Sharif Ahmed is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at LOGIX Federal Credit Union, Kinecta Federal Credit Union, Neilson Financial Services, and Parsonex Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Linda Mead is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies to pursue their short-, mid-, and long-term goals. She provides guidance in areas such as investing, retirement planning, and emergency savings while connecting clients with Bank of America specialists for additional banking, credit, home financing, and small business services. Mead brings expertise in a comprehensive approach to financial planning, focusing on aligning strategies with what matters most to her clients and their families. She holds a Bachelor's Degree from the University of Southern California.

Fadwa Dahhan is a financial advisor with LPL Financial in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with LPL Financial since 1998. Outside of her advisory role, she has worked as a travel agent with America Travel Companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Andrew Kim is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022, with prior roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Donna Niemann is a financial advisor with Charles Schwab in Encino, CA, holding a Series 63 designation and 29 years of industry experience. She has been with Charles Schwab since 1997 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves 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 guidance using multi-asset model portfolios and centralized supervisory, custody, and order-routing arrangements.

Richard Christensen III is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Morgan Stanley and Midwest Investment Advisors, LLC. He is also involved with RAC Investment Co, LLC, a private investment company he owns. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients’ needs. The firm uses proprietary research and planning tools to develop recommendations, with flexible implementation choices through its brokerage and advisory programs.

James Losey Jr. is a CFP® professional with 35 years of industry experience, currently serving at Osaic Wealth, INC since 2023. His prior experience includes 26 years at Royal Alliance Associates, Inc. and over three decades at New York Life Insurance Company. Outside of financial advising, he owns a company that markets and manages executive suite office leases. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and operates a complex affiliate network with private-equity ownership.

Blazy Aldana is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 credential and has worked at Charles Schwab Bank, Charles Schwab & Co., Wells Fargo, Citi Bank, and formerly at Classic Cosmetics. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized operational structure supporting its extensive client coverage.

Albert Adam III is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his financial career, he serves as the mayor and a councilmember for the City of Thousand Oaks, California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialty areas such as business-owner transition and special-needs planning.

Steve Malouf is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate agreements.

Elizabeth Gettinger is a financial advisor with Morgan Stanley, holding a Series 66 designation and 16 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Mark Deakins is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Cetera, he worked eight years at LPL Financial. Outside of finance, he is also an actor, performing on stage, on camera, and with voice work. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party money managers.

Richard Emmons is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.

Jonathan Israel is a financial advisor with Raymond James & Associates in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include 14 years with UBS Financial Services Inc. and five years at Edward Jones. Jonathan joined Raymond James & Associates in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Nicolas Blatsiotis is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market analysis.

Bradley Newman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Merrill and UBS Financial Services. Outside of his advisory work, he is involved in investment-related business activities, including ownership of B L Newman, Inc. and a partial ownership interest in Duncan-Newman Associates LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using Wells Fargo’s research and planning tools to develop tailored recommendations. The firm offers a broad range of planning services to clients who meet certain net-worth criteria, covering areas such as retirement, education, risk, and business-owner transition planning.

Carlos Cabrera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. His prior work includes 14 years at Wells Fargo. Outside of finance, he owns several small businesses related to boxing news and apparel, catering, and shoe resale, and he also works as a part-time Uber driver. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Leah Weiss is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She began her industry career in 2024, including experience at Rimrock Capital Management, LLC and JPMorgan Chase Bank, N.A. Leah attended the University of California from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Deborah Lee is a financial advisor with LPL Financial in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at LPL Financial since 2007 and was previously with UBS Financial Services from 2001 to 2007. Outside of her advisory role, she has engaged in bartending for private parties and allowed her home to be used for small film projects. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives using model portfolios, third-party subadvisors, and customized strategies.

Glenn Crawford is a financial advisor with Mass Mutual Investors Services in Newhall, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Signature Resources Capital Management and Taylor Insurance and Financial Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative relationships, utilizing firm-approved software to analyze client goals and deliver written recommendations.