Shawn Bean is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. Outside of his advisory role, he is involved in rental property management. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment solutions supported by integrated brokerage, custody, and advisory services.

Narek Davoodian is a Planning Consultant at Fidelity. In this role, he works with clients to understand their financial goals and deliver personalized investment strategies. He provides guidance on portfolio construction, retirement planning, and wealth planning. Prior to his current position, Narek worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He holds a California Insurance License.

John Janios is a CFP®-certified financial advisor at Osaic Wealth Inc with 15 years of industry experience. His background includes roles at LPL Financial, Logix FCU, and Invest Financial Corporation. Janios also owns and operates Aristo Wealth Management, an S Corp through which he provides financial planning and wealth advisory services. Osaic Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Curtis Parry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Outside of his advisory role, he is involved with several investment-related activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of advisory services and utilizes research and analytics while providing both brokerage and advisory solutions.

Oganes Gambarian is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Louis Ashamallah is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by proprietary research and third-party subadvisors.

Honora Domines is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent four years at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Adam Jolivet is a financial advisor with Ameriprise in Woodland Hills, CA, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory work, he owns a small business focused on buying and selling sports cards and memorabilia. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Jennifer Despain is a CFP® professional with 15 years of industry experience, currently advising at Cetera since 2021. She previously worked with Avantax Advisory Services and its related entities for nearly a decade. In addition to her advisory role, she owns and operates Canyon Oak Financial, where she prepares tax returns, develops tax planning strategies, and manages bookkeeping and payroll services for clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, financial planning, and access to third-party money managers.

Riley Welles is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Canyon Oak Financial, California State University of Northridge, and King's Seafood Company. In addition to his advisory role, he provides bookkeeping and accounting services as a staff accountant at Canyon Oak Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to affiliated and third-party investment managers.

Bryce Wallington is a CFP® professional associated with Edward Jones, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in managing a commercial rental property in Agoura Hills, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Oliver Alvarado Algarate is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and previously held roles at Deluxe Media and The Cheesecake Factory. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Ronald Sera is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Cetera and Financial West Group. Raymond James & Associates, Inc. is a dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base with wealth advisory planning and investment consulting. The firm offers a range of programs including wrap fee and institutional consulting services, with a notable presence in municipal and public finance through affiliated capabilities.

Melissa Shapiro is a Senior Financial Advisor at Merrill Lynch Wealth Management in Westlake Village. She provides tailored advice and guidance to individuals, families, and businesses, helping them identify their financial goals and priorities. Melissa engages deeply with clients to resolve complex financial needs, streamline various aspects of their financial frameworks, and offers support through multiple wealth disciplines including portfolio design, liability and risk assessment, long-term strategy, trust and estate planning, as well as banking and lending services through Bank of America. Melissa joined Merrill in 2021 after serving as a Financial Advisor at Morgan Stanley, where she gained extensive insight into the wealth management needs of wealth creators and multi-generational families. Her professional background also includes experience as a Technical Recruiter for a Fortune 500 company and an Account Executive for a marketing and lifestyle brand. She holds a Bachelor of Arts degree in Psychology from Pepperdine University and incorporates principles of behavioral finance to support clients in making effective decisions. A native of Los Angeles, Melissa enjoys living in her home city. Her personal interests include golfing, salsa dancing, acrobatic yoga, adventure sports such as baseball, hiking, rock climbing, skiing, tennis, and spending time with her family.

Chelsea Henriod is a financial advisor at Ameriprise with a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for six years and has additional experience at College of the Canyons and Sherwood Country Club. Outside of her advisory role, she serves on the board of directors for Fishbowl. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Ali Rad is a financial advisor at LPL Financial with 25 years of industry experience. He has previously worked at Western International Securities, Inc. and Financial West Group. Rad holds Series 63 and Series 65 licenses and is also involved as an agent in accident and health, life, and variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide 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 and providing model portfolios and research from internal and third-party sources.

Lucy Viado is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at Copper Financial, Edward Jones, Viado Insurance & Financial Services, and AllState Insurance Company. She is also the CEO and President of the LVFS Education Foundation, which promotes financial literacy and provides education on financial topics to non-profits. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Kelly Markowitz is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2013. Markowitz is the owner and CEO of KM Wealth Advisors, a business entity for tax and investment purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Mark Drabkin is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation with one year of industry experience. His work history includes a recent tenure at Morgan Stanley starting in 2022 and prior academic roles at the University of California Los Angeles and Sherman Oaks Center for Enriched Studies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Blake Ribnick is a financial advisor with Osaic Wealth, Inc. based in Woodland Hills, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Securities America Advisors, Inc. from 2011 to 2024. Ribnick is also involved in insurance sales, including annuities. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions through multiple advisory platforms and third-party providers.