Joseph Lally is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging broader derivatives and commodities capabilities.

Mercedes Guevara is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, her background includes time at California State University Northridge. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning processes supported by firm-approved tools and broad investment offerings.

Nogosa Atekha is a financial advisor at Charles Schwab in Los Angeles, CA, holding a Series 66 designation. Atekha's professional background includes experience with William Blair and the Nigerian National Petroleum Corporation, alongside time spent in education roles. Charles Schwab serves a large client base primarily consisting 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 both non-discretionary and discretionary investment options using multi-asset model portfolios and emphasizes an integrated approach with centralized custody and operational support.

Chase Walian is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Third Bridge US Inc. prior to his current role. 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 searches, and customized performance reporting through a non-discretionary advisory program.

Jakob Roulier is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Ernst and Young and Cask Consulting. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Ruthi Hymes is currently the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. Prior to this position, she worked as a Financial Consultant at Fidelity Investments from 2021 to 2023. Earlier in her career, she was a Financial Advisor at Northwestern Mutual from 2018 to 2020. She holds a California Insurance License. In her role, Ruthi focuses on developing comprehensive financial plans tailored to individual client needs, emphasizing honesty, integrity, and transparency. She is committed to working closely with clients to achieve their financial goals through careful planning and implementation. Outside of her professional responsibilities, Ruthi enjoys skiing, theater, and traveling.

Christian Ridout is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, helping them navigate complex investment and wealth management decisions. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as serving clients in sports and entertainment sectors. Christian holds a Bachelor’s Degree from Villanova University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys baseball, cooking, gardening, skiing, surfing, and spending time with his family.

George Jl Li is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Pacific Advisors and Park Avenue Securities among other firms. Outside of finance, he is a part-time associate at In-N-Out Burger. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with recommendations that may include ESG considerations and broader derivatives and commodities capabilities.

Russell Suede is a CFP® and PFS™ with 37 years of industry experience, currently affiliated with LPL Financial in Agoura Hills, CA. He has been with LPL Financial since 2002 and also works with The SRA Group since 2009. Outside of his advisory role, he is involved with tax preparation and accounting services through the KAS Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment solutions, including third-party asset management and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Jeffrey Germain is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Investments, LLC prior to his current role, spanning a total of over two decades with Wells Fargo-affiliated firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics grounded in diversification and modern portfolio theory across its brokerage and advisory solutions.

Fraser Mcalpine is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2023. With 15 years of experience in the financial services industry, he specializes in helping affluent individuals develop personalized financial strategies by understanding their short- and long-term goals. Fraser’s expertise includes executive compensation, legacy planning, liquidity management, retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and small business strategies. He also offers discretionary management of custom investment strategies using a range of Merrill model portfolios and third-party investment options. Fraser holds a Bachelor’s Degree from Rasmussen College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on guiding clients through the complexities of wealth management by providing financial education and creating tailored plans aligned with clients’ risk tolerance, time horizon, and liquidity needs. Fraser is committed to supporting clients and their families across different stages of life and values the importance of addressing financial challenges related to retirement income and educational funding. In addition to his professional work, Fraser is involved with Able Gamers, reflecting a commitment to community engagement. His personal philosophy centers on uncovering what matters most to clients and helping them create strategies to pursue their financial goals.

Seth Haye is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets for five years. Outside of his advisory role, he serves in an oversight capacity at Pepperdine University. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies through its Financial Advisors.

Daniel Thomason is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2009. He has 20 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jason Artof is a CFP® professional with 21 years of industry experience, currently advising clients through LPL Financial since 2022. His prior roles include positions at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he acts in a fiduciary capacity for ARTIEA Capital Management 401K. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Joel Chitiea is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. His prior positions include roles at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. 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 advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing research and operational tools.

Thomas Mottl is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works with clients to develop financial strategies tailored to their individual goals and circumstances, aiming to provide confidence and a clear pathway toward their financial objectives. Prior to his current position, Thomas held multiple roles within Fidelity Investments, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate and Customer Relationship Advocate Intern. This progression reflects his experience in client relationship management and investment solutions. Thomas holds a California Insurance License and continues to build on his expertise in investment consulting. Further educational details and personal interests have not been provided.

James Shipe is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and has experience in providing financial services through his own wealth management group. Outside of his advisory roles, Shipe serves as an elected board member of the Rotary Club of Westlake Village. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Pamela Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo bank since 2001. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional institutional offerings.

Michele Steinberg is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2004, with prior experience at Waddell & Reed from 2002 to 2004. 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 investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Ellen Van Grove is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 designation and has been with Merrill since 2015. Based in Los Angeles, CA, Van Grove's career spans over three decades in financial services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.