David Paller is a financial advisor with Raymond James & Associates in Woodland Hills, CA, holding the Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Raymond James in 2020, he worked at UBS Financial Services Inc. for 12 years and Sentra Securities Corporation for 23 years. He serves as Treasurer and Director for the nonprofit Friends of Roots. 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 broad client base, including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

John Maquar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at Morgan Stanley and JPMorgan Chase Bank. Maquar has also been involved with several private investment and property-related entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Judith Chipps is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been advising clients since 1979. She leads The Chipps Group, a team dedicated to providing the extensive resources of a large wealth management firm combined with the personalized service of a boutique practice. Judith and her team primarily serve wealthy individuals and families, many referred by clients or external professionals, focusing on a holistic approach to wealth management, preservation, and transfer. With over four decades of experience, Judith specializes in helping clients navigate major financial decisions and life events while coordinating closely with their external advisors to align tax and estate planning with their personal and financial goals. Her expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and tailored strategies for women and wealth. Judith holds a Bachelor's degree in Chemistry from Smith College and an MBA in Finance from UCLA. She is a CERTIFIED FINANCIAL PLANNER® certificant, Chartered Financial Consultant® (ChFC®), and Certified Plan Fiduciary Advisor® (CPFA®). She resides in Sherman Oaks, where she enjoys kickboxing. Judith is a mother of two, including her daughter Jessie, who works with her at Merrill.

Robin Liebes is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. Prior to joining LPL in 2020, Robin worked at Morgan Stanley in various capacities from 1998 to 2020 and at Gold Coast Securities from 2003 to 2009. Outside of advisory work, Robin acts in a fiduciary capacity for the Estate of Clayton and Betty Bailey. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Lydia Lee is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to develop tailored financial plans that align with their goals, values, and vision. Lydia focuses on building strong, lasting relationships based on trust, dedication, and competence to provide confident guidance throughout the financial planning process. Her experience at Fidelity Investments includes serving as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Lydia holds a California Insurance License, which supports her work in providing comprehensive financial advice. Outside of her professional responsibilities, Lydia enjoys activities such as comedy, attending concerts, cooking and baking, watching movies, and playing tennis.

Ena Gillin is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she collaborates with clients to help them stay on track toward their personal financial goals by reviewing current strategies, understanding individual client needs, and identifying new approaches to improve overall financial plans. Prior to her current role, Ena held several positions at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. She holds a California Insurance License. Outside of her professional work, Ena enjoys activities such as biking, fitness, gardening, hiking, puzzles, and yoga.

Taylor Johnson is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2018, following prior roles at Scottrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides customized written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Janet Burnett is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Wells Fargo Advisors since 2016 and is the sole owner of JB Financial Management, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that address areas such as retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in how to implement them.

Jacob Aytayan is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Ameriprise in Calabasas, CA, having previously worked at Confidence Wealth Management and Favor Wealth Advisors. Outside of financial advising, he has experience working in education and business ventures unrelated to finance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Eric Branch serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their current financial situations and introduces them to various solutions available through Merrill and Bank of America. His approach emphasizes helping clients gain knowledge and tools to manage their financial lives effectively. Eric's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. He focuses on getting to know clients personally to develop strategies tailored to their goals and what matters most to them and their families. His professional designation is Personal Investment Advisor (PIA). Eric received his High School Diploma/GED from Pitt County Community College. He engages with clients through ongoing discussions about their goals and provides guidance as their financial needs evolve.

Thomas Roche is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 25 years of experience in providing individually tailored financial and wealth management strategies. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Thomas advises clients on wealth accumulation, preservation, and transfer through a defined process that includes portfolio development, liability management, tax minimization, and asset preservation. He works closely with clients' other trusted advisors such as attorneys and accountants to address tax, trust, philanthropic, and estate issues, including wealth transfer strategies. His client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. He holds a Bachelor's Degree from the University of Southern California and is a member of the USC Alumni Association. Outside of his professional work, Thomas volunteers with community organizations and enjoys golfing, hiking, pickleball, and skiing.

Ruben Cavada is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including Bank of America, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services. He is currently based in North Hollywood, CA. 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, corporations, and charitable organizations.

Suren Tonoyan is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. Prior to this, he worked as a Financial Advisor at JP Morgan Securities from 2013 to 2015 and as a Financial Consultant at Axa Advisors from 2011 to 2012. Throughout his career, Suren has focused on providing personalized and comprehensive financial planning to his clients. Suren holds a California Insurance License, which supports his work in financial consulting and advising. He is committed to being a trusted partner for his clients, aiming to empower them to make informed decisions and work toward their financial goals.

Jenna Kaplan is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Aon and University of Southern California. Kaplan also has experience with River Way Ranch Camp and Bellacures. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.

Daniel Medina is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. His previous roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he hosts a fitness radio show and is involved with West LA Poker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ryan Liljegren is a financial advisor with Ameriprise in Westlake Village, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Outside of his advisory work, he serves on the Board of Directors for Calvary Community Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to create tailored Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Joseph Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Crown Capital Securities, Smart Media, and Havas Edge Media. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning to aid advisors in client service.

Todd Barnes is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include four years at Cetera Investment Services LLC and one year at Wells Fargo Investments, LLC. Barnes is also involved with the Harvard Business School Alumni Association as secretary. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tadeh Grigorian is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Citigroup Global Markets, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory role, Mr. Grigorian is an owner and partner of a laundromat business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and uses both quantitative and qualitative research to build model asset allocations.

Clark Jolley is a financial advisor at LPL Financial with 50 years of industry experience. He has worked at LPL Financial since 2009 and previously spent seven years with Mutual Service Corporation. He holds a Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by both proprietary and third-party strategies.