Vanessa Escobar is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and having seven years of industry experience. She has worked with various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. 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 in its investment recommendations.

Wendy Fleischmann is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Crown Capital Securities and United Planners' Financial Services. In addition to her advisory work, she is the author of "Divorce Well: A Woman's Guide." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mark Hineman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory process.

Kailey Craig is a financial advisor with Edward Jones in Simi Valley, CA, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience, all of which has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Gregory Bishop is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Bishop is the founder of Public Employee Resource Center, where he is involved as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm delivers tailored investment strategies through a large network of independent Financial Professionals and provides access to proprietary and third-party model strategies across various custody platforms.

Bret Wims is a financial advisor with Thrivent Investment Management in Santa Clarita, CA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm combines goal-based planning with managed-account options under a consolidated billing program while maintaining separate delivery of planning and portfolio management services.

Nicolas Cardenas is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at Eagle Strategies and New York Life-related firms before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Steven Graham is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Inc., C.I.T.E. Institute, J.P. Morgan Securities LLC, and Chase Investment Services Corp. 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, supported by a large network of investment adviser representatives.

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.