Gregory Fortner is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He has been with LPL Financial since 1996. He also operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Taylor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using Wells Fargo research and tools to develop tailored recommendations.

Lisa Lyons is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 36 years of industry experience. She has worked at Regal Advisory Service, Inc. since 1997 and Royal Alliance Associates, Inc. since 1992. Lyons owns Regal Advisory Services, Inc., where she provides investment advisory advice and life insurance services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options utilizing asset-allocation tools, automated rebalancing, and third-party solutions.

Taylor Shoop is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Shoop is a partial owner of a family business involved in farming, real estate management, and oil and gas assets. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Salvatore Viso is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with OSAIC since 2001. Outside of his advisory role, he owns and manages a small financial services S-Corp and is involved in managing two rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Evan Press is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory role, he serves as vice chair of the Chatsworth High School Site Council, coaches youth tennis, and is a board member of Connextions, an organization focused on youth sports camps and wellness education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Wells Fargo-affiliated firms since 2000, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

Todd Beguelin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he serves as treasurer for the Las Posas Gardens HOA and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools to tailor recommendations for clients.

Juliette Benshaw is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Her spouse owns a business called Turtle Cloud, based in Woodland Hills, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its offerings.

Thomas Flores is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, he held positions in the hospitality and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of fee-based financial planning, portfolio management, and capital markets services.

Michael Bernardo is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2018. Bernardo also has extensive experience working with Logix Federal Credit Union since 2000. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Lauren Troli is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked at the University of Irvine and has additional work experience in educational and retail settings. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with client implementation optional through various brokerage and advisory programs.

Bobbie Hanley is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2019 and owns a sole proprietorship selling personal pre-owned goods on eBay. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeannette Comulada is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has worked at PFS Investments Inc. since 2009 and has been with Primerica Financial Services since 2007. Outside of advisory services, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap-fee structure.

Emil Babayans is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. He also operates a separate business under the name Emil Babayans and Associates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Scotland Garapedian is a Financial Advisor with Merrill in Westlake Village, California. He works as part of a family-based team to help clients take steady action toward a more secure financial future, unifying multiple aspects of their wealth in alignment with their goals and aspirations. Scotland supports multiple generations of families in navigating decision points related to careers, family dynamics, retirement ambitions, and legacy intentions. Clients served by Scotland include business owners, executives, professionals, and successful families. He assists them with key components of wealth management such as investments, savings, planning, retirement strategies, business succession, pre-liquidity event planning, and facilitates access to banking and lending through Bank of America. Scotland also serves as a resource during life transitions including new jobs, marriage, divorce, the death of a loved one, or the birth of a child or grandchild. Before joining Merrill, Scotland worked as an Annual Giving Officer at Pepperdine University. He holds a Bachelor of Arts degree in Organizational Communication from Pepperdine, where he was named the Outstanding Student for Organizational Communication. A former walk-on member and captain of the Division I Varsity Tennis Team, Scotland applies the same discipline and focus to his financial advisory role. He lives in Oak Park, California, with his wife, Ruby, and their two sons, and enjoys playing tennis and golf in his free time.

John Short III is a financial advisor with UBS Financial Services, holding a Series 63 license and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory work, he participates as an actor in a local haunted house attraction in Thousand Oaks, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.

Esteban Amaya is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America/Merrill Lynch. Prior to his financial career, he spent six years at Enterprise Rent-A-Car. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions alongside research-driven investment approaches.

Karen Kinrose is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of her advisory role, she is involved with Sage Scholars, Inc., an organization that facilitates tuition reduction programs with private colleges and universities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Juan Ramirez is a Series 66-registered financial advisor with Wells Fargo Clearing, based in San Fernando, CA. He has 21 years of industry experience, including prior roles at Wells Fargo Advisors, LLC. Ramirez has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven investment process follows modern portfolio theory and includes a wide range of financial products, such as insurance-related vehicles and bank deposit sweep options.