Peter Gould is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo and its affiliates prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Gregory Lewandowski is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and AIG in various roles. Lewandowski serves on the Board of Directors for the Simi Valley Samaritan Center and is a member of the Simi Valley Chamber of Commerce. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Herlin Meza is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services cover a wide range of needs including general investing, retirement planning, and preparing for unexpected financial challenges. Herlin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Northern Arizona University and is proficient in both English and Spanish. As part of his approach, Herlin emphasizes building a thorough understanding of each client’s unique situation to provide ongoing advice and guidance aligned with their evolving needs.

Ronald Goldman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 52 years of industry experience. He has been with Raymond James & Associates since 2008 and has been registered with FINRA since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal work alongside its retail advisory services.

Alice Rieckmann is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023, following nine years at Bank of America NA and Merrill. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tatiana Bustamante Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on building meaningful client relationships by understanding their financial goals and providing guidance on strategies related to general investing, retirement planning, and saving for unforeseen events. Tatiana's approach includes offering access to Bank of America specialists for banking, credit, home financing, and small business solutions, ensuring comprehensive financial support for her clients. Her areas of expertise include education planning, family wealth management strategies, investment consulting for defined contribution plans, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Tatiana holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned a Master's Degree from the University of Redlands and a Bachelor's Degree from the University of California System. Tatiana is bilingual in English and Spanish and is a member of the professional organization HOLA. She is involved in community activities through Habitat for Humanity. Outside of her professional work, her personal interests include biking, cooking, hiking, music, running, soccer, spending time with family, tennis, watching movies, and yoga.

Victoria Forgerson is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is a vice president and co-owner of a family fire protection business and also distributes Avon beauty products on a limited basis. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including financial planning, portfolio management, and capital markets activities.

Blake Anthony is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since 2017. He works alongside Senior Financial Advisor Nicholas Anthony as part of a team that provides personalized strategies supported by the firm's resources. Blake focuses on helping clients define and pursue their financial goals through thoughtful planning and guidance. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Blake holds the CERTIFIED FINANCIAL PLANNER® certification along with designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his Bachelor's Degree from the University of Oregon. Blake follows a disciplined process that begins with understanding each client’s unique financial situation and priorities to develop a personalized financial approach. Outside of his professional work, Blake enjoys playing tennis, football, hiking, music, traveling, watching movies, and spending time with his family. He previously competed as a Division 1 tennis athlete at Indiana University and the University of Oregon, and he brings the same focus to his advisory role.

Jennifer Alewel is a financial advisor at Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

James Kaing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at HSBC Bank USA, N.A. from 2015 to 2020 before joining Wells Fargo Clearing in 2020. Outside of his advisory role, Kaing owns and operates a business focused on sports and hobby trading collectible cards. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than many peers, including insurance-related vehicles and bank deposit sweep options.

Dane Johnson serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management and investing, having begun his financial services career in 1987 with Shearson Lehman Brothers. Mr. Johnson joined Merrill in 1991 and has since developed personalized strategies to help clients pursue long-term financial goals. His approach incorporates the investment insights of Merrill alongside the banking and lending solutions provided by Bank of America to address his clients’ holistic wealth management needs. Mr. Johnson’s expertise includes security-based investments, life insurance, long-term care, annuities, mortgage and consumer lending, estate planning, and business banking. He holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His educational background includes studies in finance with an option in investments across multiple universities such as Tulane University, University of New Orleans, CSU Long Beach, UCSB, and Ventura College. He is also a member of the Beta Gamma Sigma National Business Honors Society. A native of Ventura, California, Mr. Johnson graduated from Buena High School and served in the United States Marine Corps before beginning his financial career. He is committed to staying well informed through ongoing education and frequently participates in industry research and conference calls. Reflecting Merrill’s tradition of community involvement, he volunteers with local organizations to contribute to the community he serves.

Kelly Karren is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds a Series 66 credential and has worked previously with Premier America Credit Union and LPL Financial for 19 years. Outside of her advisory role, she is a sponsored athlete as a US Masters swimmer. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, generally non-discretionary advisory services and manages a range of institutional programs including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Giancarlo Hamner is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience, currently working at Edward Jones since 2016. He is based in Newbury Park, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Aubrey D'haenens is a financial advisor at Morgan Stanley in Santa Monica, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Aubrey worked at Merrill for six years and has additional experience with the Antelope Valley Board of Trade, Anschutz Entertainment Group, and Starbucks Coffee Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Cathey Paine is a financial advisor at OSAIC with 32 years of industry experience. She previously worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Outside of finance, Paine writes and edits screenplays and books and has an interest in acting. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes firm-provided asset-allocation tools and third-party solutions to construct diversified portfolios for its clients.

Jeffrey Pollack is a financial advisor with LPL Financial in Agoura Hills, CA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at PRG & Associates, LLC and Paul Gross, among other roles. He has been involved with community organizations such as the Rotary Club of Calabasas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Eric Epstein is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services under various financial planning and investment arrangements.

Maxine Morgan is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She leads a team of associates dedicated to understanding clients' needs and guiding them through the financial planning process. Prior to her current role, Maxine served as Assistant Branch Leader from 2021 to 2022, Senior Relationship Manager from 2014 to 2020, and Financial Representative from 2011 to 2014, all within Fidelity Investments. Maxine holds a California Insurance License. Outside of her professional responsibilities, she enjoys cooking and baking, participating in family activities, and traveling.

Natalya Fikhman is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 license and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and proprietary tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

Derek Mitsuuchi is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He previously worked at Avantax Investment Services and Avantax Advisory Services, and he also assists with wealth management tasks at Lazar and Company Certified Public Accountants. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program structures.