Craig Diamond is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services for 14 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

Kamie Abraham is a CFP® certified financial advisor with 12 years of industry experience. She is currently with LPL Financial and previously worked for Lincoln Financial Advisors Corporation for 10 years. Outside of her advisory role, she manages a separate financial planning business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gary Berner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Citigroup Global Markets. Outside of finance, he has involvement in acting, with residual payments from work at Universal Television. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Glienke is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked for Western International Securities, Inc. for 17 years. Outside of finance, he serves as treasurer on the boards of two nonprofit organizations: Angeles Crest Christian Camp and American Turning Point. He also continues employment as a captain for American Airlines. 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 institutional platforms, supported by technology tools for operational and research assistance.

Dymon Gainey is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wells Fargo, Robinhood Markets, and Carvana. He is based in Thousand Oaks, CA. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Nicole Kerner is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm employs a structured planning process using proprietary tools and models but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Kyle Whitten is a financial advisor with Ameriprise, holding CFP® and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he co-owns a business that rents craft service equipment to studios for production use. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax strategies to deliver tailored recommendation reports through a centralized consulting team.

Arad Toushkan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Stuart Laba is a financial advisor with Edward Jones in Thousand Oaks, CA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Philip Thomas is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to that, he held positions at First Baptist Church at La Crescenta and San Diego State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning advice, focusing on dependable income sources for clients approaching or in retirement.

Tyson Lundring is a financial advisor with Thrivent Investment Management in Newbury Park, California. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked with the Los Angeles Rams and California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning across various topics and offers these services through a network of advisors without discretionary trading authority.

Wendy Hartje is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She has been with Wells Fargo Clearing since 2013. Outside of her advisory role, she co-owns a rental property in Thousand Oaks, California, with her spouse. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

P Raulinaitis is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on finance committees for several nonprofit organizations, including Senior Concerns, the Westlake Yacht Club, and the Boys and Girls Clubs of Greater Conejo Valley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Elisa Decker is a financial advisor at Morgan Stanley with 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a trustee for a trust in Saugus, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling.

Katarina Kern is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Dimensional Fund Advisors and EEM USA Inc. Outside of her advisory role, she owns and operates an equine business, Ivanoventures LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a manager solutions team for due diligence and incorporates both quantitative and qualitative research in its advisory process.

Raymond Eliasyan is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop customized financial strategies and comprehensive plans that align with their unique goals, utilizing Fidelity's resources to support their financial objectives. Prior to his current position, Raymond served as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. He holds a California Insurance License.

Adagio Cisneros is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at UBS Financial Services and has held roles in athletic and educational organizations, including USC Athletics and the University of Southern California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, and manages approximately $2.74 trillion in client assets.

Kevin Majidian is a CFP® certificant affiliated with J.P. Morgan Securities, where he has worked for 14 years. His prior experience includes roles at DOGUA and East Los Angeles Community College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by comprehensive manager due diligence and a broad range of investment strategies.

Juliana Barba is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Centek Capital Group and has held various roles in development and resort management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to client goals and risk tolerances.

Geoffrey Deitrick is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Chase Financial Brokerage Company, Nexa Mortgage, and Pennymac Loan Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as multi-manager and fund-of-funds structures.