Alastair Ipapo is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior work includes nine years at JPMorgan Chase and a role at Kairos Investment Management Company, where he contributed to investor relations and operations. He is based in Santa Clarita, California. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Mathew Garcia is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has nine years of industry experience, including roles at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory work, Garcia is involved in real estate as an owner and partner in multiple properties in Chicago. 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.

Andrew Munoz is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Munoz serves as a board member for the Santa Clarita Sheriff's Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its comprehensive advisory programs.

Milton Rodriguez is a CFP® professional with five years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services, Mofrad Financial Solutions, and H&R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including access to third-party money managers and model portfolios.

Daniel Castillo Reyes is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Daniel earned a Bachelor's Degree from the University of Texas El Paso. His role involves providing financial advice and services within Merrill Lynch Wealth Management.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Benjamin Friedman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with LPL Financial since 2020 and is also associated with Premier America Credit Union, where he has worked since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes various portfolio management strategies, supported by technology and research tools.

Henry Romero is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Aptive Environmental and Sapori Ristorante. 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 scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Drew Skelly is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is a partner in a check printing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models.

Derek Butler is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Waddell & Reed, HD Vest, and National Life. Butler also manages the Derek Butler Family Trust. 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, third-party asset management, and institutional platforms.

Peter Urrutia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing and Primerica Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charles Curtin is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with OSAIC since 2023 and has served at Sagepoint Financial, Inc. since 2009. In addition to his advisory roles, he operates Curtin Wealth Management, a sole proprietorship focused on insurance-related products including fixed annuities and life and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services. The firm employs various tools and third-party solutions to construct diversified portfolios and supports both discretionary and non-discretionary account management.

David Weible is a CFP® professional affiliated with LPL Financial, with 37 years of industry experience. He has been associated with LPL Financial since 1998 and founded Envision Wealth Management, Inc., where he has worked for 24 years. His background includes non-variable insurance activities connected to his independent wealth management work. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies, supported by technology tools for operational and research purposes.

Joshua Saber is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Insurance Services and David J. Fender & Associates Inc. In addition to his advisory role, he is the CEO of Saber CPAs Inc., where he manages tax preparation, compilations, and business planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across multiple investment platforms.

Nicholas Green is a financial advisor with OSAIC based in Santa Clarita, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining OSAIC in 2023, he worked at Royal Alliance Associates and Sii. He is also the owner of Green Tax & Financial, a sole proprietorship providing both tax preparation and insurance sales related to fixed annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning and utilizes a range of tools and third-party solutions to construct and manage portfolios.

Antoine Abi Nader is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Securities, Chase Investment Services, Wamu Investments, and Wells Fargo Investments. He is also the owner of a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, third-party asset management, and institutional platforms for individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of over 22,800 advisors and manages more than $819 billion in discretionary assets.

Pheap Chev is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2021, with prior experience at TD Ameritrade from 2016 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.

Joy Brannan is a CFP®-certified financial advisor with Edward Jones, based in Northridge, CA, and has 30 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Stephen Festa is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to identify their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adapts strategies as clients’ circumstances evolve. With expertise spanning general investing, retirement planning, and preparing for unexpected expenses, Stephen serves as a comprehensive resource for clients’ financial needs. He also facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Stephen holds the Personal Investment Advisor (PIA) designation, and has completed accredited certificate programs through the Texas A&M University System and the University of Pennsylvania Wharton School of Business.

Michael Mildon is a financial advisor with LPL Financial in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, U.S. Bancorp Investments, Citigroup Global Markets, and Citicorp Investment Services. He also operates under the trade name Water and Power Financial Services, offering investment products and 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 portfolio programs, and institutional platforms, leveraging both proprietary research and third-party strategies.