George Argeris is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 1997. In addition to his advisory role, he is also an insurance agent with Crump. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

David Dupre is a financial advisor with Primerica Advisors in Northridge, CA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining oversight of model selection and management.

Natasha Tyagi Gilbert is a Series 66-registered financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2000. Outside of her advisory role, she is involved in property management through ownership of a rental property business. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Avery Burton is a financial advisor with Charles Schwab, holding Series 63, Series 65, and Series 66 credentials and five years of industry experience. Prior to joining Schwab, Avery worked at MSCI Inc. and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. Schwab’s integrated structure supports a large client base with centralized custody and operational resources.

Larry Coltin is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2021 and previously worked with Paul Gross and Waddell & Reed, Inc. Outside of his advisory work, he was involved with the Kiwanis Club of Palmdale for nearly three decades and served with the League of Women Voters, Antelope Valley Chapter. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and both discretionary and non-discretionary management options.

Sogol Danaei is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has held roles at Bank of America, Merrill, and Providence Tarzana Medical. She has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment solutions.

Stephanie Milner is a financial advisor with Ameriprise in Ventura, CA, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is an artist specializing in paper artwork and also supervises and manages the decoration of Rose Parade floats. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice, primarily for clients holding assets in Ameriprise-managed accounts.

Myles Luster is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and CUSO Financial Services. He serves as an Academic Committee Member for the Accounting & Finance Department at Rio Hondo College. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, delivering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory with brokerage, distribution, and investment management capabilities.

Nava Spivak is a CFP® and holds a Series 66 license, with 19 years of experience in the financial industry. She has been with Wells Fargo Clearing 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 combines research from internal and third-party sources and applies diversification principles and modern portfolio theory in its investment approach.

David Jenni is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 65 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016 and previously worked at D.A. Davidson & Co. from 2015 to 2016. Outside of his advisory role, he is the owner of Jigsaw Wealth Management, a support company based in Pasadena, CA. 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, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports various advisory programs while maintaining notable municipal and public-finance capabilities.

Donna Saiki is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions across a wide range of financial products.

John Hineman is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured processes and approved tools, managing approximately $2.74 trillion in client assets.

Tiffani Underwood is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Anna Lozada is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2015, also working at JPMC Bank NA (Southwest) since 2003. 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 and applying an ESG eligibility framework in its investment recommendations.

Scott Nelson is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for Lincoln Financial Advisors for 18 years and is employed by California Lutheran University, where he has been engaged since 2013. Nelson is also involved in non-variable insurance sales as an ancillary business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Samantha Thompson Innes is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2016, she worked at D.A. Davidson & Co. from 2015 to 2016. In addition to her advisory role, she is an officer and owner of House of Flame and Revelry Events, LLC, which organizes literary-themed events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized advisory programs, including municipal and SIMPLE IRA employer consulting services.

James Zgliniec is the Vice President and Wealth Planner at Fidelity Investments, where he currently leads a team dedicated to developing custom wealth strategies that align with clients' goals. He has been with Fidelity since 2017, progressing through roles including Senior Relationship Manager and Financial Consultant before assuming his current position in 2023. James holds a California Insurance License, which supports his expertise in offering comprehensive financial advice. His professional approach centers on collaboration and personalized planning to help families manage their finances effectively. Outside of his professional work, James has personal interests that include spending time at the beach, cooking and baking, watching football, listening to music, parenting, and caring for pets.

Nicholas Desmond is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at various organizations including California Lutheran University and the YMCA of the Foothills. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Hanh Juzang is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and serves clients in both retail and institutional markets.

Mark Vandeburgt is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.