Andrej Sitas is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience in the banking and financial services industry. He previously worked at Bank of the West for 11 years and BMO Bank for three years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and advisory services supported by proprietary research and technology, operating on a large scale with over 22,800 advisors and $819 billion in discretionary assets.

Antoine Le is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has previously worked at firms including Scottrade and TD Ameritrade. Outside of his financial career, he is a co-owner and investor in Viscape Arts, an independent film production company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Greg Berlant is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 19 years of experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2008 to 2018 and as a Financial Advisor at Morgan Stanley from 2007 to 2008. Greg focuses on creating clear and actionable financial plans that align with his clients' goals. Greg holds a California Insurance License, supporting his ability to provide comprehensive financial advice. He emphasizes understanding his clients' visions to build a strong foundation for their financial futures. Outside of his professional work, Greg has interests in fitness, football, pets, snowboarding, and traveling.

Joan Bernstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She has been with LPL Financial since 2009 and previously worked at RBC Capital Markets from 2002 to 2009. Outside of her advisory role, she is involved with Fixed Insurance products through Freedom Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by various research tools and a broad non-advisory financial services platform.

Cooper Pullin is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

Thomas Dodd is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Dodd also works as an assistant at KGE Wealth Management, supporting client meetings and trade operations. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with portfolio optimization tools and supports discretionary and third-party managed strategies.

San Pham is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options.

Stephanie Morris is a financial advisor at Stifel with 33 years of industry experience. She previously worked at Morgan Stanley for eight years before joining Stifel in 2023. She holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Adam Silverman is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He emphasizes forming strong, trust-based relationships with clients and their families. Adam's professional experience includes his current position as Financial Consultant at Fidelity Investments since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and briefly as a Relationship Manager at the same firm in 2023. Before joining Fidelity, he worked as a Client Service Specialist at Mutual Group from 2020 to 2023. He holds a California Insurance License.

Thomas Eisenstadt is a financial advisor with Stifel Nicolaus & Co Inc, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Stifel since 2011. Outside his advisory role, he serves as chairman and president of the Ventura County Chapter of the California Rifle and Pistol Association, a nonprofit organization focused on constitutional advocacy, and is a board member of the Woodland Hills Tax and Estate Planning Council. Stifel serves a diverse client base including individuals across wealth levels, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is grounded in proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Franklin Taylor is a financial advisor with Mass Mutual Investors Services in Sherman Oaks, CA, holding a Series 66 designation and 41 years of experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1984. Outside of his advisory role, he owns a family and business success planning consulting service focused on succession planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through collaborative, annual engagements.

Andrew Ziskin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. His activities include serving as co-trustee and successor trustee on several family insurance and trust arrangements, and participation in life settlements through an approved vendor. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs and works with third-party asset managers and LPL-sponsored programs to implement client investment strategies.

Luke Zeedik is a financial advisor with LPL Financial, holding a Series 66 designation. He has been in the industry since 2024 and has prior experience with Miller and Associates and various roles at Brigham Young University and other organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing both proprietary model portfolios and third-party subadvisors.

David Schrempf is a financial advisor with Equitable Advisors in Calabasas, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at OSAIC, Osaic FA, Inc., MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a 2nd Lieutenant and Transportation Officer in the Civil Air Patrol and holds leadership roles within the ProVisors networking organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

Melissa Barker is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica since 2017. In addition to her financial services role, she owns 2SOL Productions, a television and film production company based in Santa Clarita, CA. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers.

George Sinanis is a Series 66-credentialed financial advisor with 26 years of industry experience. He currently works at LPL Financial and has previously held positions at Western International Securities, U.S. Bancorp Advisors, Citigroup Global Markets, and Wamu Investments. Outside of his advisory role, he is involved in non-variable insurance activities related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of advisory strategies supported by technology and operational tools.

Michael Frischman is a CFP® with 35 years of experience in the financial services industry. He currently works at LPL Financial and has previously held positions at The Investment Center Inc, Ic Advisory Services Inc, Questar Asset Management, Merrill, and Citigroup Global Markets. In addition to his advisory work, he operates as an independent insurance agent, recommending fixed annuities and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryan Steiner is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning, access to third-party asset managers, and affiliated trust and insurance offerings.

Seth Gray is a financial advisor with Charles Schwab in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Mark Fasano is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with UBS since 1991. Outside of his advisory role, he is an owner and proprietor of a real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a broad range of financial products and solutions.