Sean Irwin is the Vice President and Executive Planning Consultant at Fidelity Investments, where he works with corporate executives to develop comprehensive financial plans. He focuses on integrating workplace benefits with broader wealth planning strategies to tailor financial solutions that align with the unique options available to executives and their personal financial goals. Sean has held multiple roles at Fidelity Investments since 2011, including Vice President positions as Executive Planning Consultant, Branch Office Manager, Regional Coaching Consultant, and Regional Planning Consultant. Prior to joining Fidelity, he gained experience as a Financial Advisor at Merrill Lynch, Banc of America Investments, and Metlife, as well as managing investments at Chase Investments. He holds a California Insurance License. Outside of his professional work, Sean enjoys family activities, fitness, music, tennis, and traveling.

Craig Diamond is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Mckell is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has worked at LPL Financial since 2025 and previously with Cambridge Investment Research Advisors and FSC Securities. Mckell also operates McKell Financial, a professional corporation established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Davis is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2001. Outside of advisory activities, he is involved in the sale of loan products, home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that serves individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Nicole Kerner is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm employs a structured planning process using proprietary tools and models but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Kyle Whitten is a financial advisor with Ameriprise, holding CFP® and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he co-owns a business that rents craft service equipment to studios for production use. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax strategies to deliver tailored recommendation reports through a centralized consulting team.

Andres Pio is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank over a 13-year period before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Philip Thomas is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to that, he held positions at First Baptist Church at La Crescenta and San Diego State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning advice, focusing on dependable income sources for clients approaching or in retirement.

Raymond Eliasyan is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop customized financial strategies and comprehensive plans that align with their unique goals, utilizing Fidelity's resources to support their financial objectives. Prior to his current position, Raymond served as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. He holds a California Insurance License.

Andrew Fleming is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Waddell & Reed, various insurance carriers, and Sherman Oaks Business Builders. Fleming is also involved in a non-variable insurance agency based in Sherman Oaks, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Benjamin Howard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Oaks Christian School and Calvary Community Church, among others. Outside of his advisory work, Howard leads worship on a contract basis for Grace Church of La Verne and occasionally plays guitar for various churches through the Worship Support Network. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Gail Reid is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Reid is also involved in independent insurance brokering and is a partner and franchise advisor at RGAA, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research and modeling tools with tax-efficient strategies and requiring a meaningful portion of assets to be held in Ameriprise Managed Accounts. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Lais is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at LPL Financial since 2009, aside from a seven-year period at Western International Securities, Inc. between 2018 and 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management and utilizing research and model portfolios from multiple sources.

Maria Pisa Di Maggio is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Edward Jones since 1994. Outside of advising, she owns a real estate business, Attraversiamo Farfalla LLC, based in Agoura, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Warren Friedland is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at LPL Financial, Kinecta Financial and Insurance Services, and National Planning Corporation. Outside of finance, he operates as a fitness instructor and educator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Joseph Kim is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2012 and 2014, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Arda Thomas is a CFP®-designated financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at several major firms including Merrill, Bank of America, Scottrade, and TD Ameritrade before joining J.P. Morgan in 2019. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Diana Vosen is a financial advisor with Merrill in Encino, CA, holding Series 66 and Series 63 designations and nine years of industry experience. She has worked at Merrill since 2022 and concurrently with Gwfs Equities, Inc. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Suzan Cheek is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her career includes 20 years at UBS Financial Services prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jennifer Bruehl is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2017, following six years at Morgan Stanley Smith Barney LLC. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.