Westlake Village, CA Office

Daniel Dominguez is a financial advisor at Mutual Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Content Labs, LLC, California Lutheran University, and Chatsworth Charter High School. Mutual Advisors, LLC serves a broad client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to each client's objectives. The firm is notable for its scale of institutional work and its use of multiple analytical approaches and third-party tools to customize client allocations.

Aaron Jasper is a financial advisor with Mutual Advisors, LLC in Westlake Village, CA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Mutual Advisors and Mutual Securities since 2015. Outside of his advisory role, he serves as trustee and managing member of several family trusts through Aaron Jasper Single Family Trust Company, LLC, and is involved in management and consulting activities at Tamalindowthurst Investments, LLC. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing portfolios with a combination of active and passive strategies tailored to client objectives. The firm is notable for its scale, managing approximately $9.45 billion across 154 advisors, and for its range of institutional clients including sovereign wealth funds.

Randal Carson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at KIPP Financial Group, Associated Planners Investment Advisory, and Associated Securities Corp. He has been with Mutual Advisors since 2013. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and offers services ranging from asset management to ERISA plan advisory.

Eddie Rivera is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2015 and previously spent a decade at Planmember Securities Corporation. Outside of his advisory work, Rivera serves as an assistant coach for a youth soccer team in a local nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a range of advisory services, utilizing both active and passive strategies tailored to clients' objectives, and is notable for its institutional scale and specialized client types such as sovereign wealth funds.

Nicholas Damiani is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Mutual Advisors since 2013 and also works with Mutual Securities Inc. Damiani serves as trustee and managing member of a private trust company that oversees various family trusts. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm combines active and passive investment strategies, utilizing multiple analytical approaches and third-party tools to tailor portfolios according to clients' objectives.

Ellen Shearin is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Mutual Securities, Inc., Western International Securities, Inc., and Financial West Group. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a mix of active and passive investment strategies tailored to client objectives. The firm manages approximately $9.45 billion across 154 advisors and is known for its extensive institutional work and operational features such as an Outsource Insurance Desk and relationships with third-party managers.