current financial situations and introduce solutions offered through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools needed to manage their financial lives effectively and select platforms that suit their individual needs. Ryan holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University System. His approach emphasizes uncovering what matters most to clients and their families to develop strategies aimed at pursuing their financial goals.

Jesse Thurber is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior work includes roles at Bank of the West from 2015 and BancWest Investment Services from 2015 to 2023, as well as at Merrill from 2009 to 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sergio Lazzara is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, National Association. He is also a board member of the Northlake Homeowners Association, a nonprofit organization in Valencia, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist in modeling financial outcomes.

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.

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.

David Hernandez is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to that, he was with Dickinson Graham Capital Management from 2015 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mickey Yablans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Wells Fargo Investments, Banc of America Investment Services, and Quick & Reilly. 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 sources.

Larry Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, Banc of America Investment Services, and Citigroup Global Markets. Bernstein maintains a business entity for tax and investment purposes through LJRL, Inc. 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.

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.

David Krupp Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Invest Financial Corp, Crowell, Weedon & Co., Citigroup Global Markets, Citicorp Investment Services, and Morgan Stanley Dw Inc. Outside of his advisory role, he serves as Scholarship Chairman for the Far West Ski Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Joseph Gitto is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior experience includes roles at Transamerica Financial Advisors, Woodbury Financial Services, and operating his own consulting firm, JCG Consulting Corp. Additionally, he teaches adult financial literacy classes at the Burbank Adult School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate entities, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branches nationwide.

James Hawkins is a financial advisor with LPL Financial in Agoura Hills, CA, holding the ChFC® and Series 63 credentials. He has 32 years of industry experience, including 24 years at LPL Financial LLC (formerly LINSCO/PRIVATE LEDGER). LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by a broad network of over 22,800 advisors.

Joshua Radford is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Jonathan Rowsey is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Calabasas, CA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns TRLT Ventures LLC and Big Mike LLC, with involvement in managing his advisory business, and serves on the Board of Directors for the Community Association of Saratoga Hills. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Richard Smith is a financial advisor with OSAIC, holding a Series 63 designation and 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and Osaic FA, Inc. for nearly three decades. In addition to his advisory role, Smith is involved in offering disability and life insurance products, life settlements analysis, and premium financing. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and offers a variety of managed account and third-party investment programs.

Shayan Savoji is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2008. Outside of his advisory role, he co-owns Care Plus Ventures Inc, operating a pharmacy business, and owns Porter Ranch Exotics, a company focused on exotic cars. 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 integrates research and analytics with brokerage and advisory solutions.

Janielle Swayne is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves as a trustee for a trust in Newbury Park, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.