Jordan Shapiro is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previous experience at PennyMac and Dignified Home Loans. Outside of finance, he has worked at eBay since 2012. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Western International Securities, Inc. for 16 years. He volunteers with the Newport Harbor Baseball Association in Newport Beach, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and various portfolio management technologies.

Greg Tedesco is a financial advisor with LPL Financial in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior experience includes roles at Western International Securities, Inc. and Financial West Group. 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 advisors. The firm offers a range of advisory programs, financial planning, and brokerage services with investment management supported by proprietary research and third-party subadvisors.

Steven Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes nine years at D.A. Davidson & Co. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Gabriel Garcia is currently the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop and implement personalized financial strategies aimed at achieving their goals for financial independence and fulfillment. He prioritizes understanding clients' unique needs and concerns to guide them through financial planning complexities. Before joining Fidelity Investments in 2025, Gabriel held a variety of roles in the financial services industry. His previous positions include Senior Financial Advisor at Wells Fargo Advisors from 2023 to 2025, Private Client Advisor at J.P. Morgan Securities from 2019 to 2023, Financial Solutions Advisor at Merrill Lynch from 2016 to 2019, and Relationship Banker Small Business Specialist at J.P. Morgan Chase from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Gabriel has interests in baseball, bowling, family activities, food, football, and music.

Brett Mountain is a financial advisor with Thrivent Investment Management in Simi Valley, CA. He holds a Series 66 designation and has nine years of industry experience, including time at Wells Fargo Bank prior to joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without portfolio management or discretionary trading authority.

Eric Cooper is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Investment Services and Avantax Advisory Services among other firms. He is also involved with Winther and Company, providing tax preparation and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Charles Isaacs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at UBS Financial Services for 12 years. Outside of advising, he is involved in managing rental real estate investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Michael Chibidakis is a CFP® professional with 30 years of experience in the financial services industry. He has worked with Raymond James Financial Services Advisors Inc. since 2013 and previously operated McNeely Financial Strategies Inc. DBA Lifestyle Wealth Management for six years. Outside of his primary role, he also works as an independent contractor providing financial advisory and wealth management services for Legend Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports client implementation through its advisory programs or other providers.

Lawrence Stevenson III is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Mitchell C. Beer. His current role includes involvement with LOGIX Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Tim Britten is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he acts as a primary point of contact for clients, focusing on facilitating conversations about wealth and investment planning while delivering personalized service tailored to individual needs and preferences. Tim has been with Fidelity Investments since 2004, progressing through roles including Trading and Service Representative from 2004 to 2008, Financial Representative from 2008 to 2013, and Wealth Management Relationship Manager since 2013. This extensive experience has equipped him with a comprehensive understanding of wealth management and client service within the financial industry.

Nicole Bain is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She began her career at Fidelity in 2018, progressing through roles including Financial Representative, Investment Consultant, and Investor Center Intern. In her role, Nicole focuses on constructing customized financial plans that align with her clients' unique needs and goals, emphasizing transparency and collaboration. She aims to develop wealth planning strategies that benefit clients and their families both now and in the future. Nicole holds a California Insurance License. Outside of work, she has interests in beach activities, family, fitness, parenthood, pets, and Pilates.

Natalie Pavia is a financial advisor at Thrivent Investment Management with four years of industry experience. She holds a Series 66 designation and has prior experience at Action VC and Global Entertainment Securities. Outside of her advisory role, she owns Jefita Design Co., an Etsy business that sells digital art prints. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial plans without portfolio management or discretionary trading authority.

Kevin Deegan is a CFP® professional based in Westlake Village, CA, with 45 years of industry experience. He has worked at OSAIC Wealth, Inc. since 2023 and previously spent 34 years at Royal Alliance Associates, Inc. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisors. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.

Susanne Costantini is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch and Bank of America prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a diverse range of investment products and strategies.

Dewi Tan is a Series 66 licensed financial advisor with Merrill, based in Calabasas, CA, and has three years of industry experience. Dewi previously worked at T-Mobile from 2005 to 2022 before joining Merrill and Bank of America, N.A. in 2022. Merrill, in partnership 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Miller is a CFP®-certified financial advisor with 44 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Miller Manocchio Inc, John Miller, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed, Inc. His activities include acting in a fiduciary capacity through The Miller Trust and managing several investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Larry Zuckerman is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TCFG Investment Advisors, LLC, TCFG Wealth Management, LLC, and National Planning Corporation. Outside of advising, he is involved in insurance-related businesses, including the Zuckerman Insurance Agency and the Zuckerman Senior Benefit Group. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and various brokerage services, utilizing model portfolios, third-party research, and a broad range of investment strategies.

Katherine Toth is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2011. Outside of her advisory role, she owns and operates Emotional Support Turtles, a business that creates and sells crocheted crafts online. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Frank Rehhaut is a financial advisor with LPL Financial who holds Series 65 and Series 63 designations and has 30 years of industry experience. His career includes roles at Ameriprise Financial Services, Kinecta Financial & Insurance Services, and Premier America Credit Union. He serves on the Board of Directors of the North Valley Family YMCA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 supported by model portfolios, third-party subadvisors, and research.