Elizabeth Nowlin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Trista Monroe is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank since 2016. 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. Its Institutional Consulting Services program offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Jason Gietter is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2008 and Bank of America since 2009. Outside of his advisory role, he serves as an assistant lacrosse coach at Harvard-Westlake High School and is involved in family businesses, including advising on operations for Bindr Interactive Incorporated and providing guidance to Applied Building Solutions, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party teams.

Suzanne Tweddell is a financial advisor with Primerica Advisors in Valencia, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since the late 1990s. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Jonathan Arreguin Valencia is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked with Merrill since 2020 and Bank of America since 2024. Prior to his financial services career, he held positions at CSU, Fresno and Bj's Restaurant & Brewhouse. Merrill, along 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 plans, corporations, and charitable organizations.

Nairi Agabaian is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, Agabaian worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, among other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.

Arthur Kang is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at SchoolsFirst and CUNA Brokerage Services from 2016 to 2019. Outside of his advisory role, he is listed as the owner of a spouse-operated beauty business but is not involved in its operations. 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 a range of individual and institutional clients.

Vanessa Escobar is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and having seven years of industry experience. She has worked with various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. 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 recommendations.

Mark Hineman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory process.

Bret Wims is a financial advisor with Thrivent Investment Management in Santa Clarita, CA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm combines goal-based planning with managed-account options under a consolidated billing program while maintaining separate delivery of planning and portfolio management services.

Nicolas Cardenas is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Steven Graham is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior roles include positions at Western International Securities, Inc., C.I.T.E. Institute, and J.P. Morgan Securities. 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 of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alastair Ipapo is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior work includes nine years at JPMorgan Chase and a role at Kairos Investment Management Company, where he contributed to investor relations and operations. He is based in Santa Clarita, California. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Andrew Munoz is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Munoz serves as a board member for the Santa Clarita Sheriff's Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its comprehensive advisory programs.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Benjamin Friedman is a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and is also involved with Premier America Credit Union, where he has held roles related to investment and insurance since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management alongside research-driven model portfolios and multiple technology tools.

Drew Skelly is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is a partner in a check printing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models.

Derek Butler is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at National Life, Waddell & Reed, and multiple health insurance providers. He also manages the Derek Butler Family Trust, which he has been involved with since 1999. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Charles Curtin is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with OSAIC since 2023 and has served at Sagepoint Financial, Inc. since 2009. In addition to his advisory roles, he operates Curtin Wealth Management, a sole proprietorship focused on insurance-related products including fixed annuities and life and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services. The firm employs various tools and third-party solutions to construct diversified portfolios and supports both discretionary and non-discretionary account management.

David Weible is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial in Valencia, CA. He has been associated with LPL Financial since 1998 and has operated Envision Wealth Management, Inc. since 2002. His background includes work in non-variable insurance and roles related to medical and long-term care insurance placement. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by extensive research and various portfolio management services.