Robert Weiss is a financial advisor with LPL Financial in Signal Hill, CA, holding Series 63 and Series 66 licenses and with 31 years of industry experience. He has worked at LPL Financial since 2003 and previously spent three years with UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by various operational and research tools.

Kyoko Narino is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked continuously with Primerica since 2002 and also serves as a seasonal tax advisor with H&R Block. Outside of her advisory role, she is involved in the sale of home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies supported by third-party asset managers and custodians.

Jeffrey Park is a CFP® professional with 34 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Investments, LLC from 2005 to 2011. He is based in El Segundo, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Lisa Miller is a financial advisor with UBS Financial Services in Brea, CA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active as a trustee of the Miller Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Yechiel Goldberg is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the Series 66 designation and has been associated with Mass Mutual and its affiliates since 2009. In addition to his advisory role, he operates as an expert witness and offers college consulting services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships and offers various programs including educational seminars and a standalone Divorce Planning service.

Clarissa Pesqueira is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked at various Cetera entities since 2018 and was previously with National Planning Corporation for two years. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of program options and third-party managers.

Richard Medina is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., JP Morgan Chase Bank, JP Morgan Securities LLC, and OneWest Bank. Outside of his advisory role, he manages a small property as a landlord. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 operates a model that combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized custody and operational services.

Sandy Devich is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is involved in rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services.

Esther Moon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. She has worked at J.P. Morgan since 2019 and previously held roles at Morgan Stanley and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Stanley Diliberto is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 34 years of industry experience. He has been with LPL Financial since 1997 and has operated his own CPA and financial planning firm, Stan Diliberto, CPA, CFP, Inc., since 1980. In addition to his advisory work, he provides tax preparation and limited small business accounting services through his CPA practice. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Marshall Conrad is a Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2016, including Investment Consultant and Relationship Manager. His approach to financial planning emphasizes listening and simplifying complex decisions to help clients focus on their priorities. Marshall holds a California Insurance License. Outside of his professional work, he has interests in comedy, fitness, golf, surfing, traveling, and volunteering.

Jason Murai is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise in El Segundo, CA. He has been with Ameriprise and its related entities since 2011. In addition to his advisory role, Murai owns and operates the Law Offices of Jason Murai as an attorney. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Benjamin Norrie is a Resident Director at Merrill, where he applies his expertise as a CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). In his role, he focuses on helping clients build long-term wealth through thoughtfully designed wealth plans. Benjamin's areas of experience include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, ESG investing, tax minimization, and retirement income. He works to provide financial guidance that empowers clients to pursue the lifestyle they desire with confidence. He holds a Bachelor's Degree from Purdue University and is involved with Covenant House of California. Outside of his professional pursuits, Benjamin enjoys biking, boating, cooking, hiking, spending time with his family, and traveling.

Christopher George is a financial advisor at Cetera with 30 years of industry experience. He holds a Series 63 designation and has held roles at Cetera since 2013, including his current position since 2023, as well as prior experience at Quantum Econometrics, LLC. Outside of advising, he serves as a voluntary board member of the Credit Union of Southern California and owns George's Collectibles LLC, a business focused on selling die cast cars. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, combining scale and diverse product affiliations.

Carissa Main is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for a combined ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking services. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader set of financial product offerings than typical for large institutional advisers.

Isaac Kim is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Ares Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Wira Tjakra is a financial advisor at OSAIC with 33 years of industry experience. He has held Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 31 years before joining OSAIC in 2024. In addition to his advisory role, he is involved in the sale of health insurance as an insurance agent. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management options.

Lori Sherman is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at various firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to her advisory role, she is a senior events specialist at Kitces.com, where she runs internal personal retreats and produces virtual content. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Julian Garcia is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and six years of industry experience. He has worked at JP Morgan Chase Bank and JP Morgan Securities LLC, and is currently associated with NuVision Credit Union in addition to his role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, utilizing a variety of model portfolios and strategies supported by advanced operational tools.

Concela Tarver is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. She has one year of industry experience and has previously worked at New York Life Insurance Company and Merrill. Outside of her advisory roles, she has been involved with the Pacific Coast Regional Small Business Development Center since 2022. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, collaborative financial planning engagements using firm-approved analytical tools.