John Diaz Mena is a Financial Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions at Fidelity Investments including Benefits & Planning Consultant in Executive Services from 2023 to 2025, Investment Solution Representative from 2021 to 2023, and Financial Representative from 2019 to 2021. John is licensed with a California Insurance License and focuses on establishing personalized partnerships with clients to understand their unique financial goals. He aims to provide support and guidance to create robust financial plans tailored to individual needs. Outside of his professional work, John has personal interests in cars, outdoor adventures, snowboarding, soccer, and traveling.

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 with Morgan Stanley in Valencia, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

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.

Douglas Frank is a CFP® professional with 42 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has previously worked at Bank of America and Merrill. Frank holds a California State Bar law license. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Orin Winick is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at firms including Aspiriant LLC and Manhattan West Asset Management, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting through a non-discretionary advisory model.

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.

Darian Cohen is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James for 10 years. Outside of his advisory role, Cohen is a minority owner and director of the North Ranch Country Club in Thousand Oaks, CA, and holds a small ownership interest in a racehorse. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Phillip Lau is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018. Prior to this, he spent 11 years at INVEST Financial Corp and has served as an operations specialist and client services representative at Logix Federal Credit Union since 2000. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and a variety of model portfolios and research 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.

Regina Korossy is a Series 66–credentialed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Pepperdine University from 2008 to 2018. Outside of her advisory work, she provides overall strategic guidance for Dandeeline, LLC, a women's jewelry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Rodger Rutter is a financial advisor with LPL Financial in Woodland Hills, California. He holds a Series 63 designation and has 32 years of industry experience. He has been affiliated with Linsco Private Ledger since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Rosalyn Weihe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining LPL Financial in 2022. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by comprehensive research and model portfolios.

Deborah Frankel is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Western International Securities, Inc. for 17 years. Outside of her advisory role, she is involved in direct sales and mystery shopping with Coyle Hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technology-driven portfolio management options.

Michael Anton is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, he co-owns CrimsonCardinal, LLC, an operating company formed to manage his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brice Redmond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to clients' long-term goals, emphasizing transparency, realistic expectations, and client-centric service. Brice advocates for his clients by providing access to investment insights and banking solutions to help manage wealth effectively. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management, and tax minimization, among others. Brice holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brice earned a Bachelor's Degree from San Diego State University. He participates in his community by coaching youth football for the Moorpark Musketeers and youth volleyball for Reef Volleyball Club, where he is also involved as a professional member.

Christopher Venuti is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2014 and is also associated with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Sean Coumans is a financial advisor at Ameriprise Financial Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at CUSO Financial Services, LP and California Credit Union. He is also employed as a financial advisor at California Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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.