Christian Bredefeld is a financial advisor with LPL Financial, holding a Series 65 designation and five years of industry experience. He has held roles at C Bredefeld Consulting, Inc., Goleh Law, A.P.C., and Bredefeld & Associates. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Steven Roberts is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Linquest, Astra Space Operations Inc., Northrop Grumman, and Raytheon. Roberts is also president of Roberts Private Wealth Management of CA, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to support tailored client recommendations.

Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Westlake Village, CA. He holds the CERTIFIED FINANCIAL PLANNER4 (CFP) designation and uses a disciplined, multi-pronged approach to wealth management. Ho Sung works with a diverse client base that includes business owners, entrepreneurs, financially independent individuals and their families, as well as corporate executives and professionals within the healthcare sector. His expertise encompasses areas such as college education planning, divorce transition planning, equity compensation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, women and wealth, and tax minimization. Ho Sung strives to understand his clients' full financial picture and life priorities to collaborate on personalized strategies suited to their goals and aspirations. Ho Sung earned a Bachelor's degree from McGill University and a Master of Business Administration (MBA) from Boston College. He is actively involved in his community, serving as a board member for the California Council on Economic Education (CCEE) and Korean American Family Services (KFAM), and supports initiatives that promote financial literacy, leadership, and assistance to underprivileged children. He resides in Agoura Hills, CA, with his blended family and their pets.

Kendyl Roundtree is a CFP®-designated financial advisor with nine years of industry experience. She is currently with Equitable Advisors and previously worked for Lincoln Financial Advisors and Lincoln Financial. Additionally, she has experience as an independent agent outside fixed insurance. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, offering both discretionary and non-discretionary advisory solutions.

Brandon Fleming is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at MyCorporation and Kash Chandani & Company. Outside of finance, he has experience in acting. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

David Hughes is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at NBC Securities Inc, SagePoint Financial, The Ameriflex Group, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Kevin Fusco is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following earlier roles at TransPerfect. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Amir Alishahi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at J.P. Morgan Securities and Washington Mutual Bank/JPMorgan Chase Bank. Outside of finance, he provides in-home supportive services as a caretaker and is a silent partner in a UK-based software company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Cyrus Towliat is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of investment products and services.

Christopher Debbini is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has previously worked at Avantax Advisory Services and operates his own tax preparation and accounting practice as a CPA. In addition to his advisory work, he serves as a fiduciary trustee and provides insurance sales through his independent agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Kirk Lombard is a Certified Financial Planner® with 19 years of industry experience. He has been with LPL Financial since 2011. Lombard is also involved in life, disability, long-term care, and health insurance activities alongside his advisory work. 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 financial planning and advisory programs with discretionary and non-discretionary management supported by research and model portfolios.

Steven Bailin is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and bringing 39 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank between 2009 and 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Baldwin Chin is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992 following his graduation from UCLA, he has held various office management leadership roles within the firm. Baldwin’s expertise encompasses a wide range of client focus areas including education planning, family wealth management strategies, liquidity management, retirement income, socially responsible and values-based investing, tax minimization, and serving clients in sports and entertainment. Baldwin holds a Bachelor's Degree in Economics and Political Science from UCLA and maintains professional designations as a Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and in Sports & Entertainment (SE). He is committed to developing personalized financial strategies designed to help clients pursue their long-term goals through a detailed understanding of each client’s unique financial picture. In addition to his advisory work, Baldwin participates actively in community organizations such as Brentwood School, Culver City Rotary, and Jonathon Club. Outside of work, he enjoys spending time outdoors with his family and engages in activities including baseball, basketball, football, golfing, gymnastics, skiing, and softball.

Narayan Pallavur is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2023, following a decade at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Ryan Botsford is a financial advisor with J.P. Morgan Securities in Santa Monica, CA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Chase Walian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Third Bridge US Inc. from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michaela Rauscher is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked for Western International Securities, Inc. for 13 years. In addition to her advisory role, she operates Michaela Rauscher Insurance Services as a non-variable insurance agent. 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 range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ruthi Hymes is currently the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. Prior to this position, she worked as a Financial Consultant at Fidelity Investments from 2021 to 2023. Earlier in her career, she was a Financial Advisor at Northwestern Mutual from 2018 to 2020. She holds a California Insurance License. In her role, Ruthi focuses on developing comprehensive financial plans tailored to individual client needs, emphasizing honesty, integrity, and transparency. She is committed to working closely with clients to achieve their financial goals through careful planning and implementation. Outside of her professional responsibilities, Ruthi enjoys skiing, theater, and traveling.

Christian Ridout is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, helping them navigate complex investment and wealth management decisions. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as serving clients in sports and entertainment sectors. Christian holds a Bachelor’s Degree from Villanova University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys baseball, cooking, gardening, skiing, surfing, and spending time with his family.

Russell Suede is a CFP® and PFS™ with 37 years of experience in the financial services industry. He has been associated with LPL Financial since 2002 and has also worked at The SRA Group since 2009. Outside of advisory work, he is involved in tax preparation and accounting services through the KAS Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and access to model portfolios and research to support diversified investment strategies.