Thomas Taylor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes positions at Wells Fargo Clearing, Charles Schwab, Merrill, Citigroup Global Markets, and several other firms. He is based in Woodland Hills, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and tools to create tailored client recommendations.

Lisa Lyons is a financial advisor with OSAIC, holding a Series 63 designation and bringing 36 years of industry experience. She has been affiliated with Regal Advisory Service, Inc. since 1997 and Royal Alliance Associates, Inc. since 1992. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment approach with portfolio optimization tools and supports discretionary strategies alongside third-party money managers.

Taylor Shoop is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Shoop is a partial owner of a family business involved in farming, real estate management, and oil and gas assets. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Salvatore Viso is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2001. Outside of his advisory role, he owns and operates an S-Corp to manage his office expenses. OSAIC serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process centers on model-based asset allocation, portfolio optimization, and a variety of managed account programs, supported by a complex affiliate network and private-equity ownership.

David Marshall is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1979 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a limited partner in an investment-related LLC focused on real estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Urrutia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020. His prior experience includes roles at Wells Fargo Clearing and Primerica Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Evan Press is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a volunteer tennis coach and holds leadership positions on the Chatsworth High School Site Council and PTSA, as well as serving on the board of Connextions, an organization focused on youth sports camps and wellness education. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2000. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Todd Beguelin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Wells Fargo Advisors since 2009 and spent seven years at Morgan Stanley Dw Inc. Prior to joining Wells Fargo, he established Meridian Private Wealth Management, Inc., where he maintains ownership. Additionally, he serves as treasurer for the Las Posas Gardens HOA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Juliette Benshaw is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Bank NA. Her spouse owns a business called Turtle Cloud in Woodland Hills, CA. 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 offers both brokerage and advisory solutions.

Thomas Flores is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services Inc. for seven years. Outside of finance, he has experience working in the hospitality industry with roles at Islands Restaurant and Town And Country Resort. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Ja Nelle Mattson is a financial advisor with J.P. Morgan Securities in Moorpark, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her work history includes roles at Lyft, Inc., SpeedVixen LLC, and Wayward Wicks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Michael Bernardo is a financial advisor with LPL Financial in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2018 and has a long-standing association with Logix Federal Credit Union since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by advanced operational tools.

Lauren Troli is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked at the University of Irvine and has additional work experience in educational and retail settings. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with client implementation optional through various brokerage and advisory programs.

Bobbie Hanley is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2019 and owns a sole proprietorship selling personal pre-owned goods on eBay. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeannette Comulada is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has worked at PFS Investments Inc. since 2009 and has been with Primerica Financial Services since 2007. Outside of advisory services, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap-fee structure.

Emil Babayans is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following his work with Axa Advisors. He is involved in an outside fixed business under the DBA Emil Babayans and Associates. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a combination of in-house and third-party programs.

Scotland Garapedian is a Financial Advisor with Merrill in Westlake Village, California. He works as part of a family-based team to help clients take steady action toward a more secure financial future, unifying multiple aspects of their wealth in alignment with their goals and aspirations. Scotland supports multiple generations of families in navigating decision points related to careers, family dynamics, retirement ambitions, and legacy intentions. Clients served by Scotland include business owners, executives, professionals, and successful families. He assists them with key components of wealth management such as investments, savings, planning, retirement strategies, business succession, pre-liquidity event planning, and facilitates access to banking and lending through Bank of America. Scotland also serves as a resource during life transitions including new jobs, marriage, divorce, the death of a loved one, or the birth of a child or grandchild. Before joining Merrill, Scotland worked as an Annual Giving Officer at Pepperdine University. He holds a Bachelor of Arts degree in Organizational Communication from Pepperdine, where he was named the Outstanding Student for Organizational Communication. A former walk-on member and captain of the Division I Varsity Tennis Team, Scotland applies the same discipline and focus to his financial advisory role. He lives in Oak Park, California, with his wife, Ruby, and their two sons, and enjoys playing tennis and golf in his free time.

Lily Berlinger is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., Advisors Choice (West Coast Agency), and S. Retail Inc. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliated implementation and portfolio services.

John Short III is a financial advisor with UBS Financial Services, holding a Series 63 license and bringing 38 years of industry experience. He has been with UBS since 1997. Outside of his advisory work, he participates as an actor in a local haunted house attraction in Thousand Oaks, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.