Patrick Infante is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior firms include CUSO Financial Services, Pruco Securities, Prudential Insurance Company of America, Muriel Siebert Financial, and Wells Fargo Advisors. Outside of his advisory role, he participates in rideshare driving in San Francisco. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and research from LPL Research.

Lisa Monica is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Mark Wolkstein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2019 and previously worked at Colony Capital, Inc. and ENG LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 planning process using firm-approved tools and methodologies.

Kevin Quinlevan is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior experience includes nine years at TD Ameritrade and several years with Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he owns a rental property in Omaha, Nebraska. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Andrea Abeger is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Merrill since 1992, as well as with Bank of America, N.A. since 2009. Outside of her advisory role, she serves as a general partner in a family limited partnership and acts as trustee for multiple family trusts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services.

Jason Krischer is a financial advisor at UBS Financial Services Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Adrian Guzman is a financial advisor with Wells Fargo Clearing in Valencia, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2008 through 2022. Outside of his advisory role, he is involved in creating and performing music. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marcelino De Los Santos is a financial advisor with J.P. Morgan Securities in Thousand Oaks, CA, holding Series 66 and Series 63 credentials and 13 years of industry experience. Prior to his current role, he worked at Herbalife Inc for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Maria Chehade is a financial advisor with Morgan Stanley in Santa Monica, California. She holds a Series 66 designation and has nine years of industry experience. Her career includes roles at Morgan Stanley Private Bank, National Association since 2017 and Morgan Stanley Smith Barney from 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering a range of investment and financial services without providing individual security recommendations as part of standalone planning.

Christian Bredefeld is a financial advisor with LPL Financial, holding a Series 65 designation and five years of industry experience. He has held roles at C Bredefeld Consulting, Inc., Goleh Law, A.P.C., and Bredefeld & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Steven Roberts is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Linquest, Astra Space Operations Inc., Northrop Grumman, and Raytheon. Roberts is also president of Roberts Private Wealth Management of CA, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to support tailored client recommendations.

Steven Kern is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliates since 2010, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Kern owns and manages a wine collection. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment committee data to support its advisory process.

Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Westlake Village, CA. He holds the CERTIFIED FINANCIAL PLANNER4 (CFP) designation and uses a disciplined, multi-pronged approach to wealth management. Ho Sung works with a diverse client base that includes business owners, entrepreneurs, financially independent individuals and their families, as well as corporate executives and professionals within the healthcare sector. His expertise encompasses areas such as college education planning, divorce transition planning, equity compensation services, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, women and wealth, and tax minimization. Ho Sung strives to understand his clients' full financial picture and life priorities to collaborate on personalized strategies suited to their goals and aspirations. Ho Sung earned a Bachelor's degree from McGill University and a Master of Business Administration (MBA) from Boston College. He is actively involved in his community, serving as a board member for the California Council on Economic Education (CCEE) and Korean American Family Services (KFAM), and supports initiatives that promote financial literacy, leadership, and assistance to underprivileged children. He resides in Agoura Hills, CA, with his blended family and their pets.

Kendyl Roundtree is a CFP®-designated financial advisor with nine years of industry experience. She is currently with Equitable Advisors and previously worked for Lincoln Financial Advisors and Lincoln Financial. Additionally, she has experience as an independent agent outside fixed insurance. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, offering both discretionary and non-discretionary advisory solutions.

Brandon Fleming is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at MyCorporation and Kash Chandani & Company. Outside of finance, he has experience in acting. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

David Hughes is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at NBC Securities Inc, SagePoint Financial, The Ameriflex Group, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Kevin Fusco is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following earlier roles at TransPerfect. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Amir Alishahi is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at J.P. Morgan Securities and Washington Mutual Bank/JPMorgan Chase Bank. Outside of finance, he provides in-home supportive services as a caretaker and is a silent partner in a UK-based software company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Kelly Zancanaro is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 license and has been with Morgan Stanley since 2009. Outside of her advisory role, she works as an independent marketing executive for Melaleuca, Inc., a direct consumer natural products provider. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide 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 modeling techniques.

Cyrus Towliat is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of investment products and services.