Stephen Tarin is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Flanagan is a financial advisor with Fidelity in Santa Monica, CA, holding a Series 66 designation and one year of industry experience. His prior roles include various positions at Fidelity Investments and engagements at the University of Geneva and UCLA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight controls in its investment processes.

Kyle Bobo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab, California Credit Union, and Thrivent Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Sasan Nikoomanesh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2006 after more than a decade in the information technology industry, including serving as CIO for a network television station. At the Darin-HFKN Group, his responsibilities encompass business development, relationship management, marketing, and event planning. Sasan takes a client-centric approach, focusing on understanding clients and multiple generations of their families. He works to listen closely to their values and needs, helping to define their goals and create customized strategies tailored to their unique situations. His areas of focus include college education planning, executive and equity compensation services, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and services for endowments, foundations, and non-profits. He holds a Bachelor's degree in Business Administration from the University of Phoenix and two Master's degrees: an MBA in Finance from California Lutheran University and an MBA in Business Administration from Pepperdine University. As a cancer survivor, Sasan utilizes resources at Merrill to help clients develop custom plans aligned with what is truly important in their lives. His personal interests include football, horseback riding, photography, skydiving, table tennis, traveling, and watching movies.

Adam Goldstein is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages his own legal entity focused on financial advisory practice management and consulting with professionals on client cases. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Nino is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of advising, he has involvement in real estate ownership and business ownership through SM 18 LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, to deliver tailored retirement income recommendations.

Timothy Mcnutt is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill, with tenures of 14 and 20 years respectively. Outside of his advisory role, he is involved in a real estate investment partnership focused on acquiring rental properties and adding accessory dwelling units for long-term rental. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Joel Remmenga is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory work, he is a 49% owner of Newbury Park Brewing in California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Brandi Johnson is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Edward Jones in 2025, she worked at JP Morgan Chase Bank, N.A. for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions. The firm operates under a fiduciary standard and provides various investment options, including separately managed accounts and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Andrew Snett is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves as trustee or co-trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary options, with a broader range of financial products than typical institutional advisers.

Jon Dahlstrum is a financial advisor with Raymond James Financial in Thousand Oaks, CA, holding a Series 63 license and 38 years of industry experience. He has worked with Raymond James Financial since 2009 and operates Dahlstrum Financial, focusing on non-variable life insurance sales. Dahlstrum also serves as an independent contractor with Boscoe Insurance Services, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and investment recommendations supported by extensive research and a broad affiliate network.

Michael Burke is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, bringing 22 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory role, he owns and manages a rental property business. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial planning and investment programs.

Lorraine Crawford is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. and City National Securities, Inc. Crawford operates a wealth management business under a DBA for her LPL affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a broad range of financial planning and advisory programs alongside brokerage services.

Brandon Hines is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Altec Industries for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Lisa Evans is a financial advisor with LPL Financial in Calabasas, CA, holding the ChFC®, Series 63, and Series 65 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Daniel Castillo Reyes is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Daniel earned a Bachelor's Degree from the University of Texas El Paso. His role involves providing financial advice and services within Merrill Lynch Wealth Management.

Honorato Gomes is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior work includes roles at Timios Inc and AmeriHome. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary financial guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Saira Martinez Gonzalez is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop strategies tailored to their unique planning requirements. Prior to this, she served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2021 to 2023. Saira holds a California Insurance License, which supports her work in the financial planning field. Outside of her professional duties, she enjoys cooking and baking, fitness, hiking, spending time with her pets, and traveling.

Ryan Foley is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. His background includes roles at California Polytechnic State University and a brief position in construction testing services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other organizations. The firm integrates its investment offerings with Bank of America’s broader platform, providing clients access to various financial products and services.

Luke Williams is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans aimed at achieving their financial goals. He focuses on building lasting relationships through trust, dedication, and competency. Prior to his current role, Luke worked as a Client Service Specialist at Ameriprise Financial from 2022 to 2024. He holds a California Insurance License. Outside of his professional responsibilities, Luke has personal interests that include fitness, social events with friends, music, reading, and traveling.