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.

Alan Plotkin is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds a Series 63 designation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Jonathan Dardashti is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 license and has worked at Merrill since 2016, with prior experience at Bank of America and Axa Advisors. He also has two years of professional experience at California State University, Northridge. 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 a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its services within Bank of America’s wider platform, providing access to a broad range of products and services.

Darren Schwartz is a Senior Financial Advisor and Managing Director with the Merrill Lynch Wealth Management Group in Westlake Village, CA. He serves individuals, families, and business owners, including business owners, C Suite executives, health care professionals, entertainment executives, attorneys, and real estate investors. Darren specializes in portfolio management, estate planning strategies, and establishing tax-efficient retirement plans. He employs a collaborative approach, working closely with clients and their outside professionals such as CPAs and attorneys to develop coordinated plans that integrate portfolio management, cash-flow planning, trust and estate considerations, and risk management. Through Merrill, his clients have access to institutional-caliber investment management, customized municipal bond portfolios, tax-managed equity strategies, and comprehensive banking and lending solutions through Bank of America. Darren has been recognized by Forbes as a Best-in-State Wealth Advisor in 2023, 2024, 2025, and 2026. He holds the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA) designations, FINRA Series 7 and Series 66 registrations, Life and Health Insurance licenses, and a Bachelor's Degree from San Diego State University. He is involved with professional organizations including Sail LA, Cancer Free Generation, and the Surfrider Foundation. Darren is fluent in English and Spanish. A native of Southern California, he lives in the Los Angeles area with his wife and two children. His personal interests include adventure sports, boxing, photography, skiing, surfing, swimming, and traveling.

Nick Alexander is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 24 years of experience in the financial services industry. He focuses on retirement planning and supporting clients in achieving their personal financial goals through a comprehensive, client-centered approach. Nick aims to help clients navigate risk while adhering to financial plans designed to meet their long-term objectives. He holds a Bachelor’s degree from California State University Northridge and a Master of Business Administration (MBA) from Loyola Marymount University. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nick is also affiliated with the Delta Sigma Pi Business Fraternity. Outside of his professional work, Nick enjoys basketball, biking, bowling, football, gardening, running, soccer, swimming, watching movies, and spending time with his family.

Jenna Lee is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo entities since 2012. Outside of her advisory work, she owns Concord Wealth Management, Inc., a separate financial practice based in Pasadena, 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 integrates advisory offerings with other Wells Fargo financial products and referral channels.

Dylan Watkins is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Icon Agency and self-employment in related fields. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market analysis.

Jennifer Atienza is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Outside of her advisory role, she is involved in medical writing consulting through Fletcher Scientific LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Mark Avner is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations to model potential outcomes.

Gina O’Callaghan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2025 and concurrently provides wealth management services at Ventura County Credit Union, where she has been active since 2012. She also has experience with Cuso Financial Services, LP from 2012 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.

Adrian Sondhi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various roles since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.