Carolyn Campbell is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory work, she is involved in tax preparation and accounting through her ownership of Sutherland Campbell Tax & Financial Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing research, model portfolios, and advanced technologies across discretionary and non-discretionary management strategies.

Dillon Ortega is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their financial goals and to deliver personalized investment strategies, focusing on portfolio construction, retirement planning, and wealth management. Dillon's approach involves building foundational plans, identifying actionable steps, and exploring options to help clients achieve their objectives. His experience at Fidelity Investments includes previous positions as a Planning Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, he worked as a Relationship Manager at Bank of America from 2020 to 2022. Dillon holds a California Insurance License. Outside of his professional work, Dillon has interests in art, baseball, fitness, playing musical instruments, motorcycles, and movies.

Kevin Aronov is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on building financial plans for clients and maintains frequent communication to ensure these plans are updated in accordance with changes in clients' goals and needs. Kevin has accumulated experience in the financial industry through various positions including Private Client Advisor at JP Morgan Securities from 2019 to 2022, Financial Solutions Advisor at Merrill from 2017 to 2019, Investment Specialist at Infinex Financial Group from 2016 to 2017, and Investment Assistant at Essex National Securities from 2015 to 2016. He holds a California Insurance License.

Lorand Parenteau is a CFP®-designated financial advisor with 22 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cetera Advisors LLC and First Allied Advisory Services. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

David Tolson Solis is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and helps develop strategies to pursue their short-, mid-, and long-term objectives. His services include support in general investing, retirement planning, and saving for unexpected expenses. David holds a Bachelor's Degree from SAE Expression and has earned the Personal Investment Advisor (PIA) designation. He is proficient in Spanish, German, and English. His approach emphasizes ongoing advice and guidance tailored to clients' evolving needs.

Paul Pepperman is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Encino, California. In his role, he works closely with clients and their families to help them achieve their financial goals, including retirement planning, education finance, and planning for life events. He provides personalized wealth management strategies that address wealth accumulation, preservation, and transfer, coordinating with clients' other trusted advisors such as attorneys and accountants to cover tax, trust, philanthropic, and wealth transfer issues. With over 40 years of experience, Paul holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a High School Diploma from Agoura High School and attended UCLA without a degree conferred. His expertise spans college education planning, family wealth management strategies, personal retirement planning, as well as sports and entertainment sectors. Outside of his professional duties, Paul is involved with several community organizations including the Adat Ari El Synagogue, Jewish Federation of Los Angeles, Los Angeles Jewish Health, and Providence Cedars-Sinai Tarzana Foundation. His personal interests include golfing, music, and traveling.

Daniel Mccombs is a financial advisor with Wells Fargo Advisors in Woodland Hills, CA, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2017. Outside of his advisory role, Mccombs serves as secretary for the Northridge Heights Homeowner Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that 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 and entertainment planning, using proprietary research and planning tools.

A Hudson is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2012, with a brief tenure at NEXT Financial Group from 2021. Outside of advisory services, he is involved in non-variable insurance related activities. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research services.

Gregory Blair is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for over three decades at the Superior Court of California, County of Los Angeles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Stephen Colato is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves a broad client base including individuals and institutions, offering tailored financial planning and a wide range of advisory programs. The firm utilizes structured planning tools and its Global Investment Committee’s research to support clients’ financial goals.

Nicole Cardenas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at NEXT Financial Group for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

George Alexopoulos is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Sophie Abrams is a financial advisor at UBS Financial Services in Sherman Oaks, CA, holding a Series 66 designation with six years of industry experience. She has been with UBS since 2020 and has also operated as a self-employed professional since 2014. Outside of her advisory role, Abrams is active in music as a songwriter, producer, and singer. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Vatche Derassoyan is a CFP® professional with 14 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked within various branches of JPMorgan Chase since 2011, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Herlin Meza is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services cover a wide range of needs including general investing, retirement planning, and preparing for unexpected financial challenges. Herlin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Northern Arizona University and is proficient in both English and Spanish. As part of his approach, Herlin emphasizes building a thorough understanding of each client’s unique situation to provide ongoing advice and guidance aligned with their evolving needs.

Kelly Karren is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Premier America Credit Union and LPL Financial for 19 years. Outside of her advisory role, she is a sponsored athlete as a US Masters swimmer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports its clients through advanced analytical tools and a broad network of affiliated advisory firms.

Karl Grant Meneses is a Series 66-licensed financial advisor with Thrivent Investment Management in Glendale, CA. He joined Thrivent in 2025 after working in various roles, including positions at California State University, Fullerton, and Mendocino Farms LLC, with no prior industry experience before 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Tavisi Sharma is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Southern California and Purdue University. Outside of finance, Sharma is also a signed model with NTA Model Management and LModelz, working as an independent contractor for commercial and runway assignments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning across various financial topics without including implementation. The firm allows clients to combine planning with managed-account services through a consolidated billing option but does not accept discretionary trading authority for its Dedicated Planning Service.

Pamela Marshall is a CFP®-certified financial advisor with 28 years of industry experience, currently with LPL Financial since 2009. She holds the Series 66 designation and operates out of Studio City, CA. Outside of her role at LPL, she is involved with Marshall Financial Management, a business related to her advisory activities. 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 advisors. The firm offers a broad range of financial planning and advisory programs alongside brokerage services, utilizing proprietary research, third-party model portfolios, and various investment strategies.

Eric Epstein is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services under various financial planning and investment arrangements.