Norman Dix is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paula Hardy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 21 years of industry experience. She has worked at various Wells Fargo entities since 2008 and has been with Wells Fargo Clearing since 2016. Outside of finance, Paula is a certified fitness trainer at Lagree Fitness in Newbury Park, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Paul Peters is a Vice President, Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on building long-term relationships with high net-worth families in the Conejo Valley community. He and his team collaborate closely with clients to develop financial plans tailored to their income and investment needs before and throughout retirement. Paul brings over 18 years of experience in wealth management. Prior to joining Fidelity, he held positions at Merrill Lynch, including Market Leader from 2014 to 2022 and Financial Advisor from 2007 to 2014. He holds a California Insurance License. Paul has a personal connection to the Conejo Valley community, where he played baseball and graduated from California Lutheran University.

David Brown is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2011, progressing through positions including Brokerage Representative, Financial Representative, Investment Consultant, and Financial Consultant. David partners with high net worth clients and families to create personalized, tax-efficient investment strategies aimed at growing and preserving wealth and generating reliable income. He emphasizes being the primary contact for clients when life events impact their finances, supporting them through various stages of life. He holds a California Insurance License.

Jasmine Grajeda is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Outside of advising, she serves as a brand ambassador for beverage company Havas Street. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Diamond is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. 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’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kamie Abraham is a financial advisor with LPL Financial in Westlake Village, CA, holding the CFP® designation and Series 66 license. She has 12 years of industry experience, including a decade at Lincoln Financial Advisors Corporation before joining LPL Financial in 2024. Abraham is also involved with Abraham Financial Planning LLC, a business entity established for tax and investment purposes. 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 services supported by research and model portfolios.

John Hoisch is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he is involved with a trust based in Westlake Village, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market outlook models to support its financial planning process.

Gary Berner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of finance, he has worked as an actor with Universal Television. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking solutions. The firm’s approach is investment policy statement-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary management options tailored to plan needs.

David Glienke is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining LPL Financial in 2025, he spent 17 years at Western International Securities, Inc. He also maintains employment as a 787 Captain with American Airlines and serves as Treasurer on the boards of two nonprofit organizations, Angeles Crest Christian Camp and American Turning Point. 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 offers a broad range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 designations and bringing 24 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and 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.