Ryan LeVine is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach emphasizes building meaningful relationships to support clients' financial planning needs. Ryan's professional experience includes several roles within Fidelity Investments, progressing from Financial Services Representative in 2023, to Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as an Associate at Transamerica Life Insurance Company from 2018 to 2021. He holds a CA Insurance License. Outside of his professional work, Ryan enjoys a range of personal interests including comedy, food, golf, music, reading, and traveling. He values spending time with his family and looks forward to engaging with new clients.

Michael Banco is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Bank and Bank of America, as well as Merrill, spanning roles from 2016 to the present. Wells Fargo Advisors is a national securities firm offering 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 and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jennifer Embler is a Series 66-licensed financial advisor with 24 years of industry experience. She has worked at Ameriprise since 2018, and previously spent a decade at Signature Estate & Investment Advisors and Signator Investors. She is also the owner of Absolute Wealth Advisory, Inc., a business related to managing her Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice through a written Recommendation Report and ongoing support.

Alexander Taylor is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at ZEFR and Exponential Interactive. Outside of his advisory work, he is involved with Taylored Enterprises, Inc., a home-based business entity used for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alejandro Loza is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He worked at Bank of America from 2008 to 2024 before joining Merrill. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates internal and third-party management teams and supports various account administration and custody functions.

Archimedes Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BMO Bank NA, Wells Fargo, and JP Morgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.

Randall Miller is a CFP®-certified financial advisor with 24 years of industry experience, currently with Cetera. He has been associated with Cetera and Cetera Wealth Services, LLC since 2015. Outside of his advisory work, he serves on the alumni advisory board for the Jefferson Scholars Foundation and volunteers with the CFP Board Center for Financial Planning to support diversity and youth involvement in the profession. He also serves as a hearing panelist for the Certified Financial Planner Board of Standards. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers.

Xin Li is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera in 2024, Xin worked at Cathay Bank starting in 2021. Xin’s background also includes roles at New York University and Michigan State University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Stephen Moore is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2025, he was employed at Merrill and Bank of America from 2019 to 2025. 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 combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Kristina Liuag is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. She previously worked at Ameriprise Financial Services in various capacities from 2013 to 2026. Outside the financial industry, she is employed as a visual associate at J. Crew Group, where she is responsible for store layout and maintaining retail standards. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Donald Moulton is a financial advisor with UBS Financial Services in El Segundo, CA, holding a Series 63 designation and 47 years of industry experience. He has been with UBS Financial Services since 1990. 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 customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Lacey Somwaru is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at TTFB CA LLC and has experience in education and fitness sectors, including roles at the University of California, Los Angeles, and LifeTime Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using firm-approved tools and a structured discovery process.

Xenia Sedano is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 65 designations. Sedano has worked with Wells Fargo Bank and Wells Fargo Clearing Services since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Benjamin Koehlinger is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Vice President of the Majors Division for the Lakewood Village Little League, organizing games and coordinating league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Steve Nigoghossian is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab and Co., Inc. since 2022, and previously spent 11 years at TD Ameritrade. 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’s investment approach features both non-discretionary and discretionary management options supported by multi-asset model portfolios, strategic asset allocation, and due diligence on alternative investments.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Nailah Khan is a financial advisor at Edward Jones with 19 years of industry experience, including 12 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory role, Khan serves as Vice President of a local referral networking group and is a board member of The LGBTQ Center in Long Beach, participating in strategy meetings and donor engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jesus Mendez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, and J.P. Morgan Securities. He also served in the United States Marine Corps Reserve for six years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions across a large network of advisors.

David Adishian is a Wealth Management Advisor and Managing Director leading the Adishian Group at Merrill Lynch Wealth Management. For over two decades, he and his team have provided financial guidance to individuals, executives, entrepreneurs, and their families. Their expertise includes wealth preservation and growth strategies, particularly following significant financial transactions or life events. The group also supports businesses in key industries such as transportation, real estate, apparel, manufacturing, entertainment, technology, and sports with services including lending and cash management. David holds a Bachelor’s degree in Business Economics from the University of California at Santa Barbara, where he graduated with Omicron Delta Epsilon honors, and a Juris Doctor from Pepperdine University School of Law, where he was a Margaret Brock Scholar. He maintains professional designations including Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor®, and is a member of the State Bar of California. David actively participates in the community through roles with organizations such as the Los Angeles World Affairs Council & Town Hall, the University of California, Santa Barbara Foundation, the Petersen Museum’s CF200 Executive Committee, and the Manhattan Beach Education Foundation. His approach centers around understanding clients’ life priorities to create personalized financial plans tailored to their goals and aspirations. David has been recognized by Forbes as one of the “Best-in-State Wealth Advisors” for eight consecutive years, reflecting his commitment to delivering consistent, disciplined wealth management services. Outside of his professional work, David enjoys biking, hiking, and spending time with his family.

Natalie Barron is a CFP®-certified financial advisor with UBS Financial Services, where she has worked since 2004. She has 21 years of industry experience and holds a Series 66 license. Outside of her advisory role, she leads the Long Beach chapter of Provisors, a professional networking organization, and volunteers on event planning committees for nonprofit and healthcare organizations including Able ARTS Work and the Memorial Medical Center Foundation. She also serves as a continuing education sponsor and presenter for the CFP Board. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm integrates proprietary research and model-driven asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.