Sean Naftel is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with C & A Wealth Management, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leticia Meza Guerrero is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2018. Prior to that, she was affiliated with LOGIX Federal Credit Union, INVEST Financial Corp, Glendale Securities Inc, and Mundial Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Kathryn Lynch is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked previously at Logix Federal Credit Union, Chase Bank, and Spirit Airlines. Kathryn is also involved with Logix Financial Services, a business related to her LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

James Gray is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice using proprietary research and third-party data.

Ryan Mckell is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has worked at LPL Financial since 2025 and previously with Cambridge Investment Research Advisors and FSC Securities. Mckell also operates McKell Financial, a professional corporation established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kyle Wilson is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward Jones since 2005 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Wilson is a homeowner involved in a room rental business in Thousand Oaks, 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 and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Kepple is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2011, including its affiliated entities. Outside of his advisory role, he owns and operates a tax preparation business under Edward H Kepple, CPA. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm delivers customized, written recommendations through a centralized consulting team, emphasizing managed accounts and algorithm-assisted planning.

W. Kevin Kessler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Royal Alliance Associates and Signator Investors, alongside running his own advisory practice since 2008. Outside of advising, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology solutions.

Ashlyn Wetmore is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Oliver Labs Inc and Castle Management LLC, and has been involved with Islands Restaurants and Focus and Testing. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed third-party money managers.

Emily Desimone is a CFP® with 17 years of industry experience, currently affiliated with Strategic Advisers, Inc. She has been with the firm since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, supporting both discretionary and non-discretionary advisory services.

Dorenda Sprague is a financial advisor with Primerica Advisors in Santa Clarita, CA, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2017. Outside of financial advising, she is co-owner of AFD Entertainment, LLC and owner of 2SOL Productions, a television and film production company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Denisha Davis is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Intuit and Chase Bank. Outside of her advisory role, she owns Business Savvy 365, a company specializing in accounting and tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Sukhvinder Kaur is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her prior work history includes roles at Primerica Financial Services and Belmont Village Senior Living. She is also engaged in sales of investment-related products and referrals for home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services.

Christopher Boynton is a CFP® professional with 24 years of industry experience, currently serving at Cetera. His career includes long-term roles at Arxis Financial Inc. and Avantax entities. Outside of advisory work, he is a division director and board member of the American Youth Soccer Organization in Simi Valley, CA. Cetera Investment Advisers LLC provides a multi-manager platform to a nationwide network of independent advisors, serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services with access to affiliated and third-party managers across multiple program structures.

Randall Long is a financial advisor at Cetera with over 40 years of industry experience. He holds a Series 63 designation and has worked with multiple firms, including Sageview Wealth Management and First Allied Securities. Outside of advising, he is president of Sageview Foundation, a nonprofit organization handling charitable donations, and engages in actuarial consulting through Sageview Consulting Group, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment programs and strategies.

Henry Hache is the sole advisor at Ai Financial, Inc. in Simi Valley, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Ai Financial since its founding in 2004. In addition to advisory services, he provides tax preparation and accounting services through Ai Financial. Ai Financial, Inc. manages approximately $6 million in assets for a small client base that includes individuals and a range of institutional clients, such as sovereign wealth funds and municipal governments. The firm offers portfolio management with ongoing account reviews and maintains affiliations with an accounting firm, supporting its unique client mix.

Bruce Thomas is the sole advisor at Bruce James Thomas Jr, an independent firm based in Moorpark, CA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 13 years of industry experience. Thomas has operated as a registered investment advisor since 2011. In addition to advisory services, he is a California-licensed insurance agent, dedicating a portion of his time to insurance-related activities outside of trading hours. The firm serves a very small client base and does not provide portfolio management or use assets-under-management fee structures. It offers investment advisory and related financial services through non-AUM fee arrangements, with an uncommon combination of insurance brokerage and advisory services.

Kiel Holmes is a financial advisor at Kelsey Financial, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Financial West Group and Western International Securities, Inc. Outside of finance, Holmes is a self-employed voice actor specializing in commercial and animation work. Kelsey Financial serves private and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of model portfolios and bespoke supervisory accounts, utilizing tactical asset allocation, quantitative and fundamental analysis, and various trading strategies.

Steven Hoppel is a financial advisor with Kelsey Financial, LLC in Moorpark, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Western International Securities, Uber, and Financial West Group. Outside of advising, he is involved with Ghost Town Spirits, LLC, a business he has been part of since 2021. Kelsey Financial serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a discretionary investment approach combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis.

Jonathan Fersht is a financial advisor with Kelsey Financial, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Westlake Sentinel Management, Western International Securities, and Isaak Bond Investments. He is involved in the exploratory process of a private hedge fund, Westlake Sentinel Fund, which is not currently soliciting clients. Kelsey Financial serves private and institutional clients, offering discretionary portfolio management, financial planning, pension consulting, and access to third-party money managers. The firm employs tactical asset allocation combined with quantitative and fundamental analysis across a range of trading strategies and incorporates educational programs and AI governance in its practices.