Ryan Liljegren is a financial advisor with Ameriprise in Westlake Village, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Outside of his advisory work, he serves on the Board of Directors for Calvary Community Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to create tailored Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Joseph Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Crown Capital Securities and has a background in media companies including Havas Edge Media and Smart Media. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Todd Barnes is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2013 to 2016. He is also involved with the Harvard Business School Alumni association, serving as secretary for the General Management Program. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tadeh Grigorian is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Citigroup Global Markets, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory work, he is an owner and partner of a laundromat business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Clark Jolley is a financial advisor with LPL Financial in Valencia, CA, holding a Series 63 designation and 50 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisor role, Jolley operates a business under the name Jolley Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Ken Brozki is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following several years at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Bryan Sabalvaro serves as a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in working towards their financial goals through a collaborative planning approach that involves a holistic discussion of their financial situations and preferences. This strategy enables the development of tailored action plans supported by Fidelity's extensive resources. Prior to becoming Vice President, Bryan worked as a Financial Consultant at Fidelity Investments from 2016 to 2020. Before that, he was a Financial Advisor at Merrill Lynch from 2012 to 2016. He holds a California Insurance License. Outside of his professional work, Bryan's personal interests include fitness, parenthood, Pilates, reading, singing, and traveling.

Armine Alvandi is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, N.A. since 2009. Outside of her advisory role, she owns an online e-commerce store specializing in personalized event decorations and jewelry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Alejandro Gallegos is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities and Solid Transport before joining Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Ensieh Kharghanian is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2024 and previously held positions at Merrill Lynch Pierce Fenner & Smith Inc., JPMorgan Chase Bank N.A., Citigroup, Wells Fargo, and Credit Mutuel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Maley is a CFP® professional with 21 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Merrill, Unionbanc Investment Services, and MUFG Union Bank. Maley serves as an active board member of Food Share of Ventura County, a local food bank. Wells Fargo Clearing provides retirement plan consulting 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Michener is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. 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 process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jordan Shapiro is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previous experience at PennyMac and Dignified Home Loans. Outside of finance, he has worked at eBay since 2012. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 16 years. He volunteers with the Newport Harbor Baseball Association in Newport Beach, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and various portfolio management technologies.

Greg Tedesco is a financial advisor with LPL Financial in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior experience includes roles at Western International Securities, Inc. and Financial West Group. 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 advisors. The firm offers a range of advisory programs, financial planning, and brokerage services with investment management supported by proprietary research and third-party subadvisors.

Steven Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes nine years at D.A. Davidson & Co. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Gabriel Garcia is currently the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop and implement personalized financial strategies aimed at achieving their goals for financial independence and fulfillment. He prioritizes understanding clients' unique needs and concerns to guide them through financial planning complexities. Before joining Fidelity Investments in 2025, Gabriel held a variety of roles in the financial services industry. His previous positions include Senior Financial Advisor at Wells Fargo Advisors from 2023 to 2025, Private Client Advisor at J.P. Morgan Securities from 2019 to 2023, Financial Solutions Advisor at Merrill Lynch from 2016 to 2019, and Relationship Banker Small Business Specialist at J.P. Morgan Chase from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Gabriel has interests in baseball, bowling, family activities, food, football, and music.

Byron Camp is a Series 66-credentialed financial advisor with LPL Enterprise in Sherman Oaks, CA. He joined the firm in 2026 and has prior experience working at Wells Fargo and various other roles outside the financial industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research and model portfolios.

Brett Mountain is a financial advisor with Thrivent Investment Management in Simi Valley, CA. He holds a Series 66 designation and has nine years of industry experience, including time at Wells Fargo Bank prior to joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without portfolio management or discretionary trading authority.

Eric Cooper is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Investment Services and Avantax Advisory Services among other firms. He is also involved with Winther and Company, providing tax preparation and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.