Garret Stanley is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work experience includes roles at Enterprise Mobility and various positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and other investment vehicles.

John Diaz Mena is a Financial Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions at Fidelity Investments including Benefits & Planning Consultant in Executive Services from 2023 to 2025, Investment Solution Representative from 2021 to 2023, and Financial Representative from 2019 to 2021. John is licensed with a California Insurance License and focuses on establishing personalized partnerships with clients to understand their unique financial goals. He aims to provide support and guidance to create robust financial plans tailored to individual needs. Outside of his professional work, John has personal interests in cars, outdoor adventures, snowboarding, soccer, and traveling.

Michael Moghtader is a financial advisor with J.P. Morgan Securities in Granada Hills, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with various J.P. Morgan entities since 2016, including JPMorgan Chase Bank and J.P. Morgan Securities. 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 within a non-discretionary advisory framework. The firm combines quantitative and qualitative due diligence to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Ryan Fullarton is a financial advisor at Morgan Stanley in Valencia, CA, holding a Series 66 credential with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Christopher Brodoski is a financial advisor with Merrill in Encino, CA, holding a Series 66 designation and four years of industry experience. He has worked at both Bank of America, N.A., and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Michael Kim is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of his financial career, Kim was involved with Semo Sushi, Inc. for 13 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 63 and Series 66 credentials and has worked at several firms including Aspiriant LLC, Barclays Capital Inc., and Merrill. 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 and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Katie Choi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career includes prior roles at Merrill and Bank of America. Outside of her advisory work, she is involved as a care provider with In-Home Supportive Services, a California state program offering in-home care services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select team of Wealth Advisors. The firm’s approach emphasizes non-discretionary, written asset allocation advice supported by centralized due diligence and combines quantitative and qualitative manager research.

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.

Ryan Robinson is a financial advisor with Wells Fargo Clearing in Encino, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked for Wells Fargo Investments, LLC for 10 years before joining his current firm in 2016. 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 manages approximately $671 billion in assets through a network of more than 14,000 advisors and offers a broad range of brokerage and advisory solutions.

Phillip Lau is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Since 2000, Lau has also been an Operations Specialist and Client Services professional at Logix Federal Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and significant operational resources.

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, CA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Linsco Private Ledger since 2004. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Michael Leeder is the Resident Director and a Wealth Management Advisor at Merrill Lynch Wealth Management in San Luis Obispo. In this role, he helps individuals, families, and business owners build, manage, and transition their wealth through personalized wealth planning and investment strategies. He serves clients throughout San Luis Obispo County, including areas such as Paso Robles, Arroyo Grande, Atascadero, and Pismo Beach. Michael joined Merrill Lynch Wealth Management in 2004 following a career in the technology industry. His expertise encompasses wealth planning, investment management with access to traditional and alternative investments, retirement planning, business owner planning including pre-sale structuring and exit strategies, as well as estate and legacy planning strategies. He works with high-net-worth individuals, business owners, executives, professionals, and multi-generational families. He holds a bachelor's degree from the University of Southern California and maintains several professional designations including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®). Beyond his professional commitments, Michael is involved in various community organizations such as 805 Lacrosse, Alex's Lemonade Stand, the California Central Coast Estate Planning Council, Central Coast Economic Forecast, Jack's Helping Hand, Little Wishes, and the San Luis Obispo Community Foundation. His personal interests include golfing, scuba diving, skiing, and tennis.

Rosalyn Weihe is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolio programs, and institutional platforms.

Deborah Frankel is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Financial West Group, Wells Fargo Clearing, and Prudential Equity Group. Outside of finance, she is involved with Coyle Hospitality as a mystery shopper. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of representatives. The firm provides a range of financial planning and investment management services, utilizing various advisory platforms and advanced operational tools.