Richard Womack is a CFP®-designated financial advisor with 14 years of industry experience, currently with Cetera. His career includes over a decade with Avantax Advisory Services and related entities. Outside of his advisory work, he operates Conejo Tax Services, providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party manager options.

Richard Sholty Jr. is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment products and financial strategies.

Garret Stanley is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at Enterprise Mobility and involvement with Conejo Rec & Park and Taiga Mining Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it employs systematic methodologies and long-term asset allocation benchmarks.

John Diaz Mena is a Financial Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions at Fidelity Investments including Benefits & Planning Consultant in Executive Services from 2023 to 2025, Investment Solution Representative from 2021 to 2023, and Financial Representative from 2019 to 2021. John is licensed with a California Insurance License and focuses on establishing personalized partnerships with clients to understand their unique financial goals. He aims to provide support and guidance to create robust financial plans tailored to individual needs. Outside of his professional work, John has personal interests in cars, outdoor adventures, snowboarding, soccer, and traveling.

Michael Moghtader is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase 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 applying an ESG eligibility framework in its investment recommendations.

Christopher Brodoski is a financial advisor at Merrill in Encino, CA, holding a Series 66 designation with three years of industry experience. He has been with Bank of America and Merrill since 2008. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Scott Collins is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Myles Malone-Wright is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on assisting clients in achieving their financial goals through careful planning and collaboration. He works closely with individuals and families to develop personalized financial strategies that align with their unique circumstances and objectives. Myles has held various positions in the financial services industry, including Planning Consultant at Fidelity Investments since 2021, and roles at The Vanguard Group such as High Networth Advisor, Mass Affluent Advisor, and Brokerage Investment Professional from 2017 to 2021. He holds a California Insurance License. Outside of his professional work, Myles has personal interests in art, football, golf, and sailing.

Douglas Frank is a CFP® professional with 42 years of industry experience. He is currently affiliated with Wells Fargo Advisors and has previously worked at Bank of America and Merrill. Frank holds a California State Bar law license. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and sports and entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Orin Winick is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at firms including Aspiriant LLC and Manhattan West Asset Management, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting through a non-discretionary advisory model.

Elisabeth Maiden serves as Vice President, Financial Consultant at Fidelity Investments, a position she has held since 2013. She began her career at Fidelity in 2010 and has progressed through various roles within the firm, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, she was a Registered Investment Advisor at AXA Equitable and an Internal Wholesaler at AIG SunAmerica. Elisabeth holds a finance degree from the University of Southern California and has earned the Board-Certified Financial Planner (CFP) designation. She possesses a California Insurance License and brings 18 years of experience in financial advisory services. Growing up in a first-generation American household with a military background, she has developed the ability to connect with clients from diverse backgrounds and takes a caring approach in understanding unique family needs before discussing financial strategies. Outside of her professional work, Elisabeth enjoys cooking and baking, gardening, music, and soccer. She has a personal connection to military service and is also involved in parenthood.

Katie Choi is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Outside of her advisory role, she is employed as a care provider under California’s In-Home Supportive Services program. 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 affiliated brokerage and investment management capabilities.

Darian Cohen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Cohen is a minority owner and director at North Ranch Country Club in Thousand Oaks, CA, where he participates in golf club governance, and he holds a small ownership interest in a racehorse. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and public entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis, and it maintains notable capabilities in municipal and public finance through its extensive affiliate network.

Priscilla Canizalez is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked at Morgan Stanley since 2018 and previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is a sole proprietor managing a rental property in Culver City, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and various financial modeling techniques.

Maria Sanudo is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2010, focusing on developing tailored strategies to help clients pursue short- and long-term goals for high-net-worth individuals, their families, and their businesses. She collaborates closely with clients' attorneys, accountants, and other advisors to provide financial advice and guidance that complements their overall situation and goals. Maria leverages Merrill Lynch's investment insights and Bank of America’s banking services to support her clients' needs. Her client focus areas include Family Wealth Management Strategies, Socially Responsible, Values Based, and ESG Investing, Women and Wealth, Tax Minimization, and Retirement Income. Prior to joining Merrill Lynch, Maria worked for BBVA Compass Investment Solutions, servicing affluent families primarily from Latin America. Before her career in investment management, she was a project manager for a medical device company in Wurzburg, Germany. Maria is fluent in Spanish, French, German, and Portuguese. She holds a B.S. in International Business Economics and a B.A. in French from the University of Arizona, as well as Series 7 and 66 FINRA registrations. Additionally, she holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Maria is involved in community activities, including volunteering and fundraising for organizations such as Yoga Gives Back. Her personal interests include cooking, genealogy, hiking, and yoga. She believes that understanding clients' life priorities is essential to offering personalized financial plans that align with their goals and aspirations.

Vineeta Koshy is a financial advisor at Merrill with 22 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Merrill since 2010 and has an extended association with Bank of America dating back to 2001. Outside of her advisory role, she is an owner of a nonprofit organization based in Las Vegas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Amir Khoshroo is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Regina Korossy is a Series 66–credentialed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Pepperdine University from 2008 to 2018. Outside of her advisory work, she provides overall strategic guidance for Dandeeline, LLC, a women's jewelry business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Rodger Rutter is a financial advisor with LPL Financial in Woodland Hills, California. He holds a Series 63 designation and has 32 years of industry experience. He has been affiliated with Linsco Private Ledger since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Rosalyn Weihe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by comprehensive research and model portfolios.