John Grace is a financial advisor with LPL Financial, holding a Series 63 designation and over 47 years of industry experience. He previously worked at National Planning Corporation for 18 years and Securities America for four years before joining LPL Financial in 2021. Outside of his advisory role, he hosts a fitness radio show and is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joel Barker is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes positions at Merrill since 2010 and Bank of America, N.A. since 2019. 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 model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Ragde is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 7 years of industry experience. She has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Wendy Fleischmann is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Crown Capital Securities and United Planners' Financial Services. In addition to her advisory work, she is the author of "Divorce Well: A Woman's Guide." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sean Blackwood is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he oversees CrimsonCardinal, LLC, an operating company formed to manage his practice and provide client services. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Trueman is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including niche areas such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Michael Weisberg is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Weisberg serves on the finance and investment committees of de Toledo High School and acts as an observer on the investment committee for the Foundation for Jewish Camp. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Ryan De Silva is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on empowering clients by providing the information they need to alleviate stress and take informed action regarding their personal finances. Prior to this role, Ryan worked as a Private Client Advisor at J.P. Morgan Securities, LLC from 2019 to 2021. His previous experience also includes serving as Chief Investment Officer at Arrowroot Family Office from 2017 to 2018, Senior Portfolio Advisor Associate and Assistant Vice President at Nuveen Investments from 2010 to 2015, and Investment Advisory Associate at Aspiriant from 2002 to 2006. Ryan holds a California Insurance License. Outside of his professional work, he enjoys activities such as beach outings, biking, surfing, traveling, and spending time with his family and pets.

Mark Hineman is a financial advisor with Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and various Morgan Stanley entities dating back to 1997. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning specialists.

Chris Dumford is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial and its predecessor firms since 1993. In addition to his advisory role, Dumford is involved in health benefit insurance sales through Horizon Wealth Management. 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 portfolios, third-party asset management, and participant-level retirement advice, supported by a platform serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jake Rosen is a CFP®-credentialed financial advisor with Edward Jones, based in Woodland Hills, CA, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at California Lutheran University and Capstone Partners MML Investors Services, LLC. Rosen has a stipend affiliation with the USC School of Gerontology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Owen Wildermuth is a Planning Consultant specializing in personalized financial planning to address the unique goals and needs of families. Based in the Conejo Valley area, Owen is committed to helping clients build and improve their financial plans and to empowering informed financial decision-making. He has experience as a Relationship Manager at Fidelity Investments from 2025 to 2026 and served as a Financial Representative at the same firm from 2023 to 2025. Owen holds a California Insurance License. Outside of his professional work, Owen has interests in comedy, food, golf, snowboarding, and swimming.

Allan Farhit is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, he operates a business focused on medical and dental insurance and serves as a co-trustee and successor trustee for immediate family trusts. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a range of third-party advisory programs and implements investment strategies using mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kailey Craig is a financial advisor with Edward Jones in Simi Valley, CA, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience, all of which has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Nathan Korn is a Financial Consultant at Fidelity Investments, where he supports clients in achieving their financial goals through comprehensive planning. He engages in holistic discussions to co-create plans that align with clients' specific objectives while utilizing Fidelity's resources. Nathan has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. He holds a California Insurance License.

Richard Marcus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Brad Baumann is a CFP® and holds a Series 66 license, with 13 years of industry experience. He currently works at Fidelity Investments and has previously been affiliated with Fortress Retirement, Inc. He holds a California Real Estate Broker license but is not currently active in that capacity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Michael Kojin 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 focus is to provide clients with the knowledge and tools needed to manage their financial lives effectively. Michael holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California System. He follows a personal philosophy centered on helping clients identify what matters to them and their families in order to create strategies aimed at pursuing their financial goals.

Tyler Munro is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in event production, working on set for various event companies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Eric Haupt is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 51 years of industry experience. His career includes roles at Voya Financial Advisors and operating his own firm, Eric R. Haupt, as well as long-term involvement with Haupt Insurance Services and other insurance-related businesses. He serves as president of the nonprofit Friends of the Agoura Hills Library. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options across several program structures.