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 23 years of industry experience. He is currently with Wells Fargo Advisors and previously spent 15 years at UBS Financial Services Inc. Escobar serves on the Treasury Oversight Review Committee for the City of Burbank, advising on the city's fixed income portfolio and investment policy. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options tailored to client needs and leveraging Wells Fargo’s research and tools.

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.

Ronald Tanaka is a CFP®-designated financial advisor with LPL Financial, bringing 41 years of industry experience. He has worked at LPL Financial since 2020 and previously served at Independent Financial Group Inc and Hagerty Stewart & Associates, LLC. He has also operated a non-variable insurance business since 1982 in South Pasadena, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

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 licenses and three years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America, Pruco Securities, NYLIFE Securities LLC, and New York Life. She is also a non-practicing registered pharmacist. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a variety of brokerage and insurance products through an integrated platform.

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 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2006 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management arrangements, and access to brokerage and insurance products via an integrated platform.

Robert Farmer is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with LPL Financial since 2005 and serves as president and CEO of Comprehensive Wealth Management, LLC, through which he operates his advisory and non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services delivered through a national network of investment adviser representatives.

Martina Girgis is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Merrill Financial Solutions Advisor. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-term, mid-term, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and savings, as well as facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Martina holds a Bachelor's Degree and a Master of Business Administration (MBA) from the California State University System. She carries the Professional Designation of Personal Investment Advisor (PIA). Her approach involves ongoing discussions with clients about their goals and concerns, enabling her to offer tailored advice and adapt strategies as clients' needs evolve.

Thomas Minor is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 39 years of industry experience. He has worked with LPL Financial since 2009, following prior roles at Associated Securities Corp. and Associated Planners Investment Advisory Inc. since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management supported by research from LPL and third-party subadvisors.

Robert Stern is a financial advisor with LPL Financial and holds the Series 63 and Series 66 licenses. He has 27 years of industry experience and previously worked at Avantax Investment Services and Cetera before joining LPL Financial. Outside of his advisory role, Stern serves as treasurer for both the Henry Mayo Newhall Memorial Hospital Foundation and the Newhall Rotary Community Foundation, organizations involved in local healthcare and charitable fundraising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Vahan Papyan is a financial advisor with Cetera, holding the PFS™ designation and bringing one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has more than ten years of experience at RSVP CPAs & Advisors Inc, where he also serves as CEO. Outside of his advisory role, he is CEO of two nonprofit organizations: the AASCPA Education Foundation, which grants scholarships to accounting students, and the Armenian American Society of Certified Public Accountants, a professional networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform with access to third-party managers and various program structures.

Juan Gonzalez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. Prior to his financial services career, he was employed at Fry's Electronics for five years. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Matthew Miner is a Series 66-credentialed advisor with Equitable Advisors in Woodland Hills, CA. He has been with Equitable Advisors since 2025 and has prior experience as the owner and publicist of Enabler PR since 2015. Additionally, he worked for LA Weekly from 2015 to 2020. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning and asset management through multiple advisory programs and third-party managers, focusing on matching client needs to appropriate investment solutions.

Derrick Schmucker is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Primerica Advisors since 2004 and Primerica Financial Services since 2003, with a brief tenure at Volt Workforce Services from 2016 to 2017. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than servicing institutional pension or profit-sharing plans.

Andrey Pashayan is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 65 and Series 63 credentials and three years of industry experience. His prior experience includes roles at Citigroup Global Markets, Citibank, and Wells Fargo. Outside of his advisory work, he operates a home-based barbeque catering service. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized, non-discretionary investment recommendations.

Alejandro Jimenez is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, and JP Morgan Chase Bank. 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.

Gabriel Castellanos is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Prior to his finance career, he worked at Pieology Pizzeria for two years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.