Mojtaba Barati Bagherabad is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., as well as positions outside finance such as managing a restaurant and involvement with a production group. 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, and institutions.

Allen Solis is a financial advisor with LPL Financial based in Valencia, CA. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Western International Securities, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supporting its network of over 22,800 advisors.

Darren Norton is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Outside of his advisory role, he consults in the optical disc and record label industry, assisting labels with transitions to new production facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a range of areas, combining planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Anthony Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Osaic Wealth, Inc., and Logix Federal Credit Union. Martinez also provides insurance services to clients as part of his professional activities. J.P. Morgan Securities LLC offers 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 recommendations.

Adam Wims is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Santa Clarita, CA. He has seven years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves as a board member for Family Promise of Santa Clarita Valley, an organization assisting homeless and low-income families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Their services include retirement, tax, estate, and special needs planning, delivered through a network of financial advisors.

Nicole Jolley is a financial advisor with LPL Financial in Valencia, CA, holding a Series 66 credential and 16 years of industry experience. She has operated Jolley Financial Group since 2010 alongside her role at LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Naftel is a financial advisor with LPL Financial in Simi Valley, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he dedicates time to C & A Wealth Management, Inc., a business entity utilized for tax and investment purposes. 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 advisory and brokerage services, including financial planning and access to third-party asset management, employing both discretionary and non-discretionary strategies supported by research and technology tools.

Stephen Mckee is a financial advisor with LPL Financial in Valencia, CA, holding a Series 63 designation and 41 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation for seven years. Outside of his advisory role, he is also an attorney admitted to the California State Bar since 1974 and provides legal services through his own law office. 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 services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by both proprietary and third-party strategies.

Karen Roberts is a financial advisor with Edward Jones in Santa Clarita, CA, holding Series 63 and Series 66 licenses and 23 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Esteban Gonzalez is a financial advisor with Edward Jones in Valencia, CA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for one year before joining Edward Jones in 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Michael Sutherland is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he spent 15 years at National Planning Corporation. He serves as president of Sutherland Campbell Tax & Financial Services Inc., which also provides tax preparation and accounting services, and he acts as trustee and power of attorney for the Sutherland Family Trust. 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, utilizing both proprietary and third-party investment strategies, supported by a large network of advisors and broad financial services capabilities.

Leticia Meza Guerrero is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at LPL Financial since 2018 and concurrently at LOGIX Federal Credit Union since 2017. She has held prior roles at INVEST Financial Corp, Glendale Securities Inc, and Mundial Financial Group, LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing substantial discretionary assets.

Alan Krone is a CFP® with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior firms include AXA-Advisors, LLC, LPL Financial, and The Wealth Consulting Group. Outside of his advisory work, he also works as a freelance softball umpire in Southern California. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm employs a quantitative asset‑allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Michelle Elliot is a financial advisor with LPL Financial based in Santa Clarita, CA. She holds Series 63 and Series 66 designations and has 31 years of industry experience. Her previous work includes 11 years at INVEST Financial Corp. and over three decades at Logix Federal Credit Union. 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.

Chien Chen Huang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Advisors, Huang worked at East West Bank and has been associated with Primerica Financial Services and 99 Ranch Market. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-driven strategies and select separately managed accounts for individual and high-net-worth clients, primarily structured as a wrap-fee solution rather than institutional plan management.

Kathryn Lynch is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has previously worked at Logix Federal Credit Union, Chase Bank, and Spirit Airlines. Outside of her advisory role, she is involved with Logix Financial Services, a business related to her LPL affiliation. 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 financial planning, portfolio management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Ronald Mann is a financial advisor with Edward Jones in Granada Hills, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He 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 offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Phil Schramm is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1991 and with Raymond James Financial since 2009. Outside of his advisory work, he is involved in managing office rental businesses and operates an insurance agency through Schramm Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client goals, additionally offering specialized municipal advisory and SIMPLE IRA consulting services.

Megan Mendez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence in its investment approach.

M Eskoff is a financial advisor with Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment strategies in its advisory services.