Savannah Casanova is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in media production at Bunim Murray Productions and held roles in the restaurant and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Brian Basilio is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. Their approach includes asset allocation advice and customized performance reporting delivered through a centralized due-diligence framework.

Joseph Pates is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing Preferred Wealth Management, a corporation focused on office expense management and staff administration. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, algorithm-supported recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Gregory Ashjian is a financial advisor with Merrill in Glendale, CA, holding a Series 66 credential and four years of industry experience. He previously worked at Byblos and spent six years in full-time education before joining Merrill and Bank of America in 2018. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Bednar is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Uber Technologies, Inc. Aside from his advisory role, he has worked as an Uber Eats driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Suzanna Soriano is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with DoTerra International and Young Living, participating in sales and marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Patricia Preciado is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial product offerings and referral channels.

Derek Van Der Wal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, utilizing quantitative modeling and centralized due diligence, along with incorporating an ESG eligibility framework in its recommendations.

Maryam Zarin Ozv is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2020, also serving at JPMorgan Chase Bank since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Chan is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and engages in a variety of investment and trading activities alongside its financial planning services.

Kevin Whitten is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Ameriprise since 2015, currently working at the Burbank, CA office. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC, an investment-related business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports through a centralized consulting team.

Andrew Roth is a financial advisor at LPL Financial with 33 years of industry experience. He has held his current position since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Roth spends 15% of his time as a musician. 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 utilizing both proprietary research and third-party strategies.

Steven Chen is a financial advisor with Primerica Advisors in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2015 and previously held roles at the Milken School and Viewpoint School. Outside of his advisory role, he is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Kyle Durant is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2019 to 2023. Kyle focuses on helping his clients and their families work toward achieving their life goals by collaborating with them to develop personalized financial plans aimed at growing and protecting their wealth. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice and insurance solutions. Kyle's professional experience spans investment consultation and financial advising, enabling him to address various client needs in wealth management.

Jennifer Desanto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at firms such as Raymond James & Associates, Citigroup Global Markets, and UBS Financial Services. She is also involved with Logix FCU, where she has worked since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Juan La Riva is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Vanessa Escobar is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and having seven years of industry experience. She has worked with various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. 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 an ESG eligibility framework in its investment recommendations.

Josue Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup Global Markets and World Financial Group. Flores is involved in entrepreneurial ventures through Flores Financial Development 8:28. 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 brokerage and investment management capabilities.

Alex Khoshnam is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Thrivent Financial, and US Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Valerie Campadonia is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment offerings include insurance-related vehicles and bank deposit sweep options, which broaden the typical range of products available to institutional clients.