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 Series 66-licensed financial advisor with LPL Enterprise and two years of industry experience. Before joining LPL Enterprise, he held roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial Services, Inc. Prior to his finance career, he worked in the entertainment industry with CBS Studios and Sony Pictures Studios. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs, combining investment advisory with brokerage and insurance product sales through an integrated platform.

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 Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His background includes roles in education and hospitality, such as teaching positions at the University of California, Santa Barbara, and Santa Barbara City College, as well as work with several restaurants and youth camps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

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.

Andrew Castaneda is a financial advisor with Wells Fargo Clearing in Studio City, CA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports retirement plans with a range of consulting and discretionary investment services, utilizing research from its Investment Institute and third-party sources.

Christopher Russo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Russo serves as Chief Financial Officer of the Grace Foundation and is a 50% owner of Mad Mobile, a power washing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and 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 offerings.

David Escobar is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 15 years at UBS Financial Services Inc. Escobar serves on the Treasury Oversight Review Committee for the City of Burbank, advising on the city's fixed income portfolio and investment policy. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options tailored to client needs and leveraging Wells Fargo’s research and tools.

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 with LPL Enterprise, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America, Pruco Securities, NYLIFE Securities LLC, and New York Life. She is also a non-practicing registered pharmacist. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a variety of brokerage and insurance products through an integrated platform.

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 Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Zachary Sabo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

Robert Farmer is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with LPL Financial since 2005 and serves as president and CEO of Comprehensive Wealth Management, LLC, through which he operates his advisory and non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services delivered through a national network of investment adviser representatives.

Thomas Minor is a financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 66 designation and 38 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he acts in a fiduciary capacity for a personal trust established in 1997. 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, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Robert Stern is a financial advisor at Cetera with Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Avantax Investment Services, Inc. for 27 years and has been involved with his own tax preparation and accounting firm since 2000. Stern also serves as treasurer for both the Henry Mayo Newhall Memorial Hospital Foundation and the Newhall Rotary Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options including access to affiliated and third-party managers under various discretionary and non-discretionary programs.

Vahan Papyan is a financial advisor with Cetera, holding the PFS™ designation and bringing one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has more than ten years of experience at RSVP CPAs & Advisors Inc, where he also serves as CEO. Outside of his advisory role, he is CEO of two nonprofit organizations: the AASCPA Education Foundation, which grants scholarships to accounting students, and the Armenian American Society of Certified Public Accountants, a professional networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform with access to third-party managers and various program structures.

Juan Gonzalez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. Prior to his financial services career, he was employed at Fry's Electronics for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Matthew Miner is a financial advisor with Equitable Advisors in Woodland Hills, CA. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Outside of finance, he owns and operates Enabler PR, a public relations business he has managed since 2015. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers a range of advisory and brokerage channels tailored to client goals and risk tolerance.