Robert Weiss is a financial advisor with LPL Financial based in Signal Hill, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research and utilizes both discretionary and non-discretionary management approaches.

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.

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.

Kyoko Narino is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Primerica since 2002 and also works seasonally as a tax advisor for H&R Block. Additionally, she is involved in sales of home security and automation products through part-time referrals with Primerica-affiliated companies. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers.

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.

Stanley Diliberto is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 66 designation and has been with LPL since 1997. He also operates Stan Diliberto, CPA, CFP, Inc., providing tax returns and limited accounting services for individual, corporate, and partnership clients. 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, with access to model portfolios, research, and various investment strategies.

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 serves as the Resident Director at Merrill's Manhattan Beach office and leads The Lotus Group. As a CERTIFIED FINANCIAL PLANNER (CFP) professional and Personal Investment Advisor (PIA), he works with individuals and families to create clarity and confidence in their full financial picture. His approach emphasizes steady, personal guidance grounded in long-term thinking, focusing on helping clients build and preserve wealth to support their life goals. Benjamin specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, tax minimization, and retirement income. He engages with clients navigating transitions or seeking a more thoughtful relationship with their finances. He holds a Bachelor's degree from Purdue University and participates in community involvement through organizations such as Covenant House of California. Outside of his professional role, Benjamin enjoys biking, boating, cooking, hiking, traveling, and spending time with his family.

Baldwin Chin is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992 following his graduation from UCLA, he has held various office management leadership roles within the firm. Baldwin’s expertise encompasses a wide range of client focus areas including education planning, family wealth management strategies, liquidity management, retirement income, socially responsible and values-based investing, tax minimization, and serving clients in sports and entertainment. Baldwin holds a Bachelor's Degree in Economics and Political Science from UCLA and maintains professional designations as a Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and in Sports & Entertainment (SE). He is committed to developing personalized financial strategies designed to help clients pursue their long-term goals through a detailed understanding of each client’s unique financial picture. In addition to his advisory work, Baldwin participates actively in community organizations such as Brentwood School, Culver City Rotary, and Jonathon Club. Outside of work, he enjoys spending time outdoors with his family and engages in activities including baseball, basketball, football, golfing, gymnastics, skiing, and softball.

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 at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley and several financial services companies. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Ryan Botsford is a financial advisor with J.P. Morgan Securities in Santa Monica, CA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Julian Garcia is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Concela Tarver is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Mass Mutual, Tarver worked with New York Life Insurance and NYLIFE Securities, as well as Bank of America for ten years. Outside of financial services, Tarver is involved with the Pacific Coast Regional Small Business Development Center. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative annual planning engagements and event-driven services such as estate-settlement and employer-sponsored planning.

Louis Santoro is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Certified Tax & Financial Service, which provides tax preparation, bookkeeping, and payroll services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and drawing on research from internal and third-party sources.

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.