Steve Felsen is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he teaches financial literacy to students through local recreation districts and a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerances.

Jordan Swift is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing customized financial planning services to individuals, families, and business owners. He focuses on areas such as education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. Jordan began his career at Bank of America in 2008 before moving to Merrill Lynch Wealth Management in 2010, and subsequently joining the Bachman-Herron group in 2014. He holds a bachelor's degree in applied mathematics from the University of California, Channel Islands, and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Residing in Simi Valley, California, Jordan spends his free time exploring the state with his wife Elizabeth and their son Ezekiel. He is also active in his local church and enjoys outdoor activities and sports such as basketball, camping, chess, golfing, hiking, music, skiing, traveling, and volleyball.

Oscar Alvarenga Menjivar is a financial advisor at Merrill with Series 66 and Series 63 designations and three years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory roles, he has experience working at Wilmington University and College of the Canyons. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bobbi Barbera is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, and involvement with Women In Insurance & Financial Services and Naifa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

David Lazar is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes over two decades at Avantax and his own accounting firm, Lazar and Company Certified Public Accountants, which provides tax preparation and accounting services. Outside of his advisory role, he serves as president of CPayroll, Inc. and holds board responsibilities for Guardians of RHD, where he manages financial recordkeeping and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform that combines affiliated and third-party managers across various program structures and custodial relationships.

Blake Behunin is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 66 license and eight years of industry experience. He is also affiliated with Householder Group Estate and Retirement Specialists, LLC, where he provides administrative services. Additionally, Behunin manages Sunset Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Alexander Ary is a financial advisor with Wells Fargo Clearing in Thousand Oaks, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, EZ-NetTools, and Brigham Young University - Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Oscar Rodriguez is a Financial Consultant at Fidelity Investments, where he focuses on cultivating and maintaining client relationships with individuals and their families. He collaborates with clients to help them understand their financial goals and aspirations using a broad range of financial tools and resources. He has held various roles in the financial services industry, including positions as a Private Client Banker at JP Morgan Chase, Wealth Advisor Associate at Morgan Stanley, Relationship Banker at JP Morgan Chase, and Personal Banker at Wells Fargo. His professional experience spans from 2006 to the present, covering multiple aspects of banking and wealth advisory services. Oscar holds a California Insurance License. Outside of his professional work, he has interests in baseball, football, soccer, swimming, and traveling.

Shirley Smith is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Merrill since 1987. Outside of her advisory role, she works part-time as a driver for Uber and HopSkipDrive, a transportation service for children. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Zachary Frangos is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience since joining the firm in 1982. A 1977 graduate of the United States Coast Guard Academy, he served as an officer on active duty and in the reserves for 19 years. Zach holds an MBA in Finance from Old Dominion University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. He is a qualified Portfolio Manager, providing clients with personalized portfolio management and estate planning advice, including the construction and discretionary management of defined investment strategies utilizing individual securities, Merrill Lynch model portfolios, and third-party options. Zach advises individuals, families, and businesses on areas such as college education planning, executive compensation, family wealth management, legacy planning, and retirement income. His professional affiliations include serving as a former Director and Investment Advisory Committee Chairman of the United States Coast Guard Academy Alumni Association. Additionally, he is an Admissions Partner for the Coast Guard Academy, connecting the institution with prospective cadets. Zach participates in community organizations including the Alzheimer's Association, American Cancer Society, and National Breast Cancer Foundation. He is an Eagle Scout and has served as Scoutmaster and Committee Chairman for Troop 604 in Moorpark, where he resides with his wife and two sons. Outside of his professional work, Zach enjoys boating, skiing, and swimming. He emphasizes a client-focused approach, working one-on-one to develop personalized financial strategies aligned with clients’ long-term goals.

Faten Khoder is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) certification and the Personal Investment Advisor (PIA) designation. Faten earned her Bachelor's Degree from Lebanese University and is proficient in both Arabic and English. With over 10 years of experience in the financial services industry, Faten specializes in assisting clients with pre- and post-retirement needs, asset management, and estate planning. She works closely with clients to define their financial goals and develops portfolio strategies tailored to their individual situations. Faten provides ongoing advice to help clients adapt their financial plans as their circumstances change. Prior to her current role, Faten applied her skills while running a family business, gaining firsthand experience in entrepreneurial challenges and work-life balance. She is also a mother of three children, which has contributed to her abilities in time management and multitasking.

Chase Dapello is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he was employed at UBS Financial Services and held various positions including at SoCal Valet and Wood Ranch Country Club. He serves as a board member for NextGen Rotary, Club 5240 in Thousand Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Joseph Blanchette is a financial advisor with Equitable Advisors in Sun Valley, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Robert Hunter Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC for 17 years. Hunter also serves as an adjunct professor at California Lutheran University and as online faculty for the College for Financial Planning. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Warren is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including 15 years at Western International Securities, Inc. He operates The Warren Group Wealth Management, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Farber is a financial advisor with Equitable Advisors, holding a Series 65 credential and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC for 21 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Michael Wright is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2008. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Murad is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. He operates his own accounting and tax preparation business and serves as a trustee and executor for non-family members, managing related investment decisions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ryan Bartley is a Financial Consultant at Fidelity Investments. He works with clients seeking to enhance their retirement plans, investment strategies, and lifestyles by connecting them with Fidelity's resources tailored to their goals. His tenure at Fidelity Investments began in 2016 as a Financial Representative. He has since held roles including Relationship Manager, Planning Consultant, Investment Consultant, and currently serves as a Financial Consultant since 2025. This progression reflects his experience within various aspects of financial advising and client relationship management. Ryan holds a California Insurance License. Outside of his professional responsibilities, he engages in activities such as baseball, board games, family activities, fitness, and golf.

Ortal Katz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to returning to J.P. Morgan Securities in 2025, Katz worked at Wells Fargo NA and JPMorgan Chase Bank, N.A. Outside of finance, he operates an e-commerce business selling used clothing on the platform Poshmark. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.