Sonia Culazzo is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, Sonia is the owner of Crimson Bordeaux, a dog breeding and exhibiting business she has operated since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor strategies to client goals and risk tolerances.

Yassine Zahlane is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 designations. Zahlane has worked at multiple affiliated firms within the Edelman Financial Engines organization since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven portfolio modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a broad range of account types.

Jeffrey Blum is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he dedicates time to the Conejo Las Virgenes Future Foundation, a community think tank organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Andy Gitipityapon is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Western International Securities, Inc. for seven years and Citigroup Global Markets for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Colin Danahy is a financial advisor with Primerica Advisors based in Woodland Hills, CA, holding Series 63 and Series 65 credentials and with six years of industry experience. His work history includes roles at multiple firms such as PFS Investments Inc. and Applied Companies. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services primarily to individual investors through a large network of financial advisors.

Kevin Henderson is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2025, he was with Cadaret Grant & Co., Inc. for two years. He is also active as an artist and musician with SAG-AFTRA. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, incorporating discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Patricia Zepeda is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 19 years of experience with the firm. Her career has been exclusively with Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Jeffrey Skogsbergh is a Certified Financial Planner® with 43 years of experience in the financial industry. He is currently with LPL Financial, joining in 2025, and has prior experience at Western International Securities, Skogsbergh Capital Management, and Financial West Group. In addition to his advisory role, he serves as a FINRA arbitrator and is involved in legal services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Natasha Bonelli is a Senior Financial Advisor and Senior Vice President within Merrill Lynch Wealth Management's Global Wealth Management Division. She is part of the Cogan Bonelli Wealth Management Group and serves individual and corporate clients, focusing on wealth management, investing, retirement planning, and employee benefit services. Natasha and her team manage over 300 corporate retirement plans, including 401(k), 403(b), SEP, profit sharing, defined benefit, individual 401(k), 529 college savings plans, and IRAs. She holds several professional designations, including Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA). Natasha graduated with a Bachelor of Science in Business Administration from California State University of Northridge. She also holds an internal title of Legacy Retirement Benefit Consultant within Merrill. Beyond her professional work, Natasha participates in the Professional Shadowing Program at CSUN to support aspiring students. She enjoys spending time with her husband Bill and their three children, engaging in activities such as hiking, tennis, pickleball, yoga, and watching movies.

Neill Simmons is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from both internal and third-party sources.

Ani Tchorbajian is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Her background includes roles at Pepperdine University, Moorpark College, and Personal Touch Jewelers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and related financial services.

Richard Womack is a CFP®-designated financial advisor with 14 years of industry experience, currently with Cetera. His career includes over a decade with Avantax Advisory Services and related entities. Outside of his advisory work, he operates Conejo Tax Services, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party manager options.

Richard Sholty Jr. is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment products and financial strategies.

Garret Stanley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Enterprise Mobility and involvement with Conejo Rec & Park and Taiga Mining Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it employs systematic methodologies and long-term asset allocation benchmarks.

John Diaz Mena is a Financial Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions at Fidelity Investments including Benefits & Planning Consultant in Executive Services from 2023 to 2025, Investment Solution Representative from 2021 to 2023, and Financial Representative from 2019 to 2021. John is licensed with a California Insurance License and focuses on establishing personalized partnerships with clients to understand their unique financial goals. He aims to provide support and guidance to create robust financial plans tailored to individual needs. Outside of his professional work, John has personal interests in cars, outdoor adventures, snowboarding, soccer, and traveling.

Michael Moghtader is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Christopher Brodoski is a financial advisor at Merrill in Encino, CA, holding a Series 66 designation with three years of industry experience. He has been with Bank of America and Merrill since 2008. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Scott Collins is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Myles Malone-Wright is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on assisting clients in achieving their financial goals through careful planning and collaboration. He works closely with individuals and families to develop personalized financial strategies that align with their unique circumstances and objectives. Myles has held various positions in the financial services industry, including Planning Consultant at Fidelity Investments since 2021, and roles at The Vanguard Group such as High Networth Advisor, Mass Affluent Advisor, and Brokerage Investment Professional from 2017 to 2021. He holds a California Insurance License. Outside of his professional work, Myles has personal interests in art, football, golf, and sailing.

Douglas Frank is a CFP® professional with 42 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has previously worked at Bank of America and Merrill. Frank holds a California State Bar law license. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.