Andrea Rudison is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Charles Schwab and operating Bona Fide Moments Photography. Outside of finance, she is the chef and operator of Soul Island Eats, a food service business based in Tarzana, California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research and quantitative analysis with algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and its advisory roles for multiple registered investment companies and fund-of-funds.

Lee Tarbet is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Western International Securities, Inc. Outside of his advisory work, he is involved in tax consulting for two landscaping businesses, Elegant Gardens Nursery and Malibu Canyon Landscape & Maintenance, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of financial planning and investment management programs delivered through an extensive multi-advisor platform.

Quentin R. Stella, CFP® CRPC™, serves as a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He is the founder and partner of The Stella Group, a dedicated wealth management team that has been active since he joined Merrill Lynch in 2017. Quentin began his career in the financial services industry in 2009, working alongside his father, Anthony R. Stella, a retired Financial Advisor. He holds professional designations including Certified Financial Planner® and Chartered Retirement Planning Counselor™. Quentin focuses on comprehensive wealth management strategies tailored to affluent families, professional athletes, corporate executives, and business owners. His expertise includes education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. He and his team emphasize understanding client goals and provide access to Merrill's investment insights and Bank of America's banking services to address clients' financial needs. He earned a bachelor's degree in Finance and Economics from the University of Nevada, Reno, and has completed accredited certificate programs from Kaplan Schweser and the College for Financial Planning. Quentin resides in Chatsworth with his wife, Jennifer, and their two children. His family is involved with the Juvenile Diabetes Research Foundation and the American Diabetes Association, motivated in part by their daughter Juliet's experience with Type 1 Diabetes. In his personal time, Quentin enjoys camping, cooking, fishing, football, golfing, swimming, and spending time with his family.

Dayana Merchan Vega is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jack Roeb is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience in various roles, including positions at the United States House of Representatives, Marine Layer, and New York University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Christopher Inglehart is a financial advisor at Wells Fargo Clearing with five years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and served the City of Oxnard for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephanie Seng is a financial advisor at Merrill with Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously was employed at Jonathan M Davidorf M D Inc. from 2020 to 2021 and spent five years in Hokkaido Prefecture from 2015 to 2020. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Krigstein is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

William Pare is a Series 66-licensed financial advisor with four years of industry experience. He is currently with OSAIC and has held roles at Securities America Advisors and KGE Wealth Management, where he remains involved in operations and financial planning activities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account strategies.

Kristen Hafner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience, including prior work at Cetera Wealth Services. Hafner is the founder of Divorce Moxie, a divorce planning service, and leads the Ventura County chapter of the Financial Planning Association as its president. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers its services through thousands of financial professionals across multiple platforms and custodians.

Dylan Venuti is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and previously worked at Sprouts Farmers Market before joining Morgan Stanley. 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 and estate strategies, and manages approximately $2.74 trillion in client assets.

Sai Savant is a financial advisor at Merrill with a Series 66 designation and 19 years of experience at the firm since 2007. He is based in Santa Clarita, CA. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Angelo is a financial advisor with Ameriprise in Newbury Park, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he subleases office space in Woodland Hills, CA. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide comprehensive, non-discretionary recommendations delivered in partnership with their financial advisors.

Talin Kalfayan is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked previously at Western International Securities, Inc. for six years. In addition to her advisory role, she is employed as a legal assistant at Hamrick & Evans, LLP and is a notary. 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 financial planning and investment management services through a large network of advisors and utilizes both proprietary research and third-party strategies across various asset allocations.

Jaclyn Mercer is a financial advisor at LPL Financial with 10 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Her prior roles include positions at Flourish Wealth Management Inc., Ellevest, and Summit Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technology and operational tools.

Christopher Hofmann is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Sergio Tirado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Wells Fargo Clearing and Target Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Rances Sainz is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing firm-approved planning tools and investment committees to support client strategies.

Parham Rastbaf is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to support portfolio diversification and investment selection.

Joseph Mandujano is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His work history includes roles at several firms such as Logix Federal Credit Union, Heritage FCU, CUNA Brokerage Services, Cetera Advisors, Investors Capital Corp., and Invest Financial Corporation. 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 comprehensive range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.