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.

Eric Sarkissian is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2013. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

Naimuddin Syed is a financial advisor with Ameriprise in Saugus, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cantella & Co Inc and Ameriprise Financial Services, Inc. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.