Matthew Riordan is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James since 2011. 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 specialized services in public finance and municipal work.

Daniel Klein is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a member of the L.A. Police Department’s Financial Counseling Team and acts as treasurer for the 21st Area Topanga Boosters. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Robert Walczuk is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jasmin Baeva is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to provide holistic financial planning tailored to clients' unique goals. In her role, she collaborates with clients and their families to implement investment strategies that align with their financial needs. Jasmin has held positions at Fidelity Investments since 2023, including Relationship Manager and currently as a Planning Consultant. Her prior experience includes roles as a Private Client Banker at JP Morgan Chase, a Senior Relationship Banker at Union Bank, and a Relationship Banker at US Bank. She holds a California Insurance License. Outside of her professional responsibilities, Jasmin enjoys attending concerts, fitness activities, social events with friends, outdoor adventures, sailing, and traveling.

Bertha Valentine is a financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch since 2011. Outside of her advisory role, she serves as the executor for a special needs trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Sessa is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Western International Securities, Inc. for 17 years and Walk-Safe Industries, Inc. for 21 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

May Liu is a financial advisor with LPL Financial in Thousand Oaks, CA, holding a Series 66 designation and 18 years of industry experience. She has worked with LPL Financial since 2018 and was previously affiliated with Invest Financial Corporation from 2012 to 2018. Liu is also associated with LOGIX Federal Credit Union in an investment-related capacity. 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 offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven strategies.

Andrew Grieder is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked with Thrivent Financial since 2024. Prior to his advisory role, he had various positions including independent contractor roles in grocery and food delivery services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning across a broad range of financial topics without discretionary trading authority.

Juan Gonzalez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. Prior to his financial services career, he was employed at Fry's Electronics for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Derek Newell is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and several service industry positions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Matthew Miner is a financial advisor with Equitable Advisors in Woodland Hills, CA. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Outside of finance, he owns and operates Enabler PR, a public relations business he has managed since 2015. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers a range of advisory and brokerage channels tailored to client goals and risk tolerance.

Ashlyn Wetmore is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held roles at Oliver Labs Inc and Castle Management LLC, and has been involved with Islands Restaurants and Focus and Testing. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed third-party money managers.

Andrey Pashayan is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 65 and Series 63 credentials and three years of industry experience. His prior experience includes roles at Citigroup Global Markets, Citibank, and Wells Fargo. Outside of his advisory work, he operates a home-based barbeque catering service. 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 to support customized, non-discretionary investment recommendations.

Christopher Simonoff is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with Merrill and Bank of America, where he has worked since 2010, including a brief role at Nina Lending LLC and Athas Capital Group Inc. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates its investment services with the broader Bank of America platform, providing access to a wide range of products and services.

Kristen Lopez is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2018, following three years at Farmers Financial Solutions, LLC. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Grant Goldstein is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Woodland Hills, CA. He has two years of industry experience, including roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Bank of America, Merrill, and One Capital Management. 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.

Jing Liu is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and a centralized operational structure.

Megan Pritchard is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Her background includes roles at Centene, Davisville Business Enterprises, and the University of California - Davis. She has also worked in the hospitality sector with Duke's Malibu and Stonefire Grill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and municipal entities, with a distinctive emphasis on integrated municipal advisory and public finance capabilities.

James Madigan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 2008 as a Research Associate at another firm and joined Merrill in 2012. He focuses on helping clients with education planning, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income strategies. James graduated Cum Laude in 2007 with a Bachelor of Science in Business Administration from Pepperdine University. He earned the Certified Investment Management Analyst® (CIMA®) designation in 2017 through the Investments & Wealth Institute™, taught in conjunction with the Yale School of Management. In 2018, he obtained the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. His professional designations also include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved with organizations such as the College for Financial Planning and the Investments & Wealth Institute. James participates in community activities, including volunteering with Pepperdine University. His personal interests include baseball, basketball, reading, running, spending time with his family, tennis, and yoga.

Emily Desimone is a CFP® with 17 years of industry experience, currently affiliated with Strategic Advisers, Inc. She has been with the firm since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, supporting both discretionary and non-discretionary advisory services.