Robert Weiss is a financial advisor with LPL Financial in Signal Hill, CA, holding Series 63 and Series 66 licenses and with 31 years of industry experience. He has worked at LPL Financial since 2003 and previously spent three years with UBS Financial Services. 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 large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by various operational and research tools.

Kyoko Narino is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked as a seasonal tax advisor for H&R Block since 2001. Additionally, she is involved in the sale of home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients, utilizing model-driven strategies created by unaffiliated asset managers. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jeffrey Park is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds a Series 63 license and is based in Long Beach, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Yechiel Goldberg is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the Series 66 designation and has been associated with Mass Mutual and its affiliates since 2009. In addition to his advisory role, he operates as an expert witness and offers college consulting services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships and offers various programs including educational seminars and a standalone Divorce Planning service.

Clarissa Pesqueira is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked at various Cetera entities since 2018 and was previously with National Planning Corporation for two years. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of program options and third-party managers.

Richard Medina is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., JP Morgan Chase Bank, JP Morgan Securities LLC, and OneWest Bank. Outside of his advisory role, he manages a small property as a landlord. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 operates a model that combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized custody and operational services.

Sandy Devich is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is involved in rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services.

Esther Moon is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo Advisors. 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.

Stanley Diliberto is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 34 years of industry experience. He has been with LPL Financial since 1997 and has operated his own CPA and financial planning firm, Stan Diliberto, CPA, CFP, Inc., since 1980. In addition to his advisory work, he provides tax preparation and limited small business accounting services through his CPA practice. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Janet Berardino is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2010. Outside of her advisory role, she provides personal assistant services through a separate business activity. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment selection, performance reporting, and participant education, with a broader financial product offering that includes insurance-related vehicles and bank deposit sweep options.

Jason Murai is a CFP® professional with 14 years of experience in the financial services industry. He has been with Ameriprise since 2011, currently serving as a financial advisor in El Segundo, CA. Outside of his advisory role, he is the owner and attorney at the Law Offices of Jason Murai. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Norrie is a Resident Director at Merrill, where he applies his expertise as a CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). In his role, he focuses on helping clients build long-term wealth through thoughtfully designed wealth plans. Benjamin's areas of experience include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, ESG investing, tax minimization, and retirement income. He works to provide financial guidance that empowers clients to pursue the lifestyle they desire with confidence. He holds a Bachelor's Degree from Purdue University and is involved with Covenant House of California. Outside of his professional pursuits, Benjamin enjoys biking, boating, cooking, hiking, spending time with his family, and traveling.

Christopher George is a financial advisor at Cetera with 30 years of industry experience. He holds a Series 63 designation and has held roles at Cetera since 2013, including his current position since 2023, as well as prior experience at Quantum Econometrics, LLC. Outside of advising, he serves as a voluntary board member of the Credit Union of Southern California and owns George's Collectibles LLC, a business focused on selling die cast cars. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, combining scale and diverse product affiliations.

Carissa Main is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for a combined ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking services. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader set of financial product offerings than typical for large institutional advisers.

Isaac Kim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley, Ares Management LLC, and several other financial firms. 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 an ESG eligibility framework to support customized investment recommendations.

Lori Sherman is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at various firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to her advisory role, she is a senior events specialist at Kitces.com, where she runs internal personal retreats and produces virtual content. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Julian Garcia is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 credentials and totaling six years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions with a range of financial planning, asset management, and institutional platforms.

Concela Tarver is a financial advisor at Mass Mutual Investors Services with one year of industry experience. Her background includes roles at MassMutual Life Insurance, New York Life Insurance, Merrill, and Bank of America. She is also involved with the Pacific Coast Regional Small Business Development Center. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using firm-approved tools and also provides specialized planning programs such as divorce and estate-settlement planning.

Louis Santoro is a financial advisor with LPL Financial in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Certified Tax & Financial Service, a tax preparation and accounting firm. 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.

Samuel Chi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with various Cetera entities since 2013, including Cetera Wealth Services, LLC and Cetera Investment Services LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.