Peter Tsu is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at East West Bank and Discover Capital. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting over 10,000 advisors and 800,000 clients nationwide.

Sarah Alaways is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and in roles including digital media and education. In addition to her advisory work, she creates and sells handmade textiles and ceramics under the brand name Josi and contracts as a digital media and website creator for a small independent church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses without portfolio management or discretionary trading authority. The firm offers planning on various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Andrew Snett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. 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.

Andrew Munoz is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Munoz serves as a board member for the Santa Clarita Sheriff's Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its comprehensive advisory programs.

Brandon Hines is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Altec Industries for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Milton Rodriguez is a CFP® professional with five years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services, Mofrad Financial Solutions, and H&R Block. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including access to third-party money managers and model portfolios.

Lisa Evans is a financial advisor with LPL Financial in Calabasas, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, including six years at Northwestern Mutual Investment Management prior to joining LPL Financial in 2015. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Magdalena Lesmana is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2017 and previously spent two years with D.A. Davidson & Co. 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 clients, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and affiliated research resources.

Luke Williams is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans aimed at achieving their financial goals. He focuses on building lasting relationships through trust, dedication, and competency. Prior to his current role, Luke worked as a Client Service Specialist at Ameriprise Financial from 2022 to 2024. He holds a California Insurance License. Outside of his professional responsibilities, Luke has personal interests that include fitness, social events with friends, music, reading, and traveling.

Steven Park is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024 and Relationship Manager from 2022 to 2023. Prior to joining Fidelity, Steven gained experience as a Senior Branch Premier Banker at Wells Fargo Advisors, a Private Client Banker at Chase Bank, an Associate Financial Consultant at E*TRADE Financial, and a Financial Solutions Advisor at Bank of America Merrill. Steven collaborates with his clients to develop strategies that align with their overall priorities and preferences. He focuses on co-creating plans that facilitate clients' specific financial goals and aims to build meaningful relationships through his advisory services. He holds a California Insurance License. Outside of his professional role, Steven enjoys participating in bowling, football, movies, softball, and swimming.

Hayden Rutter is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, his background includes roles outside the financial sector and academic study. 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, including financial planning and access to third-party asset managers, supported by extensive operational tools and a large network of investment adviser representatives.

Stephen Nzerem is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Wells Fargo Clearing since 2018 and Wedbush Securities Inc. prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to deliver tailored recommendations.

Nicholas Mays is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Mariya Abou Absi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, Bank of America, and Merrill Lynch. 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 framework when recommending investment strategies.

Benjamin Friedman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with LPL Financial since 2020 and is also associated with Premier America Credit Union, where he has worked since 2017. 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 other institutions. The firm offers a range of investment programs and utilizes various portfolio management strategies, supported by technology and research tools.

River Sentell is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience and previously worked in various roles including at Euromos Global and AXO Sorority. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Jordan Nguyen is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of his advisory role, Nguyen was involved with the Frederick R. Weisman Museum of Art and Pepperdine University between 2016 and 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on reliable income sources and tax‑aware withdrawal strategies.

Steven Siskin is a financial advisor with Raymond James Financial in Encino, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James since 1995 and operates Sisko Trust and Core Financial Group, where he conducts life and fixed annuity insurance business outside of his primary firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports a range of advisory programs and institutional portfolio management.

Paul De Ulloa is a financial advisor with Merrill in Glendale, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.