Javier Mondragon Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. He holds Series 63 and Series 66 credentials. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG framework.

Christopher Russo is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Chief Financial Officer for the Grace Foundation and has ownership in a power washing business. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

David Escobar is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Wells Fargo Advisors and previously spent 15 years at UBS Financial Services, as well as time at Morgan Stanley. Outside of his advisory role, Escobar serves on the Treasury Oversight Review Committee for the City of Burbank, providing periodic guidance on the city's fixed income portfolio. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm’s approach includes a wide range of planning services supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

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® professional affiliated with LPL Financial, with 41 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously spent 17 years at Independent Financial Group Inc and Hagerty Stewart & Associates, LLC. Tanaka also has a longstanding involvement in non-variable insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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 at LPL Enterprise with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and New York Life. She is also a non-practicing registered pharmacist. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 the Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of AI-driven research methods, and formal governance procedures.

Robert Farmer is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2005 and spent two years at Osaic FA, Inc. prior to that. Farmer is the president and CEO of Comprehensive Wealth Management, LLC, through which he oversees his LPL advisory and insurance businesses. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large 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 at LPL Financial with 39 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, following prior roles at Associated Securities Corp. and Associated Planners Investment Advisory Inc. Since 1997, he has also acted in a fiduciary capacity in a trust, unrelated to investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Robert Stern is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at Avantax Investment Services and Cetera before joining LPL Financial. Outside of advising, Stern serves as Treasurer for both the Henry Mayo Newhall Memorial Hospital Foundation and the Newhall Rotary Community Foundation. 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 through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

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.

Jack Henningfield is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. His work history includes roles at Raymond James Financial Services Inc. and The TCW Group. He has experience working at Loyola Marymount University and has been involved with various companies in administrative and support roles. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Matthew Miner is a Series 66-licensed advisor with Equitable Advisors in Woodland Hills, CA, where he has worked since 2025. He has one year of industry experience and concurrently owns and operates Enabler PR, a public relations business he founded in 2015. Prior to his advisory role, he worked at LA Weekly from 2015 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Derrick Schmucker is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and previously worked at Volt Workforce Services. Outside of advising, he is involved in sales of non-investment products including home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily via model-based strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, overseeing approximately $15.5 billion in assets under management.

Andrey Pashayan is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan, he worked at Citigroup Global Markets and Citibank, and earlier spent a decade at Wells Fargo. Outside of his advisory role, he operates a home-based barbecue catering service. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation support from affiliated entities.

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.