Steven Park is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024 and Relationship Manager from 2022 to 2023. Prior to joining Fidelity, Steven gained experience as a Senior Branch Premier Banker at Wells Fargo Advisors, a Private Client Banker at Chase Bank, an Associate Financial Consultant at E*TRADE Financial, and a Financial Solutions Advisor at Bank of America Merrill. Steven collaborates with his clients to develop strategies that align with their overall priorities and preferences. He focuses on co-creating plans that facilitate clients' specific financial goals and aims to build meaningful relationships through his advisory services. He holds a California Insurance License. Outside of his professional role, Steven enjoys participating in bowling, football, movies, softball, and swimming.

Nicholas Amodio is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Charles Schwab and Thompson Class prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management solutions supported by various model portfolios and research.

Hayden Rutter is a financial advisor at LPL Financial with Series 66 registration and one year of industry experience. Prior to joining LPL Financial, he worked at Westlake Village Urgent Care and was a student for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Stephen Nzerem is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Wells Fargo Clearing since 2018 and Wedbush Securities Inc. prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to deliver tailored recommendations.

Mariya Abou Absi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, Bank of America, and Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Jordan Nguyen is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of his advisory role, Nguyen was involved with the Frederick R. Weisman Museum of Art and Pepperdine University between 2016 and 2020. 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 ongoing retirement planning advice focused on reliable income sources and tax‑aware withdrawal strategies.

Henry Romero is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Aptive Environmental and Sapori Ristorante. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

David Kamholtz is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with an emphasis on managing assets within Ameriprise-managed accounts.

Gary Hersch is a CFP® professional with 20 years of industry experience, currently affiliated with Equitable Advisors. He previously worked at Valic Financial Advisors for 10 years and has served as an arbitrator with FINRA dispute resolution services. Outside of finance, he is the owner of Chefworx Instruments, a business focused on handcrafting guitars and other stringed instruments. Equitable Advisors provides financial planning, retirement-plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL programs to tailor services based on clients' goals, risk tolerance, and time horizons.

Jacob Guyette is a Financial Advisor with Merrill Lynch Wealth Management based in Santa Monica. He works closely with clients, including individuals, families, and businesses, to develop customized financial strategies that align with their unique circumstances and goals. Supported by the resources of Merrill and the banking capabilities of Bank of America, Jacob and his family-run team provide a tailored approach to wealth management that addresses clients' specific needs. Jacob focuses on areas such as college education planning, personal retirement planning, and tax minimization. He emphasizes creating personalized financial strategies that consider clients' risk tolerance, time horizon, and liquidity needs. His philosophy centers on guiding clients through investment decisions that are aligned with their life goals. He holds Bachelor's Degrees in Economics and Computer Science from the University of California System. Jacob also holds the designation of Personal Investment Advisor (PIA). Outside of his professional role, he enjoys biking, camping, chess, cooking, fishing, golfing, hiking, running, skiing, and swimming.

Stacy Zurita is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent ten years at Merrill. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Walter Conley is the Vice President and Branch Leader at Fidelity Investments, where he leads an office of advisors and wealth management teams dedicated to helping clients achieve their financial and personal goals. He has been with Fidelity Investments since 2000, progressing through various roles including Senior Director of Annuity New Business, Director of Carrier Service Management, and Regional Sales Director. Walter holds a California Insurance License, supporting his expertise in insurance products and financial services. His extensive experience within Fidelity encompasses sales, service management, and leadership positions, reflecting a deep understanding of the financial industry. Outside of his professional role, Walter enjoys biking, hiking, visiting museums, skiing, traveling, and values parenthood.

Shruti Kohli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior experience at Quality Inn and Suites and Country Inn & Suites. 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 select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Gregory Fortner is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He has been with LPL Financial since 1996. He also operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Taylor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using Wells Fargo research and tools to develop tailored recommendations.

Lisa Lyons is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 36 years of industry experience. She has worked at Regal Advisory Service, Inc. since 1997 and Royal Alliance Associates, Inc. since 1992. Lyons owns Regal Advisory Services, Inc., where she provides investment advisory advice and life insurance services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options utilizing asset-allocation tools, automated rebalancing, and third-party solutions.

Teresa Patrick is a Financial Consultant currently working at Fidelity Investments since 2020. She has held several roles in the financial advisory field, including Director of Investments at Oppenheimer & Co. in 2020, Vice President Private Client Advisor at JP Morgan from 2019 to 2020, Financial Advisor at Cuso Financial from 2018 to 2019, and Financial Advisor at Eagle Strategies from 2009 to 2018. Her experience encompasses working with individuals in diverse financial circumstances, enabling her to provide tailored financial planning advice. Teresa adopts a holistic approach to support clients in creating personalized financial plans. She holds a California Insurance License. Outside of her professional work, Teresa has interests in comedy, cooking and baking, fitness, and exploring food.

Taylor Shoop is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Shoop is a partial owner of a family business involved in farming, real estate management, and oil and gas assets. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Nina Hyun is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 66 licenses and has 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s analyses to support clients.

Salvatore Viso is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with OSAIC since 2001. Outside of his advisory role, he owns and manages a small financial services S-Corp and is involved in managing two rental properties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.