Christine Freeman is a financial advisor at Morgan Stanley in Woodland Hills, CA, with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2026. Freeman is also involved in trust and estate administration activities in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Josh Lewensohn is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christopher Impellitteri is a financial advisor with J.P. Morgan Securities in Ventura, CA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Coburn Crosby III is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, Crosby is involved in financial literacy initiatives through his ownership of Public Employee Resource Center, which provides on-demand financial education resources to employers and employees, and volunteers with Haven Neighborhood Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals using proprietary and third-party strategies across multiple platform arrangements.

Austin Kratochvil is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Craig Buckley is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Western International Securities, Inc. and Financial West Group. Prior to his advisory career, he spent over three decades at Aerojet Rocketdyne. Outside of advising, Buckley is involved in tax preparation and accounting. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

Soane Sevelo is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC for nine years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working primarily through program sponsors and third-party managers to provide both advisory and brokerage solutions.

Yesenia Martinez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ashot Musheghyan is a Financial Consultant at Fidelity Investments, where he works with current and prospective clients to understand their financial goals and assist in creating and maintaining long-term financial plans. He has been with Fidelity Investments since 2015, progressing through roles including High Net Worth Service Associate, Relationship Manager, and Planning Consultant before assuming his current position in 2024. His experience spans various facets of financial advisory services, focusing on client relationship management and financial planning. Ashot holds a California Insurance License, supporting his role in delivering comprehensive financial solutions.

Gaylord Rohloff is a CFP®-designated financial advisor with 39 years of industry experience. He has worked at LPL Financial since 2025 and was previously at Western International Securities, Inc. for 17 years. Outside of his advisory work, he is involved in radio, TV, and podcasting related to investing and is also an artist and musician. 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Dylan Fuentes is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Premier America Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Richard Case is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Western International Securities, Inc. for 17 years. He is also involved with Tarian Investment Services, Inc. in a non-investment-related capacity. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Adam Brown is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He has been active in the financial services industry since 2007. Adam focuses on relationship management and supports his team members with wealth management strategies and investments. He specializes in areas such as college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, retirement income, and socially responsible and ESG investing. Adam uses retirement income planning tools to help clients evaluate their savings, income, expenses, and investment assets to assess their ability to meet retirement goals and desired lifestyles. He emphasizes open and frequent communication and strives to build long-term client relationships based on accessibility and clear explanations of complex topics. Adam holds a Personal Investment Advisor (PIA) designation and completed his high school education at Thousand Oaks High School. He resides in Thousand Oaks and enjoys golfing, spending time with family and friends, and traveling.

David Kidd is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a FINRA arbitrator. 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 employs an IPS-driven, modern portfolio theory approach and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Naftel is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved with C & A Wealth Management, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Mirch is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 35 years of experience in providing wealth management services to corporations, foundations, and high net worth individuals. His expertise encompasses developing investment strategies that address personal and business financial needs, focusing on areas such as divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Ken holds a Bachelor of Arts degree in Economics from UCLA and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been featured in Merrill Lynch’s national advertising campaign, "Total Merrill," which emphasizes the importance of developing comprehensive financial strategies. Committed to his community, Kenneth Mirch actively participates in volunteer work with local organizations, reflecting the Merrill tradition of community involvement. His approach focuses on collaborating one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Nadia Eldib is a ChFC® and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She has 11 years of experience in the industry and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering discretionary and non-discretionary investment strategies as well as affiliated mutual funds and tax-efficient services.

Nina Decheva is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Stopanska Banka AD Skopje, Euronews, and Deloitte, as well as academic involvement with EDHEC Business School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Thomas Moccia is a financial advisor with Ameriprise in Simi Valley, CA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Ameriprise and its related entities since 2009. Ameriprise offers 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 provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies, supported by a centralized consulting team.

Jordan Shapiro is a Wealth Management Advisor with Merrill in Westlake Village. He provides advice and guidance to an accomplished clientele, assisting them in advancing their priorities, streamlining multiple aspects of their finances, and pursuing the lives and legacies they envision. His expertise includes portfolio construction, implementation, and refinement, investment research and modeling, credit management including securities-based and residential lending, and life insurance reviews and assessments. Jordan began his wealth management career in 2014 as an Analyst at J.P. Morgan Private Bank. He then joined Morgan Stanley Private Wealth Management as an Investment Associate and was subsequently promoted to Financial Advisor. In 2020, Jordan joined Merrill, where he has attained the designation of Portfolio Manager. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and earned his Bachelor of Business Administration degree in finance from the University of Texas at Austin. Outside of his professional work, Jordan has interests in baseball, chess, cooking, football, golfing, reading, skydiving, spending time with family, traveling, and writing. His client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income.