Geoffrey Deitrick is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Chase Financial Brokerage Company, Nexa Mortgage, and Pennymac Loan Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as multi-manager and fund-of-funds structures.

Benjamin Howard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Oaks Christian School and Calvary Community Church, among others. Outside of his advisory work, Howard leads worship on a contract basis for Grace Church of La Verne and occasionally plays guitar for various churches through the Worship Support Network. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Kyle Reed is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, providing written Recommendation Reports and annual advice based on research, third-party data, and algorithmic tools.

Maria Pisa Di Maggio is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Edward Jones since 1994. Outside of advising, she owns a real estate business, Attraversiamo Farfalla LLC, based in Agoura, California. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tyler Glover is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to and alongside his advisory career, he has been involved with the American Federation of Musicians' Local 47 Chapter since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 supported by research and model portfolios.

Kyle Wilson is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward Jones since 2005 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Wilson is a homeowner involved in a room rental business in Thousand Oaks, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arda Thomas is a CFP®-designated financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at several major firms including Merrill, Bank of America, Scottrade, and TD Ameritrade before joining J.P. Morgan in 2019. J.P. Morgan Securities 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.

Suzan Cheek is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her career includes 20 years at UBS Financial Services prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing 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 and modeling techniques as part of its financial planning process.

Jennifer Bruehl is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2017, following six years at Morgan Stanley Smith Barney LLC. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Elmira Lavi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS, Morgan Stanley, Oppenheimer & Co., and LACERS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Skyler Lundring is a Series 66-licensed financial advisor with Thrivent Investment Management in Thousand Oaks, CA. Lundring has been with Thrivent Financial and Thrivent Investment Management since 2025 and has prior experience including roles with the LA Clippers and TCU Athletics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing structure.

Craig Chiate is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Sierra Canyon School. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Johanna Lee is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Cambridge, she was employed at King’s Hawaiian Holding Company and was self-employed for 18 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple portfolio management platforms and a mix of proprietary and third-party strategies.

Adam Bedrossian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse clientele including high-net-worth individuals, multigenerational families, entrepreneurs, professional athletes, actors, nonprofit organizations, and endowments to develop customized financial plans targeting their objectives. His services extend beyond investment management to include estate planning, generational wealth transfer, philanthropic giving, and pre- and post-liquidity event planning. Adam has particular expertise advising entrepreneurs through various stages of the business cycle and collaborates with their M&A attorneys and CPAs to provide strategic professional connections. Adam began his career as a financial analyst focused on developing and implementing investment strategies for nonprofits, private foundations, and ultra-high-net-worth families. He holds a bachelor's degree in business administration from the Marshall School of Business at the University of Southern California, where he also serves as a guest lecturer on business communications strategy. His professional designations include Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Born and raised in Los Angeles, Adam resides locally with his fiancé and their two dogs. He maintains a passion for sports and volunteers for the Challenger League, an adaptive baseball program for children with physical and intellectual challenges. Additionally, he coaches baseball and basketball and is an avid golfer. Adam aims to provide clients with a comprehensive wealth management and estate planning service, simplifying their financial touchpoints by serving as their primary resource for handling any money-related issues.

Daniel Giuffrida is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kyle Lundberg is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Westlake Village, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Alan Tores is a CFP® professional with 30 years of experience in financial advising, currently serving clients at UBS Financial Services since 2011. He holds a Series 63 license and operates out of Westlake Village, CA. Outside of his advisory work, he acts as a health agent for Claire Dexter. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary market research and model-based asset allocations to tailor financial strategies.

Sholeh Salari is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. Sholeh holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Master of Business Administration (MBA) from Pepperdine University.

David Racusin is a financial advisor with Ameriprise in Agoura Hills, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Edward Kepple is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2011, including its affiliated entities. Outside of his advisory role, he owns and operates a tax preparation business under Edward H Kepple, CPA. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm delivers customized, written recommendations through a centralized consulting team, emphasizing managed accounts and algorithm-assisted planning.