Dymon Gainey is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wells Fargo, Robinhood Markets, and Carvana. He is based in Thousand Oaks, CA. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Nicole Kerner is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm employs a structured planning process using proprietary tools and models but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Kyle Whitten is a financial advisor with Ameriprise, holding CFP® and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he co-owns a business that rents craft service equipment to studios for production use. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax strategies to deliver tailored recommendation reports through a centralized consulting team.

Arad Toushkan is a financial advisor with Wells Fargo Clearing in Calabasas, CA, holding a Series 63 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven approach based on modern portfolio theory. The firm’s investment menus include a broader range of financial products than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Stuart Laba is a financial advisor with Edward Jones in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. 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 and investment strategies through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Philip Thomas is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to that, he held positions at First Baptist Church at La Crescenta and San Diego State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning advice, focusing on dependable income sources for clients approaching or in retirement.

Christian Harsvik is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has been part of Fidelity since 2022, previously serving as a Planning Consultant from 2024 to 2026, a Relationship Manager from 2022 to 2024, and a Financial Representative in 2022. Prior to joining Fidelity, he worked as a Financial Representative at MassMutual Oregon from 2020 to 2021 and completed an M&A internship at IQ EQ Financial Services in Singapore in 2019. Christian holds a California Insurance License, which supports his work in financial planning and consulting. His professional approach combines his experience, knowledge, and personal compassion to guide clients through various stages of their financial lives. Outside of his professional responsibilities, Christian enjoys cooking and baking, family activities, football, music, and traveling.

Tyson Lundring is a financial advisor with Thrivent Investment Management in Newbury Park, California. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked with the Los Angeles Rams and California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning across various topics and offers these services through a network of advisors without discretionary trading authority.

Wendy Hartje is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She has been with Wells Fargo Clearing since 2013. Outside of her advisory role, she co-owns a rental property in Thousand Oaks, California, with her spouse. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

P Raulinaitis is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on finance committees for several nonprofit organizations, including Senior Concerns, the Westlake Yacht Club, and the Boys and Girls Clubs of Greater Conejo Valley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Elisa Decker is a financial advisor at Morgan Stanley with 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a trustee for a trust in Saugus, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling.

Andrew Mason is a Financial Consultant at Fidelity Investments, where he supports clients in making informed financial decisions through comprehensive planning and tax-efficient investment strategies. He works with clients to ensure their wealth aligns with their personal priorities. Andrew has experience in various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, he worked at UBS Financial Services Inc., first as a Wealth Strategy Associate from 2023 to 2024, and earlier as a Client Service Associate from 2021 to 2023. He holds a California Insurance License.

Katarina Kern is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dimensional Fund Advisors and JPMorgan Chase Bank. Outside of her advisory role, she owns and operates an equine business through Ivanoventures LLC. 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.

Owen Kohler is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. His background includes roles outside finance, such as work at Rosewood Miramar Beach, Calamigos Ranch, and Wells Fargo. Charles Schwab serves a large client base of 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary strategies and alternative investment options.

Raymond Eliasyan is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop customized financial strategies and comprehensive plans that align with their unique goals, utilizing Fidelity's resources to support their financial objectives. Prior to his current position, Raymond served as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. He holds a California Insurance License.

Adagio Cisneros is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at UBS Financial Services and has held roles in athletic and educational organizations, including USC Athletics and the University of Southern California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, and manages approximately $2.74 trillion in client assets.

Kevin Majidian is a CFP®-credentialed financial advisor with J.P. Morgan Securities, where he has worked for 14 years. He previously worked at DOGUA and held positions at East Los Angeles Community College. Outside of his advisory role, he is an owner and landlord of a rental property in Thousand Oaks, CA. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Juliana Barba is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Centek Capital Group and has held various roles in development and resort industries. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans that align with clients’ goals and risk tolerances.

Geoffrey Deitrick is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Chase Financial Brokerage Company, Nexa Mortgage, and Pennymac Loan Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as multi-manager and fund-of-funds structures.

Benjamin Howard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Oaks Christian School and Calvary Community Church, among others. Outside of his advisory work, Howard leads worship on a contract basis for Grace Church of La Verne and occasionally plays guitar for various churches through the Worship Support Network. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.