Lee Tarbet is a financial advisor at OSAIC with 11 years of industry experience. He previously worked at FSC Securities Corporation and Western International Securities, Inc. outside of finance, he is involved in tax consulting for two landscaping and nursery businesses. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Quentin R. Stella is a Wealth Management Advisor and Senior Portfolio Advisor, and the founder and partner of Stella, Gold & Associates, a wealth management team at Merrill Lynch Wealth Management. He began his career in financial services in 2009, joining his father, a retired financial advisor, and subsequently joined Merrill Lynch Wealth Management in 2017. He holds the CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor™ designations. Quentin focuses on comprehensive wealth management that starts with understanding clients' needs and goals. He and his team serve affluent families, professional athletes, corporate executives, and business owners. Quentin has particular experience addressing the financial needs and concerns of professional athletes, designing strategies tailored to their unique circumstances. His services utilize the investment insights of Merrill and the banking services of Bank of America to address various client financial needs. He holds a bachelor's degree in Finance and Economics from the University of Nevada, Reno. Quentin resides in Chatsworth with his wife, Jennifer, and their two children. His family is involved with the Juvenile Diabetes Research Foundation and the American Diabetes Association due to his daughter's Type 1 Diabetes diagnosis. Quentin's personal interests include camping, cooking, fishing, football, golfing, spending time with family, and swimming.

Dayana Merchan Vega is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Christopher Inglehart is a financial advisor at Wells Fargo Clearing with five years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and served the City of Oxnard for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephanie Seng is a Series 66 licensed financial advisor with Merrill, based in Woodland Hills, CA, and has four years of industry experience. Her prior work experience includes a position at Jonathan M Davidorf M D Inc before joining Merrill in 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform to offer access to a wide set of products and services beyond typical managed account programs.

David Krigstein is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm provides a range of offerings including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

William Pare is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has worked at firms including Securities America Advisors and KGE Wealth Management, where he also has operational responsibilities. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across a broad spectrum of investment types.

Kristen Hafner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience and has been with Cambridge since 2009. Hafner is the founder of several ventures focused on financial education and divorce planning, including Divorce Moxie and Moxie Bootcamp, and has served as president of the Financial Planning Association Ventura County Chapter. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through its network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Dylan Venuti is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at Sprouts Farmers Market before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Evelyn Vallarta is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Merrill since 2019. Prior to that, she was with Wells Fargo Clearing Services LLC and Wells Fargo Bank NA from 2011 to 2019. Merrill provides managed account services to a broad client base, including individuals, high-net-worth clients, and institutional investors, through its Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and third-party managers.

Katie Barnett is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Fidelity Investments. Outside of her advisory role, she manages a rental property business in Venice, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with services that include but do not recommend individual securities as part of standalone plans.

Jason Berlinger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Berlinger serves as a board member of Group Wurx Insurance, Ltd., where he helped establish an insurance program for homeowners to cover sewer line repairs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including 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 such as Monte Carlo simulations as part of its advisory process.

John Angelo is a financial advisor with Ameriprise in Newbury Park, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he subleases office space in Woodland Hills, CA. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide comprehensive, non-discretionary recommendations delivered in partnership with their financial advisors.

Talin Kalfayan is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, Talin worked for six years at Western International Securities, Inc. Outside of financial advising, Talin is employed as a legal assistant at Hamrick & Evans, LLP and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jaclyn Mercer is a Certified Financial Planner® with 10 years of industry experience. She is currently affiliated with LPL Financial and has previously worked at Flourish Wealth Management Inc., Ellevest, and Summit Wealth Management Group. Mercer holds multiple securities licenses including Series 63, 65, and 66. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and in-house research.

Christopher Hofmann is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Parham Rastbaf is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to support portfolio diversification and investment selection.

Thomas Brusca is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing personalized advice and guidance centered on the goals and priorities of clients and their families. He works closely with clients to develop strategies addressing short-, mid-, and long-term financial objectives, offering expertise in areas such as retirement planning, education funding, portfolio management, tax minimization, and managing new wealth. Thomas holds an Associate's Degree from Moorpark College and a Bachelor's Degree from the California State University System. He carries the Personal Investment Advisor (PIA) designation and is licensed under NMLS#1935975. Fluent in both English and Spanish, he leverages a collaborative approach that includes access to Bank of America specialists covering banking, credit, home financing, and small business solutions. His practice emphasizes simplicity and transparency to help clients navigate the complexities of investing and wealth planning. Outside of his professional responsibilities, Thomas is involved with Wolf Connection, demonstrating a commitment to community engagement. His personal interests include basketball, cooking, football, hiking, pickleball, and rock climbing.

Breanna Menager is a financial advisor with Merrill based in Westlake Village, CA. She holds a Series 66 designation and has four years of industry experience. Her prior experience includes six years at Morgan Stanley Smith Barney LLC and two years at Steel Peak Wealth Management. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated with Bank of America’s broader platform, which includes access to a wide set of financial products and services.

Jamie Wood is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, Wood worked for Wells Fargo Advisors from 2011 to 2022. Wood also operates a DBA business, Artiea Capital Management, focusing on investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.