Hua Jien Ting is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, UBS Financial Services, and Edward Jones. Hua is based in Woodland Hills, CA. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and research from LPL and third-party subadvisors.

Ronald Mann is a financial advisor with Edward Jones in Granada Hills, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Whitney O'Quinn is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at Kinecta FCU and LPL Financial from 2020 to 2024, and at Wescom Financial Services from 2000 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Elaine Webster is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2011. Outside of her advisory role, she is a notary public in Los Angeles County. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Rubi Rodriguez Lopez is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab in 2022, Rubi worked at TD Ameritrade and has experience in investigative services and consulting roles. 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 affiliated discretionary separate managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Mary Strong is a Series 66-licensed financial advisor with Merrill in Westlake Village, CA, where she has worked since 2009. She has 21 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jacob Furlow is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and Morgan Stanley. He serves as a board member for the Make A Wish Foundation’s local chapter. 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 delivers these services through Wealth Advisors alongside affiliated brokerage and investment management capabilities.

Megan Mendez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence in its investment approach.

Zander Lyskin is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he was an Investment Consultant from 2023 to 2026 and a Financial Representative from 2021 to 2023, all within Fidelity Investments. He holds a California Insurance License. Zander focuses on helping clients achieve their long-term financial goals by developing tailored financial plans. He emphasizes understanding clients' current and future objectives, needs, and values, and utilizes Fidelity's resources to provide comprehensive support. Outside of his professional work, Zander enjoys biking, cooking and baking, social events with friends, hiking, outdoor adventures, and traveling.

Stephen Hagy is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked for nearly a decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Derek Marquis is a CFP® with 36 years of industry experience, currently serving at Raymond James Financial. He has worked at various divisions of Raymond James since 2009. Outside of his advisory role, Marquis is the founder and treasurer of The Jewel Levine Foundation and owns a legal document assistance business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, institutional clients, and state and municipal entities. The firm offers tailored, typically non-discretionary advisory services supported by a broad affiliate network and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Stephen Meli is a financial advisor with Wells Fargo Advisors in Newbury Park, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Vice President of the Newbury Park High School Baseball Booster Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

Mathew Saltzman is a Senior Financial Advisor and a founding partner of The Tally Saltzman Group, a Merrill Lynch Wealth Management team based in Santa Monica, California. He provides personalized wealth management strategies primarily to high net worth clients, including business owners, executives, professionals, and their families. His client focus areas include college education planning, executive and equity compensation, retirement income, legacy planning, liquidity management, portfolio management, small business strategies, and services for defined benefit plans. Mathew connects all aspects of clients' financial lives to help prioritize and pursue their most important goals. Mathew holds a Bachelor's Degree from Cornell University and has earned the Personal Investment Advisor (PIA) designation. He has previously served on the Board of Directors for the Cornell Club of Los Angeles. Throughout his relationships with clients, he emphasizes integrity and transparency and assists with investment management, cash-flow analysis, retirement strategies, trust and estate planning services, and access to lending options through Bank of America. He is fluent in English and Spanish. Mathew also participates in community service through volunteering and supports the tradition of Merrill's involvement in the communities they serve. His personal interests include adventure sports, baseball, basketball, billiards, football, golfing, music, skydiving, traveling, and watching movies.

Christopher Alexander is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Adam Johnson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, previously serving at City National Securities, City National Bank, and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, combining centralized due diligence with customized performance reporting.

Tristan Anguiano is a Financial Consultant at Fidelity Investments, where he works to create customized financial plans tailored to his clients' goals, values, and financial aspirations. He joined Fidelity Investments in 2021 and has held multiple roles including Investment Consultant and Relationship Manager before becoming a Financial Consultant in 2023. Prior to joining Fidelity, Tristan gained experience as a Relationship Banker and Personal Banker at Wells Fargo from 2018 to 2021. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Tristan enjoys fitness, exploring different cuisines, hiking, outdoor adventures, traveling, and spending time with pets.

Daniel Bodemeijer is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gayane Grigoryan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She uses her CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations to provide comprehensive financial planning services. Gayane joined Merrill in 2015 and leverages the investment insights of Merrill Lynch and banking services of Bank of America to help clients manage their financial lives. Gayane graduated from California State University Northridge with a Bachelor's Degree in Finance, Management and Business Administration. Her focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. She participates actively in the communities she serves, volunteering regularly with organizations such as Habitat for Humanity, Heal the Bay, MEND, Nature Park Pasadena, Operation Gratitude, and Tree People. Gayane and her husband enjoy hiking and staying active with their two dogs.

Dana Bennett is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. She has worked with various Wells Fargo entities since 2006. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce.

Cinnamon Apker is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2011, including five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.