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 who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Regal Advisory Services, Inc. since 1999 and Royal Alliance Associates, Inc. since 1996. Outside of his advisory work, he is the owner and CEO of MEDICOVERAGE INC., which oversees online health insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering a range of services including integrated brokerage and investment advisory, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

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.

Molly Catalano is a financial advisor with Merrill in Encino, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to the present and United Brokerage Services, Inc. from 2016 to 2017. Outside of her advisory role, she serves as a notary public. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Philip Walz is a Financial Services Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that align with their individual goals and priorities. His approach involves connecting clients to the appropriate people, plans, and processes to support objectives such as funding children’s education, preparing for retirement, managing potential health care costs, and achieving long-term family goals. Philip holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from California State University Northridge. His work emphasizes transparency and simplicity in wealth planning to help clients feel confident and engaged throughout the financial decision-making process.

John Grace is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and 46 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he hosts a fitness radio show. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management, and provides access to model portfolios, third-party research, and various investment strategies.

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 Series 66-licensed financial advisor with Morgan Stanley, based in Woodland Hills, CA, and has six years of industry experience. She has been with Morgan Stanley and its affiliated private bank since 2018, with a brief prior role at Kathy Manning in 2018. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers plans directly to clients as well as through employer Corporate Financial Planning agreements.

Wendy Fleischmann is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Crown Capital Securities, United Planners' Financial Services, and Silvers Financial Services. Outside of her advisory work, she is the author of *Divorce Well: A Woman's Guide*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, incorporating discretionary and non-discretionary management, model portfolios, and various investment programs supported by in-house and third-party research.

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 with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2012. Outside of his advisory role, he owns and manages SAT Wealth Inc., a financial practice in Santa Barbara, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and combines advisory services with other financial products and referral channels.

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 at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory process.

Chris Dumford is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1993. Outside of his advisory role, he is involved in health benefit insurance sales through Horizon Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides research-backed model portfolios and other investment solutions.

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.

John Swanson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He worked at Wedbush Securities for 24 years before joining LPL Financial in 2026. Outside of advising, Swanson is an owner and landlord of a residential property in Ohio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

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 Series 66-licensed financial advisor with Equitable Advisors in Thousand Oaks, CA, where he has worked since 2001. He has 24 years of industry experience, including time at Axa Advisors. Outside of his advisory role, he operates West Coast Benefit Advisors, focusing on medical and dental insurance, and serves as a co-trustee and successor trustee for immediate family trusts. 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 third-party asset managers, using a hybrid referral and implementation model.

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.