Edward Vukmirovich is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 66, 63, and 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Diamond Hill Capital Management and Foreside Financial Services, where he worked for 16 years, as well as Transamerica Investment Management. 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 wide range of clients, including individuals, institutions, pension plans, and governmental entities, offering financial planning, advisory programs, and institutional consulting with a non-discretionary approach that emphasizes tailored client planning supported by extensive research and portfolio management options.

Paul Felten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 10 years and brings experience in helping clients develop personalized wealth management strategies that reflect their priorities and the dynamic market environment. Paul focuses on areas including education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management, among others. Beginning his career in financial services in 2010, Paul is the third generation of Felten family financial advisors. He holds a Bachelor's Degree from the University of California Santa Barbara and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul also actively participates in community volunteer work, reflecting the Merrill tradition of community involvement. Outside of his professional responsibilities, Paul enjoys baseball, cooking, and spending time with his family. His approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals.

Richard Sinderbrand is a financial advisor with Edward Jones in Westlake Village, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Prudential Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is an author of a self-written non-fiction book. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, including discretionary and non-discretionary wrap fee 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.

Wayne Simpson is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2006 to 2011. Outside of his advisory role, he co-owns a trucking and transportation business in Granada Hills, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment selection and portfolio construction.

Helen Middlebrook is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and having five years of industry experience. Her prior experience includes roles at John Miller and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset managers.

Anthony Coyne is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 63 license and bringing 32 years of industry experience. He has worked with LPL Financial since 2002 and also operates Coyne Wealth Management and Householder Group Estate & Retirement Specialists, through which he provides investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Derek Chaffin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for a family trust. 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 to support investment decisions, offering both discretionary and non-discretionary retirement plan services.

Kyle Winther is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avantax Advisory Services and Avantax Investment Services. Prior to his financial services career, he was involved with Vapor Hub Inc for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

James Mc Namara is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he worked at Mutual Group and has experience in education and coaching, including an upcoming assistant football coaching role at Camarillo High School within the Oxnard Union High School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Yvonne Redmond is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Equitable Advisors since 2024, following long tenures at LPL Financial and Kinecta Financial & Insurance Services. Redmond also operates as an independent agent in outside fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing both proprietary and third-party advisory models.

Zachary Breverman is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously spent four years at Merrill. Outside of his advisory role, Breverman is involved with investment-related business activities, including ownership stakes in several ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to develop tailored recommendations delivered through personalized meetings and client summary letters.

Michael Gallagher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment plans tailored to their specific needs and goals. He utilizes Fidelity's extensive resources to create these plans and conducts regular meetings to monitor progress and make adjustments as necessary. Michael has progressively advanced in his career at Fidelity Investments, holding positions such as Planning Consultant, Relationship Manager, and Financial Representative from 2021 to the present. Prior to joining Fidelity, he worked as a Financial Advisor at Equitable from 2020 to 2021. He holds a California Insurance License.

Albert Yousoufian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior employers include Charles Schwab, Citigroup, Bank of America, Merrill, and JP Morgan. Outside of his financial services career, he provides personal care for his mother, who has a disability. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

David Feuerhelm is a financial advisor at Ameriprise in Northridge, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Feuerhelm has interests in farm property ownership across Iowa, North Dakota, and South Dakota. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Behunin is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at LPL Financial in two periods (1998–2010 and 2013–present) and has been involved with the Householder Group and Householder Group Estate & Retirement Specialists since 2010. Outside of his advisory work, he writes Medicare supplement policies as a Blue Cross agent. 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 advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform of financial products and tools.

Chad Swanson is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 25 years. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment strategies.

Suzanna Soriano is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with DoTerra International and Young Living, participating in sales and marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrea Rivera is a financial advisor with Merrill and holds a Series 66 designation. She has 11 years of industry experience, including roles at Bank of America, N.A., Dennis Ortiz-Luis, and Waddell & Reed Inc. She is based in Westlake Village, CA. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Whitten is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Ameriprise since 2015, currently working at the Burbank, CA office. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC, an investment-related business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports through a centralized consulting team.

Andrew Roth is a financial advisor at LPL Financial with 33 years of industry experience. He has held his current position since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Roth spends 15% of his time as a musician. 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 asset management services utilizing both proprietary research and third-party strategies.