Kim La Zare is a financial advisor with Ameriprise in Woodland Hills, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. La Zare has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Halvorsen is a financial advisor with Charles Schwab in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Halvorsen has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he is active in sports photography, working part-time on weekends and evenings. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options through a centralized operational structure.

Xiaoou Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds a Series 66 designation and previously worked at Bank of America, Merrill, and China Merchant Bank. Outside of finance, Wang has been involved with ACE Global Education LLC, an education service consulting firm, where they assisted with legal document translation before taking on an inactive role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christine Scalley is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank NA since 2013 and recently formed a consulting firm, Barbuda Consulting, where she serves as an advisor. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Renee Capellaro is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She previously worked at First Republic Securities Company and First Republic Investment Management, Inc. from 2010 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client goals.

Sarvenaz Vahabzadeh is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 66 designation. She has been with Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Debbie Winokur is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. In addition to her role at LPL, she has been involved with Winokur & Winokur LLC since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. His prior experience includes roles at Phillips Gunn Associates LLC, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he has engaged in creative writing since 2007. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

H Schloss is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1993 and brings extensive experience in financial advisory services, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. H Schloss holds a Master’s degree in Mathematics from Harvard University, a Master’s degree in Electrical Engineering–Computer Science from the University of Southern California (USC), and a Ph.D. in Electrical Engineering–Communication Sciences from USC. His professional designations include Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Prior to his financial advisory career, he accumulated 30 years of experience in the aerospace industry, including a role as Supervisor Level II of Guidance and Navigation Analysis on the Apollo Lunar Mission with North American Aviation. In addition to his professional work, H Schloss is an active member of several charitable and cultural organizations in Southern California. His personal interests include genealogy, music, reading, traveling, and spending time with his family.

Renee Fourcade is a financial advisor at UBS Financial Services with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2010. Outside of her advisory role, she serves on the finance committee of Global Gaming Women, providing budgeting and planning support in an advisory capacity. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and capital market tools to tailor financial plans to client goals and risk tolerances.

Zachary Woolridge is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 license and bringing two years of industry experience. His prior work includes roles at Banc of California and the Los Angeles Football Club. He serves on the boards of two nonprofits, Heart of Los Angeles and Breathe Southern California, contributing to their investment and governance committees. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program supported by a centralized due-diligence framework.

Edward Tannenbaum is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and bringing 56 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Clearing in 2025. Outside of his advisory role, he owns EMT Stables LLC, a thoroughbred horse management business, and serves as treasurer for the NROTC-USC Division, supporting the development of undergraduates in NROTC programs. Wells Fargo Clearing provides retirement plan consulting 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Levon Hasserjian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank since 2013. 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. The firm integrates these advisory services with affiliated brokerage, distribution, and investment management capabilities.

David Payne is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank NA and Bank of America NA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Todd Burton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Charles Schwab Bank, B. Riley Wealth Management, Oppenheimer, and Fidelity Brokerage Services. Outside of advising, he has ownership interests in several real estate-related LLCs. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory, brokerage, custody, and alternative investment services.

Kevin Muradyan is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He holds a California Insurance License, supporting his work in the financial services sector. Kevin describes himself as a dedicated and passionate leader striving to inspire others. In addition to his professional responsibilities, Kevin has a range of personal interests that include spending time at the beach, cars, culinary experiences, social events with friends, hiking, and outdoor adventures.

Roberto Proano is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior experience includes roles at Mass Mutual Investors Services and Metlife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced portfolio management technologies.

Brittany Bockin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Diana Reyes is a financial advisor at Edward Jones with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2004. The firm serves over four million individual and institutional clients, offering a wide range of wealth management services through both discretionary and non-discretionary strategies. Edward Jones manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Roman Christian Laus is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable Financial Life Insurance and Equitable Advisors. He has also served as a live-in caregiver through In Home Supportive Services since 2021 and was a United States Marine Corps member from 2017 to 2021. J.P. Morgan Securities 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.