Derek Moore is a financial advisor at Morgan Stanley with nine years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Neil Okeeffe is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2019, as well as prior experience at Bank of the West and BancWest Investment Services from 2016 to 2019. 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 combination of non-discretionary and discretionary investment management using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Wagner is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His background includes roles in education and hospitality, such as teaching positions at the University of California, Santa Barbara, and Santa Barbara City College, as well as work with several restaurants and youth camps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 analyses.

Ernestine Martinez is a financial advisor with Ameriprise in Thousand Oaks, CA, holding a Series 66 designation and one year of industry experience. She previously worked at Ameriprise Financial from 2007 to 2017 and returned to the firm in 2022 after several years in other roles. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm provides tailored, algorithm-supported recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Cory Colgan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., before joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products, including security-based swaps and futures commission merchant services.

Julie Opheim is a financial advisor at Raymond James & Associates with 43 years of industry experience. She has been with Raymond James & Associates since 2008. She holds the Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Christopher Russo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Russo serves as Chief Financial Officer of the Grace Foundation and is a 50% owner of Mad Mobile, a power washing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Lyman is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials. He has been with the firm since 2026 and previously worked at DeGroote Financial Group and various other organizations. He also spent time at Oaks Christian School and is based in Westlake Village, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Marley Wong is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held his current role at Morgan Stanley since 2014 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and methodologies.

Geoff Wolcott is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. 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 variety of advisory programs and financial planning services with access to model portfolios, third-party research, and advanced portfolio management technologies.

Haresh Patel is a financial advisor at Edward Jones in Westlake Village, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at BloomHealth, USDM Life Sciences, and AMGEN Inc., where he worked for over two decades. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Denny Speidel is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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, non-discretionary recommendations through a centralized consulting team.

Thomas Michener is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services LLC since 2017, having previously worked at Wells Fargo Bank NA starting in 2015. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors, and provides both brokerage and advisory solutions.

Alan Litvak is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Based in Westlake Village, CA, he has held roles primarily within LPL Financial during his career. He is involved with Sterling Financial Strategies, focusing on fixed insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering comprehensive financial planning and advisory programs supported by proprietary and third-party research.

Matthew Riordan is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Klein is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves on the Los Angeles Police Department’s Financial Counseling Team and acts as treasurer for local booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Walczuk is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jasmin Baeva is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to provide holistic financial planning tailored to clients' unique goals. In her role, she collaborates with clients and their families to implement investment strategies that align with their financial needs. Jasmin has held positions at Fidelity Investments since 2023, including Relationship Manager and currently as a Planning Consultant. Her prior experience includes roles as a Private Client Banker at JP Morgan Chase, a Senior Relationship Banker at Union Bank, and a Relationship Banker at US Bank. She holds a California Insurance License. Outside of her professional responsibilities, Jasmin enjoys attending concerts, fitness activities, social events with friends, outdoor adventures, sailing, and traveling.

Bertha Valentine is a financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch since 2011. Outside of her advisory role, she serves as executor for a special needs trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sessa is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Western International Securities, Inc. for 17 years and Walk-Safe Industries, Inc. for 21 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.