Haresh Patel is a financial advisor at Edward Jones in Westlake Village, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at BloomHealth, USDM Life Sciences, and AMGEN Inc., where he worked for over two decades. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Denny Speidel is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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, non-discretionary recommendations through a centralized consulting team.

Thomas Michener is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services LLC since 2017, having previously worked at Wells Fargo Bank NA starting in 2015. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors, and provides both brokerage and advisory solutions.

Alan Litvak is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has been with LPL Financial since 2009. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2001 to 2009. Outside of advising, he is involved in a fixed insurance business. 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 financial planning and investment management services, with a platform that supports both discretionary and non-discretionary strategies.

Matthew Riordan is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Klein is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves on the Los Angeles Police Department’s Financial Counseling Team and acts as treasurer for local booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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.

Robert Walczuk is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jasmin Baeva is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to provide holistic financial planning tailored to clients' unique goals. In her role, she collaborates with clients and their families to implement investment strategies that align with their financial needs. Jasmin has held positions at Fidelity Investments since 2023, including Relationship Manager and currently as a Planning Consultant. Her prior experience includes roles as a Private Client Banker at JP Morgan Chase, a Senior Relationship Banker at Union Bank, and a Relationship Banker at US Bank. She holds a California Insurance License. Outside of her professional responsibilities, Jasmin enjoys attending concerts, fitness activities, social events with friends, outdoor adventures, sailing, and traveling.

Bertha Valentine is a financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch since 2011. Outside of her advisory role, she serves as executor for a special needs trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sessa is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include 17 years at Western International Securities, Inc. and 21 years at Walk-Safe Industries, Inc. 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, supported by a large network of investment adviser representatives.

May Liu is a Series 66 licensed financial advisor with 18 years of industry experience, currently with LPL Financial since 2018. Her prior experience includes roles at Logix Federal Credit Union, Invest Financial Corporation, J.P. Morgan Securities, Chase Investment Services Corp., Merrill, and Citigroup Global Markets. Liu is based in Thousand Oaks, CA. 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 through its network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Andrew Grieder is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his current role, he held positions in various fields including food and grocery delivery services and higher education. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based analyses and broad financial planning topics without discretionary portfolio management.

Derek Newell is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America and Merrill, along with various positions outside the financial industry. 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, and institutional investors.

Ashlyn Wetmore is a financial advisor with Equitable Advisors in Simi Valley, CA. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at Oliver Labs Inc, Castle Management LLC, Islands Restaurants, Focus and Testing, Simi Valley Aquatics, and Royal High School. Equitable Advisors serves individuals, retirement plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm offers various advisory models implemented via third-party managers and LPL-sponsored programs, covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Kristen Lopez is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Farmers Financial Solutions and Morgan Stanley. She is based in Newbury Park, CA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Emily Desimone is a CFP® professional with 17 years of experience in the financial industry. She is currently with Strategic Advisers LLC, a Fidelity Investments company, where she has worked since 2011. Prior to that, she worked at Back Bay Financial Group, Inc. and Modera Wealth Management, LLC. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios.

Anthony Durham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked within various Wells Fargo entities since 2013, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christian Fuess is the Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Woodland Hills, California. He holds the CERTIFIED FINANCIAL PLANNER® designation and serves clients by developing personalized financial strategies to help them pursue their long-term goals in various areas including college education planning, executive and equity compensation, family wealth management, retirement planning, tax minimization, and legacy planning. With over 15 years of experience in the financial services industry, Christian focuses on assisting foundations, endowments, public and private retirement plans, businesses, and individual clients with wealth accumulation and preservation decisions. He earned an Associate's Degree from Moorpark College, a Bachelor's Degree in Finance from San Diego State University, and a Master's Degree in Business Administration specializing in Financial Planning from California Lutheran University. In addition to his CFP® certification, he holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Christian is involved in his community as a weekly mentor for C.A.R.E. Foster Kids, a board member for the Cancer Hope Foundation, and a participant in Malachi Dads. He resides in Westlake Village, California, with his wife Stephanie and their two children.

Sylvia Rodriguez is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Outside of her advisory role, she is involved in sole proprietorship of real estate investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its clients’ financial goals.

Alisa Stearns is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.