Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Preston Dawson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked with Cubist LLC and Little Dot Studios. Outside of his advisory role, he serves as a creative consultant for Cubist, providing services such as email marketing and social media management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Peter Kokos is a financial advisor with Ameriprise in Glendale, CA, holding a Series 63 designation and over 26 years of industry experience. He was previously with American Express Financial Advisors Inc for 20 years before joining Ameriprise in 2020. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data.

Leonor Zamora is a financial advisor with J.P. Morgan Securities LLC in Downey, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advice through its Institutional Consulting Services program.

Philip Chang is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CTBC Bank, Cetera Investment Services LLC, East West Bank, Grand Pacific Financing Corp, and Bank of America. 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 applying an ESG eligibility framework in its investment approach.

Arnaud Berry is a financial advisor with OSAIC in South Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is involved as a principal at Zahorik Financial & Insurance Services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by various asset-allocation tools and third-party manager solutions.

Gregory Fields is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Gerber Kawasaki Wealth & Investment Management, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Merrill Lynch. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Jamye Moore is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Moore also has over three decades of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

June Chow is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2015, she worked at Equity Services, Inc., Ameritas Investment Company, Guardian Life, Lottman Financial Group, SPC, and Woodbury Financial Services. Outside of her advisory role, she is involved in non-variable insurance sales including life, health, long-term care, disability, and fixed annuities. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad suite of financial products.

Frederick Denitz is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes roles at MassMutual Life Insurance Company and Northwestern Mutual in various capacities from 2009 to 2017. He is also involved in insurance brokerage through Lenox Advisors, Inc., focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools like Monte Carlo simulations and automated asset-allocation to support annual, collaborative client relationships.

Daniel Goodman is a Series 66-licensed financial advisor with Equitable Advisors in Los Angeles, CA, where he has worked since 2020. He has six years of industry experience, including roles at Beacon Hill Staffing Group, Pepsico, and the University of Arizona. He also operates a business under the name Executive Benefits Financial Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes a range of advisory models and third-party platforms to tailor investment solutions.

Wen Lee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, working with individuals, families, and business owners at various stages of the business cycle. Wen takes time to thoroughly listen to and understand each client's financial situation, preferences, and goals, providing tailored recommendations based on factors such as risk tolerance, time horizon, liquidity needs, and overall investment objectives. In his role, Wen coordinates with clients' trusted partners, including attorneys, accountants, and tax specialists, to ensure comprehensive and customized financial solutions. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Ulysses Grant High. Wen is fluent in English and Mandarin. Outside of his professional work, Wen enjoys golfing with friends and clients.

Amanda Oliai is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2016, with a brief period away from the industry. Prior to her advisory career, she was affiliated with the University of California, Riverside for three years. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Swastik Deshpande is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC and Lenox Advisors. He also serves as a Relationship Manager for Lenox Advisors, Inc., where he is involved in the sale of life, accident, and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs, including divorce and estate-settlement planning.

Usha Cervantes is a financial advisor at LPL Financial with 16 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, she worked at Transamerica Financial Advisors, Inc. for 10 years. Cervantes is also the author of the book "Over 100 First Samoan Words" and owns a business called Lochytocker Inc. 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, with advice and account management provided by a large network of investment adviser representatives.

Evan Pantucci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Pantucci Bonvechio team, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. This recognition is based on criteria including best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management, and firm-generated revenue. Evan and his team focus on developing long-term relationships with clients by understanding their priorities and financial goals. They provide experienced investment advice and guidance for high-net-worth families and institutional investors. Their services include access to Bank of America banking and coordination with Merrill Lynch's network of specialists and strategists. Evan's client focus areas include Corporate Executive Services, Divorce Transition Planning, Executive and Equity Compensation Services, Institutional and Corporate Benefit Services, and Legacy Planning, among others. The team continues to enhance their expertise through advanced industry designations and continuing education. Evan holds a Bachelor's Degree from Loyola Marymount University and professional designations including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is proficient in both English and Spanish. Outside of his professional work, Evan enjoys adventure sports, fishing, football, music, racquetball, running, scuba diving, spending time with his family, surfing, and traveling.

James Kefalas III is a financial advisor with Raymond James Financial in Brea, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2009 and has prior experience in non-variable insurance from 2010 to 2018. Additionally, he is the owner of Kefalasfoley Investment Services Inc., a support company unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal advisory services.

Robert Claros is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, and Bank of America. He is involved in Novus Wealth Group, a DBA related to his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives who utilize both proprietary research models and third-party strategies.

Benjamin Ashkinos is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nhan Le is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Outside of his advisory role, he co-owns GML Design, a business involved in resale products for online retail commerce. 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 combines research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.