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.

Diego Ibarra is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that reflect their individual goals and values. He focuses on empowering clients with the knowledge and confidence needed to make informed financial decisions. Diego brings experience from his previous roles at Wells Fargo, including Premier Banker (2020-2022), Personal Banker II (2018-2020), and Licensed Personal Banker (2016-2018). He holds a California Insurance License. Outside of his professional work, Diego has interests in comedy, fitness, golf, movies, running, and soccer.

Mohsen Babaeian is a CFP® professional with 13 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Ameriprise Financial Services and Bankers Life. Babaeian teaches computational complexity as an instructor at California State University San Bernardino and owns a consulting business focused on telecommunications. 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 uses research-driven investment evaluation and offers a range of brokerage and advisory solutions.

Jennifer Roberts is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following three years at Merrill. Roberts serves as Treasurer for the Saugus Boys Golf Booster Club and is a notary public in Valencia, California. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and diversified investment approaches.

Daniel Porter is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Skidmore Markell & Company and Sagepoint Financial Inc. Outside of his advisory role, he serves as Local Camp Vice President for Gideons International, a position involving Bible distribution efforts locally and internationally, and he is a certified estate planner who assists clients with estate planning and trust documentation. Osaic Wealth serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various investment vehicles.

Gregory Davis is a financial advisor with Raymond James Financial in Woodland Hills, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1991 and with Raymond James Financial since 2009. Outside of advising, he is a practicing CPA and partner at Haskell & Davis, a local accounting firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through its Wealth Advisory Services and institutional consulting divisions, frequently operating in an advisory and implementation-support role rather than as a delegated manager.

Michael Armendariz is a financial advisor with Primerica Advisors in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of investment advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mel Bannon is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he serves as a trustee for charitable trusts that support local 501(c)(3) organizations. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides a variety of advisory services and investment solutions through a large network of advisers and utilizes advanced portfolio construction tools and multiple third-party platforms.

Erik Lundring is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of a real estate leasing business in Thousand Oaks, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm delivers goal-based analyses and allows clients to combine planning with managed-account programs while maintaining planning and investment management as separate services.

Michael Moody is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Western International Securities, Inc. for over two decades. Outside of his advisory work, he is a USCF-certified chess coach who provides private chess lessons to children. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, offering financial planning, various advisory programs, and retirement plan consulting through a national network of representatives.

Shahnaz Sarlak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.