Michael Burke is a Series 66-registered financial advisor with Morgan Stanley in Westlake Village, CA, bringing 22 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory role, he owns and manages a rental property business. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial planning and investment programs.

Lorraine Crawford is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. and City National Securities, Inc. Crawford operates a wealth management business under a DBA for her LPL affiliation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a broad range of financial planning and advisory programs alongside brokerage services.

Brandon Hines is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Altec Industries for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Lisa Evans is a financial advisor with LPL Financial in Calabasas, CA, holding the ChFC®, Series 63, and Series 65 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Daniel Castillo Reyes is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Daniel earned a Bachelor's Degree from the University of Texas El Paso. His role involves providing financial advice and services within Merrill Lynch Wealth Management.

Honorato Gomes is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior work includes roles at Timios Inc and AmeriHome. 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 related services. The firm offers a combination of non-discretionary financial guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Saira Martinez Gonzalez is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop strategies tailored to their unique planning requirements. Prior to this, she served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2021 to 2023. Saira holds a California Insurance License, which supports her work in the financial planning field. Outside of her professional duties, she enjoys cooking and baking, fitness, hiking, spending time with her pets, and traveling.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Luke Williams is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans aimed at achieving their financial goals. He focuses on building lasting relationships through trust, dedication, and competency. Prior to his current role, Luke worked as a Client Service Specialist at Ameriprise Financial from 2022 to 2024. He holds a California Insurance License. Outside of his professional responsibilities, Luke has personal interests that include fitness, social events with friends, music, reading, and traveling.

Steven Park is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024 and Relationship Manager from 2022 to 2023. Prior to joining Fidelity, Steven gained experience as a Senior Branch Premier Banker at Wells Fargo Advisors, a Private Client Banker at Chase Bank, an Associate Financial Consultant at E*TRADE Financial, and a Financial Solutions Advisor at Bank of America Merrill. Steven collaborates with his clients to develop strategies that align with their overall priorities and preferences. He focuses on co-creating plans that facilitate clients' specific financial goals and aims to build meaningful relationships through his advisory services. He holds a California Insurance License. Outside of his professional role, Steven enjoys participating in bowling, football, movies, softball, and swimming.

Nicholas Amodio is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Charles Schwab and Thompson Class prior to joining LPL Financial. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management solutions supported by various model portfolios and research.

Hayden Rutter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and began his career at LPL Financial in 2024. Prior to entering the financial advisory field, his background includes work in urgent care and an extended period as a student. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and retirement plan consulting.

Stephen Nzerem is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Wells Fargo Clearing since 2018 and Wedbush Securities Inc. prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to deliver tailored recommendations.

Mariya Abou Absi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, Bank of America, and Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Benjamin Friedman is a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and is also involved with Premier America Credit Union, where he has held roles related to investment and insurance since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management alongside research-driven model portfolios and multiple technology tools.

Jordan Nguyen is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of his advisory role, Nguyen was involved with the Frederick R. Weisman Museum of Art and Pepperdine University between 2016 and 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on reliable income sources and tax‑aware withdrawal strategies.

Henry Romero is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Aptive Environmental and Sapori Ristorante. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

David Kamholtz is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with an emphasis on managing assets within Ameriprise-managed accounts.

Gary Hersch is a CFP® professional with 20 years of industry experience, currently affiliated with Equitable Advisors. He previously worked at Valic Financial Advisors for 10 years and has served as an arbitrator with FINRA dispute resolution services. Outside of finance, he is the owner of Chefworx Instruments, a business focused on handcrafting guitars and other stringed instruments. Equitable Advisors provides financial planning, retirement-plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL programs to tailor services based on clients' goals, risk tolerance, and time horizons.

Stacy Zurita is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent ten years at Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.