Amine Mabsout is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior work includes roles at Sagepoint Financial, Royal Alliance Associates, and Signator Investors. He is also the founder of Ametrine Wealth Strategies, LLC, and operates an insurance agency under Ametrine Financial & Insurance Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with access to multiple investment platforms, employing asset allocation tools and third-party managers to build diversified portfolios.

Cecilia Corral is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes tenures at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments, and Charles Schwab prior to joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its proprietary research, model-based asset allocations, and extensive capital markets services.

Sean Lavin is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jared Grimes is a financial advisor at Morgan Stanley in Los Angeles, CA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in two periods totaling nine years, as well as at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. His background also includes involvement with Impact Events & Displays in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Brian Vo is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and manages Brahhvo LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Christopher Carpou is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with a team of investment professionals to deliver financial strategies and advice for high net worth clients, focusing on fixed income portfolio management. Mr. Carpou began his career in the investment business 41 years ago, specializing in public finance and fixed income markets. He established the first municipal trading desk in California for Morgan Stanley and later served as Managing Director and Senior Municipal Bond Trader for Bank of America, where he was responsible for underwriting, trading, marketing, and portfolio structuring of municipal securities. His experience includes working with institutional and high net-worth retail investors as well as issuers of municipal debt at various government levels. Mr. Carpou earned a Bachelor of Science degree in Economics from San Diego State University and holds Series 7, 52, 53, 63, and 65 FINRA registrations. In addition to his professional work, Christopher Carpou has served on the Board of Directors of Options House, a nonprofit shelter for runaway and abused teens, and as President of the Los Angeles Municipal Bond Club. He is actively involved as a volunteer with his local Little League. His personal interests include baseball, biking, football, gardening, golfing, hiking, reading, scuba diving, swimming, and spending time with his family.

Jesse Lopez is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Crown Capital Securities, Edward Jones, Cambridge Investment Research Advisors, and Newport Wealth Strategies. Outside of his advisory work, he owns and operates JL Financial Services, providing tax preparation and accounting services, and works as a recruiter with Regal Resources. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Matthew Franco is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2016, with prior experience at Bank of America, Merrill, and Island Prime/C-Level. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

John Holmquist is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes 16 years at Western International Securities, Inc. and 8 years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by extensive technology and operational resources.

Rene Michel is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at SchoolsFirst FCU, Mercy House, Home Depot, and Loara High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolio programs, supported by technology and a large network of advisors.

Kristin Cost is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 credential and has worked at Cetera Advisors LLC since 2017. Outside of her advisory role, she serves as Director of Operations at MEA Wealth Advisors and is also a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers multiple portfolio management options, financial planning services, and access to third-party managers through a large nationwide network of over 10,000 advisors.

Matthew Rodriguez is a financial advisor with Merrill in Anaheim, CA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Merrill and Bank of America, he held roles at Deloitte, Accenture, Jumpstart, and UCLA in various capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Chavez is a financial advisor at RBC Capital Markets with 11 years of industry experience. She previously worked at Oppenheimer for three years and D.A. Davidson & Co. for ten years. She holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes a combination of in-house and third-party managers and model providers.

Edward Tess is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, holding a Series 63 designation and having 30 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly to clients and through employer-based Corporate Financial Planning agreements.

Nevil Dhabhar is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, CUSO Financial Services, and E*TRADE Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice through a large network of investment adviser representatives.

Bryan Schlundt is the Vice President and Branch Leader at Fidelity Investments, where he oversees the Pasadena investor center. He is dedicated to assisting individuals, families, and businesses with their investment and financial planning needs. Bryan has held multiple leadership roles within Fidelity Investments since 2021, including Market Leader for LA North and Vice President, Branch Leader. Prior to his current tenure at Fidelity, he held various positions at TD Ameritrade from 2007 to 2021, including Regional Branch Director and Manager of Private Client services in the West Division. He holds a California Insurance License.

Lawrence Rocha is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including LPL Financial and Avantax. Rocha is also involved with Parallax Wealth Management, a sole proprietorship offering investment advisory, insurance, brokerage, and financial planning services. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios that include a range of asset types and investment strategies.

Eric Bembry is a financial advisor with Wells Fargo Clearing in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns two private healthcare businesses with his spouse, providing private nurse care and concierge health services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Michael Tiedemann is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill since 1997. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jack Wang is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities, CTBC Bank, and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party managers, supporting both discretionary and non-discretionary account management across multiple custodial relationships.