Jodi Rosenbloom is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. She has been with MML Investors Services, Inc. since 1988. Outside of her advisory role, Rosenbloom also operates an insurance brokerage focusing primarily on medical insurance with major carriers such as Blue Cross and Blue Shield. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing, collaborative relationships to develop tailored financial recommendations.

Yassine Zahlane is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 designations. Zahlane has worked at multiple affiliated firms within the Edelman Financial Engines organization since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven portfolio modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a broad range of account types.

Andy Gitipityapon is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Western International Securities, Inc. for seven years and Citigroup Global Markets for nine years. 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 both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Colin Danahy is a financial advisor with Primerica Advisors based in Woodland Hills, CA, holding Series 63 and Series 65 credentials and with six years of industry experience. His work history includes roles at multiple firms such as PFS Investments Inc. and Applied Companies. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services primarily to individual investors through a large network of financial advisors.

Kevin Henderson is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2025, he was with Cadaret Grant & Co., Inc. for two years. He is also active as an artist and musician with SAG-AFTRA. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, incorporating discretionary and non-discretionary management along with model portfolios and research from multiple sources.

David Melgar is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, Merrill, Bank of America, and JPMorgan Chase Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Zepeda is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 19 years of experience with the firm. Her career has been exclusively with Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Jeffrey Skogsbergh is a Certified Financial Planner® with 43 years of experience in the financial industry. He is currently with LPL Financial, joining in 2025, and has prior experience at Western International Securities, Skogsbergh Capital Management, and Financial West Group. In addition to his advisory role, he serves as a FINRA arbitrator and is involved in legal services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Natasha Bonelli is a Senior Financial Advisor and Senior Vice President within Merrill Lynch Wealth Management's Global Wealth Management Division. She is part of the Cogan Bonelli Wealth Management Group and serves individual and corporate clients, focusing on wealth management, investing, retirement planning, and employee benefit services. Natasha and her team manage over 300 corporate retirement plans, including 401(k), 403(b), SEP, profit sharing, defined benefit, individual 401(k), 529 college savings plans, and IRAs. She holds several professional designations, including Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA). Natasha graduated with a Bachelor of Science in Business Administration from California State University of Northridge. She also holds an internal title of Legacy Retirement Benefit Consultant within Merrill. Beyond her professional work, Natasha participates in the Professional Shadowing Program at CSUN to support aspiring students. She enjoys spending time with her husband Bill and their three children, engaging in activities such as hiking, tennis, pickleball, yoga, and watching movies.

Neill Simmons is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from both internal and third-party sources.

Taylor Moore is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously spent seven years at UBS Financial Services. Outside of his advisory career, Moore has been involved in the restaurant industry through Citrone Restaurant and Bar since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients meeting a net-worth threshold, employing proprietary research and planning tools to develop recommendations delivered through meetings and written summaries.

Robert Bryar is a financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 63 credential and 45 years of industry experience. He has been with LPL Financial since 1987. In addition to his advisory work, Bryar is involved in tax preparation and mortgage brokerage services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from LPL and third-party subadvisors.

John Diaz Mena is a Financial Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions at Fidelity Investments including Benefits & Planning Consultant in Executive Services from 2023 to 2025, Investment Solution Representative from 2021 to 2023, and Financial Representative from 2019 to 2021. John is licensed with a California Insurance License and focuses on establishing personalized partnerships with clients to understand their unique financial goals. He aims to provide support and guidance to create robust financial plans tailored to individual needs. Outside of his professional work, John has personal interests in cars, outdoor adventures, snowboarding, soccer, and traveling.

Michael Moghtader is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ryan Fullarton is a financial advisor with Morgan Stanley in Valencia, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Christopher Brodoski is a financial advisor with Merrill in Encino, CA, holding a Series 66 designation and three years of industry experience. He has been with Merrill and its parent company, Bank of America, since 2008. 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 individuals, high-net-worth clients, and various institutional investors.

Scott Collins is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab bank. Charles Schwab & Co., Inc. 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 mix of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

Michael Kim is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his financial services career, he was involved with Semo Sushi, Inc. for 13 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management through both advisory and brokerage channels.

Myles Malone-Wright is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on assisting clients in achieving their financial goals through careful planning and collaboration. He works closely with individuals and families to develop personalized financial strategies that align with their unique circumstances and objectives. Myles has held various positions in the financial services industry, including Planning Consultant at Fidelity Investments since 2021, and roles at The Vanguard Group such as High Networth Advisor, Mass Affluent Advisor, and Brokerage Investment Professional from 2017 to 2021. He holds a California Insurance License. Outside of his professional work, Myles has personal interests in art, football, golf, and sailing.

Katie Choi is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Outside of her advisory role, she is employed as a care provider under California’s In-Home Supportive Services program. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.