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 at Morgan Stanley in Valencia, CA, holding a Series 66 credential with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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 Series 65 and Series 63 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He was also involved with Semo Sushi, Inc. for thirteen years. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, consulting, and insurance product services through affiliated entities.

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.

Ryan Robinson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

Phillip Lau is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Since 2000, Lau has also been an Operations Specialist and Client Services professional at Logix Federal Credit Union. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and significant operational resources.

Amir Khoshroo is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Rodger Rutter is a financial advisor with LPL Financial in Woodland Hills, CA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Linsco Private Ledger since 2004. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Jack Crawford is a financial advisor with Thrivent Investment Management in Glendale, CA. He holds the Series 66 designation and has six years of industry experience, including prior roles at Swiss Growth Forum and Paso Robles Joint Unified. Outside of finance, he assists with organizing and facilitating offsite wine pouring events for SCULPTERRA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without portfolio management or institutional advisory services.

Gregorio Marinez is a financial advisor with Charles Schwab, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at FactSet, Wells Fargo, and American Riviera 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Feistel is a financial advisor with Ameriprise Financial Services in Calabasas, CA. He holds a Series 66 designation and has 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC since 2020, Ameriprise Financial Services, Inc. from 2016 to 2020, and Oak & Heart from 2015 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Anita Kazanjian is a financial advisor at UBS Financial Services with 7 years of industry experience. She has held positions at JP Morgan Chase Bank, N.A., JP Morgan Securities LLC, and Bank of America. She holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Shawn Bean is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. Outside of his advisory role, he is involved in rental property management. Charles Schwab 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 solutions supported by integrated brokerage, custody, and advisory services.

Michael Grodotzke is a financial advisor with LPL Financial in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at SagePoint Financial, Bancwest Investment Services, Ameriprise, and Valic Financial Advisors. He also operates Fitzgerald Financial Services, an investment-related business affiliated with his LPL work. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging extensive resources and technology across a large network of advisors.

Narek Davoodian is a Planning Consultant at Fidelity. In this role, he works with clients to understand their financial goals and deliver personalized investment strategies. He provides guidance on portfolio construction, retirement planning, and wealth planning. Prior to his current position, Narek worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He holds a California Insurance License.

James Palazzolo is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

John Janios is a CFP®-certified financial advisor at Osaic Wealth Inc with 15 years of industry experience. His background includes roles at LPL Financial, Logix FCU, and Invest Financial Corporation. Janios also owns and operates Aristo Wealth Management, an S Corp through which he provides financial planning and wealth advisory services. Osaic Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.