Michael Anton is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, he co-owns CrimsonCardinal, LLC, an operating company formed to manage his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brice Redmond is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Redmond Group, focusing on delivering personalized wealth management strategies tailored to clients' unique financial goals. His approach emphasizes organization, education, objectivity, proactivity, accountability, and collaboration to support clients through varying market conditions. Brice aims to serve not only as a portfolio manager but also as a trusted advisor and teammate committed to clients' long-term success. Brice's expertise encompasses family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, retirement income, and specialized areas such as women and wealth and sports and entertainment. He holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brice earned his Bachelor's Degree from San Diego State University. Outside of his professional role, Brice dedicates time to community involvement through coaching youth sports, serving as a youth football coach for the Moorpark Musketeers and a youth volleyball coach for the Reef Volleyball Club. He also enjoys spending time with his family, including his two sons and his wife Jackie Redmond, as well as engaging in activities such as football, volleyball, traveling, and watching movies.

Christopher Venuti is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2014 and is also associated with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Sean Coumans is a financial advisor at Ameriprise Financial Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at CUSO Financial Services, LP and California Credit Union. He is also employed as a financial advisor at California Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Gregorio Marinez is a financial advisor with Charles Schwab, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at FactSet, Wells Fargo, and American Riviera Bank. Charles Schwab & Co., Inc. 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Feistel is a financial advisor with Ameriprise Financial Services in Calabasas, CA. He holds a Series 66 designation and has 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC since 2020, Ameriprise Financial Services, Inc. from 2016 to 2020, and Oak & Heart from 2015 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Matthew Williams is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years at Edward Jones. He is based in Westlake Village, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice, primarily for clients with Ameriprise-managed accounts.

Douglas Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Western International Securities, D.A. Davidson & Co., Crowell, Weedon & Co., 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 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 over 22,800 advisors.

Therese Tukalski is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services. She is based in Westlake Village, CA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Shawn Bean is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. Outside of his advisory role, he is involved in rental property management. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment solutions supported by integrated brokerage, custody, and advisory services.

Narek Davoodian is a Planning Consultant at Fidelity. In this role, he works with clients to understand their financial goals and deliver personalized investment strategies. He provides guidance on portfolio construction, retirement planning, and wealth planning. Prior to his current position, Narek worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He holds a California Insurance License.

John Janios is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at OSAIC. His prior roles include positions at LPL Financial, Logix FCU, and Invest Financial Corporation. He owns Aristo Wealth Management, where he provides financial planning and wealth advisory services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a wide range of investment programs supported by both proprietary and third-party strategies.

Curtis Parry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Outside of his advisory role, he is involved with several investment-related activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of advisory services and utilizes research and analytics while providing both brokerage and advisory solutions.

Oganes Gambarian is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and previously held roles at JPMorgan Chase Bank, Chase Investment Services Corp., and Wells Fargo Investments. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach integrates quantitative screening and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Louis Ashamallah is a financial advisor with LPL Financial, holding the CFP® certification and Series 66 license, and has 19 years of industry experience. He previously worked at Ameriprise Financial Services for nine years and UBS Financial Services for seven years. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Honora Domines is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent four years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Adam Jolivet is a financial advisor with Ameriprise in Woodland Hills, CA, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory work, he owns a small business focused on buying and selling sports cards and memorabilia. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Jennifer Despain is a CFP® professional with 15 years of industry experience, currently advising at Cetera since 2021. She previously worked with Avantax Advisory Services and its related entities for nearly a decade. In addition to her advisory role, she owns and operates Canyon Oak Financial, where she prepares tax returns, develops tax planning strategies, and manages bookkeeping and payroll services for clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, financial planning, and access to third-party money managers.

Riley Welles is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, Riley held roles at California State University of Northridge and Canyon Oak Financial, where he was involved in bookkeeping and accounting-related activities. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, including access to affiliated and third-party managers, with over $256 billion in assets under management.

Bryce Wallington is a CFP® and holds a Series 66 designation with 17 years of experience in the financial industry, all of which have been at Edward Jones since 2009. He is based in Agoura Hills, California. Outside of his advisory role, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.