Dylan Del Re is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and also has affiliations with Wells Fargo Bank, N.A. and California State University Channel Islands. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

Cassandra Mettlen is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors, ISSQUARED, Inc., and Starnet Data Design, Inc. Cassandra is involved in Artiea Capital Management, a business related to her LPL work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and both discretionary and non-discretionary management.

Jason Yaworski is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with a prior four-year tenure at Wells Fargo. His career also includes experience at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Cody Mathis is a Planning Consultant at Fidelity Investments, where he works with individuals and families to develop comprehensive financial plans tailored to their goals. He joined Fidelity Investments in 2022 and has held roles including Customer Relationship Advocate, Central Relationship Manager, and currently Planning Consultant. Cody holds a California Insurance License, supporting his ability to assist clients with insurance-related financial planning. His professional experience encompasses client relationship management and financial planning services. Outside of his professional role, Cody enjoys fishing, golf, sailing, snowboarding, surfing, and spending time with his pets.

Kseniya Tsipis is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, bringing five years of industry experience. Her prior roles include positions at Robbins & Lloyd Mortgage Inc, UnionBanc Investment Services, and MUFG Union Bank N.A. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning services.

James Dryden is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, Dryden owns and operates a photography business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using firm research and planning tools, with clients able to implement recommendations through various brokerage or advisory programs.

Kaelen Perushek is a financial advisor with Morgan Stanley in Westlake Village, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in the Economics Department at the University of California, Santa Barbara, and has nine years of experience with the La Canada Unified School District. Morgan Stanley Wealth Management is a large 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, using structured processes and firm-approved tools to support client goals.

Peter Dahabreh is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory work, he owns Pasha Worldwide LLC, an ecommerce business specializing in furniture, lamps, and home library and study goods fulfilled by Amazon. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Alan Durlester is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and possessing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust in Sherman Oaks, California. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Bernstein is a CFP® professional with 27 years of industry experience. He has worked at FSC Securities Corporation for over two decades before joining OSAIC in 2023. Bernstein is also a licensed pilot and instructor with a small aviation business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Richard Groscost is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Claremont, CA, and has 24 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2011. Outside of advising, he holds a partial ownership stake in an inherited environmental testing facility through ChemHistory LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and advisors use proprietary research and tools to develop tailored recommendations.

Yung Yi is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Wells Fargo Clearing, Yi worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC for eight years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

David Brodsky is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal services.

Steven Hornstein is a CFP® with 36 years of industry experience, currently serving at Cetera since 2025. Prior to joining Cetera, he spent nine years at Avantax Advisory Services and has operated Hornstein Law Offices since 2002. Outside of advising, he practices law with a focus on estate planning, serves on various nonprofit boards including the Rotary Club of Woodland Hills, and is the author of a book on estate planning documents. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm provides access to multiple investment strategies through a large network of independent advisors and offers portfolio management, financial planning, and third-party manager selection across diverse program structures.

Carlos Gil Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Kay is a CFP®-certified financial advisor with Ameriprise in Simi Valley, CA, bringing 16 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Tatiana Barry is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones in Westlake Village, CA. She has been with Edward Jones since 2014. Outside of advising, she owns and manages a rental property in Chicago. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Thomas Rockel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2020 and previously at UBS Financial Services from 2016 to 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutional clients, and municipal entities, offering non-discretionary planning and leveraging its affiliate network and public finance capabilities.

Abby Goldstein is a CFP® professional with 18 years of experience in the financial services industry. She has worked at Wells Fargo Advisors for 13 years before joining LPL Financial in 2025. Goldstein serves as a FINRA arbitrator outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives.

Michael Cooper is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and serves clients in the sports and entertainment sectors. He applies a team-based approach to wealth planning, focusing on creating and servicing personalized strategies that respect the individuality and relationships of his clients. Michael has extensive experience working with clients navigating various life transitions, including retirement, job changes, divorce, illness, and loss. He serves a clientele comprising professors, researchers, professionals in the entertainment field, and professional practices. His approach involves immersing himself in each client's situation and motivations, encouraging balance in life and investment portfolios, and maintaining transparency. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes attendance at Cleveland State University and Cuyahoga Community College without degree conferral, a High School Diploma from Normandy, and completion of a Non Accredited Certificate Program from the College for Financial Planning. His personal interests include hiking, music, and reading.