Ronald Roesler is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Griselda Hernandez is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Derek Moore is a financial advisor at Morgan Stanley with nine years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Sebastien Djavadi is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, while acting primarily in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Neil Okeeffe is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2019, as well as prior experience at Bank of the West and BancWest Investment Services from 2016 to 2019. 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 combination of non-discretionary and discretionary investment management using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Wagner is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His background includes roles in education and hospitality, such as teaching positions at the University of California, Santa Barbara, and Santa Barbara City College, as well as work with several restaurants and youth camps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

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 LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporate and nonprofit clients, offering asset allocation advice, investment manager searches, and customized reporting through a non-discretionary advisory program supported by a centralized due-diligence process.

Julie Opheim is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory 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® and holds a Series 66 license with nine years of industry experience. He is currently with Fidelity Investments and has previously worked at Charles Schwab, TD Ameritrade, and Merrill. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs to create diversified portfolios.

Maria Lupu is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked previously at City National Bank and RBC Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

William Lyman is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials. He has been with the firm since 2026 and previously worked at DeGroote Financial Group and various other organizations. He also spent time at Oaks Christian School and is based in Westlake Village, CA. 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 in its investment approach.

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 at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Western International Securities, Inc. and Financial West Group. 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 variety of advisory programs and financial planning services with access to model portfolios, third-party research, and advanced portfolio management technologies.

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 CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Based in Westlake Village, CA, he has held roles primarily within LPL Financial during his career. He is involved with Sterling Financial Strategies, focusing on fixed insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering comprehensive financial planning and advisory programs supported by proprietary and third-party research.