Steve Lazny is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Bank of America since 2015 and Merrill since 2014. Lazny also serves as a successor trustee for The EL Trust, a fiduciary entity based in Pasadena, California. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Blumberg is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He joined the firm in 2016 and provides advisory services to high-net-worth clients, focusing on banking, investment, lending, trust, and philanthropic needs. Joel has more than twenty years of experience in investment banking and wealth management, with a background in commercial real estate and philanthropy. Prior to joining Merrill, he held senior roles including Managing Director at J.P. Morgan Private Bank in Los Angeles and Director and Senior Relationship Manager positions at Wachovia Real Estate Capital Markets and Wells Fargo Real Estate Banking. Early in his career, he worked in development for the Shoah Foundation in Los Angeles. He holds an MBA from the University of Chicago Booth School of Business, a Master’s degree from Ohio State University, and a Bachelor’s degree from American University. Joel serves on the Sustaining Board for the UCLA Ziman Center for Real Estate. His client focus areas include family wealth management strategies, services for endowments, foundations and non-profits, legacy and philanthropic planning, and small business strategies.

Anthony Rodriguez is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Securities, City National Bank, and Wells Fargo. His background also includes a brief period at La Grande Orange Cafe. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management styles and affiliated research.

Tejas Rao is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He has also worked in education, including at Oak Park High School and Medea Creek Middle School. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily involves LPL-sponsored programs and endorsed third-party managers.

Neal Eckerlin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2018. Prior to joining Edward Jones, he spent 12 years with Young Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient investment solutions.

Lara Magnusen is a Managing Director, Private Wealth Manager, and Portfolio Manager at Merrill Private Wealth Management. In her role, she advises and implements investment strategies for high-net-worth families, individuals, foundations, and privately held businesses. She also leads the team's investment committee. Lara's professional experience includes positions at J.P. Morgan Private Bank as an investment specialist and Managing Director, as well as portfolio management roles focusing on alternative investment mutual funds at Altegris Advisors. Her career began in 1999, with roles as a junior portfolio manager for a credit hedge fund in Los Angeles and as an analyst at Goldman Sachs & Co. Lara holds the Chartered Alternative Investment Analyst (CAIA) designation, a California insurance license, and is a member of several women's investment groups. She earned a Bachelor of Arts degree in economics with a minor in business administration from the University of California, Berkeley, and a Master of Business Administration from the University of California, San Diego. Lara speaks English and Spanish. Outside of her professional responsibilities, she serves on the advisory board of the Unusual Suspects Theatre Company, a nonprofit supporting arts enrichment in underserved communities. She lives in the Hancock Park area of Los Angeles with her husband, two children, and four dogs.

Sean Sagaz is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2015. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain banking products and 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mathew Lewis is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., and Dashlane Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client relationships and corporate agreements.

Alexandria Otto is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. She has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kristi Curran is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 license and 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. Outside of her advisory role, she owns Tailormade Chocolates, a business that produces and sells chocolate candies online. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized, non-discretionary investment recommendations.

Elizabeth Johnston is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2021. Her prior roles include positions at Beacon Pointe Insurance Services, Beacon Pointe Advisors, City National Bank, Bank of America, and Merrill. Outside of her advisory work, she is involved in several personal ventures including acting, operating a motherhood blog, managing an Etsy store specializing in embroidered items, and assisting at a wedding dress salon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Catherine Solange Gueneau is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 65 and Series 66 credentials and previously worked at Goldman, Sachs & Co. for 11 years and Duo for a Job for one year. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, 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 services both directly and through corporate financial planning agreements.

Marcia Herrera is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014, currently serving at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Marcus is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market-based modeling techniques as part of its advisory process.

Juan Escobar Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a role at JPMorgan Chase Bank, N.A. since 2020. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jeremiah Bauman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2007. In addition to his advisory work, he conducts business through Bauman Financial Services, where he sells life and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party research, and various institutional services.

Ronald Scott is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He worked at Merrill for 39 years before joining LPL Financial in 2017. Scott operates Bauman Scott Financial Services, a business entity associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Howard Kreshek is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as co-trustee for family investment-related trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ruzanna Sargsyan is a financial advisor with Wells Fargo Clearing in Glendale, CA, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Wells Fargo Bank, Pacific Premier Bank, and Unibak Armenia. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Juanjie Long is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cetera and East West Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.