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.

Nicholas Amodio is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2023, as well as at Thompson Class and Quest Capital Strategies, Inc. He is also associated with Amodio Wealth Advisors LLC, a DBA entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

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.

Henry Romero is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Aptive Environmental and Sapori Ristorante. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

David Kamholtz is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with an emphasis on managing assets within Ameriprise-managed accounts.

Gary Hersch is a CFP® with 20 years of industry experience, currently affiliated with Equitable Advisors. His prior experience includes roles at Valic Financial Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he owns Chefworx Instruments, where he builds guitars and other stringed instruments by hand. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models and third-party managers to deliver tailored investment solutions.

Stacy Zurita is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent ten years at Merrill. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Shruti Kohli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior experience at Quality Inn and Suites and Country Inn & Suites. J.P. Morgan Securities 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 delivers advisory services alongside affiliated brokerage and investment management capabilities.

Gregory Fortner is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial for 30 years. Fortner operates a business entity, Gregory Fortner, Inc., for tax and investment purposes. 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 financial planning, model portfolios, third-party asset management, participant-level retirement advice, and institutional platforms, supporting both discretionary and non-discretionary strategies with tools including machine learning for operational support.

Thomas Taylor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using Wells Fargo research and tools to develop tailored recommendations.

Lisa Lyons is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 36 years of industry experience. She has worked at Regal Advisory Service, Inc. since 1997 and Royal Alliance Associates, Inc. since 1992. Lyons owns Regal Advisory Services, Inc., where she provides investment advisory advice and life insurance services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options utilizing asset-allocation tools, automated rebalancing, and third-party solutions.

Taylor Shoop is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Shoop is a partial owner of a family business involved in farming, real estate management, and oil and gas assets. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Salvatore Viso is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with OSAIC since 2001. Outside of his advisory role, he owns and manages a small financial services S-Corp and is involved in managing two rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Peter Urrutia is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing and Primerica Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Evan Press is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a volunteer tennis coach and holds leadership positions on the Chatsworth High School Site Council and PTSA, as well as serving on the board of Connextions, an organization focused on youth sports camps and wellness education. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Bank, with a combined tenure at Wells Fargo entities spanning over two decades. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Todd Beguelin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Wells Fargo Advisors since 2009 and spent seven years at Morgan Stanley Dw Inc. Prior to joining Wells Fargo, he established Meridian Private Wealth Management, Inc., where he maintains ownership. Additionally, he serves as treasurer for the Las Posas Gardens HOA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning using proprietary research and tools, with optional implementation through various brokerage and advisory programs.