Diane Galvin is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2012. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she is president of the Rotary Club of Moorpark, where she leads weekly meetings. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based allocations to tailor client strategies.

Carlos Garcia is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, having nine years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2016 and was previously involved with Imagine by Terriann, LLC from 2011 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate investment management alongside financial and estate planning.

Leonel Garcia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and CitiBank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology such as machine learning across discretionary and non-discretionary management services.

Nicole Downing is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services, Avantax Insurance Agency, and BISYS Insurance Services. Outside of advising, she is involved in tax preparation through her own firm, Downing Tax & Financial Services, and is a partner in a lease-to-own equipment business serving a local gym. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and consulting services, supported by a large network of independent advisors and over $256 billion in assets under management.

Vahan Karsian is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at New York Life Insurance Company and as founder of Chronically Creative, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Hernan Martinez is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including roles at American Financial Network and Axa Advisors. Outside of finance, he owns an online recipe business and is an officer at an event venue that hosts weddings and parties. 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 delivered through a select group of Wealth Advisors. The firm operates with a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

Alexander Moran is a Series 66-registered advisor with Raymond James Financial in Valencia, CA, beginning his advisory career in 2025. Prior to joining the firm, he worked in educational roles at several institutions including the University of California, Santa Barbara, College of the Canyons, Vasquez High School, and High Desert Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance advisory services through a unique affiliation with a municipal advisor.

Dalia Warren is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. She has worked within various Wells Fargo entities since 2003, including Wells Fargo Bank NA and Wells Fargo Clearing. Warren is also the sole owner of DW Private Wealth Corporation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized areas such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summaries.

Caress Ho King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2010. 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 non-discretionary advisory model. The firm combines institutional advisory operations with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

David Eagle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1999. He specializes in developing and implementing comprehensive financial strategies tailored to his clients' long-term goals. His role also involves monitoring the risk-adjusted performance of the money managers engaged in his clients' investment portfolios. David focuses on areas including college education planning, divorce transition planning, personal retirement planning, sports and entertainment, and both individual and corporate investment strategies. David holds a Bachelor of Science in Mechanical Engineering from Cornell University and an MBA from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he has credentials as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). David resides in Moorpark, California, with his two college-age sons. In his personal time, David enjoys watching baseball, basketball, football, and other sports, as well as cooking, traveling, watching movies, and spending time with his family.

Erik Sahakian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Halluminate Inc, Rapidx Labs Inc, and Ernst & Young LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Taylor Cutcliff is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as prior positions at Seton Hall University, Susquehanna International Group, and Envestnet. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Clark Neel is a CFP® with 32 years of industry experience and has been with Edward Jones since 2006. He is based in Moorpark, CA, and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Thomas Adame is a Series 66-registered financial advisor with Merrill in Santa Clarita, CA. He has been with Merrill and Bank of America since 2026 and has prior experience at Vega Settlement Group and OSAIC. Outside of finance, he has worked in diverse roles including at a climbing gym and a beverage retailer. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutional entities.

Ismael Martinez Navarro is a financial advisor with LPL Financial based in Valencia, CA, holding the Series 66 designation and bringing 16 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2019 and has been with LPL Financial and Logix FCU since 2020. Outside of his advisory work, he is a co-owner of a food truck business called Ricky's Fish Tacos in San Fernando, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by in-house and third-party research.

Clara Park is a CFP®-certified financial advisor with 16 years of industry experience, currently with LPL Enterprise. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

James Horney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following three years at Equitable Advisors. 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 its Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Paul Vanacker is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for InheRET. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

James Delgado is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, Delgado works as a personal running coach and is employed part-time at a golf shop servicing customers with golf equipment and repairs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Serj Arutyunyan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he provides in-home supportive services to his disabled mother-in-law. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.