Stephanie Milner is a financial advisor with Ameriprise in Ventura, CA, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is an artist specializing in paper artwork and also supervises and manages the decoration of Rose Parade floats. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice, primarily for clients holding assets in Ameriprise-managed accounts.

Nava Spivak is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from internal and third-party sources and applies diversification principles and modern portfolio theory in its investment approach.

David Jenni is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 65 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016 and previously worked at D.A. Davidson & Co. from 2015 to 2016. Outside of his advisory role, he is the owner of Jigsaw Wealth Management, a support company based in Pasadena, CA. 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, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports various advisory programs while maintaining notable municipal and public-finance capabilities.

John Hineman is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured processes and approved tools, managing approximately $2.74 trillion in client assets.

Tiffani Underwood is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anna Lozada is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2015, also working at JPMC Bank NA (Southwest) since 2003. J.P. Morgan Securities 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.

Scott Nelson is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Lincoln Financial Advisors for 18 years and is employed by California Lutheran University, where he has been engaged since 2013. Nelson is also involved in non-variable insurance sales as an ancillary business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Samantha Thompson Innes is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2016, she worked at D.A. Davidson & Co. from 2015 to 2016. In addition to her advisory role, she is an officer and owner of House of Flame and Revelry Events, LLC, which organizes literary-themed events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized advisory programs, including municipal and SIMPLE IRA employer consulting services.

James Zgliniec is the Vice President and Wealth Planner at Fidelity Investments, where he currently leads a team dedicated to developing custom wealth strategies that align with clients' goals. He has been with Fidelity since 2017, progressing through roles including Senior Relationship Manager and Financial Consultant before assuming his current position in 2023. James holds a California Insurance License, which supports his expertise in offering comprehensive financial advice. His professional approach centers on collaboration and personalized planning to help families manage their finances effectively. Outside of his professional work, James has personal interests that include spending time at the beach, cooking and baking, watching football, listening to music, parenting, and caring for pets.

Nicholas Desmond is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at various organizations including California Lutheran University and the YMCA of the Foothills. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hanh Juzang is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and serves clients in both retail and institutional markets.

Mark Vandeburgt is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Alejandro Lewin is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

Christopher Kobe is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 16 years. Outside of his advisory role, he is a sole proprietor of rental properties in California. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to develop tailored financial plans.

Jason Leibovitch is a Wealth Management Advisor at Merrill Lynch Wealth Management in Century City. He works closely with clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. Jason leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Before joining Merrill Lynch, Jason gained experience working with companies raising capital and going public via Regulation A+ and ran a media company specializing in Film & Television Packaging and Finance. His background includes extensive work with high net worth individuals and families, entrepreneurs, venture capitalists, multinational corporations, executives, and legal professionals. Jason holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of California System. Outside of his professional work, Jason’s personal interests include biking, golfing, and reading.

Gloria Rodriguez is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2012, including Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized financial recommendations.

Ashley Smith is a CFP®-certified financial advisor with Wells Fargo Advisors in Westlake Village, CA, bringing 11 years of industry experience. She has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a wide range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides specialized planning services and integrates advisory offerings with various financial products and referral channels.

Nathan Sakuma is Vice President and Branch Leader at Fidelity Investments' Thousand Oaks Investor Center. In this role, he leads a team of financial professionals dedicated to understanding clients' goals and helping them build customized financial plans. He has been with Fidelity Investments since 2022. Prior to that, Nathan held positions at TD Ameritrade, serving as Branch Manager from 2005 to 2022 and as an Investment Consultant from 2001 to 2005. Nathan holds a California Insurance License.

Bryan Mountain is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Tony Padilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a role with JPMorgan Chase Bank, N.A. since 2011. 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of distinctive product access and services.