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 in Sherman Oaks, CA, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, along with roles at Thrivent Financial and AFlac. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Salvatore Viso is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with OSAIC since 2001. Outside of his advisory role, he owns and manages a small financial services S-Corp and is involved in managing two rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

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.

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 National Life, Waddell & Reed, and multiple health insurance providers. He also manages the Derek Butler Family Trust, which he has been involved with since 1999. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Peter Urrutia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing and Primerica Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Evan Press is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory role, he serves as vice chair of the Chatsworth High School Site Council, coaches youth tennis, and is a board member of Connextions, an organization focused on youth sports camps and wellness education. 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. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with Wells Fargo-affiliated firms since 2000, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

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 been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he serves as treasurer for the Las Posas Gardens HOA and acts as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools to tailor recommendations for clients.

Juliette Benshaw is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Her spouse owns a business called Turtle Cloud, based in Woodland Hills, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its offerings.

Charles Curtin is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with OSAIC since 2023 and has served at Sagepoint Financial, Inc. since 2009. In addition to his advisory roles, he operates Curtin Wealth Management, a sole proprietorship focused on insurance-related products including fixed annuities and life and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services. The firm employs various tools and third-party solutions to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Thomas Flores is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, he held positions in the hospitality and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of fee-based financial planning, portfolio management, and capital markets services.

Ja Nelle Mattson is a financial advisor with J.P. Morgan Securities in Moorpark, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Lyft, Inc., and entrepreneurial ventures such as SpeedVixen LLC and Wayward Wicks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by Wealth Advisors and focuses on recommending approved funds and strategies within a broader broker-dealer and banking organization.

Oscar Murillo Cabrera is a CFP® professional currently with Charles Schwab, holding Series 66 and Series 63 licenses, with three years of industry experience. His prior roles include positions at Fidelity Investments and Paul Cashman State Farm. There are no additional outside activities noted. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational structures.

Michael Bernardo is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2018. Bernardo also has extensive experience working with Logix Federal Credit Union since 2000. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

Emil Babayans is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. He also operates a separate business under the name Emil Babayans and Associates. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.