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.

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.

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 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brad Baumann is a CFP® professional with 12 years of industry experience, currently serving at Fidelity. His prior roles include positions at Fortress Retirement, Inc., OneWest Bank/CIT, and operating his own advisory practice. He holds an inactive California Real Estate Broker license. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Michael Kojin is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Raymond James Financial Services, and Quintus Investment Counsel. Outside of finance, he has experience with the Fairmont Miramar Hotel and Bungalows and has been involved with the University of California, Riverside Athletic Department. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tyler Munro is a Series 66-licensed financial advisor at LPL Enterprise with five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Morton Capital Management. Outside of financial advising, he works on event production, assisting with setup and breakdown for various companies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of financial products supported by an integrated platform combining advisory programs with insurance and lending services.

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.

Miguel Hernandez is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked at Transamerica Financial Advisors LLC and is involved as treasurer for the Theta Delta Chi House Association and the Psi Deuteron Educational Foundation, both nonprofit organizations. In addition to financial advisory, he also works as an agent for Aflac and participates in ridesharing services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, investment management via model portfolios and third-party strategists, and access to a wide range of brokerage and insurance products.

Linda Reigel is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Faulk is a financial advisor at LPL Enterprise with six years of industry experience. He holds the ChFC® designation and Series 66, 63, and 65 licenses. Prior to joining LPL Enterprise, he worked at AlphaStar Capital Management, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a financial literacy teacher and financial coach with The Seed House Project and is a member at large on the NAIFA-LA Chapter board. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset managers, and a range of brokerage and insurance products via its integrated platform.

Bret Wims is a financial advisor with Thrivent Investment Management in Santa Clarita, CA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm combines goal-based planning with managed-account options under a consolidated billing program while maintaining separate delivery of planning and portfolio management services.