Kaitlyn Baltz is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and Premium Brands Opco LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

William Creedon is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2015. Creedon serves on the board of directors for Las Torres, Inc., which operates a 141-unit federally subsidized low-income housing project. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a range of portfolio management strategies.

Ruben Cavada is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Merrill and Bank of America since 2018 and held prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Merrill, along 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, and institutional investors.

Jenna Kaplan is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Aon and various educational and camp-related organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Steven Crawford is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Geoffrey Palenik is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial and Genesis Wealth Partners. He previously worked at CUSO Financial Services LP for 17 years. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported investment strategies.

Mark Werner is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Chipotle, Northwestern Mutual, and Tony's Market, as well as over a decade in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options, as well as integrated brokerage, custody, and financial planning services.

Tadeh Grigorian is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Citigroup Global Markets, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory work, he is an owner and partner of a laundromat business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Ken Brozki is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following several years at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Fushan Korfi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan entities since 2013. 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 brokerage, distribution, and investment management capabilities.

Jonathon Hollins is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 designations and six years of industry experience. His previous roles include positions at Northwestern Mutual and Wells Fargo Bank. Outside of his advisory work, he is involved in the music industry as an artist through GODY Ent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations. The firm offers a range of advisory and brokerage services supported by in-house and third-party research and utilizes various portfolio management strategies and technologies.

Alejandro Gallegos is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities and Solid Transport before joining Morgan Stanley Private Bank, N.A. in 2024. 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 employs a structured financial planning process supported by firm-approved tools and methodologies.

Steven Liang is a financial advisor with Cetera in Glendale, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Cetera and affiliated entities since 2025 and has worked with Cuso Financial Services since 2012. Outside of his advisory role, he is noted as an owner of rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Preni Keshishi is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Wells Fargo, Preni worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and earlier at Sears Holdings Corporation/K-Mart. Outside of finance, Preni provides in-home supportive care to a family member. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, utilizing an investment policy statement-driven approach based on modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services, including investment selection, performance reporting, participant education, and plan benchmarking.

Gabriel Garcia is currently the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop and implement personalized financial strategies aimed at achieving their goals for financial independence and fulfillment. He prioritizes understanding clients' unique needs and concerns to guide them through financial planning complexities. Before joining Fidelity Investments in 2025, Gabriel held a variety of roles in the financial services industry. His previous positions include Senior Financial Advisor at Wells Fargo Advisors from 2023 to 2025, Private Client Advisor at J.P. Morgan Securities from 2019 to 2023, Financial Solutions Advisor at Merrill Lynch from 2016 to 2019, and Relationship Banker Small Business Specialist at J.P. Morgan Chase from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Gabriel has interests in baseball, bowling, family activities, food, football, and music.

Byron Camp is a Series 66-credentialed financial advisor with LPL Enterprise in Sherman Oaks, CA. He joined the firm in 2026 and has prior experience working at Wells Fargo and various other roles outside the financial industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research and model portfolios.

Christine Lee is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and with 27 years of industry experience. She has been with Charles Schwab and its affiliated bank since 1997. Outside of her advisory role, she is a member of Girlies Gone Yonder LLC, a non-agent real estate venture. Charles Schwab serves a large client base primarily composed 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 offers a mix of non-discretionary and discretionary investment options, supported by strategic asset allocation models and alternative investment due diligence.

Susie Lu is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked at Morgan Stanley and its affiliated Private Bank since 2014. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

David Chrisman is a CFA® charterholder and Series 63 licensed financial advisor at Edward Jones with two years of industry experience. He previously worked at Alpha Technologies Capital Management LLC and spent over two decades at First Quadrant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jay Lometillo is a financial advisor with Merrill in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.