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.

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.

Eyal Yaffe is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies tailored to their individual goals. Eyal leverages the investment resources of Merrill Lynch alongside the banking and lending services of Bank of America to support clients’ wealth management needs. Eyal holds a Personal Investment Advisor (PIA) designation. He earned both his bachelor’s and master’s degrees from Canisius College. In addition to his professional responsibilities, Eyal is actively involved in his community through volunteer work, reflecting his commitment to the tradition of service valued by Merrill Lynch Wealth Management.

William Lopez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes multiple roles within Wells Fargo Bank and Wells Fargo Clearing, as well as positions at LPL Financial and LOGIX Federal Credit Union. 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 advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wayne Burgher is a financial advisor with LPL Financial in Agoura Hills, CA, holding a Series 63 designation and possessing 47 years of industry experience. He has worked at LPL Financial since 1997 and previously with Transamerica Occidental Life since 1987. Outside of his advisory role, he occasionally sells non-variable life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing various model portfolios, research, and technology-driven strategies.

Dominic Pino is a financial advisor at Edward Jones in Camarillo, CA, with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and Ameriprise Financial Services LLC. Prior to his financial services career, he was involved with Deer Lodge Tavern and Instrumental Music Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, operating under a fiduciary standard.

Ryan Parker is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 credential and with one year of industry experience. Prior to joining Morgan Stanley, he worked at FantasyPros and held mortgage-related roles at Planet Home Lending, HomeBridge Financial, and Prospect Mortgage. Outside of finance, he is involved in music licensing through the American Society of Composers, Authors & Publishers (ASCAP). Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations in its standalone financial planning services.

Jeffrey Krinsky is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022, following six years at Wells Fargo Clearing and another six years at Wells Fargo Advisors LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charissa Spach is a Series 66-licensed financial advisor with Ameriprise in Calabasas, CA, and has 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she is a co-owner of R&J Pacific Management LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service focused on clients near or in retirement with substantial investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor plans, primarily for assets held within Ameriprise-managed accounts.

Erika Dizon is an Investment Consultant at Fidelity Investments, where she works closely with clients to build and implement personalized wealth plans. She advocates for her clients by connecting them with the resources at Fidelity and empowering them to make informed financial decisions. Erika has experience in various roles within the financial services industry, including positions as a Planning Consultant at Fidelity Investments, Private Client Advisor at J.P. Morgan Securities, LLC, and Financial Consultant Partner at Charles Schwab & Co. She holds a California Insurance License. Outside of her professional work, Erika has interests in food, music, and pets.

Kyle Stoutland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Wells Fargo entities since 2005, including roles at Wells Fargo Advisors and Wells Fargo Bank, N.A. Outside of his advisory work, he serves on the finance committee of Tierra Del Sol, where he participates in budgeting and fundraising activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Thomas Cronley is a financial advisor with Edward Jones in Camarillo, CA, holding CFP® and Series 66 credentials and with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of a commercial rental property. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Kanongataa is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms, including a lengthy tenure at CUSO Financial Services, LP, and currently serves in a wealth management role at Ventura County Credit Union in addition to his position at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Minick is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has prior experience at Lock, Stock & Barrel Investments, Pivot Magazine, Hub101, and California Lutheran University. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, 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 retirement income advice through a centralized consulting team.

Sukhvinder Kaur is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her prior work history includes roles at Primerica Financial Services and Belmont Village Senior Living. She is also engaged in sales of investment-related products and referrals for home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services.

Robert East is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Merrill since 2015 and is also affiliated with Bank of America, N.A. Outside of his advisory role, he is a co-owner of family rental properties in Boise, Idaho, and Oak Park, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Glenn Unser is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with Independent Capital Management since 2007. Outside of his advisory work, he also works as a security guard at concerts and sporting events on weekends. OSAIC serves a diverse clientele including individual and institutional investors, offering integrated brokerage and advisory services through a broad network of advisers. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing, providing access to a wide range of investment products and third-party managed accounts.

Christopher Boynton is a CFP® professional with 24 years of industry experience, currently serving at Cetera. His career includes long-term roles at Arxis Financial Inc. and Avantax entities. Outside of advisory work, he is a division director and board member of the American Youth Soccer Organization in Simi Valley, CA. Cetera Investment Advisers LLC provides a multi-manager platform to a nationwide network of independent advisors, serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services with access to affiliated and third-party managers across multiple program structures.

Sean Fitzpatrick is a financial advisor with Cambridge Investment Research Advisors in Westlake Village, CA. He holds the ChFC® designation and Series 65 and 63 licenses, with four years of industry experience. Prior to joining Cambridge, he worked at Impact Partnership Wealth and is also a coach at Moorpark College. Additionally, he serves as Vice President at The Benefit Center, Inc., focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.