Esteban Gonzalez is a financial advisor with Edward Jones in Valencia, CA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Morgan Stanley Dw Inc. for one year before joining Edward Jones in 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Michael Sutherland is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked for 15 years at NATIONAL PLANNING CORPORATION. He is also a trustee and power of attorney for the Sutherland Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a range of customized investment strategies.

Richard Bertain Jr. is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2023, he spent 15 years with UBS Financial Services Inc. Outside of his advisory work, he owns and operates a classic car restoration and trading business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Lisa Morrow is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services that use firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Michael Lopez is a Series 66 licensed financial advisor at Merrill with four years of industry experience. He has worked at Bank of America N.A. since 2022 and has been with Merrill since 2014. Merrill, along 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.

Alan Krone is a CFP® with nine years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, following earlier roles at AXA Advisors, LLC and LPL Financial. Outside of his advisory work, he is an independent contractor who umpires softball games in the Southern California area. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Armand Fraidany is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

John Ullen is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a Successor Trustee in West Hills, California. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, combining tailored financial planning with a variety of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Elizabeth Miller is a Series 66-credentialed advisor at Ameriprise with one year of industry experience. Prior to Ameriprise, she held positions at Whittier Trust Company and AWM Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Elliot is a financial advisor with LPL Financial based in Santa Clarita, CA. She holds Series 63 and Series 66 designations and has 31 years of industry experience. Her previous work includes 11 years at INVEST Financial Corp. and over three decades at Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mikhail Hess is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and research to support client goals.

Chien Chen Huang is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Primerica Advisors, Huang worked at East West Bank and has been associated with Primerica Financial Services and 99 Ranch Market. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-driven strategies and select separately managed accounts for individual and high-net-worth clients, primarily structured as a wrap-fee solution rather than institutional plan management.

Yervand Bezoyan is a financial advisor at Merrill holding a Series 66 credential with four years of industry experience. His prior work includes roles at Bank of America, California State University Northridge, and ownership of Aragats Mountain Water & Smoke Shop. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Elder is a financial advisor with Ameriprise in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously worked at CVS Pharmacy and Citrus College. In addition to his advisory role, he is a registered team member at JM Frederich Group Inc., managing an advisory business outside of investment activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team to produce personalized Recommendation Reports and ongoing advice, with investment options influenced by affiliated product relationships.

Roberto Garcia Leon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America, Chase Bank, Spectrum, and several colleges in the Los Angeles area. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Hua Jien Ting is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2022, he worked at Edward Jones, UBS Financial Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronald Mann is a financial advisor with Edward Jones in Granada Hills, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Minson Vuong is a Series 66-licensed financial advisor with Charles Schwab in Woodland Hills, CA, with one year of industry experience. His prior work includes roles at JPMorgan Chase & Co. and various Charles Schwab entities. Outside of finance, he previously worked at In N Out Burger. 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 advisory guidance with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and due diligence.

Whitney O'Quinn is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at Kinecta FCU and LPL Financial from 2020 to 2024, and at Wescom Financial Services from 2000 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Elaine Webster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Morgan Stanley. Outside of her advisory role, she is a notary public in Los Angeles County. 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 Wells Fargo Investment Institute with third-party data and offers a range of brokerage and advisory solutions supported by its large advisor network.