Nelvine Ocampo is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior work includes roles at Woodbury Financial Services, Questar Asset Management, Voya Financial Advisors, and LPL Financial. She is also an insurance agent with Retirement Services Financial Group LLC, where she is involved in the sales and service of fixed insurance products. OSAIC serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and access to various investment programs and third-party managers.

Anthony Minero is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at FosGro LLC, LPL Financial, and Floe Financial Partners. Outside of his advisory work, he is a co-owner of The Row House, a boutique fitness gym in Granada Hills, CA, and serves as a business consultant for AlphaInsights. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Sherrie Holland is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1994. Outside of her advisory role, she serves as a trustee and co-trustee of a family trust. 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 offers model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional entities.

Manuela Ellen is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has previously worked at KGE Wealth Management and Securities America, Inc. for multiple years. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, and it manages portfolios using both discretionary and advisor-managed strategies.

Gianni Stillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously was employed by Spireworks and the University of Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from internal and third-party sources.

Nathan Matthews is a financial advisor with Ameriprise in North Hollywood, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and OsteoStrong, as well as work with the Matthews Law Firm and the University of Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven income strategy recommendations.

Sirtaj Puri is a financial advisor at Charles Schwab with eight years of industry experience and a Series 66 designation. His prior roles include positions at TD Ameritrade Investment Management and ACRC Trials. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by centralized supervisory and custody services.

Robert Sall is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved as a fixed life settlement broker with Ashar Group LLC and serves as a trustee of a personal family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, offering both proprietary and third-party advisory programs tailored to client risk tolerance and investment goals.

Charmaine Carino is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of her advisory role, she owns a short-term rental property used for travel nurse and corporate housing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering an IPS-driven advisory process grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary investment options and includes insurance-related products and bank deposit sweep options in its offerings.

Shana Mohsen is a financial advisor with J.P. Morgan Securities in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has a longstanding role at JPMorgan Chase Bank, N.A. Outside of her advisory work, she owns rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Melissa Ruiz is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2017. Outside of her advisory role, she is involved in a family business in Chandler, Arizona, where she makes and sells tamales. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gayatri Arumugam is a Financial Advisor at Merrill Lynch Wealth Management, joining the firm in August 2026. She serves individuals and families, with a focus on doctors and scientists, providing personalized financial strategies that align with clients' goals and priorities. Gayatri employs a proactive, collaborative approach, starting by understanding clients' current situations and aspirations to develop adaptable financial plans. Gayatri holds a Bachelor of Science degree in Biochemistry from the University of California, Riverside. Before entering financial services, she owned a tutoring business, and her background in science and education informs her work with clients in related professions. She is also a Personal Investment Advisor (PIA) and is fluent in English and Tamil. In addition to her professional role, Gayatri enjoys dancing, spending time with her family, and mentoring young people interested in STEM fields.

Jacob Silver is a financial advisor with Fidelity Investments in Thousand Oaks, CA. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining Fidelity, he held various roles including positions at Progressive, Geico, and Archon Capital Investments. Fidelity’s 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of model portfolios, sub-adviser oversight, and formal advisory roles with multiple registered funds.

Douglas Waisner 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 11 years at Financial West Group. Outside of his advisory work, he is involved with Westlake Financial Group Inc., a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Joseph Cappuccino is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held prior roles at Commonwealth Financial Network, LPL Financial, Wealth Enhancement & Preservation, and Galt Financial Group. He is also the owner and president of Cappuccino, Inc., a support company related to his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals. The firm serves a broad client base including high-net-worth individuals, pension plans, and charitable organizations, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Jae Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. His prior experience includes roles at Wamu Investments Inc. and Countrywide Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Jacob Biscoe is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. He completed his education at San Diego State University and has worked in various educational roles prior to joining Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Gregory Shamoon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Brown Brothers Harriman, Citibank, UBS, Amgen Incorporated, and the University of San Diego. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach involves written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dylan Del Re is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and also has affiliations with Wells Fargo Bank, N.A. and California State University Channel Islands. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

Cassandra Mettlen is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Advisors, ISSQUARED, Inc., and Starnet Data Design, Inc. Cassandra also operates Artiea Capital Management, a business related to her LPL activities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.