Stephen Hagy is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked for nearly a decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Derek Marquis is a CFP® with 36 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliates since 2009. Marquis is the founder and treasurer of The Jewel Levine Foundation and owns Legal Docs For You, a legal document assistance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting.

Stephen Meli is a financial advisor with Wells Fargo Advisors in Newbury Park, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Vice President of the Newbury Park High School Baseball Booster Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

Mathew Saltzman is a Senior Financial Advisor with Merrill Lynch Wealth Management's exclusive Santa Monica office in Los Angeles. Leveraging his extensive knowledge and experience in the hospitality industry, Mathew assists high net worth individuals, hospitality executives, and business owners in managing their financial lives. With a background in running million-dollar grossing restaurants across Las Vegas, Los Angeles, and New York, he understands the complexities associated with operating such businesses. This experience enables him to utilize Merrill's global resources effectively, focusing on clients' families, work, and enterprises. Mathew holds a Bachelor's Degree from Cornell University and is a Personal Investment Advisor (PIA). He has previously served on the Board of Directors for the Cornell Club of Los Angeles. Fluent in English and Spanish, Mathew's client focus areas include college education planning, executive compensation, equity compensation services, defined benefit plan services, legacy planning, liquidity management, retirement income, portfolio management, small business strategies, and managing new wealth. He also dedicates time volunteering with community organizations.

Christopher Alexander is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Adam Johnson is a Series 66-registered financial advisor with J.P. Morgan Securities, bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors and City National Securities before joining J.P. Morgan in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

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.

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.

Cameron Hughes is a Financial Consultant at Fidelity Investments, where he focuses on comprehensive wealth planning and providing clients with tailored, actionable guidance. His approach emphasizes sustainable growth and tax-efficient investing strategies. He has professional experience working as an Associate Financial Consultant at Charles Schwab from 2021 to 2023 and served as a Licensed Banker II at J.P. Morgan Securities, LLC from 2019 to 2021. Cameron holds a California Insurance License. Outside of his professional work, Cameron enjoys cooking and baking, visiting museums, outdoor adventures, sailing, theater, and volunteering.

Evan Miller is a CFP® with 21 years of experience in financial advising. He is currently with UBS Financial Services and has previously worked at firms including FMB Wealth Management and Cetera Wealth Services. Outside of his advisor role, Miller is involved in AEM Capital Group, where he provides financial analysis and advice related to divorce proceedings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Brandon Jones is a Financial Advisor with Merrill Lynch Wealth Management, where he is part of the Jones Fletcher Group in Santa Monica. He joined Merrill Lynch Wealth Management in late 2022, transitioning from Bank of America where he began his career in retail banking in 2020. Brandon serves individuals, families, and business owners, focusing on family wealth management strategies, legacy planning, personal retirement planning, and retirement income. Brandon is committed to providing clients with customized, personal wealth plans centered on investment guidance. He emphasizes building long-term relationships and tailoring strategies to align with each client's unique circumstances and goals. Working collaboratively within his experienced team, he helps clients navigate the complexities of wealth management, investment decisions, and risk management. He holds a Bachelor's Degree from California Lutheran University, where he studied Business Administration and participated in the university's golf program. Brandon has earned the Personal Investment Advisor (PIA) designation. In his free time, he enjoys baseball, basketball, cooking, football, golfing, ice hockey, music, pickleball, softball, and spending time with his family.

Jeffrey Carter is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Advisors, Bank of America, Merrill, J.P. Morgan Securities, Chase Investment Services, and UBS Financial Services. 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 institutional platforms.

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.

Alejandro Sardon is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He previously held roles at First Citizens Bank and studied finance at Vienna University of Economics and Business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.