Deborah Frankel is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Western International Securities, Inc. for 17 years. Outside of her advisory role, she is involved in direct sales and mystery shopping with Coyle Hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technology-driven portfolio management options.

Michael Anton is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, he co-owns CrimsonCardinal, LLC, an operating company formed to manage his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brice Redmond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to clients' long-term goals, emphasizing transparency, realistic expectations, and client-centric service. Brice advocates for his clients by providing access to investment insights and banking solutions to help manage wealth effectively. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management, and tax minimization, among others. Brice holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brice earned a Bachelor's Degree from San Diego State University. He participates in his community by coaching youth football for the Moorpark Musketeers and youth volleyball for Reef Volleyball Club, where he is also involved as a professional member.

Christopher Venuti is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2014 and is also associated with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Sean Coumans is a financial advisor at Ameriprise Financial Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at CUSO Financial Services, LP and California Credit Union. He is also employed as a financial advisor at California Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Gregorio Marinez is a financial advisor with Charles Schwab, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at FactSet, Wells Fargo, and American Riviera Bank. Charles Schwab & Co., Inc. serves a large client base, 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Feistel is a financial advisor with Ameriprise Financial Services in Calabasas, CA. He holds a Series 66 designation and has 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC since 2020, Ameriprise Financial Services, Inc. from 2016 to 2020, and Oak & Heart from 2015 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Matthew Williams is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years at Edward Jones. He is based in Westlake Village, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice, primarily for clients with Ameriprise-managed accounts.

Douglas Martin is a Series 66-licensed financial advisor with 26 years of industry experience, currently associated with LPL Financial since 2025. Prior to joining LPL, he worked for Western International Securities, Inc. for 12 years. Douglas is based in Westlake Village, CA. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Therese Tukalski is a financial advisor with Raymond James & Associates in Simi Valley, CA, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James & Associates since 2017 and previously spent five years at Stifel Nicolaus & Co Inc. 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, supporting both discretionary and non-discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

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.