Patrick Infante is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His previous roles include positions at CUSO Financial Services, Pruco Securities, Prudential Insurance Company of America, Muriel Siebert Financial, and Wells Fargo Advisors. Outside of his advisory work, he has been involved in rideshare driving in San Francisco. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Kyu Kim is a financial advisor with LPL Financial, holding a Series 66 designation and over four years of industry experience. He has been affiliated with Envision Wealth Management since 2003 and has worked at LPL Financial since 2003 as well. In addition to his advisory role, he is involved as an investment representative at Envision Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Samuel Andress is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he has been a licensed real estate broker with Huntington Group since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deborah Quinn is a financial advisor with UBS Financial Services in Reseda, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to deliver tailored financial planning and portfolio management.

Humberto Jimenez is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, CUSO Financial Services, and Wescom Financial Services. His current role includes responsibilities at Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yusuf Bhaimeah is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has a background spanning over two decades at JPMorgan Chase Bank, N.A. prior to joining his current firm. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robyn Lawhon is an Associate Resident Director and Wealth Management Advisor with Merrill. She works with clients to develop personalized financial strategies that reflect their long-term goals and changing market conditions. Robyn provides access to Merrill's investment insights and Bank of America's banking and lending solutions to help clients manage their wealth. Her areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Robyn and her team use a Personal Wealth Analysis to understand clients' goals and craft tailored strategies that aim to provide clarity and confidence about financial matters. Robyn holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned her high school diploma from Vinita High School. Outside of work, she enjoys painting, traveling, genealogy, golfing, reading, spending time with her family, and volunteering in her community.

Mark Kamerman is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, Kamerman operates Konsulting by Kamerman, providing meeting preparation services for Ameriprise financial advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering 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 support personalized retirement income planning within a large institutional framework.

Neal Larsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked with firms including Scorpion Internet Marketing and 1st Global Advisors. Larsen serves as a board member for the Samaritan Center, a nonprofit organization providing resources to the homeless population in Simi Valley. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for its planning engagements.

Vincent Friera is a financial advisor with Fidelity in Winnetka, California, holding a Series 66 designation and eight years of industry experience. His background includes roles at AXA Advisors, Equitable Advisors, and work as an independent contractor before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees day-to-day management through affiliated or unaffiliated sub-advisers.

James Dwyer is a CFP® professional affiliated with Wells Fargo Clearing in Valencia, CA, with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Brian Jacobs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in personal real estate investing through a family-owned LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Heather D'angelo is a financial advisor at Edward Jones in Valencia, CA, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is an owner of a rental property in Scituate, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Jeremiah Bauman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked with LPL Financial since 2007 and previously spent five years at Merrill. Outside of his advisory role, Bauman is involved in selling life and fixed annuities through Bauman Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Ronald Scott is a financial advisor affiliated with LPL Financial and holds Series 63 and Series 65 licenses. He has 57 years of industry experience, including 39 years at Merrill and 9 years at LPL Financial. He also operates Bauman Scott Financial Services, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing various investment strategies and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Sunil Prabhakar is a financial advisor with Ameriprise, holding 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to deliver tailored, non-discretionary advice.

Christopher Brown is a financial advisor at Merrill with a Series 66 designation and one year of experience. His prior work includes roles at Bank of America, UnitedMasters Inc, Snap Inc, and Western Governors University among others. Brown's background spans diverse industries including technology and education. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-focused investment capabilities and leverages a platform integrated with Bank of America affiliates.

Angela Bagwell is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as the primary point of contact for Private Wealth Management investors and their families. In this role, she focuses on forming strong relationships and providing personalized service to build and maintain client trust. She has been with Fidelity Investments since 2006, holding various positions including Wealth Management Planning Consultant, Branch Service Manager, and Relationship Manager. Prior to Fidelity, Angela worked as an Associate at Ameriprise Financial Services, Inc. in 2006. She holds a California Insurance License. Outside of her professional work, Angela's interests include family activities, parenthood, pets, and traveling.

Melissa Barker is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica since 2017. In addition to her advisory role, she is the owner of 2SOL Productions, LLC, a television and film production company based in Santa Clarita, CA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-driven investment strategies supported by third-party asset managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Michael Frischman is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. He has held previous roles at firms including Merrill, Questar Asset Management, and Citigroup Global Markets. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed annuities and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.