Kimberly Johnson is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following prior roles at Bank of America and Merrill. Outside of her advisory work, she assists with billing and paperwork for a family-owned biohazard cleanup company specializing in hoarding, mold, crime scenes, and accidents. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Chinh Lai serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on financial planning with an emphasis on retirement, including planning for retirement, transitioning into retirement, and planning during retirement. He adopts an educational approach to help clients understand key financial concepts and feel confident in their decisions. Before joining Fidelity Investments, Chinh worked as an Assistant Vice President and Private Banker at Wells Fargo Bank, N.A. from 2008 to 2019. He holds a California Insurance License. Outside of work, Chinh enjoys family activities, football, tennis, traveling, and socializing with friends.

Charles Masino is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Snyk and Barton Associates, as well as involvement with The Church of Jesus Christ of Latter Day Saints and Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory role without providing individual security recommendations as part of standalone planning.

Jessica Slagel is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors, LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Magali Hidalgo is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to co-create financial plans aimed at helping clients achieve their financial goals. She has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2022. Magali holds a California Insurance License, supporting her work in the financial services industry. Outside of her professional responsibilities, she enjoys camping, hiking, and practicing yoga.

Paul Blair IV is a financial advisor with Edward Jones in Westlake Village, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and maintains a large network of advisors and branches nationwide.

Edward Boudreau is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Logan Lanier is a Series 66-licensed financial advisor with Merrill in Santa Monica, CA, and has eight years of experience in the industry. His prior work includes roles at Corporate Brokers as a contractor to Merrill Lynch and at Dick's Sporting Goods. 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 broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Feriba Monis is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop personalized strategies to pursue their financial goals, including investment planning, retirement strategies, wealth accumulation, and risk management. Feriba provides ongoing guidance as clients' needs evolve, aiming to help them make informed financial decisions with confidence. Feriba's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She has earned professional designations such as Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Feriba holds a Bachelor's Degree from the University of the Incarnate Word. In addition to her professional work, Feriba is involved with the Los Angeles Unified School District (LAUSD). She is multilingual, speaking both Farsi and English. Her personal interests include camping, dancing, gardening, hiking, painting, pickleball, reading, spending time with her family, traveling, and practicing yoga.

Robert Weaver is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2010. Based in Westlake Village, CA, Weaver's career includes extensive work within one of the largest advisory firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Butler is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a guitar player for a band called Guilty Pleasures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to develop financial plans.

Emily Trematerra is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a retail business called Oliveda. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.

Keith Shishido is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he teaches an Introduction to Business and Investments course at Santa Monica College. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

David Lew is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of his advisory role, Lew serves as treasurer for the Chinese Christian Alliance Church and holds leadership positions with the Wilbur Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Glenn Crawford is a CFP® professional with 36 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Western International Securities, Inc. and Citigroup Global Markets. He also operates Crawford Wealth Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

David Guyette is a Wealth Management Advisor and Senior Vice President with Bank of America Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and works with business owners, high-net-worth individuals, families, and retirees, providing personalized wealth management guidance aligned with their financial goals. David focuses on establishing strong client-advisor relationships by offering personal attention and access to financial resources in the marketplace. His areas of expertise include advising on corporate 401(k) plans, profit sharing and defined benefit plans, retirement planning, stock option analysis, alternative investments, philanthropic strategies, life insurance analysis, residential lending, and liability management, as well as wealth preservation and transfer services. He develops customized strategic advice to meet complex client needs and collaborates with tax and legal advisors to create tax-efficient financial strategies. David holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the State University of New York System at Oswego. David lives in Santa Monica with his wife Janet and their two sons, Jake and Sam. He follows the Merrill tradition of community participation and volunteers with organizations in his community. His personal interests include biking, fishing, golfing, hiking, running, skiing, tennis, and spending time with his family.

Tejas Rao is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He has also worked in education, including at Oak Park High School and Medea Creek Middle School. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily involves LPL-sponsored programs and endorsed third-party managers.

Soren Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Citigroup in various roles since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marcia Herrera is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014, currently serving at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bo Ram Lim is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and having two years of industry experience. Prior to joining Equitable Advisors, Lim operated as a CPA through Bo Ram Lim CPA and Renamed LLC for over a decade. Lim also works as an accountant with Gatto Mcferson CPAs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.