Robin Liebes is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to LPL Financial, Liebes worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advisory work, Liebes serves in a fiduciary capacity for an estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of representatives, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lydia Lee is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to develop tailored financial plans that align with their goals, values, and vision. Lydia focuses on building strong, lasting relationships based on trust, dedication, and competence to provide confident guidance throughout the financial planning process. Her experience at Fidelity Investments includes serving as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Lydia holds a California Insurance License, which supports her work in providing comprehensive financial advice. Outside of her professional responsibilities, Lydia enjoys activities such as comedy, attending concerts, cooking and baking, watching movies, and playing tennis.

Ena Gillin is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she collaborates with clients to help them stay on track toward their personal financial goals by reviewing current strategies, understanding individual client needs, and identifying new approaches to improve overall financial plans. Prior to her current role, Ena held several positions at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. She holds a California Insurance License. Outside of her professional work, Ena enjoys activities such as biking, fitness, gardening, hiking, puzzles, and yoga.

Taylor Johnson is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2018, including its affiliated entities, and previously spent time at Scottrade. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through its broad institutional platform.

Janet Burnett is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Advisors since 2016 and is the sole owner of JB Financial Management, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that address areas such as retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in how to implement them.

Jennifer Brown is a CFP®-credentialed financial advisor with 34 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Based in Newbury Park, CA, she holds Series 63 and Series 66 licenses. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across various planning areas without managing client portfolios directly.

Thomas Roche is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 25 years of experience in providing individually tailored financial and wealth management strategies. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Thomas advises clients on wealth accumulation, preservation, and transfer through a defined process that includes portfolio development, liability management, tax minimization, and asset preservation. He works closely with clients' other trusted advisors such as attorneys and accountants to address tax, trust, philanthropic, and estate issues, including wealth transfer strategies. His client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. He holds a Bachelor's Degree from the University of Southern California and is a member of the USC Alumni Association. Outside of his professional work, Thomas volunteers with community organizations and enjoys golfing, hiking, pickleball, and skiing.

Jeffrey Sardo is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Prudential Advisors, Farmers Insurance, and Los Robles Regional Medical Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Suren Tonoyan is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. Prior to this, he worked as a Financial Advisor at JP Morgan Securities from 2013 to 2015 and as a Financial Consultant at Axa Advisors from 2011 to 2012. Throughout his career, Suren has focused on providing personalized and comprehensive financial planning to his clients. Suren holds a California Insurance License, which supports his work in financial consulting and advising. He is committed to being a trusted partner for his clients, aiming to empower them to make informed decisions and work toward their financial goals.

Daniel Medina is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Investors Advantage Corp. Outside of advising, he hosts a fitness radio show and has involvement with West LA Poker. 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 representatives. The firm offers financial planning, advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Ryan Liljegren is a financial advisor with Ameriprise in Westlake Village, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Outside of his advisory work, he serves on the Board of Directors for Calvary Community Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to create tailored Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Vanessa Pocock is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She is a Certified Financial Planner with over a decade of experience in financial guidance and wealth planning. Prior to her current role, Vanessa worked as a Financial Advisor at Merrill Lynch from 2016 to 2017 and at Valic from 2011 to 2016. Vanessa's background includes experience as an attorney, which informs her comprehensive approach to financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Vanessa enjoys travel and spending time with her daughter and son.

Joseph Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Crown Capital Securities and has a background in media companies including Havas Edge Media and Smart Media. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Todd Barnes is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2013 to 2016. He is also involved with the Harvard Business School Alumni association, serving as secretary for the General Management Program. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tadeh Grigorian is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Citigroup Global Markets, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory work, he is an owner and partner of a laundromat business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Bryan Sabalvaro serves as a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in working towards their financial goals through a collaborative planning approach that involves a holistic discussion of their financial situations and preferences. This strategy enables the development of tailored action plans supported by Fidelity's extensive resources. Prior to becoming Vice President, Bryan worked as a Financial Consultant at Fidelity Investments from 2016 to 2020. Before that, he was a Financial Advisor at Merrill Lynch from 2012 to 2016. He holds a California Insurance License. Outside of his professional work, Bryan's personal interests include fitness, parenthood, Pilates, reading, singing, and traveling.

Sherith Squires is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she is a joint owner of a commercial office building leased to multiple tenants, including other Thrivent representatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s services include a model-based approach to comprehensive financial planning and an optional managed-account program under a consolidated billing system called “WealthPlan.”

Armine Alvandi is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, N.A. since 2009. Outside of her advisory role, she owns an online e-commerce store specializing in personalized event decorations and jewelry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Ensieh Kharghanian is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2024 and previously held positions at Merrill Lynch Pierce Fenner & Smith Inc., JPMorgan Chase Bank N.A., Citigroup, Wells Fargo, and Credit Mutuel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Maley is a CFP® professional with 21 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Merrill, Unionbanc Investment Services, and MUFG Union Bank. Maley serves as an active board member of Food Share of Ventura County, a local food bank. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.