Tristan Anguiano is a Financial Consultant at Fidelity Investments, where he works to create customized financial plans tailored to his clients' goals, values, and financial aspirations. He joined Fidelity Investments in 2021 and has held multiple roles including Investment Consultant and Relationship Manager before becoming a Financial Consultant in 2023. Prior to joining Fidelity, Tristan gained experience as a Relationship Banker and Personal Banker at Wells Fargo from 2018 to 2021. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Tristan enjoys fitness, exploring different cuisines, hiking, outdoor adventures, traveling, and spending time with pets.

Daniel Bodemeijer is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gayane Grigoryan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She uses her CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations to provide comprehensive financial planning services. Gayane joined Merrill in 2015 and leverages the investment insights of Merrill Lynch and banking services of Bank of America to help clients manage their financial lives. Gayane graduated from California State University Northridge with a Bachelor's Degree in Finance, Management and Business Administration. Her focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. She participates actively in the communities she serves, volunteering regularly with organizations such as Habitat for Humanity, Heal the Bay, MEND, Nature Park Pasadena, Operation Gratitude, and Tree People. Gayane and her husband enjoy hiking and staying active with their two dogs.

M Eskoff is a financial advisor with Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment strategies in its advisory services.

Dana Bennett is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. She has worked with various Wells Fargo entities since 2006. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce.

Cinnamon Apker is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2011, including five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Kyber is a CFP® with 27 years of experience in financial services. He is currently with Morgan Stanley, having worked there since 2021, and previously spent a decade at UBS Financial Services. His credentials also include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Evan Miller is a CFP® with 21 years of industry experience, currently affiliated with Cetera. His prior work includes over two decades at FMB Wealth Management (formerly Fields Financial) and more than a decade at FMB Retirement Services. Outside of his advisory role, he is involved with Bruno Financial, offering financial planning and investment-related tax planning services, and participates in AEM Capital Group, which provides financial analysis during divorce proceedings. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes both affiliated and third-party investment solutions.

Julie Lin is a financial advisor with Ameriprise in Somis, California, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, Lin serves as Secretary on the Board of Directors for Jen Chen Buddhism, a nonprofit organization. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Martina Vega is a financial advisor with Edward Jones in Valencia, CA. She holds Series 63 and Series 66 designations and has 26 years of industry experience, including 22 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Kamerie Larsen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning. She focuses on empowering clients to understand and feel confident in making financial decisions. Kamerie collaborates with clients to develop personalized financial plans based on individual goals and comfort levels. With more than 30 years of experience in the financial industry, Kamerie joined Merrill due to its holistic approach to wealth management and banking. Her role provides access to elite Money Managers and an open architecture that allows her to deliver a comprehensive range of Bank of America's deposit and lending services, positioning her as a single point of contact for clients' financial needs. She holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch Wealth Management. Outside of her professional role, Kamerie is involved with the community organization Zoe International. She enjoys spending time with her family, including her two dogs, Bailey and Annabelle, and has a passion for traveling and exploring new cultures. In her leisure time, she likes biking, dancing, music, and reading.

Jeffrey Carter is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2023 to 2025, and spent seven years with Bank of America and Merrill from 2016 to 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and diversified investment programs supported by in-house and third-party research.

Louis Skertich Jr. is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of products and proprietary research to tailor client solutions.

Scott Thomas is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 29 years of industry experience. His prior work includes roles at First Allied Advisory Services and First Allied Securities. He operates a sole proprietorship under ST Wealth Management and works as an independent contractor in fixed insurance. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services across multiple program structures, combining affiliated and third-party managers with discretionary and non-discretionary authorities.

Norman Dix is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paula Hardy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 21 years of industry experience. She has worked at various Wells Fargo entities since 2008 and has been with Wells Fargo Clearing since 2016. Outside of finance, Paula is a certified fitness trainer at Lagree Fitness in Newbury Park, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Paul Peters is a Vice President, Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on building long-term relationships with high net-worth families in the Conejo Valley community. He and his team collaborate closely with clients to develop financial plans tailored to their income and investment needs before and throughout retirement. Paul brings over 18 years of experience in wealth management. Prior to joining Fidelity, he held positions at Merrill Lynch, including Market Leader from 2014 to 2022 and Financial Advisor from 2007 to 2014. He holds a California Insurance License. Paul has a personal connection to the Conejo Valley community, where he played baseball and graduated from California Lutheran University.

David Brown is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2011, progressing through positions including Brokerage Representative, Financial Representative, Investment Consultant, and Financial Consultant. David partners with high net worth clients and families to create personalized, tax-efficient investment strategies aimed at growing and preserving wealth and generating reliable income. He emphasizes being the primary contact for clients when life events impact their finances, supporting them through various stages of life. He holds a California Insurance License.

Craig Diamond is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kamie Abraham is a financial advisor with LPL Financial in Westlake Village, CA, holding the CFP® designation and Series 66 license. She has 12 years of industry experience, including a decade at Lincoln Financial Advisors Corporation before joining LPL Financial in 2024. Abraham is also involved with Abraham Financial Planning LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.