Travis Henry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2004, with a period at Western International Securities, Inc. from 2012 to 2025, and previously at Morgan Stanley. In addition to his advisory role, he is involved in tax preparation and accounting through Eide Bailly. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party strategies, supported by advanced operational and research tools.

Justin Conant is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation with six years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2019 to 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matt Price is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Joshua Pace is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at First Republic Investment Management, First Republic Securities Company, Bank of America, and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melody Nekourouh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Prudential Insurance Company/LPL Enterprise and Royal Bank of Canada. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Jaidin Tharanee is a Financial Consultant currently working at Fidelity Investments, where they have held various roles since 2022, including Investment Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, Jaidin served as a Client Relationship Advocate at Vanguard from 2021 to 2022. Jaidin's professional focus involves partnering with clients to help them achieve their financial goals by understanding their unique circumstances and guiding them through investment complexities. They hold a California Insurance License, which supports their advisory capabilities. Outside of their professional work, Jaidin enjoys attending concerts, exploring culinary experiences, watching movies, listening to music, and running.

David Goller is a financial advisor at Morgan Stanley in Valencia, CA, with 31 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co. Incorporated since 2008. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Richard Feldstein is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Feldstein holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Siu Lam William Tung is a financial advisor at Merrill with a Series 66 credential and over one year of industry experience. His prior work includes roles at Intuit, LPL Enterprise, Pruco Securities LLC, and Win Pont Investment Inc., as well as a five-year tenure at Hui Bang Investment Group Co. Ltd. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ivan Goldstein is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Prudential Equity Group, LLC from 1998 to 2003. 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 operates at large scale, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Sarah Hines is a CFP® professional with 11 years of industry experience, currently with Cetera since 2019. Her prior roles include positions at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to affiliated and third-party managers with various program structures and custodial relationships.

Martin Waschitz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1987. He specializes in managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Martin works closely with clients to develop personalized financial strategies that align with their long-term goals. He holds both a Bachelor's degree with Honors and a Master's degree from Brooklyn College of the City University of New York and has completed coursework at the Graduate School of Business at Tulane University. Martin carries the Personal Investment Advisor (PIA) designation. Residing in Westlake Village, California, Martin is actively involved in his community as a member of the Los Angeles Rod and Reel Club. He enjoys salt-water fishing, ocean sailing, racing, boating, music, and traveling.

Ryan Cagle is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2018. He focuses on developing strategies and providing advice for individuals, families, and businesses by understanding their short- and long-term financial objectives. His areas of expertise include education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. Ryan holds a Bachelor’s degree in Accounting from California State University, Long Beach. He also carries the Personal Investment Advisor (PIA) designation. Prior to joining Merrill Lynch, he gained seven years of experience in accounting, which, combined with his passion for finance, supports his ability to assist clients in achieving their financial goals. Outside of his professional work, Ryan enjoys spending time on soccer fields and exploring the outdoors with his Golden Retriever, Charlie. He currently resides in Woodland Hills. Ryan does not provide tax advice in his current role with Merrill Lynch.

Tamie Austin is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2012. Outside of her advisory role, she owns a rental property managed independently. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Vartan Telian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, Morgan Stanley & Co. LLC, and UBS Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Manuel Ceja is a Series 66-licensed financial advisor with four years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., joining both firms in 2024. His prior experience includes roles at Bank of America/Merrill Lynch and AutoZone. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting a non-discretionary approach where clients retain final decision-making authority.

Samuel Ramli is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities LLC and UBS Financial Services Inc. Outside of his advisory work, he owns a product reviewer business based in Westlake Village, CA. 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 and provides both brokerage and advisory solutions that incorporate research and analytics from Wells Fargo Investment Institute and third-party sources.

Ryan Bristol is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, AllianceBernstein, and Morgan Stanley. He serves on the board of Casa Pacifica, a nonprofit providing mental and behavioral health services to youth and families. UBS Financial Services offers a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, employing proprietary research and model-based allocations to tailor plans aligned with clients’ goals and risk tolerances.

Cody Despain is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2017. In addition to his advisory role, he is involved with Canyon Oak Financial, where he provides wealth management, tax preparation, and bookkeeping services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Sean Wiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to his current role, he worked at Citigroup for eight years. He is also involved as an owner and partner in a family entity formed to serve as the administrative general partner for a real estate development. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility criteria, with implementation support from affiliated investment-management entities.