Anna Lozada is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2015, also working at JPMC Bank NA (Southwest) since 2003. J.P. Morgan Securities 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.

Samantha Thompson Innes is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2016 and previously at D.A. Davidson & Co. and Crowell Weedon & Co. Innes is also vice president and owner of House of Flame and Revelry Events, LLC, a company that produces literary-themed events. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, supported by analytical tools and unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.

Nicholas Desmond is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at various organizations including California Lutheran University and the YMCA of the Foothills. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hanh Juzang is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and serves clients in both retail and institutional markets.

Alejandro Lewin is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

Matthew Phillips is a financial advisor at Cetera with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera since 2021, following prior roles at Trilogy Capital, National Planning Corporation, and Trilogy Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of advisors and employs a multi-manager platform with various program options and tools.

Jiven Flores is a Planning Consultant at Fidelity Investments, where he partners with clients to guide them through important financial decisions. He focuses on creating financial plans that reflect clients' goals, help protect their assets, and support their envisioned futures. Before joining Fidelity Investments in 2023, Jiven worked as a Retirement Consultant at Empower from 2022 to 2023 and as an Investment Consultant at TD Ameritrade from 2018 to 2022. He holds a California Insurance License. Outside of his professional work, Jiven engages in family activities, hiking, movies, and spending time with pets.

Christopher Kobe is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. His career includes roles at UBS Financial Services and several Morgan Stanley affiliates. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Louis Sclafani is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 24 years of industry experience and has been with Cetera and its affiliates since 2001. In addition to his advisory work, he is a co-owner and CPA at Coldwell, Sclafani & Company LLP, a public accounting and tax practice, and serves as trustee and co-trustee for several family trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporations, charities, and institutions. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a broad array of program structures and third-party managers.

Shawn Shafer is a financial advisor with UBS Financial Services in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at UBS since 2011 and held previous roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Outside of his advisory role, he is a managing member of Equity Stretch Investments LLC, which involves real estate investment and landlord duties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities to provide tailored financial planning and portfolio management.

Lina Moskofian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC and ongoing service at Wells Fargo Bank NA since 2010. Outside of her advisory role, she tutors individuals in Armenian language and literature. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Madison Anderson is a CFP® certified financial advisor with five years of industry experience, currently practicing at LPL Financial in Pasadena, CA. Prior to joining LPL Financial, Madison held roles at Securities America, Inc. and OSAIC. Outside of finance, Madison has experience in the restaurant industry with positions at Katella Grill and Mulberry St Ristorante. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Robert Salazar is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. His prior roles include positions at NRP Advisors, Inc., NRP Financial, Inc., Ameriprise Advisor Services, Inc., and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering various financial planning and portfolio management options through a large network of advisors.

Elizabeth Keshishian is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining RBC in 2022, she worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2014 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through multiple investment managers and emphasizes integrated capital markets and affiliated asset management capabilities.

Daniel Rosen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment options through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Christopher Ocepek is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Bank of America, Merrill, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Vasques is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with Edward Jones since 2001 and also has longstanding roles with Fiserv Investor Services, Inc. and Lockheed Federal Credit Union since 1999. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Durlester is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Sherman Oaks, CA. He has 11 years of industry experience, including roles at Wells Fargo Advisors, LLC, and has been involved with Hamden Clothing Co. since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Trevis Rucci is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to align recommendations with client goals and supports various advisory programs and specialized municipal and public finance services.

Steven Bristol is a CFP® professional with 12 years of industry experience, currently affiliated with Charles Schwab. His prior experience includes a decade at TD Ameritrade before joining Charles Schwab and Co., Inc. He also has involvement in a rental property business outside of his advisory role. Charles Schwab 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 combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.