Jacob Yashar is a CFP® and ChFC® with 44 years of industry experience. He is currently with LPL Enterprise and has an extensive background including roles at California Health Benefit Exchange and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in managing a medical insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and offers a range of financial planning, third-party asset management, and insurance-related services.

Alan Feldmansky is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including roles at AssetIO Wealth Management and EPIC Insurance Brokers. Outside of finance, he has been involved with Lahoa since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational and research tools.

Hugh Fisher is a financial advisor with Edward Jones in Simi Valley, CA. He holds the Series 66 designation and has 19 years of industry experience, including 20 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 programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Lyon is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Lyon maintains a minority ownership interest in two firms from which he previously resigned as an employee in 2006, with no current involvement in their management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm operates with institutional trading capabilities alongside wealth management services.

Edward Vukmirovich is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 66, 63, and 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Diamond Hill Capital Management and Foreside Financial Services, where he worked for 16 years, as well as Transamerica Investment Management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and governmental entities, offering financial planning, advisory programs, and institutional consulting with a non-discretionary approach that emphasizes tailored client planning supported by extensive research and portfolio management options.

Paul Felten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 10 years and brings experience in helping clients develop personalized wealth management strategies that reflect their priorities and the dynamic market environment. Paul focuses on areas including education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management, among others. Beginning his career in financial services in 2010, Paul is the third generation of Felten family financial advisors. He holds a Bachelor's Degree from the University of California Santa Barbara and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul also actively participates in community volunteer work, reflecting the Merrill tradition of community involvement. Outside of his professional responsibilities, Paul enjoys baseball, cooking, and spending time with his family. His approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals.

Richard Sinderbrand is a financial advisor with Edward Jones in Westlake Village, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Prudential Advisors, Merrill, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is an author of a self-written non-fiction book. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Laura Garcia is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 65 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Jaspreet Puri is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. 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 integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client strategies.

Wayne Simpson is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2006 to 2011. Outside of his advisory role, he co-owns a trucking and transportation business in Granada Hills, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment selection and portfolio construction.

Helen Middlebrook is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and having five years of industry experience. Her prior experience includes roles at John Miller and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to third-party asset managers.

Derek Chaffin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support investment decisions, offering both discretionary and non-discretionary retirement plan services.

Kyle Winther is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avantax Advisory Services and Avantax Investment Services. Prior to his financial services career, he was involved with Vapor Hub Inc for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

Joanna Sheffron is a CFP® certificant with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Her prior roles include positions at U.S. Bancorp Investments, Inc., Uvest Financial Services Group, Inc., and Cetera Wealth Services, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and other sources.

James Mc Namara is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he worked at Mutual Group and has experience in education and coaching, including an upcoming assistant football coaching role at Camarillo High School within the Oxnard Union High School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Yvonne Redmond is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Equitable Advisors since 2024, following long tenures at LPL Financial and Kinecta Financial & Insurance Services. Redmond also operates as an independent agent in outside fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing both proprietary and third-party advisory models.

Connie Winokur is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. Winokur is also actively involved with Winokur & Winokur LLC, a firm she has operated since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment services through a large network of advisors and uses a combination of proprietary research and third-party strategies to support its advisory platform.

Arthur Kang is a financial advisor with Merrill in Santa Clarita, California, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Bank of America, SchoolsFirst, and CUNA Brokerage Services. Outside of his financial career, he is listed as the owner of a spouse-operated beauty business, Skindulge Aesthetics, though he does not participate in its operations. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Zachary Breverman is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously spent four years at Merrill. Outside of his advisory role, Breverman is involved with investment-related business activities, including ownership stakes in several ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to develop tailored recommendations delivered through personalized meetings and client summary letters.

Oscar Soriano is a Financial Advisor with Merrill Lynch Wealth Management, bringing 13 years of experience in the financial industry. Based in Los Angeles, he focuses on providing clients with personalized wealth planning strategies that align with their unique perspectives and priorities. His areas of expertise include education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, and retirement income. A proud alumnus of California State University Northridge, Oscar holds a Bachelor of Science degree in Business and the Personal Investment Advisor (PIA) designation. He is bilingual in English and Spanish, which enables him to serve a diverse clientele effectively. Motivated by his own financial experiences and those of people close to him, Oscar is dedicated to helping clients develop and adjust wealth plans that support their financial goals. Outside of his professional career, Oscar enjoys spending time with his family, including his wife and four-year-old son. He has a passion for sports such as baseball, basketball, football, golf, pickleball, skiing, and soccer, and he appreciates exploring the food scene in Los Angeles.