James Mcgarry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Larry Roth is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Roth serves on the board of directors for the Chase Foundation in Encino, CA. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Miccal Jackson is a financial advisor with Edward Jones in Simi Valley, CA, holding Series 65 and Series 63 licenses and having 12 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and MTJ Investment Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options through a large network of financial advisors and branch offices.

Daniel Johnson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at City National Bank since 2018 and previously spent nearly two decades at Merrill and nine years at Bank of America. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Patrick Infante is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His previous roles include positions at CUSO Financial Services, Pruco Securities, Prudential Insurance Company of America, Muriel Siebert Financial, and Wells Fargo Advisors. Outside of advising, he has worked as a rideshare driver in San Francisco. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and multiple model portfolio strategies.

Stefan Lendi is a financial advisor with UBS Financial Services in Los Angeles, California, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as the treasurer and a board member of the Return to Zero Center for Hope and Healing Inc., an organization focused on perinatal loss awareness and support. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Mark Wolkstein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2019 and previously worked at Colony Capital, Inc. and ENG LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Kevin Quinlevan is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. His prior experience includes nine years at TD Ameritrade and several years with Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he owns a rental property in Omaha, Nebraska. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Andrea Abeger is a financial advisor with Merrill in Encino, CA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Merrill since 1992 and has been associated with Bank of America, N.A. since 2009. Outside of her advisory role, she is a general partner in a family limited partnership and serves as trustee or fiduciary for multiple family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Ouellette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments, Inc. and Instacart, as well as a long tenure at Primerica Financial Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Jason Krischer is a financial advisor at UBS Financial Services Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Samuel Schwartz is a CFP® with 18 years of industry experience, currently serving at Charles Schwab since 2020. His prior experience includes roles at Fidelity Brokerage Services and an earlier tenure at Charles Schwab dating back to 2007. He serves as a board member for Growing Place, an education-focused nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by centralized custody and a range of integrated advisory and brokerage solutions.

Gennaro Disilvio serves as a Private Wealth Advisor at Merrill Private Wealth Management. In this role, he focuses on providing personalized portfolio management and wealth advisory services to both private clients and institutional investors. His approach involves understanding clients' goals, future needs, and risk appetite to manage their capital thoughtfully and pursue optimal risk-adjusted returns. As a Portfolio Manager, Gennaro manages discretionary investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. His expertise encompasses areas such as family wealth management strategies, institutional investment consulting, liquidity management, managing new wealth, portfolio management services, and tax minimization. He also provides services tailored for endowments, foundations, non-profits, small businesses, and clients interested in socially responsible, values-based, and ESG investing. For larger institutional clients, Gennaro utilizes Merrill's resources, including a broad inventory of investment-grade fixed income securities and additional professional oversight related to fiduciary responsibilities and investment policy compliance. Gennaro holds a Bachelor's Degree from Duquesne University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, his personal interests include adventure sports, basketball, billiards, football, golfing, ice hockey, music, skiing, and traveling.

Alisa Melkonyan is a financial advisor at UBS Financial Services in Los Angeles, CA, with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities LLC, First Republic Investment Management, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings.

Isabelle Steel is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Crown Worldwide Group and Johannsen & Associates, Inc. She has also worked in various capacities connected to educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Steven Kern is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliates since 2010, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Kern owns and manages a wine collection. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment committee data to support its advisory process.

Mark Nordbrock is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Equitable Advisors since 2000, including a prior affiliation when the firm was known as Axa Advisors. In addition to his advisory work, Nordbrock is an attorney operating the Law Offices of Mark Nordbrock and serves as a trustee for an immediate family trust. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to deliver tailored investment solutions.

John Mcnamee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Merrill, Bank of America, and First Republic Investment Management. He serves as a director and investment committee member on the board of the Catholic Community Foundation of Los Angeles, a nonprofit organization focused on social and economic change. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a centralized due-diligence framework. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brandon Evans is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Tunnell is a CFA® charterholder with 10 years of industry experience, currently affiliated with Wells Fargo Advisors. He has prior experience at Ameriprise, Comerica, Unionbanc Investment Services, Matrix Private Capital Group, and City National Rochdale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using firm research, planning tools, and simulation models to deliver tailored recommendations across a broad range of planning areas.