Dominick Divine is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at JP Morgan Securities and INVEST Financial Corp. He also manages an advisory business with California Credit Union. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning and ongoing advice focused on income reliability and tax-aware strategies.

Ahmad Husami is a CFP®-designated financial advisor with 33 years of industry experience, currently serving clients at Cetera. He previously worked at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc., among other firms. Husami is also trustee and beneficiary of the Sun Shine Trust and has longstanding involvement with his own financial planning practice, Husami & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with model portfolios, third-party managers, and customizable strategies.

Andrej Simunac is a Senior Financial Advisor with Merrill, headquartered in El Segundo, California. He works with clients from diverse professions including doctors, dentists, CPAs, attorneys, executives, and business owners. Andrej assists them in evaluating their readiness for financial milestones such as financial freedom by integrating various aspects of their financial lives including investments, wealth planning, lending, cash-flow, wealth transfer, and savings. With more than fifteen years of experience in banking and wealth management, Andrej began his career with Wells Fargo as a Licensed Banker and transitioned to Merrill in 2011. He has held positions such as Financial Advisor and Private Banker before returning to Merrill in 2022. He holds a Bachelor's Degree from California State University, Northridge, and has earned the Personal Investment Advisor (PIA) professional designation. He is fluent in Serbo-Croatian, German, and English. Outside of his professional role, Andrej enjoys spending time with his wife, two sons, and daughter. He participates in outdoor activities such as paddle boarding, kayaking, running, hiking, and backpacking in the Sierras. Originally from the former Yugoslavia, he has a keen interest in travel and is familiar with destinations including Croatia and Mexico. He is also involved in community service through donating blood.

Miles Irish is a financial advisor with Merrill in El Segundo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at Merrill since 1992 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved with Running2win.com, a running training log website that serves elite, collegiate, and high school cross country teams. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 for a range of clients including individuals, institutions, and charitable organizations.

Vishal Chandra is a Planning Consultant at Fidelity Investments, where he works with clients to develop financial and retirement plans aimed at creating financial peace of mind. He brings experience from previous roles at Fidelity Investments, including Relationship Manager and Financial Representative, as well as a position as Sales Representative at Osaic Institutions. He holds a California Insurance License, which supports his work in financial planning and advising. Vishal's professional background spans several years within the financial services industry, focusing on client relationship management and personalized financial strategies. Outside of his professional duties, Vishal enjoys a variety of personal interests including bowling, family activities, fitness, hiking, movies, and painting.

Dimitri Glavas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo in 2021. Outside of his advisory role, he is involved in film production as a business owner. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

James De Falco is a financial advisor with LPL Financial in Redondo Beach, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2017 and previously was with National Planning Holdings and National Planning Corporation. 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 broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Rashaan Coleman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Fidelity Brokerage Services LLC, and Bank of America. Outside of his advisory role, Coleman serves as a board member and vice chair of the Finance Committee for the Coalition for Engaged Education, a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-designed tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Roy Payo is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with multiple entities within the Cetera network since 2019 and previously spent ten years with AIG SunAmerica Capital Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individual, retirement plan, corporate, charitable, 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.

Roya Salehirad is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she is an active owner managing an income property in Palm Desert, California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Alvaro Valverde is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. He is associated with a power of attorney entity based in La Puente, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Arash Sabahi is a financial advisor at Fisher Investments with 14 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2010. Fisher Investments serves a diverse global client base, including institutional and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis, with tax-aware strategies and risk management techniques such as derivatives and tax-loss harvesting.

Martha Holladay is a financial advisor at Charles Schwab with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2013. Outside of her advisory role, she is a California Notary Public. Charles Schwab 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Art Ignacio is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Justin Tafoya is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, Morgan Stanley, and E*TRADE. Prior to his finance career, he was employed at DoorDash Inc. and American Airlines. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Michael Soriano is a financial advisor with Wells Fargo Clearing in Torrance, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he assists with managing a rental property jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Marc Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial guidance since 1987, working with high-net-worth individuals and business owners to address a broad range of financial needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income solutions. Marc holds a Bachelor's degree in Economics from the University of California, Santa Barbara. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He is also a member of the Ed Slott Elite IRA Advisor Group. Marc’s approach centers on collaborating closely with clients to create personalized financial strategies aligned with their long-term goals. Outside of his professional work, Marc enjoys running, skiing, surfing, swimming, and spending time with his family.

Lauren Hebert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at various JPMorgan entities since 2014 and is also the owner of Fairytale Media LLC, a company that produces audio recordings of AI-generated bedtime stories for children. 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. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to serve its clients.

Rodney Viloria is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Western International Securities and National Planning Corporation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Christopher Faris is a CFP®-certified financial advisor with 37 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Avantax Advisory Services and HD Vest Insurance Services, as well as operating his own wealth management firm. He served on the Edelweiss Haus HOA Board of Directors for six years and works as an independent insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a variety of program structures, and access to third-party money managers.