Scott Trulik is a financial advisor with Ameriprise Financial Services LLC in Glendale, CA, holding a Series 66 designation and 25 years of industry experience. He previously worked at LPL Financial, LLC for 22 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using a non-discretionary approach supported by proprietary research and third-party data.

David Park is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked at Cetera since 2026 and previously held roles at OSAIC, Park Wealth Advisors, and FSC Securities Corporation. He is also involved with Park Wealth Advisors, where he provides insurance and variable annuity sales and consultation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and employs a multi-manager platform with various program options.

Denisha Davis is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Intuit and Chase Bank. Outside of her advisory role, she owns Business Savvy 365, a company specializing in accounting and tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Michael Berger is a financial advisor with Morgan Stanley in Valencia, CA, holding a Series 63 license and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, Berger is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services that encompass broad offerings across retail and institutional markets.

Stephen Lo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and CUSO Financial Services prior to joining J.P. Morgan Securities in 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Christopher Boynton is a CFP® professional with 24 years of industry experience, currently serving at Cetera. His career includes long-term roles at Arxis Financial Inc. and Avantax entities. Outside of advisory work, he is a division director and board member of the American Youth Soccer Organization in Simi Valley, CA. Cetera Investment Advisers LLC provides a multi-manager platform to a nationwide network of independent advisors, serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services with access to affiliated and third-party managers across multiple program structures.

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.

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.