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 20 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, and he has operated Independent Services Consultants LLC since 2009. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically implements investment strategies using model portfolios developed by internal and third-party research teams and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Thomas Kim is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 1994 and Regal Advisory Services, Inc. from 1997 to 2026. Outside of his advisory roles, he is the owner of corporations involved in the administrative handling of employee health care benefits and fee flow-through structures. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through various programs, utilizing a model-based investment process focused on asset allocation and portfolio optimization.

Viridiana Rojas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of her advisory role, she is a co-owner of Red Coast Swim, a family-run handmade swimwear e-commerce business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice and investment manager searches. Their approach combines quantitative screening with qualitative research and includes ESG considerations, serving clients who retain final decision-making authority.

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 with Charles Schwab holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Schwab, Wang worked at LPL Financial, JPMorgan Chase Bank, and Wells Fargo Bank. 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, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and operational resources.

Roxanna Martinez is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. Her work history also includes a position at Chase Investment Services Corp. She is the owner of a real estate rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence combining quantitative and qualitative research.

Maria Uribe is a financial advisor with LPL Financial in Burbank, CA, holding the CFP® and Series 66 credentials and having seven years of industry experience. She previously worked at Ameriprise for several years and is also employed outside the investment industry with 4Life Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management.

Anthony Benedicto is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, with prior experience at Axa Advisors, LLC. Outside of advising, he served as a contingent power of attorney for his parents. 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 advice through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs to implement client solutions.

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, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Thrivent Financial, MassMutual Investors Services, and MillerCoors LLC. Outside of her advisory work, she owns a luxury resale business specializing in designer clothing and accessories. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and planning on a wide range of financial topics without 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.

Gregory Gutierrez is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior firms include Morgan Stanley and Citigroup Global Markets. Outside of finance, he is involved in music, including receiving passive royalties and performing as a guitarist and singer with the Three O'Clock Band. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Sallie De Young is a CFP® professional with six years of industry experience, currently affiliated with Cetera. Her prior roles include positions at LPL Financial, Western International Securities, and Wells Fargo Advisors. She is also a commissioned notary public and operates Matador Family Financial Services as a separate business entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Ethan Stein is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to that, he worked at Mutual Service Corporation for seven years. He serves as a board member of the David Vickter Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Charles Gilb is a financial advisor with LPL Financial in North Hollywood, CA, holding the Series 66 designation and two years of industry experience. He has worked with Assetio Wealth Management and LPL Financial since 2023. Outside of finance, he has experience working at Trader Joe's and a research role at The Political Violence Lab. 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, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

Evan Gray is a financial advisor with LPL Financial in Sherman Oaks, CA. He holds Series 66 and Series 63 licenses and has 32 years of industry experience. His career includes roles at firms such as Ascensus, Securian Financial Services, and Oneamerica Securities. 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, utilizing various investment strategies and tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.