Christine Freeman is a Series 66-licensed financial advisor at Morgan Stanley with 15 years of industry experience. She has worked at Morgan Stanley since 2011 and currently serves in their Private Bank. Freeman is also involved as a trustee in investment-related trusts and estate administration activities. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models to support tailored financial strategies without offering individual security recommendations as part of standalone planning.

Josh Lewensohn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. His career includes positions at Morgan Stanley, UBS Financial Services, and currently J.P. Morgan Chase Bank and J.P. Morgan Securities, where he has worked since 2019. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with offerings that include ESG eligibility frameworks and derivatives capabilities.

Christopher Impellitteri is a financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab and TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.

Deborah Zuniga is a financial advisor at Edward Jones in Camarillo, CA, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Coburn Crosby III is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with Cambridge Investment Research Advisors, having joined in 2024, and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he owns and operates Public Employee Resource Center, which provides an on-demand financial literacy resource library for employers and their employees, and volunteers with Haven Neighborhood Services. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Austin Kratochvil is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and J.P. Morgan Securities. 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.

Craig Buckley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes eight years at Western International Securities, five years at Financial West Group, and a long tenure at Aerojet Rocketdyne. He is also involved in tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio programs, third-party asset managers, and advisory tools.

Soane Sevelo is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has worked at Equitable Advisors since 2011, including prior tenure with Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives to deliver both proprietary and third-party advisory solutions, emphasizing tailored portfolio models and fiduciary services.

Yesenia Martinez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gaylord Rohloff is a CFP®-designated financial advisor with 40 years of industry experience, currently with LPL Financial since 2025. He previously worked at Western International Securities, Inc. for 17 years and Financial West Group for four years. Outside of his advisory work, Rohloff engages in investment-related radio, TV, and podcast activities and pursues interests as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Dylan Fuentes is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Premier America Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Richard Case is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His prior roles include positions at Western International Securities, Inc., Crowell, Weedon & Co., Smart Investments Advisory Incorporated, and Wells Fargo Clearing. Outside of advisory work, he is involved with Tarian Investment Services, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He has been active in the financial services industry since 2007. Adam focuses on relationship management and supports his team members with wealth management strategies and investments. He specializes in areas such as college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, retirement income, and socially responsible and ESG investing. Adam uses retirement income planning tools to help clients evaluate their savings, income, expenses, and investment assets to assess their ability to meet retirement goals and desired lifestyles. He emphasizes open and frequent communication and strives to build long-term client relationships based on accessibility and clear explanations of complex topics. Adam holds a Personal Investment Advisor (PIA) designation and completed his high school education at Thousand Oaks High School. He resides in Thousand Oaks and enjoys golfing, spending time with family and friends, and traveling.

David Kidd is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2008. Outside of his advisory role, Kidd serves as an arbitrator for FINRA. 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.

Sean Naftel is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he dedicates time to C & A Wealth Management, Inc., a business entity utilized for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Nadia Eldib is a ChFC® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She has 11 years of experience in the industry and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies as well as affiliated mutual funds and tax-efficient services.

Nina Decheva is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Stopanska Banka AD Skopje, Euronews, and Deloitte, as well as academic involvement with EDHEC Business School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Thomas Moccia is a financial advisor with Ameriprise in Simi Valley, CA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies, supported by a centralized consulting team.

Jordan Shapiro is a Wealth Management Advisor with Merrill in Westlake Village. In his role, he provides sustained advice and guidance to clients, helping them advance their priorities, streamline various aspects of their finances, and pursue their envisioned lives and legacies. Jordan's expertise includes portfolio construction, implementation, and refinement, investment research and modeling, as well as credit management services such as securities-based lending, residential lending, and life insurance reviews. Jordan began his wealth management career in 2014 as an Analyst for J.P. Morgan Private Bank. He then moved to Morgan Stanley Private Wealth Management as an Investment Associate and later was promoted to Financial Advisor. In 2020, he joined Merrill, where he holds the designation of Portfolio Manager, managing discretionary Personalized or Defined Strategies. He earned a Bachelor of Business Administration in finance from the University of Texas at Austin and holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Outside of his professional work, Jordan's personal interests include baseball, chess, cooking, football, golfing, reading, skydiving, spending time with his family, traveling, and writing.

James Murray is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 designations and with 33 years of industry experience. His career includes roles at Wells Fargo Advisors, Merrill, Banc of America Investment Services, UBS Financial Services, and Citigroup Global Markets. He is involved with Townsgate Wealth Management and Guidestar Private Wealth Management as business entities related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services and supports its advisors with model portfolios, third-party subadvisors, and various institutional platforms.