Gayatri Arumugam is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she provides financial planning and investment services to clients, helping them manage their wealth and achieve their financial goals. Gayatri works within the firm's wealth management line of business, applying her professional skills to support client financial needs. Further details about her experience, education, or personal interests have not been provided.

Sean Morreale is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Silicon Valley Bank, Pacific Western Bank, and First Citizens Bank. J.P. Morgan Securities 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 to guide recommendations.

Jacob Silver is a financial advisor with Fidelity Investments in Thousand Oaks, CA. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining Fidelity, he held various roles including positions at Progressive, Geico, and Archon Capital Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction and is noted for its use of model portfolios, sub-adviser oversight, and formal advisory roles with multiple registered funds.

Leland King is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to enhance their financial knowledge and confidence, facilitating a collaborative approach to developing investment strategies. His work focuses on using the planning process to assist clients in pursuing their financial goals. Prior to his current role, Leland was an Associate Advisor at SEIA from 2023 to 2024 and a Wealth Planning Associate at UBS from 2020 to 2023. He holds a California Insurance License. Outside of his professional work, Leland has interests in art, cooking and baking, family activities, writing, and yoga.

Douglas Waisner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Western International Securities, Inc. for 17 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Westlake Financial Group Inc., a business entity for tax and investment purposes. 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 broad range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Cappuccino is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and has previously worked at Commonwealth Financial Network, LPL Financial LLC, Wealth Enhancement & Preservation, Inc., and Galt Financial Group, Inc. Outside of his advisory role, he is the owner and president of Cappuccino, Inc., a support company related to his business activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and maintains a notable presence in municipal and public finance through affiliated services.

Jae Lee is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wamu Investments Inc. since 2008. 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 and investment management capabilities, delivering non-discretionary wealth advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Jacob Biscoe is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. He completed his education at San Diego State University and has worked in various educational roles prior to joining Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Gregory Shamoon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at Brown Brothers Harriman & Co., Citibank, N.A., UBS, and Amgen Incorporated. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Ryan Spivak is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Wells Fargo Bank. Outside of finance, he worked for the Tregan Golf Academy. 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.

Ian Francis is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he held several positions within Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. He holds a California Insurance License. Ian is committed to helping clients feel confident and in control of their financial futures by listening carefully, simplifying complex decisions, and providing clear guidance aligned with their goals and values. Outside of his professional work, Ian enjoys a variety of activities including food exploration, football, scuba diving, skiing, table tennis, and traveling.

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.