Olga Gurevich is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 designations and bringing five years of industry experience. Her prior roles include positions at Eskulap Solutions and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Shujun Wu is a financial advisor at UBS Financial Services with 17 years of industry experience. Prior to joining UBS Financial Services in 2025, Wu worked at UBS AG and Morgan Stanley Smith Barney LLC. Wu holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services to support client strategies.

Mical Pyeatt is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 designations and over 43 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she is a partner in Darwin the Story LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, with investment strategies delivered primarily through model portfolios managed by unaffiliated asset managers.

Peter Tran is a CFP® professional with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2021. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Selena Chen is a financial advisor at Charles Schwab based in Arcadia, CA, holding a Series 66 designation. She has one year of industry experience, with prior roles at Citibank and eXp Realty. Charles Schwab serves a large client base, 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 recommendations and access to discretionary separately managed accounts, supported by a multi-asset allocation investment approach and centralized operational infrastructure.

Dilina Isho is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has 27 years of industry experience. Since 2009, she has been with Morgan Stanley Smith Barney LLC. Outside of her advisory role, she operates as a Notary Public and Loan Signing Agent. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jenny Wang is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and operates as a registered broker-dealer, investment adviser, and futures commission merchant.

Raymond Oloteo is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Magdalena Sanchez is a financial advisor at Merrill with 11 years at the firm and 5 years of industry experience. She holds a Series 66 designation and is based in Pasadena, CA. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucia Herrera Bernabe is a financial advisor with Wells Fargo Advisors in Encino, CA. She holds Series 65 and Series 63 licenses and has experience in the industry dating back to 2013, including roles at AIG and One Capital Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools.

Barry Queen II is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 66 licenses and over 14 years of industry experience. He has worked at firms including New York Life Insurance Company and Eagle Strategies, and currently owns Precision Planning Financial Group, LLC. Outside of his advisory role, he is involved in public speaking and writing on non-investment topics and is the author and founder of "Your Money, Your Story," a book and educational content platform. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment strategies and third-party managers.

Scott Uffelman is a Wealth Management Advisor with over 40 years of experience in the financial services industry. He provides assistance to clients in making significant financial decisions, focusing on family wealth management strategies, personal retirement planning, portfolio management, socially responsible investing, and retirement income. He holds a Bachelor's Degree in Economics from Wake Forest University and the Certified Financial Planner (CFP) designation. Scott's professional credentials also include licenses in insurance as well as Series 3, 7, 8, and 66 FINRA registrations. He has previously served on the NYSE Exchange Hearing Board and brings extensive experience from roles including branch manager of multiple offices. Scott is engaged in his community through involvement with organizations such as Habitat for Humanity, The Huntington Museum, and the Odyssey School, where he has served on the School Board. Outside of his professional work, he enjoys golfing, running marathons, swimming, tennis, and yoga. He resides in California with his wife and they have three grown children and two granddaughters.

Ali Agah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously spent seven years at Boston Private Bank. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Zachary Fallas is a financial advisor at OSAIC with Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Morgan Stanley for four years and has held roles at NWF Advisory Group and Chapman University. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Salvatore Cipolla is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and currently works at Morgan Stanley Private Bank, N.A. His background includes four years at Southern Connecticut State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Christopher Link 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 Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he manages real estate and agricultural properties as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by the firm’s Global Investment Committee methodologies.

Michael Bain is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with LPL Financial since 2010 and is also a partner and actuary at CMC Retirement, a third-party pension administration firm where he has worked since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Mark Furrer is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ahmad Mehaidly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Ahmad held positions such as Assistant Vice President - Wealth Relationship Manager at Citi Bank from 2021 to 2022, and First Vice President - Private Client Banker at JP Morgan Chase from 2014 to 2021. Ahmad specializes in assisting clients with retirement strategies, tax-efficient investing, and comprehensive estate planning considerations. He holds a California Insurance License. Outside of his professional career, Ahmad enjoys biking, hiking, outdoor adventures, running, soccer, and yoga.