David Hess is a financial advisor with Charles Schwab in Woodland Hills, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Charles Schwab since 1993 and has concurrently worked with Charles Schwab Bank since 2005. 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 a large client base with an integrated advisory and brokerage platform that includes both non-discretionary guidance and access to discretionary separately managed accounts.

Shant Rostamian is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He partners with clients to develop and implement investment strategies tailored to their specific needs, utilizing Fidelity's analysis tools. His approach focuses on building and growing long-term relationships by leveraging his diverse experience in the financial services industry. Prior to his current role, Shant held positions as an Investment Consultant and Financial Representative at Fidelity Investments. His professional background also includes experience as a Relationship Banker at JPMorgan Chase Bank, a Financial Professional at AXA Advisors LLC, and at New York Life. He holds a California Insurance License. Outside of his professional work, Shant has interests in comedy, cooking and baking, family activities, fitness, and traveling.

Frank Sun is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked at UCLA Health and Cedars-Sinai Medical Center. He continues to hold employment with UCLA Health alongside his advisory role. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, consulting, and access to various asset managers.

Tori Samuel is a financial advisor at LPL Financial with 14 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc and Foresters Advisory Services, LLC. She served on the Educational Foundation Board of Compton Unified School District from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advanced operational tools with a broad range of investment options.

Masood Noorzay is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joni Deakins is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked with firms including Compass Financial Advisors and LPL Financial before joining Cetera and also serves as president of The Los Angeles Maryvale Guild. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary approaches.

Charissa Spach is a Series 66-licensed financial advisor with Ameriprise in Calabasas, CA, and has 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she is a co-owner of R&J Pacific Management LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service focused on clients near or in retirement with substantial investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor plans, primarily for assets held within Ameriprise-managed accounts.

Hakop Mavyan is a financial advisor with Mass Mutual Investors Services in Glendale, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at New York Life Insurance Company, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he serves as an Audit Committee Commissioner for the City of Glendale and owns an insurance sales business, Merlin Financial Ltd. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using advanced analysis tools and offers specialized programs including estate and employer-sponsored planning.

Scott Trulik is a financial advisor with Ameriprise Financial Services LLC in Glendale, CA, holding a Series 66 designation and 25 years of industry experience. He previously worked at LPL Financial, LLC for 22 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using a non-discretionary approach supported by proprietary research and third-party data.

David Park is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked at Cetera since 2026 and previously held roles at OSAIC, Park Wealth Advisors, and FSC Securities Corporation. He is also involved with Park Wealth Advisors, where he provides insurance and variable annuity sales and consultation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and employs a multi-manager platform with various program options.

Shelby Rothman is a financial advisor with Cambridge Investment Research Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. Rothman has worked at Cambridge since 2011 and previously was with WFP Securities and Woodbury Financial Services. Outside of advisory work, Rothman is the owner and partner of Enjoy Financial, a separate business entity. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a variety of platforms and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

Alec Hong is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including at Timios Inc. and Lakeview Garden. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Ruiz Chacon is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Wells Fargo Clearing since 2017, with previous roles at Merrill and Bank of America. Outside of his advisory work, he is involved in managing an affordable housing venture focused on prefabricated construction for low-income and new home ownership families, and he also manages a fine arts business specializing in old master paintings. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines extensive research and analytics with both brokerage and advisory solutions, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Wayne Hildenbrand is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank NA since 2011. Outside of financial advising, he works as a private teacher and tutor and is a professional drummer. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Roshan Ghaznavi is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining UBS in 2022, he worked at Bank of America and Merrill for over a decade each. Outside of his advisory role, he is a partner in a real estate investment business. 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, offering proprietary research and diverse capital markets services.

Ardis Curtis is a financial advisor at Thrivent Investment Management with two years of industry experience. Curtis has worked at Thrivent in various capacities since 2023 and previously spent 13 years at T-Mobile. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under consolidated billing.

Michael Berger is a financial advisor with Morgan Stanley in Valencia, CA, holding a Series 63 license and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, Berger is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services that encompass broad offerings across retail and institutional markets.

Vahe Movsesyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has been associated with Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment options and operates a large network of over 14,000 financial advisors managing approximately $671 billion in assets.

Marlon Profeta is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, 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.

Stephen Lo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill, UBS Financial Services, and CUSO Financial Services prior to joining J.P. Morgan Securities in 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.