Paul Allen is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while providing access to fiduciary financial planning and a broad platform of capital markets services.

Sharone Rotkopf is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2005. Outside of his advisory role, he is involved in insurance sales and participates in investment research surveys. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support, alongside various non-advisory services such as insurance and lending products.

Michael Posner is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent eight years at TD Ameritrade, Inc. His career has focused on wealth management and advisory services. 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 mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operations.

Elizabeth Rahn is a financial advisor with J.P. Morgan Securities, holding Series 66, Series 63, and Series 65 licenses and 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent four years at Northern Trust. Rahn serves as a trustee and member of the investment committee at Children's Hospital Los Angeles, a nonprofit providing critical care to children. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary, customized investment advisory solutions.

Anna Lay is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she is a licensed esthetician and operates as an independent seller on a resale website. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Adarsh Shah is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and also worked at Morgan Stanley Private Bank, N.A. from 2015 to 2017 and again starting in 2026. 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, including tailored financial planning and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Antoine Le is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase bank, N.A. and Scottrade in prior roles. Outside of his financial career, he is a co-owner and investor in Viscape Arts, an independent film production company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

Greg Berlant is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 19 years of experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2008 to 2018 and as a Financial Advisor at Morgan Stanley from 2007 to 2008. Greg focuses on creating clear and actionable financial plans that align with his clients' goals. Greg holds a California Insurance License, supporting his ability to provide comprehensive financial advice. He emphasizes understanding his clients' visions to build a strong foundation for their financial futures. Outside of his professional work, Greg has interests in fitness, football, pets, snowboarding, and traveling.

Stephen Bearden is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Susan Edwards is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of experience in guiding clients through financial strategies related to significant life transitions. She and her team manage total assets of approximately $458 million as of May 2023. Susan’s expertise spans equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and portfolio management services. Throughout her career, Susan has focused on supporting pre-retirees, business sales, career transitions, and wealth transfer planning. She has specialized experience working with tax-sensitive investors and strategies involving restricted stock and executive stock compensation. Susan collaborates closely with clients' trusted advisors to develop comprehensive wealth management approaches tailored to individual needs. Susan earned her Bachelor of Arts degree in History with a minor in Economics from the University of California, Berkeley, and completed post-graduate studies in International Business at Oxford University. She holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, Susan is active in her church community and, along with her family, supports initiatives related to homelessness and foster care youth. Her personal interests include skiing, camping, cooking, fishing, hiking, and spending time with her family.

Steven Kim is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at TD Ameritrade from 2009 to 2022 before joining Charles Schwab in 2022. Outside of advisory work, he serves as a co-trustee for a family rental property, assisting with administrative duties. Charles Schwab & Co., Inc. serves 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 and discretionary investment guidance using multi-asset portfolios and centralized operational structures.

Thomas Dodd is a financial advisor at OSAIC with 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for a combined 20 years. Dodd holds Series 63 and Series 66 designations and has been involved in insurance sales as a term insurance agent and in operational and client support roles at KGE WealthManagement. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with asset-allocation tools, risk assessments, and access to third-party money managers and managed account solutions.

San Pham is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options.

Jeffrey Morgan is a Series 65-registered financial advisor at Cetera with two years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Advisory Services from 2023 to 2025. He also serves as a Tax Manager at Stern, Kory, Sreden and Morgan, an accountancy corporation, where he has been involved in income tax preparation, financial statement preparation, tax planning, and consulting since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a large network of independent advisors, utilizing a multi-manager platform that includes both affiliated and third-party managers.

Scott Stuart is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience, having previously worked at United Talent Agency and Financial Profiles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Adam Silverman is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He emphasizes forming strong, trust-based relationships with clients and their families. Adam's professional experience includes his current position as Financial Consultant at Fidelity Investments since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025, and briefly as a Relationship Manager at the same firm in 2023. Before joining Fidelity, he worked as a Client Service Specialist at Mutual Group from 2020 to 2023. He holds a California Insurance License.

Charles Perez is a financial advisor at Charles Schwab in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Schwab, he worked at HNTB and spent several years in full-time education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of wrap fee advisory programs, managed accounts, and financial planning services through both non-discretionary and discretionary investment options.

Franklin Taylor is a financial advisor with Mass Mutual Investors Services in Sherman Oaks, CA, holding a Series 66 designation and 41 years of experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1984. Outside of his advisory role, he owns a family and business success planning consulting service focused on succession planning. 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 provides ongoing financial planning and asset management through collaborative, annual engagements.

Daniel Robledo is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, The Math Yogis, and American Business Bank. He also serves as an independent notary public in California. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Adam Bakhash is a financial advisor with Wells Fargo Clearing in Beverly Hills, CA, holding Series 65 and Series 63 designations and five years of industry experience. He has worked previously at Wilmington Trust Company, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. Outside of his advisory role, he has a minor ownership interest in a consulting business related to phycology practice. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.