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.

Debbie Winokur is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. In addition to her role at LPL, she has been involved with Winokur & Winokur LLC since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. His prior experience includes roles at Phillips Gunn Associates LLC, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he has engaged in creative writing since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Levon Hasserjian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates these advisory services with affiliated brokerage, distribution, and investment management capabilities.

Todd Burton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Charles Schwab Bank, B. Riley Wealth Management, Oppenheimer, and Fidelity Brokerage Services. Outside of advising, he has ownership interests in several real estate-related LLCs. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary advisory services and access to discretionary managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory, brokerage, custody, and alternative investment services.

Kevin Muradyan is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He holds a California Insurance License, supporting his work in the financial services sector. Kevin describes himself as a dedicated and passionate leader striving to inspire others. In addition to his professional responsibilities, Kevin has a range of personal interests that include spending time at the beach, cars, culinary experiences, social events with friends, hiking, and outdoor adventures.

Roberto Proano is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior experience includes roles at Mass Mutual Investors Services and Metlife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and advanced portfolio management technologies.

Brittany Bockin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Diana Reyes is a financial advisor at Edward Jones with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2004. The firm serves over four million individual and institutional clients, offering a wide range of wealth management services through both discretionary and non-discretionary strategies. Edward Jones manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Roman Christian Laus is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable Financial Life Insurance and Equitable Advisors. He has also served as a live-in caregiver through In Home Supportive Services since 2021 and was a United States Marine Corps member from 2017 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Christopher Ceciliane is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Chase. Outside of his advisory work, he pursues a personal hobby involving the buying, selling, and trading of athletic sneakers. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Holly Hanson is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at LPL Financial since 2009. She is the author of the compliance-approved book *LGBT and Modern Family Money Manual*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gregory Seigel is a CFP® with 32 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years and has operated his own accounting and tax planning practice since 1988. He also holds a position as an insurance agent selling life insurance and annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment products.

Devon Lewis is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Glendale, CA, and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Cal Lutheran and in community settings. Outside of his advisory work, Devon founded a clothing brand called Inercritic and occasionally trains youth in basketball. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed-account services, maintaining separation between these offerings.

Jason Edmond is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including prior roles at Farmers Financial Solutions and The Prudential Insurance Company of America. Edmond also operates the Jason Edmond Insurance Agency, where he is involved in health, property, and casualty insurance sales and services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with active insurance sales.