Nogosa Atekha is a financial advisor at Charles Schwab in Los Angeles, CA, holding a Series 66 designation. Atekha's professional background includes experience with William Blair and the Nigerian National Petroleum Corporation, alongside time spent in education roles. Charles Schwab serves a large client base primarily consisting 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 both non-discretionary and discretionary investment options using multi-asset model portfolios and emphasizes an integrated approach with centralized custody and operational support.

Jakob Roulier is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Ernst and Young and Cask Consulting. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ruthi Hymes is currently the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. Prior to this position, she worked as a Financial Consultant at Fidelity Investments from 2021 to 2023. Earlier in her career, she was a Financial Advisor at Northwestern Mutual from 2018 to 2020. She holds a California Insurance License. In her role, Ruthi focuses on developing comprehensive financial plans tailored to individual client needs, emphasizing honesty, integrity, and transparency. She is committed to working closely with clients to achieve their financial goals through careful planning and implementation. Outside of her professional responsibilities, Ruthi enjoys skiing, theater, and traveling.

Christian Ridout is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, helping them navigate complex investment and wealth management decisions. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as serving clients in sports and entertainment sectors. Christian holds a Bachelor’s Degree from Villanova University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys baseball, cooking, gardening, skiing, surfing, and spending time with his family.

George Jl Li is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has held roles at multiple firms, including Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he works part-time in food service at In-N-Out Burger. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Russell Suede is a CFP® and PFS™ with 37 years of experience in the financial services industry. He has been associated with LPL Financial since 2002 and has also worked at The SRA Group since 2009. Outside of advisory work, he is involved in tax preparation and accounting services through the KAS Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and access to model portfolios and research to support diversified investment strategies.

Jeffrey Germain is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for five years. 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 employs over 14,000 financial advisors, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Fraser Mcalpine is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2023. With 15 years of experience in the financial services industry, he specializes in helping affluent individuals develop personalized financial strategies by understanding their short- and long-term goals. Fraser’s expertise includes executive compensation, legacy planning, liquidity management, retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and small business strategies. He also offers discretionary management of custom investment strategies using a range of Merrill model portfolios and third-party investment options. Fraser holds a Bachelor’s Degree from Rasmussen College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on guiding clients through the complexities of wealth management by providing financial education and creating tailored plans aligned with clients’ risk tolerance, time horizon, and liquidity needs. Fraser is committed to supporting clients and their families across different stages of life and values the importance of addressing financial challenges related to retirement income and educational funding. In addition to his professional work, Fraser is involved with Able Gamers, reflecting a commitment to community engagement. His personal philosophy centers on uncovering what matters most to clients and helping them create strategies to pursue their financial goals.

Daniel Thomason is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2009. He has 20 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

Ryan Chase is a financial advisor with UBS Financial Services in Los Angeles, CA. He holds a Series 66 designation and has 14 years of industry experience, including 10 years at UBS. Outside of his advisory role, he works as a Lyft and Uber driver during non-trading hours. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Thomas Mottl is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with clients to develop financial strategies tailored to their individual goals and circumstances, aiming to provide confidence and a clear pathway toward their financial objectives. Prior to his current position, Thomas held multiple roles within Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate and Customer Relationship Advocate Intern. This progression reflects his experience in client relationship management and investment solutions. Thomas holds a California Insurance License and continues to build on his expertise in investment consulting. Further educational details and personal interests have not been provided.

Pamela Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo bank since 2001. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional institutional offerings.

Michele Steinberg is a financial advisor with LPL Financial, holding a Series 66 designation and with 22 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ellen Van Grove is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 designation and has been with Merrill since 2015. Based in Los Angeles, CA, Van Grove's career spans over three decades in financial services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Prichard is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at City National Bank, El Capitan Advisors, and Kayne Anderson Rudnick. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Isabella Marvelli is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked in the produce and food distribution sectors at Charlie's Produce, Sysco, and FreshPoint. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written recommendation reports in partnership with financial advisors.

David Lee is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMORGAN Chase Bank, N.A. since 2010. Outside of his advisory role, he is an owner of a rental property. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jason Kincaid is a financial advisor with Primerica Advisors in Burbank, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Primerica, he has worked with the LA County Sheriff Department since 2015. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Justin Tendler is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, he held roles at Fly By Jing and Earth Island, a company later acquired by Danone. 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, pension plans, corporations, and charitable organizations.

Peter Kokos is a financial advisor with Ameriprise in Glendale, CA, holding a Series 63 designation and over 26 years of industry experience. He was previously with American Express Financial Advisors Inc for 20 years before joining Ameriprise in 2020. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data.