Edward Cogan is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide wealth management services, including investing, retirement and benefits plans, cash management, and business financing. Mr. Cogan and his team service over 300 corporate retirement plans in California, focusing on a variety of plan types such as 401(k), 403b, SEP, profit sharing, defined benefit, individual 401(k), 529 corporate college saving plans, and IRAs. He holds an internal title of Legacy Retirement Benefit Consultant within Merrill Lynch. Mr. Cogan joined Merrill Lynch Wealth Management in 2004. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He graduated from UCLA with a Bachelor of Arts degree in Economics. He is also affiliated with professional organizations such as the National Association of Plan Advisors (NAPA), Professional in Human Resources Association (PIHRA), and Society for Human Resource Management (SHRM). Outside of his professional activities, Edward and his wife Michelle have two children and are active in their local community. His community involvement includes participation with Chaminade High School and Middle School, International Trade Education Programs, Santa Clarita Valley Search and Rescue, Sunrise Little League, and the Union Rescue Mission. His personal interests include basketball, kite surfing, adventure sports, biking, golfing, music, reading, singing, surfing, traveling, and volleyball.

Timothy Walsh is a financial advisor with Stifel in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which provides forward-looking analyses used to guide client decisions.

Eric Scheinbaum is a financial advisor with OSAIC based in Woodland Hills, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Regal Advisory Services, Inc. for 27 years and has been affiliated with Royal Alliance Associates, Inc. for 30 years. Outside of advisory work, he serves as CEO of MEDICOVERAGE INC., an online health insurance sales company. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is noted for its scale, complex affiliate network, and integration of third-party investment and lending programs.

Erik Ohanessian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Citigroup, JP Morgan Securities, and Scottrade, among others. Wells Fargo Clearing provides retirement plan consulting services 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 a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Grace is a financial advisor with LPL Financial, holding a Series 63 designation and over 47 years of industry experience. He previously worked at National Planning Corporation for 18 years and Securities America for four years before joining LPL Financial in 2021. Outside of his advisory role, he hosts a fitness radio show and is an author. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joel Barker is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill since 2010 and Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Ragde is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 7 years of industry experience. She has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

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.

Sean Blackwood is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he oversees CrimsonCardinal, LLC, an operating company formed to manage his practice and provide client services. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Trueman is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including niche areas such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Michael Weisberg is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Weisberg serves on the finance and investment committees of de Toledo High School and acts as an observer on the investment committee for the Foundation for Jewish Camp. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Ryan De Silva is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on empowering clients by providing the information they need to alleviate stress and take informed action regarding their personal finances. Prior to this role, Ryan worked as a Private Client Advisor at J.P. Morgan Securities, LLC from 2019 to 2021. His previous experience also includes serving as Chief Investment Officer at Arrowroot Family Office from 2017 to 2018, Senior Portfolio Advisor Associate and Assistant Vice President at Nuveen Investments from 2010 to 2015, and Investment Advisory Associate at Aspiriant from 2002 to 2006. Ryan holds a California Insurance License. Outside of his professional work, he enjoys activities such as beach outings, biking, surfing, traveling, and spending time with his family and pets.

Christopher Bannon is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 66 designation and previously worked at Unionbanc Investment Services for seven years before joining Edward Jones in 2021. He serves as a director and secretary for Excelta Corporation, a family business in Buellton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, combining a large advisor network with affiliated capabilities such as trust services and securities-based lending.

Chris Dumford is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial and its predecessor firms since 1993. In addition to his advisory role, Dumford is involved in health benefit insurance sales through Horizon Wealth Management. 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 participant-level retirement advice, supported by a platform serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jake Rosen is a CFP®-credentialed financial advisor with Edward Jones, based in Woodland Hills, CA, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at California Lutheran University and Capstone Partners MML Investors Services, LLC. Rosen has a stipend affiliation with the USC School of Gerontology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Owen Wildermuth is a Planning Consultant specializing in personalized financial planning to address the unique goals and needs of families. Based in the Conejo Valley area, Owen is committed to helping clients build and improve their financial plans and to empowering informed financial decision-making. He has experience as a Relationship Manager at Fidelity Investments from 2025 to 2026 and served as a Financial Representative at the same firm from 2023 to 2025. Owen holds a California Insurance License. Outside of his professional work, Owen has interests in comedy, food, golf, snowboarding, and swimming.

Allan Farhit is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, he operates a business focused on medical and dental insurance and serves as a co-trustee and successor trustee for immediate family trusts. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a range of third-party advisory programs and implements investment strategies using mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

Nathan Korn is a Financial Consultant at Fidelity Investments, where he supports clients in achieving their financial goals through comprehensive planning. He engages in holistic discussions to co-create plans that align with clients' specific objectives while utilizing Fidelity's resources. Nathan has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. He holds a California Insurance License.