Hasina Saleh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at INVEST Financial Corporation, U.S. Bancorp Investments, and Bancwest Investment Services. Saleh is also involved with Logix Federal Credit Union, where she has contributed for over a decade. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Nathaniel Huck is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Bankers Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ronald Roesler is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 products and bank deposit sweep options among its investment offerings.

Andy Mazmanian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Ryan Godliman is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside its advisory offerings.

Anna Turco is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, Turco owns a sole proprietorship offering tax preparation and estate settlement services and serves as a FINRA arbitration panelist. OSAIC serves a wide range of clients including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools and third-party money managers to tailor portfolios, providing both discretionary and non-discretionary account management.

Brian A. Garcia is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, using various portfolio management styles supported by firm research and affiliated sub-advisers.

Mark Duntz is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior work experience at Ameriprise Financial Services, Uber Technologies, Sony Pictures Studios, and CBS Studios. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated trust, insurance, and lending services.

Neil Okeeffe is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2019, as well as prior experience at Bank of the West and BancWest Investment Services from 2016 to 2019. 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 supported by research from the Schwab Center for Financial Research.

Matthew Wagner is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His background includes roles in education and hospitality, such as teaching positions at the University of California, Santa Barbara, and Santa Barbara City College, as well as work with several restaurants and youth camps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Christopher Russo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Russo serves as Chief Financial Officer of the Grace Foundation and is a 50% owner of Mad Mobile, a power washing business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Escobar is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Wells Fargo Advisors and previously spent 15 years at UBS Financial Services, as well as time at Morgan Stanley. Outside of his advisory role, Escobar serves on the Treasury Oversight Review Committee for the City of Burbank, providing periodic guidance on the city's fixed income portfolio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm’s approach includes a wide range of planning services supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Kevin Olalde Martinez is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to define their financial goals and develop portfolio strategies designed to help them reach those objectives. Kevin provides ongoing advice and adjusts portfolios as clients' situations change. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. Kevin earned his High School Diploma from Van Nuys High School and attended Los Angeles Pierce Community College. He is bilingual in Spanish and English. Outside of work, Kevin enjoys billiards, cooking, soccer, spending time with his family, traveling, watching movies, and woodworking.

David Chou is a financial advisor with Cetera having 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cetera, Chou worked at JP Morgan Chase for seven years and has managed Essence Financial LLC, a non-investment business. He is also involved with Sky Vision Life Insurance Agency as a life insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, accommodating various discretionary and non-discretionary account structures.

Dennard Jackson is a Financial Consultant currently serving at Fidelity since 2025. He specializes in partnering with clients to co-create customized wealth strategies that enable their families to pursue desired lifestyles and legacies with control and customization tailored to their unique vision and family dynamics. Prior to his current role, Dennard was a Private Client Advisor SVP at Bank of America from 2018 to 2025. He holds a California Insurance License, supporting his expertise in financial and insurance solutions. Outside of his professional commitments, Dennard enjoys activities such as going to the beach, attending comedy shows and concerts, participating in family activities, fitness, and music.

Sean Summers is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting entertainment industry professionals. With a background in acting and education, he brings an insider's perspective to the unique financial challenges faced by those with project-based, gig-driven careers in film and television. Sean's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services, particularly within the sports and entertainment sectors. He adopts a relational approach, working closely with clients to develop flexible and realistic financial strategies that accommodate fluctuating incomes and support long-term financial stability. He holds a Bachelor's Degree from Brigham Young University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Sean engages in various personal interests such as bowling, chess, football, golfing, pickleball, reading, singing, soccer, table tennis, and watching movies.

Meredith Vazquez is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and three years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life. She is also a non-practicing registered pharmacist. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program.

Daniel Klein is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves on the Los Angeles Police Department’s Financial Counseling Team and acts as treasurer for local booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Stellar is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Zachary Sabo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as a brief tenure at Morgan Stanley DW Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.