Richard Lousararian is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor LINSCO/Private Ledger Corp. since 2001. 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 and brokerage services with various investment options, supported by a large network of over 22,800 advisors and significant discretionary assets under management.

Graham Peek is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at U.S. Trust, Bank of America Private Wealth Management for six years before joining UBS in 2019. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Joanna Sheffron is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment offerings.

Ryan Alatorre is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His career at J.P. Morgan spans multiple roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund 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 investment strategies.

Shannon Drobny is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 designation. Her career includes roles at Union Bank of California, Wells Fargo Advisors, and CUSO Financial Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Yvonne Redmond is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Equitable Advisors since 2024, following long tenures at LPL Financial and Kinecta Financial & Insurance Services. Redmond also operates as an independent agent in outside fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing both proprietary and third-party advisory models.

Connie Winokur is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. Winokur is also actively involved with Winokur & Winokur LLC, a firm she has operated since 1998. 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 variety of financial planning and investment services through a large network of advisors and uses a combination of proprietary research and third-party strategies to support its advisory platform.

Arthur Kang is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at SchoolsFirst and CUNA Brokerage Services from 2016 to 2019. Outside of his advisory role, he is listed as the owner of a spouse-operated beauty business but is not involved in its operations. 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 investment strategies for a range of individual and institutional clients.

Oscar Soriano Rivera is a Financial Advisor at Merrill Lynch Wealth Management with 13 years of experience in the financial industry. He specializes in areas including education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, retirement income, and portfolio management services. He works closely with clients to develop wealth plans tailored to their individual priorities and assists in adjusting these plans as circumstances change. Mr. Soriano Rivera holds a Bachelor of Science degree in Business from the California State University system. He has earned the Personal Investment Advisor (PIA) designation, reflecting his commitment to professional development in the financial advisory field. A native of Los Angeles, he is focused on helping clients pursue their financial goals with a strategy that considers their personal perspectives. Outside of his professional work, he enjoys sports, spending time with his family, and exploring the local food scene.

Michael Gallagher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment plans tailored to their specific needs and goals. He utilizes Fidelity's extensive resources to create these plans and conducts regular meetings to monitor progress and make adjustments as necessary. Michael has progressively advanced in his career at Fidelity Investments, holding positions such as Planning Consultant, Relationship Manager, and Financial Representative from 2021 to the present. Prior to joining Fidelity, he worked as a Financial Advisor at Equitable from 2020 to 2021. He holds a California Insurance License.

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.

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.

Brian Lucido is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan since 2012, including roles at J.P. Morgan Chase Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple regulatory registrations and delivers recommendations on a non-discretionary basis, with clients retaining final decision-making authority.

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.