Linda Tucker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Western International Securities, Inc. and Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Martina Vega is a financial advisor with Edward Jones in Valencia, CA. She holds Series 63 and Series 66 designations and has 26 years of industry experience, including 22 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Kamerie Larsen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning. She focuses on empowering clients to understand and feel confident in making financial decisions. Kamerie collaborates with clients to develop personalized financial plans based on individual goals and comfort levels. With more than 30 years of experience in the financial industry, Kamerie joined Merrill due to its holistic approach to wealth management and banking. Her role provides access to elite Money Managers and an open architecture that allows her to deliver a comprehensive range of Bank of America's deposit and lending services, positioning her as a single point of contact for clients' financial needs. She holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch Wealth Management. Outside of her professional role, Kamerie is involved with the community organization Zoe International. She enjoys spending time with her family, including her two dogs, Bailey and Annabelle, and has a passion for traveling and exploring new cultures. In her leisure time, she likes biking, dancing, music, and reading.

Manuel Ashekian is a CFP®-certified financial advisor with 14 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at Charles Schwab, J.P. Morgan Chase, J.P. Morgan Securities, Merrill Lynch, and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Landis Richardson is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he owns Melodias Properties, an S Corporation involved in property investment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Leonard Achenbach is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AXA Advisors, LLC and Equitable Advisors. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paul Peters is a Vice President, Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on building long-term relationships with high net-worth families in the Conejo Valley community. He and his team collaborate closely with clients to develop financial plans tailored to their income and investment needs before and throughout retirement. Paul brings over 18 years of experience in wealth management. Prior to joining Fidelity, he held positions at Merrill Lynch, including Market Leader from 2014 to 2022 and Financial Advisor from 2007 to 2014. He holds a California Insurance License. Paul has a personal connection to the Conejo Valley community, where he played baseball and graduated from California Lutheran University.

David Brown is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2011, progressing through positions including Brokerage Representative, Financial Representative, Investment Consultant, and Financial Consultant. David partners with high net worth clients and families to create personalized, tax-efficient investment strategies aimed at growing and preserving wealth and generating reliable income. He emphasizes being the primary contact for clients when life events impact their finances, supporting them through various stages of life. He holds a California Insurance License.

Jonathan O'Brien is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and 27 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients. The firm uses structured financial planning tools and delivers tailored advice through its Financial Advisors and Estate Planning Strategies Group.

Sean Irwin is the Vice President and Executive Planning Consultant at Fidelity Investments, where he works with corporate executives to develop comprehensive financial plans. He focuses on integrating workplace benefits with broader wealth planning strategies to tailor financial solutions that align with the unique options available to executives and their personal financial goals. Sean has held multiple roles at Fidelity Investments since 2011, including Vice President positions as Executive Planning Consultant, Branch Office Manager, Regional Coaching Consultant, and Regional Planning Consultant. Prior to joining Fidelity, he gained experience as a Financial Advisor at Merrill Lynch, Banc of America Investments, and Metlife, as well as managing investments at Chase Investments. He holds a California Insurance License. Outside of his professional work, Sean enjoys family activities, fitness, music, tennis, and traveling.

Craig Diamond is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. 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 vehicles and bank deposit sweep options among its investment offerings.

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.

Daniel Davis is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2001. Outside of advisory activities, he is involved in the sale of loan products, home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that serves individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Nicole Kerner is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm employs a structured planning process using proprietary tools and models but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Kyle Whitten is a financial advisor with Ameriprise, holding CFP® and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he co-owns a business that rents craft service equipment to studios for production use. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax strategies to deliver tailored recommendation reports through a centralized consulting team.

Andres Pio is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank over a 13-year period before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Philip Thomas is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to that, he held positions at First Baptist Church at La Crescenta and San Diego State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning advice, focusing on dependable income sources for clients approaching or in retirement.

Raymond Eliasyan is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop customized financial strategies and comprehensive plans that align with their unique goals, utilizing Fidelity's resources to support their financial objectives. Prior to his current position, Raymond served as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. He holds a California Insurance License.

Lori Goodwin is a financial advisor at Cetera with one year of industry experience. She holds a Series 65 credential and has previously worked at LPL Financial and Avantax Advisory Services. Outside of her advisory role, she serves as Chief Financial Officer for Single Mothers Outreach, Inc., a nonprofit supporting single mothers in the Santa Clarita community. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Andrew Fleming is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Waddell & Reed, various insurance carriers, and Sherman Oaks Business Builders. Fleming is also involved in a non-variable insurance agency based in Sherman Oaks, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.