Jake Rosen is a CFP®-credentialed financial advisor with Edward Jones, based in Woodland Hills, CA, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at California Lutheran University and Capstone Partners MML Investors Services, LLC. Rosen has a stipend affiliation with the USC School of Gerontology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Swanson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He worked at Wedbush Securities for 24 years before joining LPL Financial in 2026. Outside of advising, Swanson is an owner and landlord of a residential property in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Owen Wildermuth is a Planning Consultant specializing in personalized financial planning to address the unique goals and needs of families. Based in the Conejo Valley area, Owen is committed to helping clients build and improve their financial plans and to empowering informed financial decision-making. He has experience as a Relationship Manager at Fidelity Investments from 2025 to 2026 and served as a Financial Representative at the same firm from 2023 to 2025. Owen holds a California Insurance License. Outside of his professional work, Owen has interests in comedy, food, golf, snowboarding, and swimming.

Allan Farhit is a Series 66-licensed financial advisor with Equitable Advisors in Thousand Oaks, CA, where he has worked since 2001. He has 24 years of industry experience, including time at Axa Advisors. Outside of his advisory role, he operates West Coast Benefit Advisors, focusing on medical and dental insurance, and serves as a co-trustee and successor trustee for immediate family trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Nathan Korn is a Financial Consultant at Fidelity Investments, where he supports clients in achieving their financial goals through comprehensive planning. He engages in holistic discussions to co-create plans that align with clients' specific objectives while utilizing Fidelity's resources. Nathan has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. He holds a California Insurance License.

Richard Marcus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 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 discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brad Baumann is a CFP® professional with 12 years of industry experience, currently serving at Fidelity. His prior roles include positions at Fortress Retirement, Inc., OneWest Bank/CIT, and operating his own advisory practice. He holds an inactive California Real Estate Broker license. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Eric Haupt is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 51 years of industry experience. His career includes roles at Voya Financial Advisors and operating his own firm, Eric R. Haupt, as well as long-term involvement with Haupt Insurance Services and other insurance-related businesses. He serves as president of the nonprofit Friends of the Agoura Hills Library. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options across several program structures.

Linda Reigel is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jason Sands is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Chairman on the Board of Directors for The Park Players, a community organization in Newbury Park, CA. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lyndon Grey is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Financial West Group. 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 consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.

Cindy Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2019 and has been with Wells Fargo Bank NA since 2015. Outside of her advisory role, she owns a small business making handcrafted bath products. 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 incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Gabriel Armancas is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he is the owner and president of Eastsider Referrals Group, a business networking organization that hosts monthly mixers. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Elizabeth Toscan is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Outside of her advisory work, she is involved in essential oil education and sales through doTerra, creates needlework patterns, and operates a pet sitting service. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery, firm-approved tools, and scenario modeling without providing individual security recommendations as part of standalone plans.

Zachary Lovley is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2023, both based in Woodland Hills, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Robert Hutten is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Merrill from 2002 to 2016 before joining Wells Fargo Advisors in 2016. Outside of his advisory role, Hutten is involved with ProVisors BNI Group as a group leader assistant and has ownership interests in RPH Strategies, LLC and Westlake Private Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing a broad planning menu and proprietary research and tools. The firm integrates advisory services with other financial products and referral channels, providing multiple compensation arrangements for its advisors.

Justin Sayegh is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and professionals to provide personalized financial strategies and long-term guidance aimed at growing and protecting their wealth. Justin's approach integrates disciplined financial planning with tailored wealth management strategies, supported by the resources of Merrill Lynch and the banking services of Bank of America. His areas of expertise include divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Justin is committed to helping clients navigate complex financial decisions by offering proactive guidance and customized strategies. Justin holds a Bachelor's degree in Economics from the University of California system and is currently pursuing a Master's in Wealth Management from Columbia University. He has earned the Personal Investment Advisor (PIA) designation and speaks English and Arabic. Outside of work, Justin enjoys basketball, chess, reading, watching movies, and spending time with his family.

Brandon Perdue is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Sanford C. Bernstein & Co. LLC and UBS Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Kai Cogswell is a Series 66 registered financial advisor with Wells Fargo Advisors, located in Westlake Village, CA. He has 17 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory role, he owns and manages KJC Investments Inc., an investment-related business based in Santa Barbara. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad array of fee-based financial planning and investment services. The firm offers tailored recommendations supported by Wells Fargo research and planning tools, with a focus on various specialized planning areas for clients meeting certain net-worth criteria.

Robert Harrell is a financial advisor with OSAIC in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Sagepoint Financial, Meador and Associates, MFA Wealth Services, and United Planners' Financial Services. Outside of advisory work, he serves as President of the Board for the Atlas Education Foundation and is active in the Rotary Club of Camarillo, where he has held leadership roles focused on philanthropic initiatives. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios and supports multiple platforms and third-party managed account solutions.