Amit Mody is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and several sports management and food-related companies. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Garrett Roberts is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials. He has one year of industry experience and previously held roles outside of finance, including positions at Mosaic Medical Beverly Hills, Gap, Inc., and the UCSB Disabled Students Program. His background also includes extended periods in full-time education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wealth advisory, managed-account, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by robust research and centralized operational infrastructure.

Stan Stopsky is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at JP Morgan Securities and JP Morgan Chase Bank. He has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary services focused on diversified portfolios and long-term investment strategies.

Julia Maricich is a financial advisor with Merrill in Rolling Hills Estates, CA, holding a Series 66 designation and 10 years of industry experience. She has worked at Bank of America and Merrill since 2016. Outside of her advisory role, she serves as a board member for the Palos Verdes Art Center, a local nonprofit organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Essam Elia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at JPMorgan Chase Bank, N.A. Since 2025, he has been an owner and partner in SpaceX, involved with space exploration, rocket development, and satellite systems. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while relying on an in-house manager solutions team and a centralized due-diligence framework.

Vincent Fierro is a Series 66-registered financial advisor with Edward Jones in Redondo Beach, California, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of about 23,701 financial advisors.

Matthew Diaz is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Fidelity Investments and has held various roles outside of finance in the food service and retail sectors. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory models with access to affiliated discretionary separate managed accounts and offers a range of investment solutions supported by centralized custody and operational infrastructure.

Sean Tompkins is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Kinecta Wealth Management, Premier America Credit Union, and LPL Financial. Outside of Ameriprise, he is involved with Kinecta Financial & Insurance Services as a financial advisor. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Salvador Valdovinos is a financial advisor at Edward Jones in Torrance, CA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at New York Life Insurance Company and the Devereux Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Jeremy Truong is a financial advisor with LPL Financial in Long Beach, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including Merrill, Morgan Stanley, and Waddell & Reed, and has also been involved with various insurance carriers. In addition to his advisory role, he conducts non-variable insurance business. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Amanda Kimoto is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also associated with Jpmorgan Chase Bank, N.A. Outside of her advisory role, she is an owner and partner of 1915 Park View LLC, a real estate LLC managing a single rental property. 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 large institutional advisory operations with brokerage and investment management capabilities.

Andrew Martinez is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Ameriprise Financial. He also spent several years in full-time education before entering the financial services industry. Charles Schwab & Co., Inc. serves a large client base, primarily 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 guidance using multi-asset model portfolios and centralized custody and brokerage services.

Aaron Haitin is an Investment Consultant at Fidelity Investments, where he has been since 2025. He partners with clients using a holistic approach to better understand and plan accordingly to their financial goals. Prior to this role, he held positions at Fidelity Investments as a Planning Consultant from 2022 to 2025 and as an Investment Solutions Representative from 2021 to 2022. Before joining Fidelity, Aaron's professional experience includes working as an Associate at Cordillera Consulting Group between 2021 and 2022, a Financial Advisor at Merrill Lynch from 2019 to 2020, and an Associate at Cordillera Consultores from 2018 to 2019. He holds a California Insurance License. Outside of his professional activities, Aaron has personal interests in baseball, camping, cooking and baking, running, scuba diving, and traveling.

Joy Milan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth by first understanding her clients’ families, financial situations, and priorities. Joy works closely with clients to develop customized wealth management strategies that can adapt to changing needs and market conditions. She leverages the investment expertise of Merrill and the banking services of Bank of America to address various aspects of her clients’ financial lives. With more than 20 years of experience in the financial services industry, Joy has held roles including commercial insurance agent, compliance officer and general counsel for an SEC-registered investment advisor, securities analyst, risk management consultant, and commercial property and casualty underwriter. Her areas of expertise include college education planning, divorce transition planning, family wealth management, legacy planning, retirement income, and strategies for managing new wealth, among others. She holds professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joy earned her J.D. from Suffolk University Law School and her B.A. from Smith College. She is involved with the Women’s Missionary Society at the AME Church and serves as a Better Money Habits Champion for Bank of America. Outside of work, Joy enjoys cooking, music, reading, running, and participating in marathons.

Geoff Delahanty is a Series 66 licensed advisor with Thrivent Investment Management in Lakewood, CA, with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as Secretary on the Board of Directors for Ball Girls Baseball Corporation, an organization that facilitates competitive baseball training and events for girls and women. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses across diverse planning areas. The firm’s approach separates planning from managed-account services, providing ongoing reviews while not accepting discretionary trading authority for its planning services.

James Manion is a Series 66-licensed financial advisor at Morgan Stanley with 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and modeling techniques.

Richard Sloss is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones and Paychex Inc. He is based in Rolling Hills Estates, CA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a broad client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through a non-discretionary approach.

Brian Burnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Brokerage Services, Inc. and SchoolsFirst Federal Credit Union. Outside of financial advising, he works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Chase Marion is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Before joining UBS, he held positions at Genoa Partners and One Source Industries. His background also includes involvement with the Newport Beach Tennis Club and TOCA Football. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lawrence Cane is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental real estate business. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, to support client goals.