Samuel Andress is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he has been a licensed real estate broker with Huntington Group since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Humberto Jimenez is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, he worked at Ameriprise, CUSO Financial Services, California Credit Union, and Wescom Financial Services. He is also involved with Logix Federal Credit Union in a financial institution capacity. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Yusuf Bhaimeah is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has a background spanning over two decades at JPMorgan Chase Bank, N.A. prior to joining his current firm. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robyn Lawhon is an Associate Resident Director and Wealth Management Advisor with Merrill. She works with clients to develop personalized financial strategies that reflect their long-term goals and changing market conditions. Robyn provides access to Merrill's investment insights and Bank of America's banking and lending solutions to help clients manage their wealth. Her areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Robyn and her team use a Personal Wealth Analysis to understand clients' goals and craft tailored strategies that aim to provide clarity and confidence about financial matters. Robyn holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned her high school diploma from Vinita High School. Outside of work, she enjoys painting, traveling, genealogy, golfing, reading, spending time with her family, and volunteering in her community.

Neal Larsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked with firms including Scorpion Internet Marketing and 1st Global Advisors. Larsen serves as a board member for the Samaritan Center, a nonprofit organization providing resources to the homeless population in Simi Valley. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for its planning engagements.

James Dwyer is a CFP® professional affiliated with Wells Fargo Clearing in Valencia, CA, with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Jacobs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in personal real estate investing through a family-owned LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Heather D'angelo is a financial advisor at Edward Jones in Valencia, CA, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is an owner of a rental property in Scituate, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Jeremiah Bauman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2007. In addition to his advisory work, he conducts business through Bauman Financial Services, where he sells life and fixed annuities. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party research, and various institutional services.

Ronald Scott is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He worked at Merrill for 39 years before joining LPL Financial in 2017. Scott operates Bauman Scott Financial Services, a business entity associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Christopher Brown serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in capital markets, beginning his career on Wall Street and combining his institutional trading insight with tailored client service. Brown's areas of expertise include college education planning, executive compensation, portfolio management services, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Purdue University. In addition to his professional work, Brown is a board member of the MAGIC Charities Foundation. He is an avid outdoor sports enthusiast with interests in adventure sports, marathon running, and skiing. Brown lives in New Hope, PA with his wife and three children.

Angela Bagwell is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as the primary point of contact for Private Wealth Management investors and their families. In this role, she focuses on forming strong relationships and providing personalized service to build and maintain client trust. She has been with Fidelity Investments since 2006, holding various positions including Wealth Management Planning Consultant, Branch Service Manager, and Relationship Manager. Prior to Fidelity, Angela worked as an Associate at Ameriprise Financial Services, Inc. in 2006. She holds a California Insurance License. Outside of her professional work, Angela's interests include family activities, parenthood, pets, and traveling.

Melissa Barker is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica since 2017. In addition to her advisory role, she is the owner of 2SOL Productions, LLC, a television and film production company based in Santa Clarita, CA. Primerica Advisors manages 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 accounts. The firm employs model-driven investment strategies supported by third-party asset managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Bryan Steiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Dwight Wolfe is a Series 66 licensed financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2024, he worked at Edward Jones for four years and held multiple roles at Thrivent Financial between 2019 and 2020. He is also involved with California Business Telephone Systems Inc, a telecommunications business in Valencia, CA. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services supported by model portfolios, third-party research, and various management options.

Levon Hasserjian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC 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 integrates these advisory services with affiliated brokerage, distribution, and investment management capabilities.

Diana Reyes is a financial advisor at Edward Jones with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2004. The firm serves over four million individual and institutional clients, offering a wide range of wealth management services through both discretionary and non-discretionary strategies. Edward Jones manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Roman Christian Laus is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable Financial Life Insurance and Equitable Advisors. He has also served as a live-in caregiver through In Home Supportive Services since 2021 and was a United States Marine Corps member from 2017 to 2021. 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 in its investment recommendations.

Christopher Ceciliane is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Chase. Outside of his advisory work, he pursues a personal hobby involving the buying, selling, and trading of athletic sneakers. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joshua Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Merrill, Bank of America, US Bank, and CitiBank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.