Olga Gurevich is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 designations and bringing five years of industry experience. Her prior roles include positions at Eskulap Solutions and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Lizbeth Perez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and 22 years of industry experience. She previously worked at Bank of America and Merrill for 12 years. 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 approach.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Mical Pyeatt is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 designations and over 43 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she is a partner in Darwin the Story LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, with investment strategies delivered primarily through model portfolios managed by unaffiliated asset managers.

Dayne Comrie is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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 to guide investment recommendations.

Dilina Isho is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has 27 years of industry experience. Since 2009, she has been with Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates as a Notary Public and Loan Signing Agent. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Matilda Babapoor is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several Wells Fargo affiliated entities since 2013, including Wells Fargo Bank and Wells Fargo Clearing. Outside of her advisory role, she is also a caregiver providing in-home supportive services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations using proprietary research and planning tools across a broad range of financial planning areas, with clients choosing how to implement advice through brokerage or advisory programs.

Dennis De Young is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cetera since 2026. His prior roles include positions at LPL Financial, Western International Securities, and Financial West Group. He is also involved as a board member of the Robert P. Amman Memorial Campership Fund. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with a range of discretionary and non-discretionary programs.

Darren Kremicki is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Axa Advisors and UBS Financial Services. Kremicki’s background also includes time at California State University, Northridge, and Notre Dame High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory approach.

Lucia Herrera Bernabe is a financial advisor with Wells Fargo Advisors in Encino, CA. She holds Series 65 and Series 63 licenses and has experience in the industry dating back to 2013, including roles at AIG and One Capital Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools.

Alex Matsumura is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held positions at Premier America Credit Union and LPL Financial Corporation. Matsumura holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gina Lapiner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. She previously worked at Edward Jones for 17 years. Lapiner is also the owner of Calabasas Wealth Management Inc., through which she manages her Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ advisors.

Zachary Fallas is a financial advisor at OSAIC with Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Morgan Stanley for four years and has held roles at NWF Advisory Group and Chapman University. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Michael Bain is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with LPL Financial since 2010 and is also a partner and actuary at CMC Retirement, a third-party pension administration firm where he has worked since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Mark Furrer is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ahmad Mehaidly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Ahmad held positions such as Assistant Vice President - Wealth Relationship Manager at Citi Bank from 2021 to 2022, and First Vice President - Private Client Banker at JP Morgan Chase from 2014 to 2021. Ahmad specializes in assisting clients with retirement strategies, tax-efficient investing, and comprehensive estate planning considerations. He holds a California Insurance License. Outside of his professional career, Ahmad enjoys biking, hiking, outdoor adventures, running, soccer, and yoga.

Fred McNeely is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and more than 44 years of industry experience. He has been with Raymond James since 2009 and previously operated MCNEELY FINANCIAL STRATEGIES, LLC dba LIFESTONE WEALTH MGMT. from 2009 to 2019. McNeely also manages a support company, Legend Wealth Management, based in Northridge, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Kenneth Quon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked at Zagg InvisibleShield and had roles at Howroyd Wright Employment Agency Inc Apple One. 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 applying an ESG eligibility framework in its recommendations.

Todd Melillo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Ladenburg Thalmann Asset Management Inc. Melillo is also involved in family business entities for tax and investment purposes outside of 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 through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting, supported by in-house and third-party research and advanced portfolio management technologies.

Max Levy is a financial advisor at Thrivent Investment Management with two years of industry experience. He has previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing structure while maintaining separation between the two services.