Robert Perez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at American Dream Homes for seven years. He also maintains a real estate license. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice.

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® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he provides in-home supportive services to his disabled mother-in-law. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Earl Robinson is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Lincoln Investment, Capital Analysts, Incorporated, and Sun Life of Canada. Outside of his advisory work, he is involved in non-variable insurance through Earl C. Robinson & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by model portfolios and research from internal 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®-designated financial advisor with 10 years of industry experience, currently with Raymond James Financial in Woodland Hills, CA. He previously worked at Premier America Credit Union and LPL Financial. Velarde also operates a support company, Velarde Wealth Partners, based in Woodland Hills. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Eduardo Mora Donato is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previous work experience at SURA Asset Management and several academic institutions. 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 a range of financial planning and advisory programs along with retirement plan consulting and brokerage services, supported by model portfolios and research from both internal and third-party sources.

James Frew is a financial advisor with LPL Financial in Woodland Hills, CA, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group. He is also involved in managing his own investment and non-investment business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced research capabilities.

Eric Silvestre is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Western International Securities, J.P. Morgan Chase Bank, and J.P. Morgan Securities. 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 brokerage services with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

David Belkin is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he serves as CFO and business owner of a chemical company. 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 and financial planning services with both discretionary and non-discretionary management options.

David Biggs is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Northwestern Mutual and Lowes, where he was involved in reorganizing the lawn and garden department. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Lars Jorgensen is a financial advisor with Ameriprise in Thousand Oaks, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet certain asset criteria, providing tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation overseen by committees to deliver these recommendations, primarily for assets held in Ameriprise-managed accounts.

Daniel Khoury is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and CitiBank prior to joining his current firm. Outside of finance, he has experience working at California Lutheran University and Urbane Cafe. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Juan Hoke is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. Before joining J.P. Morgan Securities in 2025, he worked at The Vanguard Group, Inc. and held positions in various companies including QuikTrip and Carvana. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Scott Hansen is a CFP® certified financial advisor with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory role, he serves as a baseball umpire for Little League District 63 in Ventura, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment menus, serving institutional clients with tailored solutions.

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 three years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

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.