Tony Padilla is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, alongside his role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Christopher Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining LPL Financial, he has worked at Lincoln Financial Advisors, Empower Financial Services, and Northwestern Mutual Investment Services. He is also involved with Geoffrey's Malibu and 4Points Expeditions, where he maintains ongoing roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

James Holland III is a Series 66-licensed financial advisor with Ameriprise in Westlake Village, CA, where he has worked since 2021. He has two years of industry experience. Prior to his advisory role, his background includes positions at Ace Hardware, California Lutheran University, and various roles related to education and hospitality. Holland also manages an advisory business through EPIC Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Rosen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment options through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Patty Franklin is a Financial Consultant who works closely with clients to understand their financial needs and develop plans that align with their goals and objectives. She is committed to continuing her education to enhance the value she provides in client relationships. Her professional experience includes roles as an Investment Advisor at Emerson Equity from 2015 to 2023, Chief Investor Relations Officer at Strategic Holdings from 2014 to 2019, Investment Consultant at TD Ameritrade from 2010 to 2014, Financial Advisor at Cambridge Investment Research from 2009 to 2010, and Financial Advisor at UBS from 2008 to 2009. Patty holds a California Insurance License.

Christopher Ocepek is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Bank of America, Merrill, and Fidelity. 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 advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Vasques is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with Edward Jones since 2001 and also has longstanding roles with Fiserv Investor Services, Inc. and Lockheed Federal Credit Union since 1999. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Fion Chan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Chan has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Bank, N.A., Wells Fargo Clearing, and Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, leveraging proprietary research and planning tools to develop recommendations.

Matthew Durlester is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds a Series 66 credential. He has been with Wells Fargo Clearing since 2016 and is also involved with Hamden Clothing Co. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Diego Ibarra is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that reflect their individual goals and values. He focuses on empowering clients with the knowledge and confidence needed to make informed financial decisions. Diego brings experience from his previous roles at Wells Fargo, including Premier Banker (2020-2022), Personal Banker II (2018-2020), and Licensed Personal Banker (2016-2018). He holds a California Insurance License. Outside of his professional work, Diego has interests in comedy, fitness, golf, movies, running, and soccer.

Trevis Rucci is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and New England Securities prior to joining Raymond James in 2012. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Steven Bristol is a CFP® professional with 12 years of industry experience, currently affiliated with Charles Schwab. His prior experience includes a decade at TD Ameritrade before joining Charles Schwab and Co., Inc. He also has involvement in a rental property business outside of his advisory role. Charles Schwab serves a large client base, primarily 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, utilizing multi-asset model portfolios and a centralized operational structure.

Mohsen Babaeian is a CFP® professional with 13 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Ameriprise Financial Services and Bankers Life. Babaeian teaches computational complexity as an instructor at California State University San Bernardino and owns a consulting business focused on telecommunications. 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 uses research-driven investment evaluation and offers a range of brokerage and advisory solutions.

Jennifer Roberts is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at notable firms including Merrill, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she serves as treasurer of the Saugus Boys Golf Booster Club and is a commissioned notary public. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Porter is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Skidmore Markell & Company and Sagepoint Financial Inc. Outside of his advisory work, he serves as Local Camp Vice President for Gideons International, involving Bible distribution locally and internationally. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk-tolerance and rebalancing tools.

Gregory Davis is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliates since 1991. Outside of financial advising, he is a practicing CPA and partner at Haskell & Davis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs and institutional portfolio management.

Caitlyn Klenk is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America, N.A., Cedar Rapids Community School District, and Harrison Group, Inc. She has been involved in education and sports organizations, including Cedar Rapids Xavier High School and Adrenaline Volleyball Academy. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Armendariz is a financial advisor with Primerica Advisors in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of investment advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mel Bannon is a financial advisor with OSAIC, holding a Series 63 designation and 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years and has been affiliated with Osaic FA, Inc. since 1997. Outside of advisory work, he serves as a trustee for nonprofit charitable trusts focused on community grant distributions. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers discretionary and third-party manager strategies.

Michael Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked for Western International Securities, Inc. for 25 years and Nasdaq Dorsey Wright for 20 years. Outside of his advisory role, Moody is a certified chess coach who provides private lessons to children. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.