Rubi Rodriguez Lopez is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to her financial services career, she was employed at Frasco Investigative Services and Daniel Cheren and Associates. 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 combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Megan Mendez is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Equitable and has held positions in various other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and utilizing affiliates for implementation and portfolio services.

Tigran Eloyan is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America and its subsidiaries since 2020. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Muench is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Concord, Very Rare LLC, Live Nation Entertainment, Montone Inc., and BMG. His background includes roles across financial services and entertainment sectors. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operations and extensive research.

Spencer Miller is a CFP®-certified financial advisor with 17 years of industry experience, currently with LPL Enterprise. His prior experience includes roles at firms such as Western International Securities and Lenox Advisors. He is also registered as an insurance broker, providing life, disability, long-term care, fixed annuities, and health insurance products. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and utilizes model-driven investment implementation through its network of investment adviser representatives.

Tristan Anguiano is a Financial Consultant at Fidelity Investments, where he works to create customized financial plans tailored to his clients' goals, values, and financial aspirations. He joined Fidelity Investments in 2021 and has held multiple roles including Investment Consultant and Relationship Manager before becoming a Financial Consultant in 2023. Prior to joining Fidelity, Tristan gained experience as a Relationship Banker and Personal Banker at Wells Fargo from 2018 to 2021. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Tristan enjoys fitness, exploring different cuisines, hiking, outdoor adventures, traveling, and spending time with pets.

Jacqueline Weinstein is a Series 66-licensed financial advisor with Ameriprise in Glendale, CA, bringing 24 years of industry experience. She has worked at Ameriprise and its related entities since 2005. 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 tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Christine Stern is a financial advisor with LPL Financial in Sherman Oaks, CA, holding Series 63 and Series 65 registrations and 33 years of industry experience. She has been with LPL Financial since 2005, following prior roles at SeCU Brokerage Services and Cetera Wealth Services, LLC. Stern also serves as a financial advisor associated with the SAG-AFTRA Federal Credit Union. 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. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies, with a notable scale in assets and advisor network.

M Eskoff is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Morgan Stanley entities since 1998, including Morgan Stanley Private Bank, National Association since 2015. 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 and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Manuel Padilla is a financial advisor at Ameriprise Financial Services with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Costco Wholesale for nine years. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Kyber is a CFP® with 27 years of experience in financial services. He is currently with Morgan Stanley, having worked there since 2021, and previously spent a decade at UBS Financial Services. His credentials also include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Martina Vega is a financial advisor with Edward Jones in Valencia, CA. She holds Series 63 and Series 66 designations and has 26 years of industry experience, including 22 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Kamerie Larsen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning. She focuses on empowering clients to understand and feel confident in making financial decisions. Kamerie collaborates with clients to develop personalized financial plans based on individual goals and comfort levels. With more than 30 years of experience in the financial industry, Kamerie joined Merrill due to its holistic approach to wealth management and banking. Her role provides access to elite Money Managers and an open architecture that allows her to deliver a comprehensive range of Bank of America's deposit and lending services, positioning her as a single point of contact for clients' financial needs. She holds the Personal Investment Advisor (PIA) designation and is affiliated with Merrill Lynch Wealth Management. Outside of her professional role, Kamerie is involved with the community organization Zoe International. She enjoys spending time with her family, including her two dogs, Bailey and Annabelle, and has a passion for traveling and exploring new cultures. In her leisure time, she likes biking, dancing, music, and reading.

Elizabeth Sandoval is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments, LLC and Invest Financial Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Manuel Ashekian is a CFP®-certified financial advisor with 14 years of industry experience. He currently works at Wells Fargo Clearing and has previously held roles at Charles Schwab, J.P. Morgan Chase, J.P. Morgan Securities, Merrill Lynch, and Bank of America. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Landis Richardson is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he owns Melodias Properties, an S Corporation involved in property investment. 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 individual and institutional clients.

Michael Bertolucci is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC and Questar Asset Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on income planning, tax-aware withdrawal strategies, and Social Security options.

Leonard Achenbach is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at AXA Advisors, LLC and Equitable Advisors prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities, with recommendations incorporating an ESG eligibility framework.

David Flores is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Paul Peters is a Vice President, Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on building long-term relationships with high net-worth families in the Conejo Valley community. He and his team collaborate closely with clients to develop financial plans tailored to their income and investment needs before and throughout retirement. Paul brings over 18 years of experience in wealth management. Prior to joining Fidelity, he held positions at Merrill Lynch, including Market Leader from 2014 to 2022 and Financial Advisor from 2007 to 2014. He holds a California Insurance License. Paul has a personal connection to the Conejo Valley community, where he played baseball and graduated from California Lutheran University.