Zachary Snyder is a Series 65-licensed financial advisor with Fisher Investments in Los Angeles, CA, where he has worked for 16 years. He has 12 years of industry experience. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Garrett Tuck is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Prior to joining Fidelity, Garrett worked as a Financial Advisor at Edward Jones Investments from 2014 to 2016. Garrett specializes in investment guidance and retirement income planning, partnering with clients and their families to manage their wealth and update plans as life circumstances change. He holds a California Insurance License. Outside of his professional work, Garrett enjoys baseball, concerts, fitness, golf, and traveling.

Jacek Holzwieser is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Stephen Pincin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory work, he owns and operates Legacy Wealth Management, LLC and SMP Group, Inc., the latter involved in building, selling, and managing his personal real estate holdings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

Derek Mclean is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2020, with previous experience at First Allied Securities and First Allied Advisory Services dating back to 2008. Outside of his advisory role, Mclean is also involved with Orange Capital Management Inc. as an investment adviser representative. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary accounts.

Fwu Chian Tsai is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been associated with Cetera since 2004 and owns Lotus Accountancy Company, a CPA firm providing bookkeeping, tax preparation, business management consultation, and tax planning services. He also serves as president of a market consulting firm unrelated to investment activities. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets for approximately 800,000 clients.

David Jakl is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of finance, he serves as head coach for a nonprofit swim team, the Manta Rays Parent Association. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide array of investment programs delivered via affiliated broker-dealer and RIA relationships.

Jonathan Poulis is a financial advisor with Wells Fargo Clearing in Anaheim, CA, holding Series 65 and Series 63 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Commonwealth Financial Network, and Prudential Annuities Distributors Inc. He is co-owner of a business that rehabs old buildings. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services.

Mustapha Fawal is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He specializes in delivering tailored advice and strategic financial plans that align with the unique goals and aspirations of his clients. Mustapha is committed to a client-centric approach, emphasizing transparency and personalized service to foster lasting relationships and support individuals in achieving financial security and confidence. Born and raised in Los Angeles, Mustapha focuses on impacting clients within his community and throughout the city. He is passionate about helping individuals identify what matters most to them and developing financial literacy among youth. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA), and he is fluent in both English and Spanish. Mustapha earned a High School Diploma from Eagle Rock High School. Outside of his professional work, Mustapha enjoys adventure sports, biking, bowling, camping, fishing, golfing, hiking, pickleball, skiing, and spending time with his family.

Bahraam Foroughi is a financial advisor with RBC Capital Markets in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining RBC, he worked at UBS Financial Services for four years. Outside of his advisory role, he has experience in retail operations through his ongoing work at 7-Eleven. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and advisory services through various wrap fee programs. The firm leverages both in-house and third-party investment resources and provides integrated financial solutions.

Ryan Pitcher is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Since 2011, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Eugene Lam is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. His career background includes roles at Wells Fargo Advisors, Wells Fargo Bank, Merrill, Citigroup, and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm providing a range of investment management and financial planning services through a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with various discretionary and non-discretionary portfolio management options across multiple program platforms.

Nicole Slapak is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 10 years of industry experience, including six years at Morgan Stanley prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates ESG considerations where applicable.

Robin Park is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017, following a year at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Rodney Engel is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research to tailor investment strategies.

Samantha Gomez is a financial advisor with Merrill in Los Angeles, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

John Hannah is a Financial Consultant at Fidelity Investments, where he assists individuals and families in developing customized financial plans. His focus areas include investments, retirement planning, income strategies, and tax-efficient investing, aiming to support clients in achieving their personal and financial goals. John's professional experience includes roles as a Planning Consultant, Relationship Manager, and Investment Solution Representative at Fidelity Investments from 2021 to the present. Prior to joining Fidelity, he worked as a Junior Analyst at Harvey & Company LLC and as a Financial Advisor at Edward Jones. He holds a California Insurance License. Outside of his professional work, John has interests in cars, football, pets, reading, and traveling.

Steven Klahorst is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at various Cetera entities since 2020 and previously spent two decades at First Allied Securities. In addition to his advisory role, he owns Golden Hills Investment Advisors and serves as a fiduciary for a family interactive account. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, 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 utilizing both affiliated and third-party managers.

William Shin is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, The Prudential Insurance Company of America, and Pruco Securities. Outside of advisory work, he is registered as a Prudential-sponsored non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

John Ong is a financial advisor with Primerica Advisors in Carson, CA, holding Series 63 and Series 65 designations and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on non-institutional client portfolios.