Taylor Shoop is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Shoop is a partial owner of a family business involved in farming, real estate management, and oil and gas assets. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Trevor Lowe is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Morgan Stanley in 2025, he worked four years at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Salvatore Viso is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2001. Outside of his advisory role, he owns and operates an S-Corp to manage his office expenses. OSAIC serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process centers on model-based asset allocation, portfolio optimization, and a variety of managed account programs, supported by a complex affiliate network and private-equity ownership.

Ethan Peterson is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Union Bank, and Wells Fargo. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Howard Abrams is a financial advisor with UBS Financial Services in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor client solutions.

David Marshall is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1979 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a limited partner in an investment-related LLC focused on real estate. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derek Butler is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Waddell & Reed, HD Vest, and National Life. Butler also manages the Derek Butler Family Trust. 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 portfolio programs, third-party asset management, and institutional platforms.

Peter Urrutia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020. His prior experience includes roles at Wells Fargo Clearing and Primerica Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Evan Press is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a volunteer tennis coach and holds leadership positions on the Chatsworth High School Site Council and PTSA, as well as serving on the board of Connextions, an organization focused on youth sports camps and wellness education. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2000. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Todd Beguelin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Wells Fargo Advisors since 2009 and spent seven years at Morgan Stanley Dw Inc. Prior to joining Wells Fargo, he established Meridian Private Wealth Management, Inc., where he maintains ownership. Additionally, he serves as treasurer for the Las Posas Gardens HOA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Juliette Benshaw is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Bank NA. Her spouse owns a business called Turtle Cloud in Woodland Hills, CA. 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.

Charles Curtin is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at SagePoint Financial, Inc. and NPB Financial Group, LLC. Outside of his advisor role, he owns a sole proprietorship providing life and long-term care insurance quotes and related fixed insurance products. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across a broad set of programs.

Thomas Flores is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services Inc. for seven years. Outside of finance, he has experience working in the hospitality industry with roles at Islands Restaurant and Town And Country Resort. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Oscar Murillo Cabrera is a CFP® professional affiliated with Charles Schwab with three years of industry experience. He previously worked at Fidelity Investments and Paul Cashman State Farm. Currently based in Encino, CA, he holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large integrated operational structure.

Michael Bernardo is a financial advisor with LPL Financial in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2018 and has a long-standing association with Logix Federal Credit Union since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by advanced operational tools.

Lauren Troli is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked at the University of Irvine and has additional work experience in educational and retail settings. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with client implementation optional through various brokerage and advisory programs.

Bobbie Hanley is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2019 and owns a sole proprietorship selling personal pre-owned goods on eBay. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeannette Comulada is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has worked at PFS Investments Inc. since 2009 and has been with Primerica Financial Services since 2007. Outside of advisory services, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap-fee structure.

Jason Barba is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2021 to 2024, and Equitable Advisors from 2019 to 2021. Outside of his advisory role, he has been employed at Taco Bell since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options through a large network of advisors, emphasizing customizable strategies supported by research and technology.