Sukhjinder Thind is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Glendale, CA. He has been with Ameriprise since 2016. Outside of his advisory role, he holds a real estate license and is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Jeffrey Newitt is a CFP® with 19 years of industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Newitt also operates Independent Services Consultants LLC, a business involved in financial and insurance services. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with other financial products and services.

Thomas Kim is a financial advisor with OSAIC based in Woodland Hills, CA, holding a Series 63 designation and 32 years of industry experience. He has been affiliated with Regal Advisory Services, Inc. since 1997, where he provides financial planning and investment advice. Outside his advisory role, he is the owner of two corporations involved in employee health care benefits and fee flow-through arrangements. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing a range of investment vehicles and portfolio construction tools, with support for discretionary and non-discretionary accounts.

Viridiana Rojas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with J.P. Morgan since 2014. Outside of her advisory role, she is a co-owner of Red Coast Swim, a family business specializing in handmade swimwear sold online. 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 to inform its recommendations.

Fred Escobedo is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes positions at Bank of America, N.A. since 2010 and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ferial Shamsian is a financial advisor at Ameriprise in Beverly Hills, CA, holding a Series 63 designation with 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in multi-family real estate ownership. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm emphasizes managed accounts and uses algorithmic automation overseen by a dedicated committee to support its advisory process.

Erica Vasques is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, she worked at Scorpion for three years. Outside of her advisory role, she has experience working as a server at Wood Ranch BBQ and Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Michael Payne is a Series 66-licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Kunpeng Wang is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, LPL Financial, Wells Fargo Bank, and Information Forecast, Inc. Wang is also a commissioned notary in the state of California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment process, supported by a large client base and centralized operational infrastructure.

Roxanna Martinez is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of her advisory role, Martinez is involved in real estate as a property owner. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Maria Uribe is a CFP® professional with seven years of experience in financial services. She is currently with LPL Financial in Burbank, CA, having joined in 2025 after five years at Ameriprise. Outside of her advisory work, she is employed part-time with 4Life Research in Pasadena, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Anthony Benedicto is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors, LLC. Outside of his advisory role, he has been involved with DJ BlindsSide and serves as a contingent power of attorney for his parents. 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/insurance channels to implement client recommendations.

Rakhi Pritchard is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Farmers Financial Solutions, LPL Financial, and Kinecta Financial & Insurance Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Laura Arrona is a financial advisor with Thrivent Investment Management in Glendale, CA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her previous roles include positions at Mass Mutual Investors Services, Modern Woodmen of America, and MillerCoors LLC. Outside of finance, she owns a designer clothing and accessories resale business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based planning across various financial topics without portfolio management or discretionary trading authority.

Lisa Koontz is the Vice President and Branch Leader at Fidelity Investments' Burbank Investor Center. In this role, she leads a team of financial professionals focused on partnering with clients to help them work toward their financial goals. She emphasizes creating a warm and welcoming environment while building long-term meaningful relationships with clients. Her professional experience includes serving as Vice President and Branch Leader at Fidelity Investments since 2011. Prior to that, she held leadership roles at Morgan Stanley Smith Barney from 2009 to 2011 and Citigroup Global Markets, Inc. from 2004 to 2009, progressing from Financial Advisor to Vice President and Branch Manager. Earlier in her career, she worked as a Loan Officer at Western Bank and First Interstate Bank and as an Account Executive at Union Bank. Lisa holds a California Insurance License. Outside of work, she enjoys cooking and baking, watching movies, photography, and traveling.

Sallie De Young is a CFP® with five years of experience in financial advising, currently with Cetera Wealth Services, LLC. Her prior roles include positions at LPL Financial, Western International Securities, and Wells Fargo Advisors. Outside of financial advising, she is a commissioned Notary Public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Ethan Stein is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. He holds a Series 63 designation and is based in Encino, California. Outside of his advisory role, Stein serves as a board member for the David Vickter Foundation, a nonprofit organization. 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 diversified advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Charles Gilb is a financial advisor with LPL Financial in North Hollywood, CA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Assetio Wealth Management. Outside of finance, he has experience working with The Political Violence Lab and held various roles at Trader Joe's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a range of model portfolios and research offerings.

Evan Gray is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining LPL Financial, he has worked at Global Retirement Partners, Ascensus, Securian Financial Services, Minnesota Life Insurance, OneAmerica Securities, and American United Life. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Elyas Andkhoy is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing Services, Radiology Partners, CureMint, and Brentwood Associates. Andkhoy is involved in private consulting and management through his ownership of EA Holmby Consulting Inc. and SEE FORWARD LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations using proprietary research and tools, with services spanning various specialized planning areas.