Hasina Saleh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at INVEST Financial Corporation, U.S. Bancorp Investments, and Bancwest Investment Services. Saleh is also involved with Logix Federal Credit Union, where she has contributed for over a decade. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nathaniel Huck is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bankers Life Advisory Services, Inc., and Bankers Life and Casualty. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a variety of affiliated non-securities products and services.

Ronald Roesler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers solutions supported by research and analytics, with a broad range of financial products accessible through bank and insurance affiliates.

Andy Mazmanian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. 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 menu.

Katherine Brown is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at WealthBridge Advisors and Human Investing, as well as work related to education at George Fox University and Trinity Classical Academy. Outside of finance, she has experience working in the retail food sector with Menchie's Frozen Yogurt. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including management of Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Ryan Godliman is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside its advisory offerings.

Anna Turco is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, Turco owns a sole proprietorship offering tax preparation and estate settlement services and serves as a FINRA arbitration panelist. OSAIC serves a wide range of clients including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools and third-party money managers to tailor portfolios, providing both discretionary and non-discretionary account management.

Mark Duntz is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior work experience at Ameriprise Financial Services, Uber Technologies, Sony Pictures Studios, and CBS Studios. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust, insurance, and lending services.

Neil Okeeffe is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2019, as well as prior experience at Bank of the West and BancWest Investment Services from 2016 to 2019. Charles Schwab & Co., Inc. 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 combination of non-discretionary and discretionary investment management using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Wagner is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation. He has one year of industry experience and previously held roles outside finance, including positions in education and the restaurant industry. 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 supported by firm-approved tools and resources.

Javier Mondragon Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering services such as asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christopher Russo is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Chief Financial Officer for the Grace Foundation and has ownership in a power washing business. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

David Escobar is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Wells Fargo Advisors and previously spent 15 years at UBS Financial Services, as well as time at Morgan Stanley. Outside of his advisory role, Escobar serves on the Treasury Oversight Review Committee for the City of Burbank, providing periodic guidance on the city's fixed income portfolio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm’s approach includes a wide range of planning services supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Kevin Olalde Martinez is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to define their financial goals and develop portfolio strategies designed to help them reach those objectives. Kevin provides ongoing advice and adjusts portfolios as clients' situations change. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Kevin earned his High School Diploma from Van Nuys High School and attended Los Angeles Pierce Community College. He is bilingual in Spanish and English. Outside of work, Kevin enjoys billiards, cooking, soccer, spending time with his family, traveling, watching movies, and woodworking.

Sean Summers is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting entertainment industry professionals. With a background in acting and education, he brings an insider's perspective to the unique financial challenges faced by those with project-based, gig-driven careers in film and television. Sean's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services, particularly within the sports and entertainment sectors. He adopts a relational approach, working closely with clients to develop flexible and realistic financial strategies that accommodate fluctuating incomes and support long-term financial stability. He holds a Bachelor's Degree from Brigham Young University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Sean engages in various personal interests such as bowling, chess, football, golfing, pickleball, reading, singing, soccer, table tennis, and watching movies.

Meredith Vazquez is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and New York Life. She is also a non-practicing registered pharmacist. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Daniel Klein is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves on the Los Angeles Police Department’s Financial Counseling Team and acts as treasurer for local booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Stellar is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of AI-driven research methods, and formal governance procedures.

Zachary Sabo is a CFP® certificant with 21 years of experience in the financial services industry. He is currently affiliated with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and affiliated trust and insurance products.

Robert Farmer is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2005 and spent two years at Osaic FA, Inc. prior to that. Farmer is the president and CEO of Comprehensive Wealth Management, LLC, through which he oversees his LPL advisory and insurance businesses. 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, and institutional platforms, supported by a large network of investment adviser representatives.