Stuart Laba is a financial advisor with Edward Jones in Thousand Oaks, CA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tyson Lundring is a financial advisor with Thrivent Investment Management in Newbury Park, California. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked with the Los Angeles Rams and California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning across various topics and offers these services through a network of advisors without discretionary trading authority.

Wendy Hartje is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She has been with Wells Fargo Clearing since 2013. Outside of her advisory role, she co-owns a rental property in Thousand Oaks, California, with her spouse. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

P Raulinaitis is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on finance committees for several nonprofit organizations, including Senior Concerns, the Westlake Yacht Club, and the Boys and Girls Clubs of Greater Conejo Valley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Elisa Decker is a financial advisor at Morgan Stanley with 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a trustee for a trust in Saugus, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling.

Katarina Kern is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dimensional Fund Advisors and JPMorgan Chase Bank. Outside of her advisory role, she owns and operates an equine business through Ivanoventures LLC. J.P. Morgan Securities 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.

Adagio Cisneros is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at UBS Financial Services and has held roles in athletic and educational organizations, including USC Athletics and the University of Southern California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, and manages approximately $2.74 trillion in client assets.

Juliana Barba is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Centek Capital Group and has held various roles in development and resort industries. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans that align with clients’ goals and risk tolerances.

Geoffrey Deitrick is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Chase Financial Brokerage Company, Nexa Mortgage, and Pennymac Loan Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as multi-manager and fund-of-funds structures.

Ray Dean Mize is a financial advisor with LPL Financial in Oxnard, CA, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he receives royalties from television and operates a fixed insurance business under the name White Swan Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by in-house and third-party research.

Kyle Reed is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, providing written Recommendation Reports and annual advice based on research, third-party data, and algorithmic tools.

Maria Pisa Di Maggio is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Edward Jones since 1994. Outside of advising, she owns a real estate business, Attraversiamo Farfalla LLC, based in Agoura, California. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tyler Glover is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to and alongside his advisory career, he has been involved with the American Federation of Musicians' Local 47 Chapter since 2010. 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 supported by research and model portfolios.

Elmira Lavi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS, Morgan Stanley, Oppenheimer & Co., and LACERS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Skyler Lundring is a Series 66-licensed financial advisor with Thrivent Investment Management in Thousand Oaks, CA. Lundring has been with Thrivent Financial and Thrivent Investment Management since 2025 and has prior experience including roles with the LA Clippers and TCU Athletics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing structure.

Johanna Lee is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Cambridge, she was employed at King’s Hawaiian Holding Company and was self-employed for 18 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple portfolio management platforms and a mix of proprietary and third-party strategies.

Adam Bedrossian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including high-net-worth individuals, multigenerational families, entrepreneurs, professional athletes, actors, nonprofit organizations, and endowments to develop customized financial plans targeting their objectives. His services extend beyond investment management to include estate planning, generational wealth transfer, philanthropic giving, and pre- and post-liquidity event planning. Adam has particular expertise advising entrepreneurs through various stages of the business cycle and collaborates with their M&A attorneys and CPAs to provide strategic professional connections. Adam began his career as a financial analyst focused on developing and implementing investment strategies for nonprofits, private foundations, and ultra-high-net-worth families. He holds a bachelor's degree in business administration from the Marshall School of Business at the University of Southern California, where he also serves as a guest lecturer on business communications strategy. His professional designations include Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Born and raised in Los Angeles, Adam resides locally with his fiancé and their two dogs. He maintains a passion for sports and volunteers for the Challenger League, an adaptive baseball program for children with physical and intellectual challenges. Additionally, he coaches baseball and basketball and is an avid golfer. Adam aims to provide clients with a comprehensive wealth management and estate planning service, simplifying their financial touchpoints by serving as their primary resource for handling any money-related issues.

Daniel Giuffrida is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. 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 solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kyle Lundberg is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Alan Tores is a CFP® professional with 30 years of experience in financial advising, currently serving clients at UBS Financial Services since 2011. He holds a Series 63 license and operates out of Westlake Village, CA. Outside of his advisory work, he acts as a health agent for Claire Dexter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary market research and model-based asset allocations to tailor financial strategies.