Thomas Adame is a financial advisor at Merrill holding a Series 66 designation with one year of industry experience. His previous roles include positions at Bank of America, Vega Settlement Group, and SGV Law, APC. Outside of his financial career, he has worked in hospitality and retail sectors, including at Hangar 18 Climbing Gym and Jamba Juice. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ismael Martinez Navarro is a financial advisor with LPL Financial based in Valencia, CA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a co-owner of a food truck business, Ricky's Fish Tacos, in San Fernando, CA. 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 and access to model portfolio programs, and supports advisors with technology and operational tools.

Anthony Velarde Jr. is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Premier America Credit Union and LPL Financial. Velarde also operates Velarde Wealth Partners, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Jeannette Harris is a Financial Advisor at Merrill Lynch Wealth Management, where she works with individuals and families who have built meaningful wealth and seek clarity on their financial future. She focuses on providing thoughtful financial planning and investment guidance to help clients make informed decisions about retirement, tax-aware planning, and investing. Her areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Jeannette holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jeannette earned an Executive MBA and a Master of Science in Finance from Saint Mary's College of California, and a Bachelor of Science in Business Administration with a concentration in Management from San Jose State University. She is also involved in the Junior League of Los Angeles. Outside of work, her interests include dancing, gardening, horseback riding, pickleball, reading, spending time with her family, and traveling.

Steve Felsen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he teaches financial literacy to students through local recreation and park districts and a nonprofit organization. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions across various product types.

Oscar Alvarenga Menjivar is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bobbi Barbera is a financial advisor at LPL Financial with 30 years of industry experience. She holds the Series 63 designation and has previously worked with Waddell & Reed, Inc., as well as multiple insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and various institutional platforms.

Martin Lee is a financial advisor with Wells Fargo Clearing in Burbank, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations across a range of products, performance reporting, and participant education.

Joseph Blanchette is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools.

Robert Hunter Jr. is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Equitable Advisors since 2003 and previously was with Ernst & Young Investment Advisers LLP from 2001 to 2003. Hunter is also an adjunct professor at California Lutheran University and an online faculty member for the College for Financial Planning. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory models, predominantly implemented through third-party sponsors and emphasizes a fiduciary approach for qualified plans.

Robert Farber is a Series 65-licensed financial advisor with Equitable Advisors in West Hills, CA, and has 53 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes both proprietary and third-party investment solutions.

Joselyn Alvarado is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held positions in various companies across different sectors, including media and legal services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Michael Wright is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2008. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Ortal Katz is a financial advisor with J.P. Morgan Securities in Canoga Park, CA, holding Series 63 and Series 66 licenses and four years of industry experience. His employment history includes roles at J.P. Morgan Securities and Wells Fargo NA. Outside of his advisory work, he is involved in e-commerce as a partner and owner selling used clothing on the Poshmark platform. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Amanda Harake is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. In her role, she collaborates with clients to develop and implement financial plans tailored to their goals, emphasizing strong relationships and communication. Her experience at Fidelity includes positions as Financial Consultant, Relationship Manager, and Financial Representative, building a comprehensive understanding of financial services. Prior to Fidelity, Amanda worked at American Financial Network as a Para-Planner and Data Integration Coordinator. Amanda holds a California Insurance License. Outside of her professional duties, she has interests in movies, museums, music, pets, theater, and traveling.

Coburn Crosby III is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with Cambridge Investment Research Advisors, having joined in 2024, and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he owns and operates Public Employee Resource Center, which provides an on-demand financial literacy resource library for employers and their employees, and volunteers with Haven Neighborhood Services. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

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.

Soane Sevelo is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has worked at Equitable Advisors since 2011, including prior tenure with Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives to deliver both proprietary and third-party advisory solutions, emphasizing tailored portfolio models and fiduciary services.

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.”