Diana Santana is a financial advisor at Merrill with 29 years of industry experience. She has been with Merrill since 2005 and holds a Series 63 designation. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Byrne is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

David Norton is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as an executor for trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Robert Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing personalized financial advice since 2005. He focuses on helping clients construct unified strategies tailored to their individual goals, emphasizing a disciplined process that prioritizes candor and transparency. His approach is designed to bring clarity to clients' financial lives and assist them in pursuing objectives such as maintaining lifestyle, retirement income, and legacy goals. Before joining Merrill Lynch, Mr. Clark spent over 27 years with Warner Music Group's Atlantic Records, where he held roles including promotion director and vice president of operations for the West Coast. His background in the music industry has contributed to his problem-solving skills and disciplined approach to financial advising. He holds a Bachelor's Degree from Duquesne University and the Personal Investment Advisor (PIA) designation. Mr. Clark resides in Oak Park, California with his wife, Robin Clark, who is Head of Key Global Accounts, Entertainment, Sports and Media for Mandarin Oriental Hotel Group. They have two children: Madison, who is engaged in dance and stand-up comedy in Southern California, and Cole, a senior technical artist for Meta living in Maryland with his wife and daughter. Mr. Clark and his family enjoy cooking, entertaining, travel, and sports.

Duncan Hizzey is a Series 66-registered financial advisor with Morgan Stanley, located in Westlake Village, CA. He has six years of industry experience, including roles at Morgan Stanley Private Bank and Bellevue Healthcare. 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 supported by advanced modeling tools and a structured planning process.

Eric Wiltfang is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Sonia Culazzo is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, Sonia is the owner of Crimson Bordeaux, a dog breeding and exhibiting business she has operated since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor strategies to client goals and risk tolerances.

Yassine Zahlane is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 designations. Zahlane has worked at multiple affiliated firms within the Edelman Financial Engines organization since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven portfolio modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a broad range of account types.

Jeffrey Blum is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he dedicates time to the Conejo Las Virgenes Future Foundation, a community think tank organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and institutional solutions.

Amna Altaf is a financial advisor with LPL Enterprise based in Camarillo, CA, holding the Series 66 designation and six years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Andy Gitipityapon is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Western International Securities, Inc. for seven years and Citigroup Global Markets for nine years. 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 plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Colin Danahy is a financial advisor with Primerica Advisors based in Woodland Hills, CA, holding Series 63 and Series 65 credentials and with six years of industry experience. His work history includes roles at multiple firms such as PFS Investments Inc. and Applied Companies. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services primarily to individual investors through a large network of financial advisors.

Kevin Henderson is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2025, he was with Cadaret Grant & Co., Inc. for two years. He is also active as an artist and musician with SAG-AFTRA. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, incorporating discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Patricia Zepeda is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 19 years of experience with the firm. Her career has been exclusively with Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Jeffrey Skogsbergh is a Certified Financial Planner® with 43 years of experience in the financial industry. He is currently with LPL Financial, joining in 2025, and has prior experience at Western International Securities, Skogsbergh Capital Management, and Financial West Group. In addition to his advisory role, he serves as a FINRA arbitrator and is involved in legal services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Natasha Bonelli is a Senior Financial Advisor and Senior Vice President within Merrill Lynch Wealth Management's Global Wealth Management Division. She is part of the Cogan Bonelli Wealth Management Group and serves individual and corporate clients, focusing on wealth management, investing, retirement planning, and employee benefit services. Natasha and her team manage over 300 corporate retirement plans, including 401(k), 403(b), SEP, profit sharing, defined benefit, individual 401(k), 529 college savings plans, and IRAs. She holds several professional designations, including Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA). Natasha graduated with a Bachelor of Science in Business Administration from California State University of Northridge. She also holds an internal title of Legacy Retirement Benefit Consultant within Merrill. Beyond her professional work, Natasha participates in the Professional Shadowing Program at CSUN to support aspiring students. She enjoys spending time with her husband Bill and their three children, engaging in activities such as hiking, tennis, pickleball, yoga, and watching movies.

Neill Simmons is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from both internal and third-party sources.

Ani Tchorbajian is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Her background includes roles at Pepperdine University, Moorpark College, and Personal Touch Jewelers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and related financial services.

Richard Womack is a CFP®-designated financial advisor with 14 years of industry experience, currently with Cetera. His career includes over a decade with Avantax Advisory Services and related entities. Outside of his advisory work, he operates Conejo Tax Services, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party manager options.

Garret Stanley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Enterprise Mobility and involvement with Conejo Rec & Park and Taiga Mining Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it employs systematic methodologies and long-term asset allocation benchmarks.