David Jenni is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016, with prior experience at D.A. Davidson & Co. He is also the owner of Jigsaw Wealth Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Hineman is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured processes and approved tools, managing approximately $2.74 trillion in client assets.

Tiffani Underwood is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anna Lozada is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2015, having also worked with JPMC BANK NA since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence and employs both quantitative and qualitative research to develop model asset allocations, with offerings that include ESG considerations and broader derivatives and commodities capabilities.

Scott Nelson is a CFP® with 20 years of industry experience. He is currently with LPL Financial and has prior experience at Lincoln Financial Advisors. Nelson is also employed by California Lutheran University, where he has worked since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Samantha Thompson Innes is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2016 and previously at D.A. Davidson & Co. and Crowell Weedon & Co. Innes is also vice president and owner of House of Flame and Revelry Events, LLC, a company that produces literary-themed events. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, supported by analytical tools and unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.

James Zgliniec is the Vice President and Wealth Planner at Fidelity Investments, where he currently leads a team dedicated to developing custom wealth strategies that align with clients' goals. He has been with Fidelity since 2017, progressing through roles including Senior Relationship Manager and Financial Consultant before assuming his current position in 2023. James holds a California Insurance License, which supports his expertise in offering comprehensive financial advice. His professional approach centers on collaboration and personalized planning to help families manage their finances effectively. Outside of his professional work, James has personal interests that include spending time at the beach, cooking and baking, watching football, listening to music, parenting, and caring for pets.

Nicholas Desmond is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at various organizations including California Lutheran University and the YMCA of the Foothills. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hanh Juzang is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and serves clients in both retail and institutional markets.

Mark Vandeburgt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Wells Fargo Investments, Wamu Investments, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Isabel Ramsey is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2017, following eight years at Citigroup Global Markets and a year at Pepperdine University. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alejandro Lewin is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

Jiven Flores is a Planning Consultant at Fidelity Investments, where he partners with clients to guide them through important financial decisions. He focuses on creating financial plans that reflect clients' goals, help protect their assets, and support their envisioned futures. Before joining Fidelity Investments in 2023, Jiven worked as a Retirement Consultant at Empower from 2022 to 2023 and as an Investment Consultant at TD Ameritrade from 2018 to 2022. He holds a California Insurance License. Outside of his professional work, Jiven engages in family activities, hiking, movies, and spending time with pets.

Christopher Kobe is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services and several Morgan Stanley affiliates. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Jason Leibovitch is a Wealth Management Advisor at Merrill Lynch Wealth Management in Century City. He works closely with clients to develop personalized financial strategies aimed at helping them achieve their long-term goals. Jason leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients’ financial lives, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Before joining Merrill Lynch, Jason gained experience working with companies raising capital and going public via Regulation A+ and ran a media company specializing in Film & Television Packaging and Finance. His background includes extensive work with high net worth individuals and families, entrepreneurs, venture capitalists, multinational corporations, executives, and legal professionals. Jason holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He earned his bachelor's degree from the University of California System. Outside of his professional work, Jason’s personal interests include biking, golfing, and reading.

Gloria Rodriguez is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 22 years of industry experience. She has worked at several related Wells Fargo entities since 2005, including Wells Fargo Clearing and Bancwest Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with banking, lending, and trustee products.

Ashley Smith is a CFP® with 12 years of experience in financial advising, currently serving clients at Wells Fargo Advisors since 2014. She is based in Westlake Village, CA, and holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Shawn Shafer is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at UBS since 2011 and previously held positions at Morgan Stanley Smith Barney and Morgan Stanley from 1998 onward. Outside of advisory work, he is a managing member of an investment entity focused on real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Nathan Sakuma is Vice President and Branch Leader at Fidelity Investments' Thousand Oaks Investor Center. In this role, he leads a team of financial professionals dedicated to understanding clients' goals and helping them build customized financial plans. He has been with Fidelity Investments since 2022. Prior to that, Nathan held positions at TD Ameritrade, serving as Branch Manager from 2005 to 2022 and as an Investment Consultant from 2001 to 2005. Nathan holds a California Insurance License.

Bryan Mountain is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.