Scott Nelson is a CFP® with 20 years of industry experience. He is currently with LPL Financial and has prior experience at Lincoln Financial Advisors. Nelson is also employed by California Lutheran University, where he has worked since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Samantha Thompson Innes is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2016 and previously at D.A. Davidson & Co. and Crowell Weedon & Co. Innes is also vice president and owner of House of Flame and Revelry Events, LLC, a company that produces literary-themed events. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, supported by analytical tools and unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.

James Zgliniec is the Vice President and Wealth Planner at Fidelity Investments, where he currently leads a team dedicated to developing custom wealth strategies that align with clients' goals. He has been with Fidelity since 2017, progressing through roles including Senior Relationship Manager and Financial Consultant before assuming his current position in 2023. James holds a California Insurance License, which supports his expertise in offering comprehensive financial advice. His professional approach centers on collaboration and personalized planning to help families manage their finances effectively. Outside of his professional work, James has personal interests that include spending time at the beach, cooking and baking, watching football, listening to music, parenting, and caring for pets.

Nicholas Desmond is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at various organizations including California Lutheran University and the YMCA of the Foothills. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hanh Juzang is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and serves clients in both retail and institutional markets.

Mark Vandeburgt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Investments, Wamu Investments, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alejandro Lewin is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

James Roberts III is a financial advisor with Wells Fargo Advisors in Camarillo, California, holding a Series 66 designation and 10 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Bank of America and Merrill from 2016 to 2022. He is also involved in investment-related business activities, including ownership in Ridgeline Private Wealth Management, LLC, and FTS Capital Investment Group Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with various financial product offerings.

Jason Leibovitch is a Wealth Management Advisor at Merrill Lynch Wealth Management in Century City. He works closely with clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. Jason leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Before joining Merrill Lynch, Jason gained experience working with companies raising capital and going public via Regulation A+ and ran a media company specializing in Film & Television Packaging and Finance. His background includes extensive work with high net worth individuals and families, entrepreneurs, venture capitalists, multinational corporations, executives, and legal professionals. Jason holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of California System. Outside of his professional work, Jason’s personal interests include biking, golfing, and reading.

Gloria Rodriguez is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 22 years of industry experience. She has worked at several related Wells Fargo entities since 2005, including Wells Fargo Clearing and Bancwest Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with banking, lending, and trustee products.

Ashley Smith is a CFP® with 12 years of experience in financial advising, currently serving clients at Wells Fargo Advisors since 2014. She is based in Westlake Village, CA, and holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Deborah Key is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 40 years of industry experience. She worked at UBS Financial Services for 13 years before joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nathan Sakuma is Vice President and Branch Leader at Fidelity Investments' Thousand Oaks Investor Center. In this role, he leads a team of financial professionals dedicated to understanding clients' goals and helping them build customized financial plans. He has been with Fidelity Investments since 2022. Prior to that, Nathan held positions at TD Ameritrade, serving as Branch Manager from 2005 to 2022 and as an Investment Consultant from 2001 to 2005. Nathan holds a California Insurance License.

Bryan Mountain is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Tony Padilla is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, alongside his role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Christopher Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining LPL Financial, he has worked at Lincoln Financial Advisors, Empower Financial Services, and Northwestern Mutual Investment Services. He is also involved with Geoffrey's Malibu and 4Points Expeditions, where he maintains ongoing roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

James Holland III is a Series 66-licensed financial advisor with Ameriprise in Westlake Village, CA, where he has worked since 2021. He has two years of industry experience. Prior to his advisory role, his background includes positions at Ace Hardware, California Lutheran University, and various roles related to education and hospitality. Holland also manages an advisory business through EPIC Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Rosen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment options through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Scott Gunn is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020, following six years at WLACC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Patty Franklin is a Financial Consultant who works closely with clients to understand their financial needs and develop plans that align with their goals and objectives. She is committed to continuing her education to enhance the value she provides in client relationships. Her professional experience includes roles as an Investment Advisor at Emerson Equity from 2015 to 2023, Chief Investor Relations Officer at Strategic Holdings from 2014 to 2019, Investment Consultant at TD Ameritrade from 2010 to 2014, Financial Advisor at Cambridge Investment Research from 2009 to 2010, and Financial Advisor at UBS from 2008 to 2009. Patty holds a California Insurance License.