Sharone Rotkopf is a financial advisor with LPL Financial in Calabasas, CA, holding a Series 63 license and bringing 30 years of industry experience. He previously worked at Morgan Stanley DW Inc. and UBS Financial Services before joining LPL Financial in 2005. Rotkopf is involved in investment research surveys through IA Collaborative/Adler Weiner Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies supported by advisor-facing tools, alongside a broad platform of non-advisory financial services.

Michael Posner is a financial advisor with Charles Schwab, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, New England Securities, Banc of America Investment Services, Presidio Capital Advisors, and Morgan Stanley. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary advisory services with access to affiliated discretionary portfolios and employs multi-asset model portfolios supported by research and due diligence on alternative investments.

Andrej Sitas is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience in the banking and financial services industry. He previously worked at Bank of the West for 11 years and BMO Bank for three years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and advisory services supported by proprietary research and technology, operating on a large scale with over 22,800 advisors and $819 billion in discretionary assets.

Antoine Le is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase bank, N.A. and Scottrade in prior roles. Outside of his financial career, he is a co-owner and investor in Viscape Arts, an independent film production company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

Greg Berlant is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 19 years of experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2008 to 2018 and as a Financial Advisor at Morgan Stanley from 2007 to 2008. Greg focuses on creating clear and actionable financial plans that align with his clients' goals. Greg holds a California Insurance License, supporting his ability to provide comprehensive financial advice. He emphasizes understanding his clients' visions to build a strong foundation for their financial futures. Outside of his professional work, Greg has interests in fitness, football, pets, snowboarding, and traveling.

Thomas Dodd is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for a combined 20 years. Dodd holds Series 63 and Series 66 designations and has been involved in insurance sales as a term insurance agent and in operational and client support roles at KGE WealthManagement. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with asset-allocation tools, risk assessments, and access to third-party money managers and managed account solutions.

San Pham is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options.

Adam Silverman is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He emphasizes forming strong, trust-based relationships with clients and their families. Adam's professional experience includes his current position as Financial Consultant at Fidelity Investments since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and briefly as a Relationship Manager at the same firm in 2023. Before joining Fidelity, he worked as a Client Service Specialist at Mutual Group from 2020 to 2023. He holds a California Insurance License.

Franklin Taylor is a financial advisor with Mass Mutual Investors Services in Sherman Oaks, CA, holding a Series 66 designation and 41 years of experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1984. Outside of his advisory role, he owns a family and business success planning consulting service focused on succession planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through collaborative, annual engagements.

Andrew Ziskin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. His activities include serving as co-trustee and successor trustee on several family insurance and trust arrangements, and participation in life settlements through an approved vendor. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs and works with third-party asset managers and LPL-sponsored programs to implement client investment strategies.

David Schrempf is a financial advisor with Equitable Advisors in Calabasas, CA, holding Series 63 and Series 65 licenses and bringing 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, he serves as a 2nd Lieutenant and Transportation Officer in the Civil Air Patrol and holds leadership roles within the ProVisors networking organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

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 licenses and bringing 36 years of industry experience. His career includes roles at Voya Financial Advisors and Purshe Kaplan Sterling Investments, as well as operating Universal Capital Insurance and Financial Center. He is active in insurance sales and management through his related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a broad range of non-advisory financial services.

Michael Frischman is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. He has held previous roles at firms including Merrill, Questar Asset Management, and Citigroup Global Markets. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed annuities and life insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research and operational tools.

Bryan Steiner is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning, access to third-party asset managers, and affiliated trust and insurance offerings.

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 with seven years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Thrivent Financial. Outside of his advisory role, he has been involved with California Business Telephone Systems Inc, a non-investment-related business. 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.