Anthony Sayavong is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. Prior to joining OSAIC, he worked at SagePoint Financial, Inc., and has a background that includes several roles in the food service industry as well as full-time education. Additionally, he provides support as a financial paraplanner and advisor assistant to another financial professional. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and advisory platforms, financial planning, retirement consulting, and access to third-party money managers, employing various asset allocation tools and portfolio management strategies.

Ali Agah is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously spent seven years at Boston Private Bank. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Katrina Sable is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. She currently works at Raymond James Financial Services Advisors, Inc. and previously spent time at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Salvatore Cipolla is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and currently works at Morgan Stanley Private Bank, N.A. His background includes four years at Southern Connecticut State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Nicholas Lombardo is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at RBC Capital Markets and First Republic Securities Company, Llc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Shelby Mac Donald is a financial advisor at Ameriprise in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, Shelby worked at Warner Bros for four years and Cartoon Network for two years. 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 recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Osvaldo Sicairos is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Wells Fargo Clearing and U.S. Bank, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI, and its formal advisory roles to multiple investment companies.

Shawn Hare is a financial advisor with Wells Fargo Advisors in Sherman Oaks, CA, holding a Series 66 designation and 26 years of industry experience. His prior roles include nearly a decade at Wells Fargo Clearing and three years with Wells Fargo Advisors LLC. Outside of his advisory work, he owns and manages several investment-related ventures, including Hare of the Dog, Hareball23 Productions, and a significant interest in Hoelzel Hare Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and fee-based financial planning services. The firm offers tailored planning across various areas such as retirement, education, special-needs, and business-owner transition, using proprietary research and tools to develop customized recommendations.

Nathan Forrest is a financial advisor with Edward Jones in Placentia, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Christopher Link is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he manages real estate and agricultural properties as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by the firm’s Global Investment Committee methodologies.

John Koh is a CFP® with 24 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at BMO Bank N.A., LPL Financial, Bancwest Investment Services, and Bank of the West. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Ken Lee is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, N.A., and Chi Hyung Lee. He has worked at Merrill 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. The firm offers model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard De Gout is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AxA Advisors. Outside of his advisory role, he serves as successor trustee and successor power of attorney for an immediate family trust. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance services.

Elly Wong is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Nanda Fernando is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework when recommending strategies.

Alexander Sierra is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera since 2019. He previously worked at Foresters Advisory Services and Foresters Financial Services. Sierra is president of the Financial Planning Association of San Gabriel Valley, where he oversees board activities and monthly luncheons. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Zeina Maalouf is a financial advisor at Cetera with six years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Insurance Agency LLC and Avantax Advisory Services. In addition to her advisory role, Maalouf operates a CPA practice providing tax preparation and accounting services to individuals and small businesses and is active as a residential real estate agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.

Mark Ramos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Ramos also operated his own consulting service, Ramos Consulting Services, for one year. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.