Christopher Ellis is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial in Burbank, CA, having previously worked at Wedbush Securities and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to a variety of investment programs and model portfolios.

Lynn Alvarado is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and having 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning services facilitated by its Financial Advisors and Estate Planning Strategies Group.

Francisco Lim is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He has one year of industry experience and has previously worked in educational roles at several schools and community organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

Madison Moore is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and 2018, respectively, and previously worked at Media Arts Lab for one year. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct client plans and Corporate Financial Planning agreements with employers.

Christopher Steer is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Luke Petrarca is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Allen is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while providing access to fiduciary financial planning and a broad platform of capital markets services.

Joseph Bui is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Bank of America, Fidelity Charitable, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory duties, he serves as a committee member of McIntyre House and an advisory board member of QueensCare Foundation, both nonprofit organizations. 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, pension plans, corporations, and charitable organizations.

Sharone Rotkopf is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2005. Outside of his advisory role, he is involved in insurance sales and participates in investment research surveys. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support, alongside various non-advisory services such as insurance and lending products.

Jenna Kraczek is a financial advisor at UBS Financial Services with 13 years of industry experience. Prior to joining UBS in 2021, she worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA for eight years. Outside of finance, she owns and operates Jenna Kraczek Photography, a freelance photography business established in 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning, portfolio management, and capital markets activities.

Michael Posner is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent eight years at TD Ameritrade, Inc. His career has focused on wealth management and advisory services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operations.

Elizabeth Rahn is a financial advisor with J.P. Morgan Securities, holding Series 66, Series 63, and Series 65 licenses and 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent four years at Northern Trust. Rahn serves as a trustee and member of the investment committee at Children's Hospital Los Angeles, a nonprofit providing critical care to children. 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 and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary, customized investment advisory solutions.

Mika Cogdill is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer bank products including deposit and credit services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Anna Lay is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her financial career, she is a licensed esthetician and operates as an independent seller on a resale website. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Andrej Sitas is a financial advisor with LPL Financial in Encino, CA, holding a Series 66 designation and over a decade of industry experience. He previously worked at Bank of the West for 11 years and has been with BMO Bank for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Adarsh Shah is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and also worked at Morgan Stanley Private Bank, N.A. from 2015 to 2017 and again starting in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Antoine Le is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase bank, N.A. and Scottrade in prior roles. Outside of his financial career, he is a co-owner and investor in Viscape Arts, an independent film production company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

Greg Berlant is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 19 years of experience in the financial services industry, having previously worked as a Senior Financial Consultant at TD Ameritrade from 2008 to 2018 and as a Financial Advisor at Morgan Stanley from 2007 to 2008. Greg focuses on creating clear and actionable financial plans that align with his clients' goals. Greg holds a California Insurance License, supporting his ability to provide comprehensive financial advice. He emphasizes understanding his clients' visions to build a strong foundation for their financial futures. Outside of his professional work, Greg has interests in fitness, football, pets, snowboarding, and traveling.

Stephen Bearden is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Susan Edwards is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of experience in guiding clients through financial strategies related to significant life transitions. She and her team manage total assets of approximately $458 million as of May 2023. Susan’s expertise spans equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and portfolio management services. Throughout her career, Susan has focused on supporting pre-retirees, business sales, career transitions, and wealth transfer planning. She has specialized experience working with tax-sensitive investors and strategies involving restricted stock and executive stock compensation. Susan collaborates closely with clients' trusted advisors to develop comprehensive wealth management approaches tailored to individual needs. Susan earned her Bachelor of Arts degree in History with a minor in Economics from the University of California, Berkeley, and completed post-graduate studies in International Business at Oxford University. She holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, Susan is active in her church community and, along with her family, supports initiatives related to homelessness and foster care youth. Her personal interests include skiing, camping, cooking, fishing, hiking, and spending time with her family.