Matthew Martinez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Transamerica Financial Advisors, Inc. prior to his current 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 and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Dwight Wolfe is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Thrivent Financial. Outside of his advisory role, he has been involved with California Business Telephone Systems Inc, a non-investment-related business. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

Christopher Ceciliane is a financial advisor at Fidelity with a Series 66 license and three years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase, and M.Y.D.S. Inc. Outside of his advisory duties, he pursues a personal hobby of buying, selling, and trading athletic sneakers. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage diversified investment solutions.

Owen Galipeau is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. He is also involved with the Ventura County Credit Union, offering investment products and services through its Wealth Management division. 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 provides a range of advisory and brokerage services supported by model portfolios, third-party subadvisors, and various institutional platforms.

Joshua Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Merrill, Bank of America, US Bank, and CitiBank. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Susan Colletta is a financial advisor at Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 licenses with 3 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at DAUM Commercial Real Estate Service and SCV Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Joseph Pesicka is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He has been with Fidelity Investments since 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios across mutual funds, ETFs, and ETPs, and maintains formal advisory roles to multiple registered investment companies.

Yuritzi Chavez is a financial advisor with Merrill based in Sun Valley, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill, she worked at J.P. Morgan Securities and Wells Fargo Clearing Services LLC. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dayne Comrie is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. 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 to guide investment recommendations.

Dennis De Young is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cetera since 2026. His prior roles include positions at LPL Financial, Western International Securities, and Financial West Group. He is also involved as a board member of the Robert P. Amman Memorial Campership Fund. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with a range of discretionary and non-discretionary programs.

Alex Matsumura is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held positions at Premier America Credit Union and LPL Financial Corporation. Matsumura holds Series 63 and Series 65 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Fred McNeely is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and more than 44 years of industry experience. He has been with Raymond James since 2009 and previously operated MCNEELY FINANCIAL STRATEGIES, LLC dba LIFESTONE WEALTH MGMT. from 2009 to 2019. McNeely also manages a support company, Legend Wealth Management, based in Northridge, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Cesar Cap is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors starting in 2018 and his current position since 2025. Prior to Fidelity, he spent two years at Wells Fargo Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Susan Kakiki is a financial advisor with Edward Jones in Santa Clarita, CA, holding a Series 66 designation and with three years of industry experience. She has been with Edward Jones since 2003. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Jonelle Gonsalves is a financial advisor with Primerica Advisors in Santa Clarita, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Sulphur Springs School District, ELEVO, Soccer Shots, and Pfs Investments Inc. Primerica Advisors sponsors 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 clients. The firm operates at large scale with thousands of advisors and offices, delivering model-based investment recommendations supported by third-party asset managers and custodians.

Anterias Nerses Hindoyan is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and BLOM Bank. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Curry is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has held positions at JPMorgan Chase Bank, N.A. since 2019 and at J.P. Morgan Securities from 2016 to 2019. She holds Series 63 and Series 66 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.