Nicholas Desmond is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at various organizations including California Lutheran University and the YMCA of the Foothills. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hanh Juzang is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and serves clients in both retail and institutional markets.

Mark Vandeburgt is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Alejandro Lewin is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

Marc Lindner is a Financial Consultant currently working with Fidelity Investments since 2022. In his role, he assists clients in utilizing their financial resources in alignment with their personal values and priorities. He emphasizes operating with honesty, integrity, clarity, and sensitivity in his practice. Marc holds a California Insurance License, supporting his work in financial consulting. Outside of his professional work, he has interests in football, hiking, movies, pets, reading, and writing.

Jason Leibovitch is a Wealth Management Advisor at Merrill Lynch Wealth Management in Century City. He works closely with clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. Jason leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Before joining Merrill Lynch, Jason gained experience working with companies raising capital and going public via Regulation A+ and ran a media company specializing in Film & Television Packaging and Finance. His background includes extensive work with high net worth individuals and families, entrepreneurs, venture capitalists, multinational corporations, executives, and legal professionals. Jason holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of California System. Outside of his professional work, Jason’s personal interests include biking, golfing, and reading.

Gloria Rodriguez is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2012, including Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized financial recommendations.

Ashley Smith is a CFP®-certified financial advisor with Wells Fargo Advisors in Westlake Village, CA, bringing 11 years of industry experience. She has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a wide range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides specialized planning services and integrates advisory offerings with various financial products and referral channels.

Deborah Key is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 40 years of industry experience. She worked at UBS Financial Services for 13 years before joining Wells Fargo in 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nathan Sakuma is Vice President and Branch Leader at Fidelity Investments' Thousand Oaks Investor Center. In this role, he leads a team of financial professionals dedicated to understanding clients' goals and helping them build customized financial plans. He has been with Fidelity Investments since 2022. Prior to that, Nathan held positions at TD Ameritrade, serving as Branch Manager from 2005 to 2022 and as an Investment Consultant from 2001 to 2005. Nathan holds a California Insurance License.

Bryan Mountain is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Tony Padilla is a financial advisor with J.P. Morgan Securities in Simi Valley, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence processes.

Christopher Green is a financial advisor at LPL Financial with two years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors, Empower Financial Services, and Northwestern Mutual. Outside of his advisory role, he is involved with Geoffrey's Malibu and 4Points Expeditions. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from internal and third-party sources.

James Holland III is a Series 66-licensed financial advisor with Ameriprise in Westlake Village, CA, where he has worked since 2021. He has two years of industry experience. Prior to his advisory role, his background includes positions at Ace Hardware, California Lutheran University, and various roles related to education and hospitality. Holland also manages an advisory business through EPIC Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Rosen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment options through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Scott Gunn is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020, following six years at WLACC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Patty Franklin is a Financial Consultant who works closely with clients to understand their financial needs and develop plans that align with their goals and objectives. She is committed to continuing her education to enhance the value she provides in client relationships. Her professional experience includes roles as an Investment Advisor at Emerson Equity from 2015 to 2023, Chief Investor Relations Officer at Strategic Holdings from 2014 to 2019, Investment Consultant at TD Ameritrade from 2010 to 2014, Financial Advisor at Cambridge Investment Research from 2009 to 2010, and Financial Advisor at UBS from 2008 to 2009. Patty holds a California Insurance License.

Don Broumandi is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Fion Chan is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Matthew Durlester is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Sherman Oaks, CA. He has 11 years of industry experience, including roles at Wells Fargo Advisors, LLC, and has been involved with Hamden Clothing Co. since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.