Jeffrey Gonzalez Jr. is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is an owner and partner of Jar'd LLC, a company that produces pickleball paddles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria while offering broader derivatives and commodities capabilities.

Alex Khoshnam is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Thrivent Financial, and US Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Valerie Campadonia is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2008 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Fusco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 and Series 66 securities licenses. His career at Morgan Stanley includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Tyler Davis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley since 2025, as well as experience with Priority Sports and Entertainment and Graziadio Business School. He has also operated a sole proprietorship under his own name since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to assist clients.

Deepak Danavar is a financial advisor with UBS Financial Services in Tarzana, CA, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a silent partner in IBOS Inc., a healthcare business focused on medical record electronic chart indexing. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dylan Juca is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior experience includes roles at Reliance Partners LLC and Matthews Real Estate Investment Services, as well as work in the hospitality and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment models.

Bruce Edelsohn is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic financial planning and a range of investment solutions, emphasizing capital market assumptions and probabilistic modeling.

Natalie Schaper is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and algorithmic tools within a defined investment framework.

Jerome Aron is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he serves in a homeowners association position on a volunteer basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

Matthew Herron is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to develop financial plans that address their personal and business goals, while managing investment portfolios to align with these objectives. Additionally, he oversees the team's financial advisors in developing customized plans and managing assets, contributing his insights to supplement the team's strategies and recommendations. Matthew emphasizes client education to help clients gain confidence in their financial preparedness by understanding how their assets work together to support their goals. Matthew joined The BHB Group at Morgan Stanley in 2005 and transitioned with the group to Merrill Lynch Wealth Management in 2009. Before entering the financial advisory field, he worked as an elementary school teacher, an experience that enhanced his communication skills and ability to educate clients effectively. He holds a bachelor's degree in English from the University of California, Davis. Matthew lives in Thousand Oaks, California with his wife, Julia, and their two children. Outside of work, he pursues an active and healthy lifestyle with his family and volunteers as a coach for his children's cross-country team.

Daniel Casey is a CFP® professional with 27 years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at United Planners' Financial Services and Westlake Financial Advisors. In addition to his advisory work, he is an instructor for CFP courses at UCLA Extension and volunteers providing tax preparation services for seniors through AARP. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Cynthia Keverian is a Financial Consultant currently employed at Fidelity Investments since 2025. In this role, she collaborates with clients to develop personalized financial strategies that align with their goals and motivations, supporting them in making informed decisions throughout their life journey. Prior to her current position, Cynthia served as a Financial Solution Advisor at Merrill Lynch from 2015 to 2025. She holds a California Insurance License, which complements her expertise in providing comprehensive financial advice. Outside of her professional work, Cynthia enjoys outdoor activities such as hiking, kayaking, and spending time at the beach and lake. She also values family activities and caring for her pets.

Shomir Mukherjee is a Series 66 licensed financial advisor with 26 years of industry experience, currently with LPL Financial since 2025. His prior experience includes roles at Western International Securities, Inc., Citigroup Global Markets, and Citicorp Investment Services. Mukherjee also has involvement with Samana Business Design Inc. for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting clients with both discretionary and non-discretionary investment strategies.

James Sevilla is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Edward Cogan is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide wealth management services, including investing, retirement and benefits plans, cash management, and business financing. Mr. Cogan and his team service over 300 corporate retirement plans in California, focusing on a variety of plan types such as 401(k), 403b, SEP, profit sharing, defined benefit, individual 401(k), 529 corporate college saving plans, and IRAs. He holds an internal title of Legacy Retirement Benefit Consultant within Merrill Lynch. Mr. Cogan joined Merrill Lynch Wealth Management in 2004. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He graduated from UCLA with a Bachelor of Arts degree in Economics. He is also affiliated with professional organizations such as the National Association of Plan Advisors (NAPA), Professional in Human Resources Association (PIHRA), and Society for Human Resource Management (SHRM). Outside of his professional activities, Edward and his wife Michelle have two children and are active in their local community. His community involvement includes participation with Chaminade High School and Middle School, International Trade Education Programs, Santa Clarita Valley Search and Rescue, Sunrise Little League, and the Union Rescue Mission. His personal interests include basketball, kite surfing, adventure sports, biking, golfing, music, reading, singing, surfing, traveling, and volleyball.

Timothy Walsh is a financial advisor with Stifel in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which provides forward-looking analyses used to guide client decisions.

Eric Scheinbaum is a financial advisor with OSAIC based in Woodland Hills, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Regal Advisory Services, Inc. for 27 years and has been affiliated with Royal Alliance Associates, Inc. for 30 years. Outside of advisory work, he serves as CEO of MEDICOVERAGE INC., an online health insurance sales company. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is noted for its scale, complex affiliate network, and integration of third-party investment and lending programs.

Erik Ohanessian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Citigroup, JP Morgan Securities, and Scottrade, among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Philip Walz is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals. Philip holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from California State University Northridge.