Kyle Whitten is a financial advisor with Ameriprise, holding CFP® and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he co-owns a business that rents craft service equipment to studios for production use. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax strategies to deliver tailored recommendation reports through a centralized consulting team.

Andres Pio is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank over a 13-year period before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jonathan Lising is a CFP® professional at Edward Jones with 22 years of industry experience, including 14 years at Edward Jones. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a real estate business based in Huntington Beach, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Philip Thomas is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to that, he held positions at First Baptist Church at La Crescenta and San Diego State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning advice, focusing on dependable income sources for clients approaching or in retirement.

Raymond Eliasyan is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop customized financial strategies and comprehensive plans that align with their unique goals, utilizing Fidelity's resources to support their financial objectives. Prior to his current position, Raymond served as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. He holds a California Insurance License.

Andrew Fleming is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and Sherman Oaks Business Builders. He is also involved in a non-variable insurance agency based in Sherman Oaks, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Alexander Mineros is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMC BANK NA (Southwest) starting in 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund 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 in its investment recommendations.

Benjamin Howard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Oaks Christian School and Calvary Community Church, among others. Outside of his advisory work, Howard leads worship on a contract basis for Grace Church of La Verne and occasionally plays guitar for various churches through the Worship Support Network. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Gail Reid is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Reid is also involved in independent insurance brokering and is a partner and franchise advisor at RGAA, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research and modeling tools with tax-efficient strategies and requiring a meaningful portion of assets to be held in Ameriprise Managed Accounts. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Trinnell Taylor is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of his advisory work, he is involved with Creative Memories, where he teaches and hosts scrapbooking classes. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Scott Brown is a CFP® with 25 years of industry experience, currently serving at OSAIC Wealth Inc since 2018. He has prior experience with 1st Global Insurance Services, Inc and several related firms dating back to 2000. Brown is also a partner at Roger A. Brown & Co., LLP, where he provides tax, audit, and consulting services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through numerous affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a portfolio construction approach that utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing.

Warren Friedland is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at LPL Financial, Kinecta Financial and Insurance Services, and National Planning Corporation. Outside of finance, he operates as a fitness instructor and educator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Joseph Kim is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2012 and 2014, respectively. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Arda Thomas is a CFP®-designated financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at several major firms including Merrill, Bank of America, Scottrade, and TD Ameritrade before joining J.P. Morgan in 2019. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Diana Vosen is a financial advisor with Merrill in Encino, CA, holding Series 66 and Series 63 designations and nine years of industry experience. She has worked at Merrill since 2022 and concurrently with Gwfs Equities, Inc. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 institutions.

Suzan Cheek is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her career includes 20 years at UBS Financial Services prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Nathan Lucchino is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Commonwealth Financial Network and has a background including roles at the Worcester Red Sox and Boston University. Fidelity’s Strategic Advisers LLC serves a wide range of retail and institutional clients, offering investment management and advisory services that incorporate proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Craig Chiate is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Sierra Canyon School. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Sholeh Salari is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. Sholeh holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Master of Business Administration (MBA) from Pepperdine University.

W. Kevin Kessler is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Signator Investors, and American General Financial Advisors. He also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.