Steven Chen is a financial advisor with Primerica Advisors in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2015 and previously held roles at the Milken School and Viewpoint School. Outside of his advisory role, he is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

W. Griffith is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013 and is co-owner of Foster, Griffith & Allen, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions typical of a large institutional provider.

Nicholas Rodriguez Jr. is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, 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 concurrently associated with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jennifer Desanto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at firms such as Raymond James & Associates, Citigroup Global Markets, and UBS Financial Services. She is also involved with Logix FCU, where she has worked since 2015. 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 portfolio programs, third-party asset management, and institutional platforms.

Paul Kennedy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 44 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Crowell Weedon & Co., and A. G. Edwards & Sons, Inc. He has ownership interests in oil and gas royalties through a 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 employs a research-driven approach utilizing diversification principles and modern portfolio theory while offering a mix of brokerage and advisory solutions.

Adam Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial advising in 1996 and has experience spanning several firms, including PaineWebber-UBS Financial Services from 1998 to 2007 before joining Merrill Lynch in 2007. Adam works closely with firm specialists to provide clients with a range of services such as portfolio and asset management, retirement planning, estate and trust consultation, life insurance analysis, educational planning, cash management, and lending solutions through Bank of America. Adam holds the Chartered Retirement Planning Counselor (CRPC®) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's degree in Political Science from California State University at Northridge, where he made the Dean's List, and a Master's degree in International Economics and Politics from the Graduate School of International Studies at the University of Denver. Adam is licensed through Merrill Life Agency in California and holds an NMLS identification number.

Jeffrey Gonzalez Jr. is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is an owner and partner of Jar'd LLC, a company that produces pickleball paddles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria while offering broader derivatives and commodities capabilities.

Ian Brown is a financial advisor at Thrivent Investment Management with nine years of industry experience. He has held positions at Thrivent Financial since 2019 and previously worked at J.P. Morgan Securities LLC and West Oak Capital, LLC. Brown holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and managed-account programs, emphasizing planning without discretionary trading authority and conducting periodic reviews of recommendations.

Steven Fusco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 and Series 66 securities licenses. His career at Morgan Stanley includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Tyler Davis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley since 2025, as well as experience with Priority Sports and Entertainment and Graziadio Business School. He has also operated a sole proprietorship under his own name since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to assist clients.

Deepak Danavar is a financial advisor with UBS Financial Services in Tarzana, CA, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a silent partner in IBOS Inc., a healthcare business focused on medical record electronic chart indexing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Bruce Edelsohn is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic financial planning and a range of investment solutions, emphasizing capital market assumptions and probabilistic modeling.

Natalie Schaper is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools within a defined investment framework.

Melanie Martinez is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and nine years of industry experience. She has worked under Peter A. Hockenmaier at Ameriprise Financial, a firm with over three decades of presence in the industry. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported retirement advice through a centralized consulting team.

Jerome Aron is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he serves in a homeowners association position on a volunteer basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

James Roberts II is a financial advisor with Wells Fargo Advisors in Camarillo, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Bank of America, Merrill, and Banc of America Investment Services from 2002 to 2022. He has ownership interests in private wealth management and investment-related businesses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using Wells Fargo research and planning tools. The firm offers a broad range of planning services for clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

Matthew Herron is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop financial plans that address their personal and business goals, while managing investment portfolios to align with these objectives. Additionally, he oversees the team's financial advisors in developing customized plans and managing assets, contributing his insights to supplement the team's strategies and recommendations. Matthew emphasizes client education to help clients gain confidence in their financial preparedness by understanding how their assets work together to support their goals. Matthew joined The BHB Group at Morgan Stanley in 2005 and transitioned with the group to Merrill Lynch Wealth Management in 2009. Before entering the financial advisory field, he worked as an elementary school teacher, an experience that enhanced his communication skills and ability to educate clients effectively. He holds a bachelor's degree in English from the University of California, Davis. Matthew lives in Thousand Oaks, California with his wife, Julia, and their two children. Outside of work, he pursues an active and healthy lifestyle with his family and volunteers as a coach for his children's cross-country team.

Daniel Casey is a CFP® professional with 27 years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at United Planners' Financial Services and Westlake Financial Advisors. In addition to his advisory work, he is an instructor for CFP courses at UCLA Extension and volunteers providing tax preparation services for seniors through AARP. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Shomir Mukherjee is a Series 66 licensed financial advisor with 26 years of industry experience, currently with LPL Financial since 2025. His prior experience includes roles at Western International Securities, Inc., Citigroup Global Markets, and Citicorp Investment Services. Mukherjee also has involvement with Samana Business Design Inc. for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting clients with both discretionary and non-discretionary investment strategies.

James Sevilla is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.