Jonathon Hollins is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 designations and six years of industry experience. His previous roles include positions at Northwestern Mutual and Wells Fargo Bank. Outside of his advisory work, he is involved in the music industry as an artist through GODY Ent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations. The firm offers a range of advisory and brokerage services supported by in-house and third-party research and utilizes various portfolio management strategies and technologies.

Armine Alvandi is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, N.A. since 2009. Outside of her advisory role, she owns an online e-commerce store specializing in personalized event decorations and jewelry. 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. The firm delivers its advisory program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Alejandro Gallegos is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities and Solid Transport before joining Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Steven Liang is a financial advisor with Cetera in Glendale, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Cetera and affiliated entities since 2025 and has worked with Cuso Financial Services since 2012. Outside of his advisory role, he is noted as an owner of rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Preni Keshishi is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Wells Fargo, Preni worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and earlier at Sears Holdings Corporation/K-Mart. Outside of finance, Preni provides in-home supportive care to a family member. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, utilizing an investment policy statement-driven approach based on modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services, including investment selection, performance reporting, participant education, and plan benchmarking.

Gabriel Garcia is currently the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop and implement personalized financial strategies aimed at achieving their goals for financial independence and fulfillment. He prioritizes understanding clients' unique needs and concerns to guide them through financial planning complexities. Before joining Fidelity Investments in 2025, Gabriel held a variety of roles in the financial services industry. His previous positions include Senior Financial Advisor at Wells Fargo Advisors from 2023 to 2025, Private Client Advisor at J.P. Morgan Securities from 2019 to 2023, Financial Solutions Advisor at Merrill Lynch from 2016 to 2019, and Relationship Banker Small Business Specialist at J.P. Morgan Chase from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Gabriel has interests in baseball, bowling, family activities, food, football, and music.

Byron Camp is a Series 66-credentialed financial advisor with LPL Enterprise in Sherman Oaks, CA. He joined the firm in 2026 and has prior experience working at Wells Fargo and various other roles outside the financial industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research and model portfolios.

Christine Lee is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and with 27 years of industry experience. She has been with Charles Schwab and its affiliated bank since 1997. Outside of her advisory role, she is a member of Girlies Gone Yonder LLC, a non-agent real estate venture. Charles Schwab serves a large client base primarily composed 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 offers a mix of non-discretionary and discretionary investment options, supported by strategic asset allocation models and alternative investment due diligence.

Susie Lu is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

David Chrisman is a CFA® charterholder and Series 63 licensed financial advisor at Edward Jones with two years of industry experience. He previously worked at Alpha Technologies Capital Management LLC and spent over two decades at First Quadrant. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jay Lometillo is a financial advisor with Merrill in Pasadena, CA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Merrill since 2009 and also works with Bank of America, N.A. since 2016. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of investment products and services.

Jimmy Kim is a financial advisor at Merrill in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he was involved in several entrepreneurial ventures, including operating an e-commerce business focused on Korean fashion brands through Stelline LLC, which ceased operations in 2021. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s wider corporate platform.

Rajesh Gulrajani is a financial advisor with Wells Fargo Clearing in North Hills, CA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc, Morgan Stanley, and Scottrade Inc. 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 through a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Gabriela Torres Luvianos is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America for twelve years. Outside of her advisory role, she is involved in planning a lifestyle podcast focused on Latina culture. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Michael Chibidakis is a CFP® with 29 years of experience in the financial services industry. He has been with Raymond James Financial Services Advisors Inc. since 2013 and also worked with McNeely Financial Strategies Inc DBA Lifestyle Wealth Management for six years. Additionally, he serves as an independent contractor at Legend Wealth Management, where he works as a financial advisor and portfolio manager. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that support clients in making their own investment decisions.

Andrew Kasney is a financial advisor with Merrill in West Hollywood, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

William Mai is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Financial. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Leonardo Aguilar is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Aguilar also acts as an agent for non-variable insurance through NLA Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Timothy Fitzgerald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2020 and previously spent eight years at SagePoint Financial. Outside of his advisory work, Fitzgerald is involved in life, health, and long-term care insurance sales through Fitzgerald Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Susanne Costantini is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch and Bank of America prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a diverse range of investment products and strategies.