Heather D'angelo is a financial advisor at Edward Jones in Valencia, CA, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is an owner of a rental property in Scituate, MA. 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 options, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Jeremiah Bauman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked with LPL Financial since 2007 and previously spent five years at Merrill. Outside of his advisory role, Bauman is involved in selling life and fixed annuities through Bauman Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by both discretionary and non-discretionary investment strategies.

Ronald Scott is a financial advisor affiliated with LPL Financial and holds Series 63 and Series 65 licenses. He has 57 years of industry experience, including 39 years at Merrill and 9 years at LPL Financial. He also operates Bauman Scott Financial Services, an entity related to his LPL business. 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 utilizing various investment strategies and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Christopher Brown is a financial advisor at Merrill with a Series 66 designation and one year of experience. His prior work includes roles at Bank of America, UnitedMasters Inc, Snap Inc, and Western Governors University among others. Brown's background spans diverse industries including technology and education. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-focused investment capabilities and leverages a platform integrated with Bank of America affiliates.

Melissa Barker is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica since 2017. In addition to her financial services role, she owns 2SOL Productions, a television and film production company based in Santa Clarita, CA. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers.

Bryan Steiner is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning, access to third-party asset managers, and affiliated trust and insurance offerings.

Dwight Wolfe is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Thrivent Financial. Outside of his advisory role, he has been involved with California Business Telephone Systems Inc, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by a large network of investment adviser representatives.

Levon Hasserjian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan since 2012. 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 an ESG eligibility framework, supported by affiliates including J.P. Morgan Wealth Management Solutions.

Diana Reyes is a financial advisor at Edward Jones with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2004. The firm serves over four million individual and institutional clients, offering a wide range of wealth management services through both discretionary and non-discretionary strategies. Edward Jones manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Susan Colletta is a financial advisor at Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 licenses with 3 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at DAUM Commercial Real Estate Service and SCV Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Dayne Comrie is a financial advisor with J.P. Morgan Securities in Valencia, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program is non-discretionary, focusing on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Cesar Cap is a financial advisor with Fidelity in Santa Clarita, CA, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Fidelity Investments since 2007 and Wells Fargo Investments from 2005 to 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Susan Kakiki is a financial advisor with Edward Jones in Santa Clarita, CA, holding a Series 66 designation and with three years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Jonelle Gonsalves is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her background includes roles with Sulphur Springs School District, ELEVO, and Soccer Shots, alongside a longstanding association with Pfs Investments Inc and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

James Schramm is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with Raymond James Financial in Valencia, CA. He has been associated with Raymond James Financial Services Advisors Inc. since 2015 and leads the Schramm Financial Group, which he established in 2016. Outside of his advisory role, Schramm serves as a pastor for a congregation of approximately 300 members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using various analytical tools and supports a broad network of advisors and affiliated firms.

Jesse Thurber is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior work includes roles at Bank of the West from 2015 and BancWest Investment Services from 2015 to 2023, as well as at Merrill from 2009 to 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sergio Lazzara is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, National Association. He is also a board member of the Northlake Homeowners Association, a nonprofit organization in Valencia, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist in modeling financial outcomes.

David Hernandez is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to that, he was with Dickinson Graham Capital Management from 2015 to 2018. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Krupp Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Invest Financial Corp, Crowell, Weedon & Co., Citigroup Global Markets, Citicorp Investment Services, and Morgan Stanley Dw Inc. Outside of his advisory role, he serves as Scholarship Chairman for the Far West Ski Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Joshua Radford is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.