Matt Price is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Jaidin Tharanee is a Financial Consultant currently working at Fidelity Investments, where they have held various roles since 2022, including Investment Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, Jaidin served as a Client Relationship Advocate at Vanguard from 2021 to 2022. Jaidin's professional focus involves partnering with clients to help them achieve their financial goals by understanding their unique circumstances and guiding them through investment complexities. They hold a California Insurance License, which supports their advisory capabilities. Outside of their professional work, Jaidin enjoys attending concerts, exploring culinary experiences, watching movies, listening to music, and running.

David Goller is a financial advisor at Morgan Stanley in Valencia, CA, with 31 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co. Incorporated since 2008. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Siu Lam William Tung is a financial advisor at Merrill with a Series 66 credential and over one year of industry experience. His prior work includes roles at Intuit, LPL Enterprise, Pruco Securities LLC, and Win Pont Investment Inc., as well as a five-year tenure at Hui Bang Investment Group Co. Ltd. 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 and profit-sharing plans, corporations, and charitable organizations.

Sarah Hines is a CFP® professional with 11 years of industry experience, currently with Cetera since 2019. Her prior roles include positions at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to affiliated and third-party managers with various program structures and custodial relationships.

Jason Lee is a financial advisor with LPL Financial in Northridge, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2008 and was previously with Wamu Investments, Inc. from 2006 to 2009. Outside of his advisory role, he is a co-owner of JAZ Enterprises LLC and serves as a notary public. 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 and asset management solutions supported by advisor-facing tools, serving a network of more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Ernesto Guray Diaz is a financial advisor at Edward Jones in Valencia, CA, holding Series 66 and Series 63 designations with 14 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. and has been self-employed in a separate venture since 2007. Diaz serves as president of TEAM Legacy SFV, a regional chapter of the TEAM Referral Network, a business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of segments, including high-net-worth households and corporate clients. The firm offers a variety of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Randall Long is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has worked across several affiliated firms, including Cetera Advisors LLC and Sageview Wealth Management. Outside of his advisory role, he is the president of the Sageview Foundation, a nonprofit agency that handles charitable donations, and owns an actuarial consulting firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options, providing access to both affiliated and third-party managers.

Changqin You is a CFA® charterholder and the sole advisor at Align Investment Advisors, LLC, with 16 years of industry experience. He has been with Align Investment Advisors since 2009. Align Investment Advisors primarily manages pooled investment vehicles and institutional accounts, while also serving high-net-worth individuals. The firm employs discretionary portfolio management with tailored advisory services and uses alternative fee arrangements rather than a percentage-of-assets model.

Henry Hache is the sole advisor at Ai Financial, Inc. in Simi Valley, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Ai Financial since its founding in 2004. In addition to advisory services, he provides tax preparation and accounting services through Ai Financial. Ai Financial, Inc. manages approximately $6 million in assets for a small client base that includes individuals and a range of institutional clients, such as sovereign wealth funds and municipal governments. The firm offers portfolio management with ongoing account reviews and maintains affiliations with an accounting firm, supporting its unique client mix.

Robert Bagarotti is the sole advisor at Granada Capital Management, LLC, an independent investment advisory firm based in Granada Hills, CA. He holds a Series 65 designation and has 21 years of industry experience. In addition to his advisory work, he serves as Controller for Jons Marketplace, a supermarket, where he is responsible for finance and accounting. Granada Capital Management provides portfolio management and investment advisory services primarily to individual clients, operating with a very small client base and assets under management.

Bruce Thomas is the sole advisor at Bruce James Thomas Jr, an independent firm based in Moorpark, CA. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 13 years of industry experience. Thomas has operated as a registered investment advisor since 2011. In addition to advisory services, he is a California-licensed insurance agent, dedicating a portion of his time to insurance-related activities outside of trading hours. The firm serves a very small client base and does not provide portfolio management or use assets-under-management fee structures. It offers investment advisory and related financial services through non-AUM fee arrangements, with an uncommon combination of insurance brokerage and advisory services.

Kiel Holmes is a financial advisor at Kelsey Financial, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Financial West Group and Western International Securities, Inc. Outside of finance, Holmes is a self-employed voice actor specializing in commercial and animation work. Kelsey Financial serves private and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of model portfolios and bespoke supervisory accounts, utilizing tactical asset allocation, quantitative and fundamental analysis, and various trading strategies.

Steven Hoppel is a Series 66-licensed financial advisor with Kelsey Financial, LLC, where he has worked for 11 years. He has 20 years of industry experience and has previously been employed at firms including Western International Securities, Uber, Financial West Group, and American Financial Network Advisory Services. Outside of his advisory work, he is involved with Ghost Town Spirits, LLC. Kelsey Financial serves private and institutional clients such as high-net-worth investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, pension consulting, and uses a combination of model and bespoke portfolios with tactical asset allocation and a mix of trading strategies.

Jonathan Fersht is a financial advisor with Kelsey Financial, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Westlake Sentinel Management, Western International Securities, and Isaak Bond Investments. He is involved in the exploratory process of a private hedge fund, Westlake Sentinel Fund, which is not currently soliciting clients. Kelsey Financial serves private and institutional clients, offering discretionary portfolio management, financial planning, pension consulting, and access to third-party money managers. The firm employs tactical asset allocation combined with quantitative and fundamental analysis across a range of trading strategies and incorporates educational programs and AI governance in its practices.

Stephen Egnatchik is a financial advisor at Kelsey Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Westlake Sentinel Fund and the Ventura County Sheriff's Department. Egnatchik also holds a California Real Estate Agent license, though he does not actively pursue real estate business. Kelsey Financial serves private and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs model portfolios and bespoke supervisory accounts using tactical asset allocation, quantitative and fundamental analysis, and a variety of trading strategies.

Annette Gallo is a financial advisor at Kelsey Financial, LLC with 10 years of industry experience. She has worked at Western International Securities and Financial West Group, and has been self-employed since 2003 as a hair stylist, dedicating a significant portion of her time to that non-investment activity. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and registered investment advisers. The firm employs a discretionary investment approach combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis, and offers a variety of services including portfolio management, financial planning, and pension consulting.