Matilda Babapoor is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several Wells Fargo affiliated entities since 2013, including Wells Fargo Bank and Wells Fargo Clearing. Outside of her advisory role, she is also a caregiver providing in-home supportive services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations using proprietary research and planning tools across a broad range of financial planning areas, with clients choosing how to implement advice through brokerage or advisory programs.

Christopher Ishii is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Beverly Hills, California. Since joining Merrill in 2021, he has provided tailored financial strategies and advice primarily to high-net-worth individuals, families, business owners, and corporate executives. Christopher's expertise includes portfolio design, alternative investment analysis, business and succession planning, trust and estate planning, charitable giving, long-term wealth strategy, family wealth dynamics, and corporate retirement strategies such as 401(k), SEP, and SIMPLE plans. Before Merrill, he served as a Financial Advisor at Morgan Stanley and has been active in wealth management since 2016. Christopher earned a Bachelor of Arts degree in Economics and Business Administration from the University of Miami. He holds the Personal Investment Advisor (PIA) designation. His approach emphasizes deep client relationships and a rigorous, planning-based methodology to help clients move efficiently through their financial journeys. Christopher works closely with business owners, professionals, and executives to manage their complex financial lives, focusing on liquidity management, legacy planning, executive compensation, and investment consulting for defined contribution plans. Outside of his professional role, Christopher is originally from Palos Verdes and currently resides in Los Angeles. He volunteers with local organizations including the Los Angeles Food Bank and Bright Prospect, which supports first-generation college students. In his personal time, he enjoys traveling, dining at new restaurants, supporting the Lakers, and engaging in activities such as baseball, basketball, boating, music, reading, running, surfing, and spending time with family.

Dennis De Young is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cetera since 2026. His prior roles include positions at LPL Financial, Western International Securities, and Financial West Group. He is also involved as a board member of the Robert P. Amman Memorial Campership Fund. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with a range of discretionary and non-discretionary programs.

Darren Kremicki is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Axa Advisors and UBS Financial Services. Kremicki’s background also includes time at California State University, Northridge, and Notre Dame High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory approach.

Lucia Herrera Bernabe is a financial advisor with Wells Fargo Advisors in Encino, CA. She holds Series 65 and Series 63 licenses and has experience in the industry dating back to 2013, including roles at AIG and One Capital Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, using proprietary research and planning tools.

Sasa Li is a financial advisor at Wells Fargo Clearing with six years of industry experience. He previously worked at Goldman Sachs and has a background that includes time at New York University and The Kimono Kid. Outside of his advisory role, Li serves on the board of 105 Thompson Street Corp and co-owns the Glowjob Podcast. 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 a large-scale platform, offering both brokerage and advisory solutions.

Alex Matsumura is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held positions at Premier America Credit Union and LPL Financial Corporation. Matsumura holds Series 63 and Series 65 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Van Hess is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, Van Hess is a partner in an insurance business and is involved as a landlord for short-term vacation rentals. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive planning engagements using firm-approved analytical tools and serves a broad client base that includes high-net-worth individuals.

Gina Lapiner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. She previously worked at Edward Jones for 17 years. Lapiner is also the owner of Calabasas Wealth Management Inc., through which she manages her Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with clients’ advisors.

Zachary Fallas is a financial advisor at OSAIC with Series 65 and Series 63 credentials and three years of industry experience. He previously worked at Morgan Stanley for four years and has held roles at NWF Advisory Group and Chapman University. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses various asset-allocation tools and third-party services to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Samuel Kagan is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm integrates advisory services with other financial products and referral channels.

Carter Taylor is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 63 designation and 30 years of industry experience. He has worked at Charles Schwab since 1995 and at Charles Schwab Bank, SSB 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Michael Bain is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with LPL Financial since 2010 and is also a partner and actuary at CMC Retirement, a third-party pension administration firm where he has worked since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Mark Furrer is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs structured planning processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ahmad Mehaidly is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Ahmad held positions such as Assistant Vice President - Wealth Relationship Manager at Citi Bank from 2021 to 2022, and First Vice President - Private Client Banker at JP Morgan Chase from 2014 to 2021. Ahmad specializes in assisting clients with retirement strategies, tax-efficient investing, and comprehensive estate planning considerations. He holds a California Insurance License. Outside of his professional career, Ahmad enjoys biking, hiking, outdoor adventures, running, soccer, and yoga.

Roger Hall is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held positions at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. His credentials include Series 63 and Series 65 licenses. Hall also serves as a trustee of a family trust. 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. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Charles Heaphy is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank from 2010 to 2023. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Santucci is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo since 2019. Prior to joining Wells Fargo, he held positions at Postmates Food Delivery and Warner Brothers Studios. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Grant Ponder is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 credential and 19 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved in property management as a partner in a rental property business in College Station, Texas. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services across retail and institutional markets.

Fred McNeely is a financial advisor with Raymond James Financial in Northridge, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2009. He also owned and operated MCNEELY FINANCIAL STRATEGIES, LLC dba LIFESTONE WEALTH MGMT. from 2009 to 2019. Outside of his advisory work, McNeely owns and manages a support company, Fred B McNeely dba Legend Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and uses various implementation strategies, with a significant portion of its advisory business conducted on a non-discretionary basis.