Christopher Goodenough is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he is involved with Konsulting by Kamerman, providing meeting preparation services for Ameriprise financial advisors. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to provide non-discretionary recommendations, emphasizing the use of Ameriprise managed accounts and algorithmic tools overseen by a Retirement Income Oversight Committee.

Cole Edwards is a financial advisor with Cetera in Valencia, CA, holding a Series 66 designation and two years of industry experience. He has previously worked with Avantax entities and maintains private consulting activities through his own firms, providing tax preparation, bookkeeping, and consulting services. Edwards also serves as an internal audit and financial advisory consultant at Protiviti Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Lucia Perez is a Series 66-licensed financial advisor with Ameriprise in Santa Paula, CA, with 26 years of industry experience. She has been with Ameriprise and its related entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Tony Padilla is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, alongside his role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Daniel Porter is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Skidmore Markell & Company and Sagepoint Financial Inc. Outside of his advisory work, he serves as Local Camp Vice President for Gideons International, involving Bible distribution locally and internationally. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk-tolerance and rebalancing tools.

Suzanne Tweddell is a financial advisor with Primerica Advisors in Valencia, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since the late 1990s. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Hugh Fisher is a financial advisor with Edward Jones in Simi Valley, CA. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Wendy Fleischmann is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Crown Capital Securities and United Planners' Financial Services. In addition to her advisory work, she is the author of "Divorce Well: A Woman's Guide." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Swanson is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 30 years of industry experience. His prior work includes 24 years at Wedbush Securities and two years at UBS Financial Services. 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 advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Kailey Craig is a financial advisor with Edward Jones in Simi Valley, CA, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience, all of which has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Daniel Castillo Reyes is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Daniel earned a Bachelor's Degree from the University of Texas El Paso. His role involves providing financial advice and services within Merrill Lynch Wealth Management.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Henry Romero is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Aptive Environmental and Sapori Ristorante. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Derek Butler is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Waddell & Reed, HD Vest, and National Life. Butler also manages the Derek Butler Family Trust. 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, third-party asset management, and institutional platforms.

Ja Nelle Mattson is a financial advisor with J.P. Morgan Securities in Moorpark, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her work history includes roles at Lyft, Inc., SpeedVixen LLC, and Wayward Wicks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Clark Neel is a CFP® with 32 years of industry experience and has been with Edward Jones since 2006. He is based in Moorpark, CA, and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Ismael Martinez Navarro is a financial advisor with LPL Financial based in Valencia, CA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a co-owner of a food truck business, Ricky's Fish Tacos, in San Fernando, CA. 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 services, including financial planning and access to model portfolio programs, and supports advisors with technology and operational tools.

Sergio Cabral is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has also worked in real estate and banking roles, including positions at Pinnacle Estate Properties, JP Morgan Chase Bank, and various real estate firms. Outside of his advisory role, Cabral is involved in real estate sales as an assistant with WG Res, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based investment strategies created by third-party asset managers. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Christopher Impellitteri is a financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab and TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.