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.

Benjamin Howard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Oaks Christian School and Calvary Community Church, among others. Outside of his advisory work, Howard leads worship on a contract basis for Grace Church of La Verne and occasionally plays guitar for various churches through the Worship Support Network. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

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 in Agoura Hills, California, holding Series 63 and Series 66 designations and over 33 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, she is involved in real estate activities, including ownership of a real estate business and serving as a trustee for rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tyler Glover is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 10 years of industry experience. He has been with LPL Financial since 2015 and has also been involved with the American Federation of Musicians' Local 47 Chapter since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kyle Wilson is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward Jones since 2005 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Wilson is a homeowner involved in a room rental business in Thousand Oaks, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Ardalan Esmaeili is a financial advisor with LPL Financial, based in Westlake Village, CA. He has been in the financial services industry since 2015, previously working at Burkland Associates LLC and Fintax Advisors PC before joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

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.

Craig Chiate is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Sierra Canyon School. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

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 high-net-worth individuals, multigenerational families, entrepreneurs, professional athletes and actors, nonprofit organizations, and endowments to develop customized financial plans. His services include investment management, estate planning, generational wealth transfer, philanthropic giving, and pre- and post-liquidity event planning. Adam has particular expertise advising entrepreneurs throughout the business cycle and collaborates with strategic professionals such as M&A attorneys and CPAs. Adam began his career as a financial analyst, focusing 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 and serves as a guest lecturer at USC on business communications strategy. His professional designations include Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Born and raised in Los Angeles, Adam lives locally with his fiancé and their two dogs. He volunteers with the Challenger League, an adaptive baseball program for children with physical and intellectual challenges, and also coaches baseball and basketball. Additionally, he is an avid golfer.

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 16 years of industry experience, currently serving as a financial advisor at Edward Jones in Westlake Village, CA. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Tores is a CFP® with 31 years of experience in the financial services industry. He has worked at UBS Financial Services since 2011, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. In addition to his advisory role, he is also a health agent for Claire Dexter. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers both fiduciary financial planning and principal trading activities.