Viridiana Rojas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of her advisory role, she is a co-owner of Red Coast Swim, a family-run handmade swimwear e-commerce business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice and investment manager searches. Their approach combines quantitative screening with qualitative research and includes ESG considerations, serving clients who retain final decision-making authority.

Fred Escobedo is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes positions at Bank of America, N.A. since 2010 and Merrill since 2010. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ferial Shamsian is a financial advisor at Ameriprise in Beverly Hills, CA, holding a Series 63 designation with 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in multi-family real estate ownership. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm emphasizes managed accounts and uses algorithmic automation overseen by a dedicated committee to support its advisory process.

Anthony Culazzo is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 license and 20 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models in its advisory services.

Erica Vasques is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, she worked at Scorpion for three years. Outside of her advisory role, she has experience working as a server at Wood Ranch BBQ and Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Michael Payne is a Series 66-licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Alexander Tate is a financial advisor with Fidelity in Thousand Oaks, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo and various educational institutions, including Westfield State University and Middlesex Community College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and a formal advisory role to multiple registered investment companies.

Daniel Short is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has been with UBS since 2014, including a prior role at California Lutheran University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering a variety of financial planning, portfolio management, and capital markets services.

Kunpeng Wang is a financial advisor with Charles Schwab holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Schwab, Wang worked at LPL Financial, JPMorgan Chase Bank, and Wells Fargo Bank. Wang is also a commissioned notary in the State of California. Charles Schwab & Co., Inc. 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 services supported by centralized custody and operational resources.

Maria Uribe is a financial advisor with LPL Financial in Burbank, CA, holding the CFP® and Series 66 credentials and having seven years of industry experience. She previously worked at Ameriprise for several years and is also employed outside the investment industry with 4Life Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management.

Michael Blank is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2005. He is the owner of MVB Wealth Management, Inc., a financial advisory practice based in Westlake Village, CA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include cash-flow, retirement, education, and specialized planning areas, leveraging Wells Fargo research and tools to create tailored recommendations for its clients.

Anthony Benedicto is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, with prior experience at Axa Advisors, LLC. Outside of advising, he served as a contingent power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers advice through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs to implement client solutions.

Rakhi Pritchard is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Farmers Financial Solutions, LPL Financial, and Kinecta Financial & Insurance Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Laura Arrona is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Thrivent Financial, MassMutual Investors Services, and MillerCoors LLC. Outside of her advisory work, she owns a luxury resale business specializing in designer clothing and accessories. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and planning on a wide range of financial topics without discretionary trading authority.

Lisa Koontz is the Vice President and Branch Leader at Fidelity Investments' Burbank Investor Center. In this role, she leads a team of financial professionals focused on partnering with clients to help them work toward their financial goals. She emphasizes creating a warm and welcoming environment while building long-term meaningful relationships with clients. Her professional experience includes serving as Vice President and Branch Leader at Fidelity Investments since 2011. Prior to that, she held leadership roles at Morgan Stanley Smith Barney from 2009 to 2011 and Citigroup Global Markets, Inc. from 2004 to 2009, progressing from Financial Advisor to Vice President and Branch Manager. Earlier in her career, she worked as a Loan Officer at Western Bank and First Interstate Bank and as an Account Executive at Union Bank. Lisa holds a California Insurance License. Outside of work, she enjoys cooking and baking, watching movies, photography, and traveling.

Patricia Adrian is a financial advisor with Ameriprise, holding the ChFC® and Series 66 designations and bringing 27 years of industry experience. She has worked at several firms including LPL Financial, Wells Fargo Clearing, and previously at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources and withdrawal strategies.

Sallie De Young is a CFP® professional with six years of industry experience, currently affiliated with Cetera. Her prior roles include positions at LPL Financial, Western International Securities, and Wells Fargo Advisors. She is also a commissioned notary public and operates Matador Family Financial Services as a separate business entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Eric Sarkissian is a financial advisor with J.P. Morgan Securities based in Agoura Hills, CA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Eric has been with J.P. Morgan and its related entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting while clients retain final decision-making authority.

Ethan Stein is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to that, he worked at Mutual Service Corporation for seven years. He serves as a board member of the David Vickter Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Charles Gilb is a financial advisor with LPL Financial in North Hollywood, CA, holding the Series 66 designation and two years of industry experience. He has worked with Assetio Wealth Management and LPL Financial since 2023. Outside of finance, he has experience working at Trader Joe's and a research role at The Political Violence Lab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.