Carolrose Schlesinger is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. She worked at New England Securities for 17 years before joining LPL Financial in 2014. Outside of her advisory work, she is involved in life and medical insurance businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Stephen Festa is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to identify their financial goals and develop tailored portfolio strategies aimed at helping them achieve those objectives. He provides ongoing advice and adapts strategies as clients’ circumstances evolve. With expertise spanning general investing, retirement planning, and preparing for unexpected expenses, Stephen serves as a comprehensive resource for clients’ financial needs. He also facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Stephen holds the Personal Investment Advisor (PIA) designation, and has completed accredited certificate programs through the Texas A&M University System and the University of Pennsylvania Wharton School of Business.

Michael Mildon is a financial advisor with LPL Financial in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, U.S. Bancorp Investments, Citigroup Global Markets, and Citicorp Investment Services. He also operates under the trade name Water and Power Financial Services, offering investment products and services. 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, model portfolio programs, and institutional platforms, leveraging both proprietary research and third-party strategies.

Erick Arndt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Primerica Advisors for one year. In addition to his advisory role, he is involved in estate planning through Virtue Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jose Barajas is a CFP® certified financial advisor with 21 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for the past 14 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Zachary Toering is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C. and Cloverdale Partners, where he also conducted real estate research focused on physical assets. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online platforms, employing a disciplined investment process overseen by an internal Investment Committee.

Leonel Garcia is a financial advisor with LPL Financial based in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining LPL Financial, he worked at institutions including J.P. Morgan Securities LLC and Citibank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, offering various portfolio strategies and access to institutional platforms.

Nicole Downing is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services, Avantax Insurance Agency, and BISYS Insurance Services. Outside of advising, she is involved in tax preparation through her own firm, Downing Tax & Financial Services, and is a partner in a lease-to-own equipment business serving a local gym. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and consulting services, supported by a large network of independent advisors and over $256 billion in assets under management.

Alana Amela is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials. Prior to her advisory role, she worked in various service and retail positions. In addition to her advisory work, she is a part-time personal trainer. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and offers discretionary separately managed accounts.

Hernan Martinez is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including roles at American Financial Network and Axa Advisors. Outside of finance, he owns an online recipe business and is an officer at an event venue that hosts weddings and parties. 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 delivered through a select group of Wealth Advisors. The firm operates with a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

Alexander Moran is a Series 66-registered advisor with Raymond James Financial in Valencia, CA, beginning his advisory career in 2025. Prior to joining the firm, he worked in educational roles at several institutions including the University of California, Santa Barbara, College of the Canyons, Vasquez High School, and High Desert Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance advisory services through a unique affiliation with a municipal advisor.

Caress Ho King is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2010. 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 non-discretionary advisory model. The firm combines institutional advisory operations with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Aimee Daniels is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the securities industry since 1998 and focuses on areas including education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Aimee holds the Chartered Retirement Planning Counselor (CRPC) designation, the Accredited Domestic Partnership Advisor (ADPA) designation, and the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from San Diego State University. She is also involved with professional organizations such as the Merrill Lynch Women's Exchange. In addition to her professional work, Aimee participates in community activities including involvement with Altadena Arts Magnet and Sierra Madre Middle School. Her personal interests include baseball, football, gardening, knitting and crocheting, softball, and spending time with her family.

Deanna Clark is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Thomas Adame is a financial advisor at Merrill holding a Series 66 designation with one year of industry experience. His previous roles include positions at Bank of America, Vega Settlement Group, and SGV Law, APC. Outside of his financial career, he has worked in hospitality and retail sectors, including at Hangar 18 Climbing Gym and Jamba Juice. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutional investors.

Ismael Martinez Navarro is a financial advisor with LPL Financial based in Valencia, CA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he is a co-owner of a food truck business, Ricky's Fish Tacos, in San Fernando, CA. 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 services, including financial planning and access to model portfolio programs, and supports advisors with technology and operational tools.

Jon Bostrom is a financial advisor with Stifel in Pasadena, CA, holding a Series 63 designation and 52 years of industry experience. He has been with Stifel Nicolaus since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Clara Park is a CFP® professional with 16 years of experience in the financial industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Elton Villanueva is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 2012. Outside of his advisory role, he is a self-employed notary and has experience in home security and automation product referrals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and offers discretionary separately managed accounts supported by custodial and trade execution services.

Deyanira Gutierrez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2013. Outside of her advisory role, she co-owned and operated a pizzeria bar for one year. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program.