Gloria Suard is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley and OSAIC. Outside of her advisory role, she is involved with TA Law Group in a legal capacity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios and offers advisory services for registered investment companies and charitable funds.

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.

Philip Imhoff is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1995 and has prior experience with Beverly Hills Unified School District and Entertainment Partners/Central Casting. Outside of his advisory role, he serves as the volunteer membership committee chairman for the Canoga Park/Westhills Chamber of Commerce and is a part owner of Talk Peace Farm, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, using a tiered wrap fee structure rather than fixed fees.

Joshua Maldonado is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Merrill, Bank of America, US Bank, and CitiBank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research supported by a centralized due diligence team.

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.

Grant Sclafani is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He leads Sclafani Wealth Advisors, a financial services firm operating since 2018. Cetera Investment Advisers serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm features a multi-manager platform that provides access to affiliated and third-party managers, supporting diverse investment strategies and program structures.

Van Schepers is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to understand their complete financial picture and to develop plans that support both their current life and future goals. Van views money as a tool for living with intention and purpose and is committed to partnering with clients to create financial paths aligned with their values. Prior to joining Fidelity Investments, Van gained experience in various financial services roles, including positions as a Client Service Associate at Audent Global Asset Management from 2024 to 2025, a Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, and a Relationship Banker at Bank of America from 2019 to 2020. He holds a California Insurance License. Outside of his professional career, Van's personal interests include cars, concerts, hiking, movies, and traveling.

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.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Mical Pyeatt is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 designations and over 43 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she is a partner in Darwin the Story LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, with investment strategies delivered primarily through model portfolios managed by unaffiliated asset managers.

Dayne Comrie is a financial advisor with J.P. Morgan Securities in Valencia, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program is non-discretionary, focusing on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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 with J.P. Morgan Securities in Northridge, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Premier America Credit Union, LPL Financial Corporation, and U.S. Bancorp Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates derivatives and commodities capabilities through its broader regulatory affiliations.

Ahmad Mehaidly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Ahmad held positions such as Assistant Vice President - Wealth Relationship Manager at Citi Bank from 2021 to 2022, and First Vice President - Private Client Banker at JP Morgan Chase from 2014 to 2021. Ahmad specializes in assisting clients with retirement strategies, tax-efficient investing, and comprehensive estate planning considerations. He holds a California Insurance License. Outside of his professional career, Ahmad enjoys biking, hiking, outdoor adventures, running, soccer, and yoga.

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 with Fidelity in Santa Clarita, CA, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Fidelity Investments since 2007 and Wells Fargo Investments from 2005 to 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her background includes roles with Sulphur Springs School District, ELEVO, and Soccer Shots, alongside a longstanding association with Pfs Investments Inc and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with JPMorgan Chase Bank, N.A. since 2019 and worked at J.P. Morgan Securities from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.