Cody Mathis is a Planning Consultant at Fidelity Investments, where he works with individuals and families to develop comprehensive financial plans tailored to their goals. He joined Fidelity Investments in 2022 and has held roles including Customer Relationship Advocate, Central Relationship Manager, and currently Planning Consultant. Cody holds a California Insurance License, supporting his ability to assist clients with insurance-related financial planning. His professional experience encompasses client relationship management and financial planning services. Outside of his professional role, Cody enjoys fishing, golf, sailing, snowboarding, surfing, and spending time with his pets.

Kseniya Tsipis is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, bringing five years of industry experience. Her prior roles include positions at Robbins & Lloyd Mortgage Inc, UnionBanc Investment Services, and MUFG Union Bank N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning services.

James Dryden is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, Dryden owns and operates a photography business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using firm research and planning tools, with clients able to implement recommendations through various brokerage or advisory programs.

Kaelen Perushek is a financial advisor with Morgan Stanley in Westlake Village, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in the Economics Department at the University of California, Santa Barbara, and has nine years of experience with the La Canada Unified School District. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured processes and firm-approved tools to support client goals.

Peter Dahabreh is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory role, Dahabreh owns and operates Pasha Worldwide LLC, a dropshipping e-commerce business specializing in furniture, lamps, and home library products. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Randall is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, Randall is involved in para-legal work as a Certified Citadel Estate Planner and participates in a lending referral service that assists clients with debt consolidation and loan refinancing. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment process incorporates model-based asset allocation, portfolio optimization, and access to third-party managers through a multi-advisor platform.

Alan Durlester is a financial advisor with Wells Fargo Clearing, holding the Series 63 designation and having 44 years of industry experience. He previously worked at Prudential Equity Group, LLC for five years before joining Wells Fargo Clearing in 2016. Outside of his advisory duties, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Richard Groscost is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2003. Outside of his advisory role, he has ownership in an environmental testing facility through ChemHistory LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations across a broad range of planning needs.

Yung Yi is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo Clearing, Yi worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC for eight years. 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 incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

David Brodsky is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he owns Broad Sky LLC, a rental real estate business. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management techniques and firm-supported research.

Steven Hornstein is a CFP® with 36 years of industry experience, currently serving at Cetera since 2025. Prior to joining Cetera, he spent nine years at Avantax Advisory Services and has operated Hornstein Law Offices since 2002. Outside of advising, he practices law with a focus on estate planning, serves on various nonprofit boards including the Rotary Club of Woodland Hills, and is the author of a book on estate planning documents. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm provides access to multiple investment strategies through a large network of independent advisors and offers portfolio management, financial planning, and third-party manager selection across diverse program structures.

Robert Kay is a CFP®-certified financial advisor with Ameriprise in Simi Valley, CA, bringing 16 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Tatiana Barry is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Westlake Village, CA. She has been with Edward Jones since 2014. Outside of advising, she owns and manages a rental property in Chicago. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Thomas Rockel is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following four years at UBS Financial Services. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Abby Goldstein is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. She serves as a FINRA arbitrator in addition to her advisory responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and retirement plan services to individuals, institutions, and other clients through a large network of investment adviser representatives.

Ronald Masino is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through Corporate Financial Planning agreements.

Dustin Tondreau is a financial advisor with LPL Financial, holding a Series 66 designation and with eight years of industry experience. His prior work includes positions at Lincoln Financial Group, Farmers Insurance, and CuVantis Wealth Planning. He is also involved with Oceanair Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Hugh Fisher is a financial advisor with Edward Jones in Simi Valley, CA. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Eric Idelson is a financial advisor at UBS Financial Services with 33 years of industry experience, including 29 years at UBS. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director for the Child Success Foundation, a nonprofit that provides funds for families unable to afford pediatric occupational, educational, and speech therapy. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services tailored to clients’ goals and risk tolerances.

James Lyon is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Lyon maintains a minority ownership interest in two firms from which he previously resigned as an employee in 2006, with no current involvement in their management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates with institutional trading capabilities alongside wealth management services.