Joy Brannan is a CFP®-certified financial advisor with Edward Jones, based in Northridge, CA, and has 30 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Vasilios Koutsos is a Series 66-credentialed advisor at Fidelity with one year of industry experience. His prior roles include positions at E-Central Credit Union and The Johns Hopkins University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Mcclure is a financial advisor at Fisher Investments with a Series 65 credential and 10 years of industry experience. He has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee that combines quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

James Spach is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Outside of his advisory role, he owns a tax preparation business and co-owns R&J Pacific Management LLC, which manages his Ameriprise office. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Carolrose Schlesinger is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is involved in life and medical insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and advanced portfolio strategies.

Leticia Garcia is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016. Garcia also serves in fiduciary roles as a power of attorney and executrix for family members. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michael Kazmer is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years. Kazmer is also associated with KCDM INC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various portfolio management services.

Michael Mildon is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Mildon also offers investment products and services through Water & Power Community Credit Union under the trade name Water and Power Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Diane Galvin is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2012. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she is president of the Rotary Club of Moorpark, where she leads weekly meetings. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based allocations to tailor client strategies.

Carlos Garcia is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, having nine years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016 and was previously involved with Imagine by Terriann, LLC from 2011 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate investment management alongside financial and estate planning.

Leonel Garcia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and CitiBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology such as machine learning across discretionary and non-discretionary management services.

Dalia Warren is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. She has worked within various Wells Fargo entities since 2003, including Wells Fargo Bank NA and Wells Fargo Clearing. Warren is also the sole owner of DW Private Wealth Corporation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized areas such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries.

Caress Ho King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2010. 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 a non-discretionary advisory model. The firm combines institutional advisory operations with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

David Eagle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1999. He specializes in developing and implementing comprehensive financial strategies tailored to his clients' long-term goals. His role also involves monitoring the risk-adjusted performance of the money managers engaged in his clients' investment portfolios. David focuses on areas including college education planning, divorce transition planning, personal retirement planning, sports and entertainment, and both individual and corporate investment strategies. David holds a Bachelor of Science in Mechanical Engineering from Cornell University and an MBA from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has credentials as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). David resides in Moorpark, California, with his two college-age sons. In his personal time, David enjoys watching baseball, basketball, football, and other sports, as well as cooking, traveling, watching movies, and spending time with his family.

Erik Sahakian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Halluminate Inc, Rapidx Labs Inc, and Ernst & Young LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Taylor Cutcliff is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as prior positions at Seton Hall University, Susquehanna International Group, and Envestnet. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Clark Neel is a CFP® with 32 years of industry experience and has been with Edward Jones since 2006. He is based in Moorpark, CA, and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Thomas Adame is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Bank of America, Vega Settlement Group, and SGV Law, APC. Outside of finance, he has worked at Hangar 18 Climbing Gym and Jamba Juice. Merrill 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 broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Horney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following three years at Equitable Advisors. 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 combines institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Paul Vanacker is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for InheRET. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.