Christopher Kobe is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services and several Morgan Stanley affiliates. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Tony Padilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a role with JPMorgan Chase Bank, N.A. since 2011. 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 applying an ESG eligibility framework in its investment recommendations. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of distinctive product access and services.

Christopher Ocepek is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Bank of America, Merrill, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Vasques is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with Edward Jones since 2001 and also has longstanding roles with Fiserv Investor Services, Inc. and Lockheed Federal Credit Union since 1999. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Daniel Porter is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Skidmore Markell & Company and Sagepoint Financial Inc. Outside of his advisory role, he serves as Local Camp Vice President for Gideons International, a position involving Bible distribution efforts locally and internationally, and he is a certified estate planner who assists clients with estate planning and trust documentation. Osaic Wealth serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various investment vehicles.

Caitlyn Klenk is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America, N.A., Cedar Rapids Community School District, and Harrison Group, Inc. She has been involved in education and sports organizations, including Cedar Rapids Xavier High School and Adrenaline Volleyball Academy. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jorgelina Roisenzvit is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2020. Outside of her advisory role, she is involved in retail through 3 Generations Arts & Shop (GiuVa Boutique), which she has operated since 2011, and also works as a consultant for a company selling makeup and nutritional products. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Jonathan Archila is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. His prior firms include Citi Bank, Bank of America Merrill, Prudential Financial, and Morgan Stanley. Outside of finance, he has worked in diverse roles including professional soccer and dog training. 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 recommendations.

Justin Publicker is a financial advisor with Cetera in Valencia, CA. He holds the Series 66 designation and has recently begun his career in the industry, with prior experience at Saber CPAs and Green Dot Public Schools National. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment program options and manages over $250 billion in assets through a large nationwide network of advisors.

Elizabeth Nowlin 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 worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Trista Monroe is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank since 2016. 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. Its Institutional Consulting Services program offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Jason Gietter is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2008 and Bank of America since 2009. Outside of his advisory role, he serves as an assistant lacrosse coach at Harvard-Westlake High School and is involved in family businesses, including advising on operations for Bindr Interactive Incorporated and providing guidance to Applied Building Solutions, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party teams.

Suzanne Tweddell is a financial advisor with Primerica Advisors in Valencia, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since the late 1990s. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Jonathan Arreguin Valencia is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked with Merrill since 2020 and Bank of America since 2024. Prior to his financial services career, he held positions at CSU, Fresno and Bj's Restaurant & Brewhouse. Merrill, along 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.

Hugh Fisher is a financial advisor with Edward Jones in Simi Valley, CA. He holds the Series 66 designation and has 19 years of industry experience, including 20 years with Edward Jones. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Nairi Agabaian is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, Agabaian worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, among other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.

Kyle Winther is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Avantax Investment Services, Inc. and Avantax Advisory Services prior to joining Cetera. From 2008 to 2018, he was involved with Vapor Hub Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Arthur Kang is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at SchoolsFirst and CUNA Brokerage Services from 2016 to 2019. Outside of his advisory role, he is listed as the owner of a spouse-operated beauty business but is not involved in its operations. 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 a range of individual and institutional clients.

Andrew Roth is a financial advisor at LPL Financial with 33 years of industry experience. He has held his current position since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Roth spends 15% of his time as a musician. 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 financial planning and asset management services utilizing both proprietary research and third-party strategies.

Jennifer Desanto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at firms such as Raymond James & Associates, Citigroup Global Markets, and UBS Financial Services. She is also involved with Logix FCU, where she has worked since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.