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 Mildon is a financial advisor with LPL Financial in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, U.S. Bancorp Investments, Citigroup Global Markets, and Citicorp Investment Services. He also operates under the trade name Water and Power Financial Services, offering investment products and services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging both proprietary research and third-party strategies.

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 based in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at institutions including J.P. Morgan Securities LLC and Citibank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering various portfolio strategies and access to institutional platforms.

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.

James Horney is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked for three years. His prior experience includes roles at Equitable Advisors and Foresters Financial, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

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.

James Delgado is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, Delgado works as a personal running coach and is employed part-time at a golf shop servicing customers with golf equipment and repairs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Serj Arutyunyan is a CFP®-certified financial advisor with 16 years of industry experience. He is currently affiliated with J.P. Morgan Securities and has prior experience at Wells Fargo Advisors. Outside of his advisory work, he provides in-home supportive services to a disabled, low-income family member. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset allocation advice, investment manager searches, and customized performance reporting with a focus on ESG criteria and a manager-solutions team.

Earl Robinson is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 66 designations and over 43 years of industry experience. His prior roles include positions at Lincoln Investment, Capital Analysts, Incorporated, and Sun Life of Canada. 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 range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Ibrahim Abboud is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2008 and Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing. Outside of his advisory role, he is involved in several business ventures including ownership of a grocery store and a cigar shop, as well as an import/export clothing business. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Benjamin Laetsch is a Series 66-credentialed financial advisor with Morgan Stanley in Santa Monica, CA, bringing seven years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he worked at the University of Southern California from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Anthony Velarde Jr. is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Premier America Credit Union and LPL Financial. Velarde also operates Velarde Wealth Partners, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Eduardo Mora Donato is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at SURA Asset Management and held academic positions at California State University - Channel Islands and California Lutheran University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.