Mitchell Hedlund is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, Hedlund is involved in youth sports coaching, serving as an assistant coach for the varsity men's lacrosse team at Calabasas High School and as a summer lacrosse coach at Agoura High School. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG frameworks where applicable.

Hasina Saleh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at INVEST Financial Corporation, U.S. Bancorp Investments, and Bancwest Investment Services. Saleh is also involved with Logix Federal Credit Union, where she has contributed for over a decade. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Neil Okeeffe is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2019, as well as prior experience at Bank of the West and BancWest Investment Services from 2016 to 2019. 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 supported by research from the Schwab Center for Financial Research.

Kevin Olalde Martinez is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to define their financial goals and develop portfolio strategies designed to help them reach those objectives. Kevin provides ongoing advice and adjusts portfolios as clients' situations change. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Kevin earned his High School Diploma from Van Nuys High School and attended Los Angeles Pierce Community College. He is bilingual in Spanish and English. Outside of work, Kevin enjoys billiards, cooking, soccer, spending time with his family, traveling, watching movies, and woodworking.

Robert Stern is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at Avantax Investment Services and Cetera before joining LPL Financial. Outside of advising, Stern serves as Treasurer for both the Henry Mayo Newhall Memorial Hospital Foundation and the Newhall Rotary Community Foundation. 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 through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Matthew Miner is a Series 66-licensed advisor with Equitable Advisors in Woodland Hills, CA, where he has worked since 2025. He has one year of industry experience and concurrently owns and operates Enabler PR, a public relations business he founded in 2015. Prior to his advisory role, he worked at LA Weekly from 2015 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Derrick Schmucker is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and previously worked at Volt Workforce Services. Outside of advising, he is involved in sales of non-investment products including home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily via model-based strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, overseeing approximately $15.5 billion in assets under management.

Alejandro Jimenez is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, and JP Morgan Chase Bank. 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.

Christopher Simonoff is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2010, with prior roles at Athas Capital Group Inc and Nina Lending LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sheri Humphrey Apodaca is a financial advisor at Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2013, and previously spent over two decades at Carat. Outside of her advisory role, she serves as a reservist poll worker in Glendale, California. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Timothy Hohn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been associated with Primerica Financial Services since 2004 and also works with McLaren Industries and PFS Investments Inc. His outside activities include part-time sales of home-related products such as home security and automation through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jing Liu is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank since 2008. 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 offers a combination of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and a centralized operational structure.

Megan Pritchard is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has three years of industry experience, including roles at Centene, University of California - Davis, and multiple hospitality businesses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Bobak Mirmiran is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at TD Ameritrade and Axa Advisors. Outside of his advisory work, he serves as Chief Operations Officer at MIR Express, Inc., a UPS Store franchise where he manages business operations and process development. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. Schwab’s investment approach includes non-discretionary guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-house research and alternative investment due diligence.

John Darmanian is a financial advisor with LPL Financial in Montrose, CA, holding Series 63 and Series 66 credentials. He has 27 years of industry experience, including prior roles at Western International Securities, Inc. and Citigroup Global Markets. Outside of his advisory role, he is involved as a parenting provider with the IHSS LA County program. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mathew Reyna is a Series 66-credentialed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and various positions ranging from logistics to education. 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 institutional investors.

Oscar Nevarez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG eligibility frameworks and utilizing broader derivatives and commodities capabilities.

David Hess is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Charles Schwab since 1993 and has concurrently worked with Charles Schwab Bank since 2005. 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 a large client base with an integrated advisory and brokerage platform that includes both non-discretionary guidance and access to discretionary separately managed accounts.

Karina Madrigal is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Her career includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Wells Fargo. 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, and institutional platforms, supported by a network of over 22,900 advisors.

Dorenda Sprague is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Primerica since 2017. Outside of financial advising, she is involved in television and film production through her ownership of 2SOL Productions, LLC, and co-ownership of AFD Entertainment, LLC. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.