Trista Monroe is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank since 2016. 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. Its Institutional Consulting Services program offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Jason Gietter is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2008 and Bank of America since 2009. Outside of his advisory role, he serves as an assistant lacrosse coach at Harvard-Westlake High School and is involved in family businesses, including advising on operations for Bindr Interactive Incorporated and providing guidance to Applied Building Solutions, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party teams.

Suzanne Tweddell is a financial advisor with Primerica Advisors in Valencia, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since the late 1990s. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Steven Hornstein is a CFP® with 36 years of industry experience, currently serving at Cetera since 2025. Prior to joining Cetera, he spent nine years at Avantax Advisory Services and has operated Hornstein Law Offices since 2002. Outside of advising, he practices law with a focus on estate planning, serves on various nonprofit boards including the Rotary Club of Woodland Hills, and is the author of a book on estate planning documents. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm provides access to multiple investment strategies through a large network of independent advisors and offers portfolio management, financial planning, and third-party manager selection across diverse program structures.

Carlos Gil Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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, distribution, and investment management capabilities.

Thomas Rockel is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following four years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Artono Budhiman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Ari Brozki is a financial advisor with Morgan Stanley in Sherman Oaks, CA. He holds Series 63 and Series 66 licenses and has recently started his career in the financial industry, joining Morgan Stanley in 2026 after roles at NYLIFE Securities LLC, New York Life Insurance Company, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Arreguin Valencia is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked with Merrill since 2020 and Bank of America since 2024. Prior to his financial services career, he held positions at CSU, Fresno and Bj's Restaurant & Brewhouse. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Masino is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through Corporate Financial Planning agreements.

Jacob Yashar is a CFP® and ChFC® with 44 years of industry experience. He is currently with LPL Enterprise and has an extensive background including roles at California Health Benefit Exchange and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in managing a medical insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and offers a range of financial planning, third-party asset management, and insurance-related services.

Lusine Budagyan is a financial advisor with Wells Fargo Clearing who holds a Series 66 credential and has 18 years of industry experience. She has worked at Wells Fargo in various capacities since 2006, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of her financial career, she also provides in-home supportive services (IHSS) healthcare. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ming Tam is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2018 and previously was with Rogerson Kratos. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Glenn Palamides is a financial advisor with Merrill in West Hollywood, CA, holding a Series 66 designation and one year of industry experience. His career includes roles at Merrill and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shaun Castro Ansueta is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options including insurance-related vehicles and bank deposit sweep programs.

Paul Felten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 10 years and brings experience in helping clients develop personalized wealth management strategies that reflect their priorities and the dynamic market environment. Paul focuses on areas including education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management, among others. Beginning his career in financial services in 2010, Paul is the third generation of Felten family financial advisors. He holds a Bachelor's Degree from the University of California Santa Barbara and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul also actively participates in community volunteer work, reflecting the Merrill tradition of community involvement. Outside of his professional responsibilities, Paul enjoys baseball, cooking, and spending time with his family. His approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals.

Laura Garcia is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 65 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide 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 planning tools and modeling techniques in its financial planning process.

Pedro Cisneros is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at CUSO Financial Services and Firefighters First Credit Union, where he maintains an ongoing role. He operates a side business, Firehouse Financial, which is related to his LPL advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jaspreet Puri is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client strategies.

Nairi Agabaian is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, Agabaian worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, among other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.