Scott Uffelman is a Wealth Management Advisor with over 40 years of experience in the financial services industry. He provides assistance to clients in making significant financial decisions, focusing on family wealth management strategies, personal retirement planning, portfolio management, socially responsible investing, and retirement income. He holds a Bachelor's Degree in Economics from Wake Forest University and the Certified Financial Planner (CFP) designation. Scott's professional credentials also include licenses in insurance as well as Series 3, 7, 8, and 66 FINRA registrations. He has previously served on the NYSE Exchange Hearing Board and brings extensive experience from roles including branch manager of multiple offices. Scott is engaged in his community through involvement with organizations such as Habitat for Humanity, The Huntington Museum, and the Odyssey School, where he has served on the School Board. Outside of his professional work, he enjoys golfing, running marathons, swimming, tennis, and yoga. He resides in California with his wife and they have three grown children and two granddaughters.

Alexis Wilson is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. She has been with Merrill since 2016 and previously worked at Wag and Pace University. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ali Agah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously spent seven years at Boston Private Bank. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Katrina Sable is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. She currently works at Raymond James Financial Services Advisors, Inc. and previously spent time at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Salvatore Cipolla is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and currently works at Morgan Stanley Private Bank, N.A. His background includes four years at Southern Connecticut State University. 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 customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Nicholas Lombardo is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RBC Capital Markets and First Republic Securities Company, Llc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Shelby Mac Donald is a financial advisor at Ameriprise in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, Shelby worked at Warner Bros for four years and Cartoon Network for two years. 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 written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Osvaldo Sicairos is a financial advisor with Fidelity Investments in Whittier, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and US Bank. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and engages in activities such as model portfolio delivery and advisory roles to multiple registered investment companies.

Shawn Hare is a financial advisor with Wells Fargo Advisors in Sherman Oaks, CA, holding a Series 66 designation and 26 years of industry experience. His prior roles include nearly a decade at Wells Fargo Clearing and three years with Wells Fargo Advisors LLC. Outside of his advisory work, he owns and manages several investment-related ventures, including Hare of the Dog, Hareball23 Productions, and a significant interest in Hoelzel Hare Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and fee-based financial planning services. The firm offers tailored planning across various areas such as retirement, education, special-needs, and business-owner transition, using proprietary research and tools to develop customized recommendations.

Christopher Link is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he manages real estate and agricultural properties as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by the firm’s Global Investment Committee methodologies.

John Koh is a CFP® with 24 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at BMO Bank N.A., LPL Financial, Bancwest Investment Services, and Bank of the West. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Bain is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010 and is also a partner and actuary at CMC Retirement, a third-party pension administration firm where he has worked since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ahmad Mehaidly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Ahmad held positions such as Assistant Vice President - Wealth Relationship Manager at Citi Bank from 2021 to 2022, and First Vice President - Private Client Banker at JP Morgan Chase from 2014 to 2021. Ahmad specializes in assisting clients with retirement strategies, tax-efficient investing, and comprehensive estate planning considerations. He holds a California Insurance License. Outside of his professional career, Ahmad enjoys biking, hiking, outdoor adventures, running, soccer, and yoga.

Richard De Gout is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2003. Outside of his advisory role, he serves as a successor trustee and successor power of attorney for a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client information and risk assessment to tailor investment solutions.

Elly Wong is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Nanda Fernando is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework when recommending strategies.

Alexander Sierra is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera since 2019. He previously worked at Foresters Advisory Services and Foresters Financial Services. Sierra is president of the Financial Planning Association of San Gabriel Valley, where he oversees board activities and monthly luncheons. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Zeina Maalouf is a financial advisor at Cetera with six years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Insurance Agency LLC and Avantax Advisory Services. In addition to her advisory role, Maalouf operates a CPA practice providing tax preparation and accounting services to individuals and small businesses and is active as a residential real estate agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.

Mark Ramos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Ramos also operated his own consulting service, Ramos Consulting Services, for one year. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Tamara Fischer Larson is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 66 registrations with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and manages a rental property in Lake Havasu City, Arizona. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.