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 with Raymond James & Associates in Woodland Hills, CA, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Farmers Financial Solutions, LPL Financial, and Kinecta Financial & Insurance Services. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public finance and investment banking capabilities.

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.

Patricia Adrian is a financial advisor with Ameriprise in Thousand Oaks, CA, holding the ChFC® designation and Series 66 license, with 26 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic automation overseen by a Retirement Income Oversight Committee to deliver tailored planning, primarily for clients maintaining a significant portion of assets in Ameriprise Managed Accounts.

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.

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.

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.

Brian McCoy is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and National Planning Corporation. Outside of advisory work, he serves as an assistant women's golf coach at California Lutheran University and is involved in laboratory and medical sales through Toxicology Management Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse financial planning and advisory programs supported by proprietary and third-party research, along with various technology-enhanced portfolio management services.

Oliver Grant is a Financial Advisor with Merrill Lynch Wealth Management, focusing on business development and client relationship building. He works closely with clients to develop customized financial strategies tailored to their individual goals and circumstances. Oliver’s approach emphasizes trust, transparency, and thoughtful guidance to deliver personalized solutions. Since joining Merrill Lynch Wealth Management in October 2024, Oliver has specialized in areas including college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, and special needs planning strategies. His experience is supported by a degree in Economics from the University of California, Santa Cruz, where he was actively engaged as president of the club water polo team and a member of the Slug Fund Investment Group. He also began his college education at San Jose State University, participating as a walk-on to the Division 1 water polo team. Oliver holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys baseball, basketball, camping, cooking, photography, scuba diving, swimming, traveling, watching movies, and spending time with his family.

Vincent Padilla is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at LPL Financial and INVEST Financial Corp, among other firms. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory solutions and supports specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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.

Guillermo Gutierrez Jr. is a CFP® professional with six years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His previous roles include positions at One Capital Management, FSC Securities Corporation, and Zephyr Investment Management. Outside of financial services, he has coached sports through the City of Los Angeles Department of Recreation and Parks since 2006. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios that include a broad range of investment products.

Gregory Blair is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for over three decades at the Superior Court of California, County of Los Angeles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Stephen Colato 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 since 2009. Morgan Stanley Wealth Management serves a broad client base including individuals and institutions, offering tailored financial planning and a wide range of advisory programs. The firm utilizes structured planning tools and its Global Investment Committee’s research to support clients’ financial goals.

Nicole Cardenas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at NEXT Financial Group for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Alan Santisteban is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previous work experience at Premier America Credit Union and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Randi Dennen is a financial advisor with Ameriprise in Thousand Oaks, CA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, Dennen is involved in tax preparation through Foster, Griffith, & Allen, Inc. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a large client base with a broad range of advisory, brokerage, and insurance solutions.