Anthony Martinez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Osaic Wealth, Inc., Logix Federal Credit Union, and previous tenures with J.P. Morgan entities. Martinez is also involved in providing insurance opportunities to clients. J.P. Morgan Securities offers institutional consulting services focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities through broader regulatory registrations.

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.

Dylan Fuentes is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Premier America Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

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® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked for 15 years at NATIONAL PLANNING CORPORATION. He is also a trustee and power of attorney for the Sutherland Family Trust. 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 plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a range of customized investment strategies.

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 affiliated with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, following earlier roles at AXA Advisors, LLC and LPL Financial. Outside of his advisory work, he is an independent contractor who umpires softball games in the Southern California area. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

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.

Minson Vuong is a Series 66-licensed financial advisor with Charles Schwab in Woodland Hills, CA, with one year of industry experience. His prior work includes roles at JPMorgan Chase & Co. and various Charles Schwab entities. Outside of finance, he previously worked at In N Out Burger. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and due diligence.

Whitney O'Quinn is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at Kinecta FCU and LPL Financial from 2020 to 2024, and at Wescom Financial Services from 2000 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Rubi Rodriguez Lopez is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to her financial services career, she was employed at Frasco Investigative Services and Daniel Cheren and Associates. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

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 Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Equitable and has held positions in various other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and utilizing affiliates for implementation and portfolio services.

Tigran Eloyan is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America and its subsidiaries since 2020. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.