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 credentials and 19 years of industry experience. He previously worked at Western International Securities and Financial West Group. He also serves approximately one hour per month on a homeowners association board in Sherman Oaks, CA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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. He is currently associated with Cambridge Investment Research Advisors and has prior experience at Westlake Financial Advisors LLC and United Planners' Financial Services. Casey is also an author, educator, and speaker, teaching CFP courses at UCLA Extension and volunteering with AARP to provide tax preparation services for seniors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platforms.

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 financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. Before joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 10 years. Mukherjee is involved with Samana Business Design Inc., a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 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.