Andrea Rivera is a financial advisor with Merrill and holds a Series 66 designation. She has 11 years of industry experience, including roles at Bank of America, N.A., Dennis Ortiz-Luis, and Waddell & Reed Inc. She is based in Westlake Village, CA. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maryam Zarin Ozv is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2020, also serving at JPMorgan Chase Bank since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chawwadee Rompothong is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2020. Outside of finance, she provides individual golf lessons as a contractor in Los Angeles. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Chan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Kevin Whitten is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Ameriprise since 2015, currently working at the Burbank, CA office. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC, an investment-related business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports through a centralized consulting team.

Andrew Roth is a financial advisor with LPL Financial based in Northridge, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 29 years with LPL Financial. Outside of his advisory role, Roth spends part of his time as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Chen is a financial advisor with Primerica Advisors in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2015 and previously held roles at the Milken School and Viewpoint School. Outside of his advisory role, he is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

W. Griffith is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013 and is co-owner of Foster, Griffith & Allen, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions typical of a large institutional provider.

Nicholas Rodriguez Jr. is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and concurrently associated with Wells Fargo Bank NA since 2016. 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 offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jennifer Desanto is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2018. Her prior experience includes roles at Logix FCU and INVEST Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Juan La Riva is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill and Bank of America since 2017. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Vanessa Escobar is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and having seven years of industry experience. She has worked with various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. J.P. Morgan Securities LLC 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.

Paul Kennedy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he has ownership interests in oil and gas royalties through Warren E&P Inc. 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 services. Their advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Adam Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial advising in 1996 and has experience spanning several firms, including PaineWebber-UBS Financial Services from 1998 to 2007 before joining Merrill Lynch in 2007. Adam works closely with firm specialists to provide clients with a range of services such as portfolio and asset management, retirement planning, estate and trust consultation, life insurance analysis, educational planning, cash management, and lending solutions through Bank of America. Adam holds the Chartered Retirement Planning Counselor (CRPC®) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's degree in Political Science from California State University at Northridge, where he made the Dean's List, and a Master's degree in International Economics and Politics from the Graduate School of International Studies at the University of Denver. Adam is licensed through Merrill Life Agency in California and holds an NMLS identification number.

Josue Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup Global Markets and World Financial Group. Flores is involved in entrepreneurial ventures through Flores Financial Development 8:28. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeffrey Gonzalez Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2017. Outside of his advisory role, he is an owner and partner of Jar'd LLC, a company that produces pickleball paddles. 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 its Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory services with brokerage and investment management capabilities.

Alex Khoshnam is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Thrivent Financial, and US Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Valerie Campadonia is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment offerings include insurance-related vehicles and bank deposit sweep options, which broaden the typical range of products available to institutional clients.

Steven Fusco is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning supported by structured discovery conversations and planning tools, serving clients both directly and through corporate agreements.

Tyler Davis is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley since 2025, as well as experience with Priority Sports and Entertainment and Graziadio Business School. He has also operated a sole proprietorship under his own name since 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals 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 employs structured planning tools supported by its Global Investment Committee to assist clients.