Andrew Ziskin is a financial advisor with Equitable Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Ziskin serves as co-trustee and successor trustee for several family trusts. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage channels.

David Schrempf is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at OSAIC, Osaic FA, Inc., MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, Schrempf serves as a 2nd Lieutenant and Transportation Officer for the Civil Air Patrol and is involved with ProVisors as Social Chairman for Westlake 5 and Associate Group Leader for an affinity group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Melissa Barker is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica since 2017. In addition to her advisory role, she is the owner of 2SOL Productions, LLC, a television and film production company based in Santa Clarita, CA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-driven investment strategies supported by third-party asset managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Hovsep Dermenjian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has previous experience with Universal Capital Financial Center, Purshe Kaplan Sterling Investments, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Michael Frischman is a CFP® with 35 years of industry experience, currently serving at LPL Financial. His prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, and Questar Asset Management. In addition to his advisory work, he operates as an independent insurance agent, recommending fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and various portfolio management options.

Bryan Steiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Seth Gray is a financial advisor with Charles Schwab in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Mark Fasano is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with UBS since 1991. Outside of his advisory role, he is an owner and proprietor of a real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a broad range of financial products and solutions.

Adrian Nunez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at KPMG LLP and Ernst & Young LLP. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Tho Ngo is a Certified Financial Planner (CFP®) associated with Edward Jones, where he has 16 years of experience, including 15 years in the industry. He has been with Edward Jones since 2010 and holds the Series 66 designation. Ngo is also a partner in McGhee and T LLC, a commercial real estate business in Statesboro, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Dwight Wolfe is a Series 66 licensed financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2024, he worked at Edward Jones for four years and held multiple roles at Thrivent Financial between 2019 and 2020. He is also involved with California Business Telephone Systems Inc, a telecommunications business in Valencia, CA. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services supported by model portfolios, third-party research, and various management options.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Francesco Setola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at Tori Samuel, Waddell & Reed, PRUCO Securities, Prudential Insurance Company of America, and Foresters Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management options and research from multiple sources.

Karen Elliot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she operates an online resale business selling clothing and books and works as cruise staff for Vikings Cruises. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Paul Mekjian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Daum Commercial Real Estate Services and various educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds portfolios.

Gary Strangis is a CFP® professional with 17 years of industry experience, all of which have been at Edward Jones since 2009. He is based in Burbank, CA. In addition to his financial advisory role, he receives residuals from entertainment industry work, including involvement with companies such as Sony Pictures Entertainment and Walt Disney Pictures. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Justin Mabee is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Commonwealth Financial Network, UBS Financial Services, Fidelity Investments, and JPMorgan Securities. Outside of finance, he has been involved with Roadrunner Sports for the past two years. 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 guidance and access to affiliated discretionary strategies, supported by a centralized operational model.

Kim La Zare is a financial advisor with Ameriprise in Woodland Hills, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. La Zare has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Halvorsen is a financial advisor with Charles Schwab in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Halvorsen has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he is active in sports photography, working part-time on weekends and evenings. Charles Schwab 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 relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options through a centralized operational structure.

Xiaoou Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Wang holds a Series 66 designation and previously worked at Bank of America, Merrill, and China Merchant Bank. Outside of finance, Wang has been involved with ACE Global Education LLC, an education service consulting firm, where they assisted with legal document translation before taking on an inactive role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.