Scott Collins is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and Charles Schwab bank. Charles Schwab & Co., Inc. serves a large client base, 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 offers a mix of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

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 at Raymond James & Associates with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James for 10 years. Outside of his advisory role, Cohen is a minority owner and director of the North Ranch Country Club in Thousand Oaks, CA, and holds a small ownership interest in a racehorse. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

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 with Merrill Lynch Wealth Management, where she has worked since 2010. In her role, she focuses on developing tailored financial strategies to assist high-net-worth individuals, their families, and their businesses in achieving both short- and long-term financial goals. Maria leverages the investment insights available through Merrill Lynch and the banking services of Bank of America to provide comprehensive financial guidance. She collaborates closely with clients' attorneys, accountants, and other advisors to offer advice that aligns with their overall financial situations and objectives. Before joining Merrill Lynch, Maria worked with BBVA Compass Investment Solutions, serving affluent families, particularly from Latin America. She also has experience as a project manager for a medical device company in Wurzburg, Germany. With a background shaped by living in various countries, Maria is fluent in Spanish, French, German, and Portuguese. She holds a Bachelor of Science in International Business Economics and a Bachelor of Arts in French, both from the University of Arizona, and maintains Series 7 and 66 FINRA registrations, as well as Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Maria is involved in community service, including volunteering and fundraising for organizations such as Yoga Gives Back. Her personal interests include cooking, genealogy, hiking, and practicing yoga. She emphasizes understanding clients' life priorities to create personalized financial plans designed around their unique goals and aspirations.

Vineeta Koshy is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2010. Outside of her advisory role, she is an owner of a nonprofit organization based in Las Vegas. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Deborah Frankel is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. Prior to joining LPL Financial in 2025, she worked for Western International Securities, Inc. for 17 years. Outside of her advisory role, she is involved in direct sales and mystery shopping with Coyle Hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technology-driven portfolio management options.

Michael Anton is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role since 2020, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, he co-owns CrimsonCardinal, LLC, an operating company formed to manage his practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a comprehensive range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brice Redmond is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized financial strategies tailored to clients' long-term goals, emphasizing transparency, realistic expectations, and client-centric service. Brice advocates for his clients by providing access to investment insights and banking solutions to help manage wealth effectively. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management, and tax minimization, among others. Brice holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brice earned a Bachelor's Degree from San Diego State University. He participates in his community by coaching youth football for the Moorpark Musketeers and youth volleyball for Reef Volleyball Club, where he is also involved as a professional member.

Christopher Venuti is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2014 and is also associated with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Sean Coumans is a financial advisor at Ameriprise Financial Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at CUSO Financial Services, LP and California Credit Union. He is also employed as a financial advisor at California Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Gregorio Marinez is a financial advisor with Charles Schwab, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at FactSet, Wells Fargo, and American Riviera Bank. Charles Schwab & Co., Inc. serves a large client base, 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.