Matthew Wagner is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation. He has one year of industry experience and previously held roles outside finance, including positions in education and the restaurant industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and resources.

Ernestine Martinez is a financial advisor with Ameriprise in Thousand Oaks, CA, holding a Series 66 designation and one year of industry experience. She previously worked at Ameriprise Financial from 2007 to 2017 and returned to the firm in 2022 after several years in other roles. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm provides tailored, algorithm-supported recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Cory Colgan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., before joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products, including security-based swaps and futures commission merchant services.

Julie Opheim is a financial advisor at Raymond James & Associates with 43 years of industry experience. She has been with Raymond James & Associates since 2008. She holds the Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Christopher Russo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Russo serves as Chief Financial Officer of the Grace Foundation and is a 50% owner of Mad Mobile, a power washing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Matthew Philmus is a CFP® professional with nine years of industry experience, currently serving as an advisor at Fidelity. His prior work includes roles at Charles Schwab, TD Ameritrade, and Merrill. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as a formal advisor to multiple registered investment companies.

Maria Lupu is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets, LLC and City National Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

William Lyman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations. He began his career in the industry in 2026 and has experience with multiple firms including DeGroote Financial Group and JPMorgan Chase Bank, N.A. Prior to his advisory role, he attended Lehigh University and has been involved with organizations such as Oaks Christian School and North Ranch Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Marley Wong is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held his current role at Morgan Stanley since 2014 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and methodologies.

Geoff Wolcott is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing a mix of proprietary research, third-party subadvisors, and customized strategies.

Haresh Patel is a financial advisor at Edward Jones in Westlake Village, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at BloomHealth, USDM Life Sciences, and AMGEN Inc., where he worked for over two decades. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Sean Summers is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting entertainment industry professionals. With a background in acting and education, he brings an insider's perspective to the unique financial challenges faced by those with project-based, gig-driven careers in film and television. Sean's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services, particularly within the sports and entertainment sectors. He adopts a relational approach, working closely with clients to develop flexible and realistic financial strategies that accommodate fluctuating incomes and support long-term financial stability. He holds a Bachelor's Degree from Brigham Young University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Sean engages in various personal interests such as bowling, chess, football, golfing, pickleball, reading, singing, soccer, table tennis, and watching movies.

Denny Speidel is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Michener is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services LLC since 2017, having previously worked at Wells Fargo Bank NA starting in 2015. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors, and provides both brokerage and advisory solutions.

Alan Litvak is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has been with LPL Financial since 2009. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2001 to 2009. Outside of advising, he is involved in a fixed insurance business. 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 financial planning and investment management services, with a platform that supports both discretionary and non-discretionary strategies.

Matthew Riordan is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Klein is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves on the Los Angeles Police Department’s Financial Counseling Team and acts as treasurer for local booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Walczuk is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jasmin Baeva is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to provide holistic financial planning tailored to clients' unique goals. In her role, she collaborates with clients and their families to implement investment strategies that align with their financial needs. Jasmin has held positions at Fidelity Investments since 2023, including Relationship Manager and currently as a Planning Consultant. Her prior experience includes roles as a Private Client Banker at JP Morgan Chase, a Senior Relationship Banker at Union Bank, and a Relationship Banker at US Bank. She holds a California Insurance License. Outside of her professional responsibilities, Jasmin enjoys attending concerts, fitness activities, social events with friends, outdoor adventures, sailing, and traveling.

Martina Girgis is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Merrill Financial Solutions Advisor. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-term, mid-term, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and savings, as well as facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Martina holds a Bachelor's Degree and a Master of Business Administration (MBA) from the California State University System. She carries the Professional Designation of Personal Investment Advisor (PIA). Her approach involves ongoing discussions with clients about their goals and concerns, enabling her to offer tailored advice and adapt strategies as clients' needs evolve.