Sean Morreale is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Silicon Valley Bank, Pacific Western Bank, and First Citizens Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide recommendations.

Jacob Silver is a financial advisor with Fidelity Investments in Thousand Oaks, CA. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining Fidelity, he held various roles including positions at Progressive, Geico, and Archon Capital Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of model portfolios, sub-adviser oversight, and formal advisory roles with multiple registered funds.

Leland King is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to enhance their financial knowledge and confidence, facilitating a collaborative approach to developing investment strategies. His work focuses on using the planning process to assist clients in pursuing their financial goals. Prior to his current role, Leland was an Associate Advisor at SEIA from 2023 to 2024 and a Wealth Planning Associate at UBS from 2020 to 2023. He holds a California Insurance License. Outside of his professional work, Leland has interests in art, cooking and baking, family activities, writing, and yoga.

Douglas Waisner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include 17 years at Western International Securities, Inc. and 11 years at Financial West Group. Outside of his advisory work, he is involved with Westlake Financial Group Inc., a business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Joseph Cappuccino is a CFP®-certified financial advisor with 11 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held prior roles at Commonwealth Financial Network, LPL Financial, Wealth Enhancement & Preservation, and Galt Financial Group. He is also the owner and president of Cappuccino, Inc., a support company related to his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using analytical tools and risk profiling to tailor non-discretionary advice aligned with client goals. The firm serves a broad client base including high-net-worth individuals, pension plans, and charitable organizations, and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Jae Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wamu Investments Inc. since 2008. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jacob Biscoe is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. He completed his education at San Diego State University and has worked in various educational roles prior to joining Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Gregory Shamoon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Brown Brothers Harriman & Co., Citibank, N.A., UBS, and Amgen Incorporated. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Dylan Del Re is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and also has affiliations with Wells Fargo Bank, N.A. and California State University Channel Islands. 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 grounded in diversification principles and modern portfolio theory.

Cassandra Mettlen is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Advisors, ISSQUARED, Inc., and Starnet Data Design, Inc. Cassandra also operates Artiea Capital Management, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Merrill, holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Harvard University. Outside of his advisory role, he owns Pasha Worldwide LLC, a dropshipping e-commerce business specializing in furniture, lamps, and home library products. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Jack Randall is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and approximately one year of industry experience. Prior to joining Osaic, he held various positions including roles at the University of Oregon and Enterprise Holdings. Randall is also involved in para-legal work related to estate planning and assists with client services in lending and investment advisory capacities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using both discretionary and non-discretionary management supported by advanced asset-allocation tools and third-party platforms.

Alan Durlester is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and possessing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust in Sherman Oaks, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Groscost is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Claremont, CA, and has 24 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2011. Outside of advising, he holds a partial ownership stake in an inherited environmental testing facility through ChemHistory LLC. 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 services, including niche areas such as business-owner transition and special-needs planning, and advisors use proprietary research and tools to develop tailored recommendations.

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.