Kevin Whitten is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Ameriprise since 2015, currently working at the Burbank, CA office. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC, an investment-related business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports through a centralized consulting team.

Andrew Roth is a financial advisor with LPL Financial based in Northridge, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 29 years with LPL Financial. Outside of his advisory role, Roth spends part of his time as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Chen is a financial advisor with Primerica Advisors in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2015 and previously held roles at the Milken School and Viewpoint School. Outside of his advisory role, he is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

W. Griffith is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013 and is co-owner of Foster, Griffith & Allen, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions typical of a large institutional provider.

Nicholas Rodriguez Jr. is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, 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 concurrently associated with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jennifer Desanto is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2018. Her prior experience includes roles at Logix FCU and INVEST Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Paul Kennedy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he has ownership interests in oil and gas royalties through Warren E&P Inc. 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 services. Their advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Adam Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial advising in 1996 and has experience spanning several firms, including PaineWebber-UBS Financial Services from 1998 to 2007 before joining Merrill Lynch in 2007. Adam works closely with firm specialists to provide clients with a range of services such as portfolio and asset management, retirement planning, estate and trust consultation, life insurance analysis, educational planning, cash management, and lending solutions through Bank of America. Adam holds the Chartered Retirement Planning Counselor (CRPC®) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's degree in Political Science from California State University at Northridge, where he made the Dean's List, and a Master's degree in International Economics and Politics from the Graduate School of International Studies at the University of Denver. Adam is licensed through Merrill Life Agency in California and holds an NMLS identification number.

Josue Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup Global Markets and World Financial Group. Flores is involved in entrepreneurial ventures through Flores Financial Development 8:28. 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.

Jeffrey Gonzalez Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2017. Outside of his advisory role, he is an owner and partner of Jar'd LLC, a company that produces pickleball paddles. 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 through its Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory services with brokerage and investment management capabilities.

Ian Brown is a financial advisor at Thrivent Investment Management with nine years of industry experience. He has held positions at Thrivent Financial since 2019 and previously worked at J.P. Morgan Securities LLC and West Oak Capital, LLC. Brown holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and managed-account programs, emphasizing planning without discretionary trading authority and conducting periodic reviews of recommendations.

Steven Fusco is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning supported by structured discovery conversations and planning tools, serving clients both directly and through corporate agreements.

Tyler Davis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley since 2025, as well as experience with Priority Sports and Entertainment and Graziadio Business School. He has also operated a sole proprietorship under his own name since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to assist clients.

Deepak Danavar is a financial advisor with UBS Financial Services in Tarzana, CA, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a silent partner in IBOS Inc., a healthcare business focused on medical record electronic chart indexing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jason Cunningham is a financial advisor with Morgan Stanley based in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies a structured planning process utilizing firm-approved tools and models.

Bruce Edelsohn is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic financial planning and a range of investment solutions, emphasizing capital market assumptions and probabilistic modeling.

Natalie Schaper is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools within a defined investment framework.

Jerome Aron is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Western International Securities and Financial West Group. He also serves approximately one hour per month on a homeowners association board in Sherman Oaks, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Herron is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop financial plans that address their personal and business goals, while managing investment portfolios to align with these objectives. Additionally, he oversees the team's financial advisors in developing customized plans and managing assets, contributing his insights to supplement the team's strategies and recommendations. Matthew emphasizes client education to help clients gain confidence in their financial preparedness by understanding how their assets work together to support their goals. Matthew joined The BHB Group at Morgan Stanley in 2005 and transitioned with the group to Merrill Lynch Wealth Management in 2009. Before entering the financial advisory field, he worked as an elementary school teacher, an experience that enhanced his communication skills and ability to educate clients effectively. He holds a bachelor's degree in English from the University of California, Davis. Matthew lives in Thousand Oaks, California with his wife, Julia, and their two children. Outside of work, he pursues an active and healthy lifestyle with his family and volunteers as a coach for his children's cross-country team.

Daniel Casey is a CFP® professional with 27 years of industry experience. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Westlake Financial Advisors LLC and United Planners' Financial Services. Casey is also an author, educator, and speaker, teaching CFP courses at UCLA Extension and volunteering with AARP to provide tax preparation services for seniors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platforms.