Barry Pinsky is a financial advisor with UBS Financial Services in Sherman Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years with UBS. He has authored an article for a professional CPA magazine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Diego Kapelusznik is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America, Merrill Lynch, and Northwestern Mutual in various capacities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting, emphasizing non-discretionary portfolio recommendations and offering access to firm-sponsored wrap fee programs and institutional consulting services.

Dan Chu is a financial advisor with Primerica Advisors in Rosemead, CA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and previously worked at In Home Solution Services from 2018 to 2022. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Cameron Thornton is a CFP® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera, joining the firm in 2023, and has held leadership roles at CTA Wealth Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advisory work, he provides tax preparation and accounting services through his sole proprietorship and serves as a public relations spokesperson for a retreat center. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party investment managers and multiple program structures.

Ricardo Barragan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with J.P. Morgan entities since 2001. Outside of his advisory role, he serves on the Board of Directors for Green Dot Public Schools California, a nonprofit public school operator in Los Angeles. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Philip Warne is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 1991. Outside of his advisory role, Warne is president of Corporate Financial Partners, an administrative support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory and implementation-support services over discretionary management.

Isaac Iny is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Next Financial Group for 21 years. Iny is also involved as a non-variable insurance agent and manages a business entity for tax and investment purposes. 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 along with research-supported investment strategies.

Justin Haim is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, with seven years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., Forex Capital Markets, and involvement with GoLEED from 2018 to 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Lauren Halloran is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner on an international family team at the Wingard Halloran Group in Beverly Hills. She holds the Sports & Entertainment Accredited Wealth Management Advisor™ designation and provides customized wealth management strategies including personalized cash management, credit and lending solutions through Bank of America, N.A. Lauren also leads the Group’s socially responsible investment research and focuses on areas such as college education planning, family wealth management strategies, legacy planning, tax minimization, and values-based investing. Lauren is a multi-generational wealth planner with expertise in the financial needs of entertainment professionals, digital content creators, gamers, and artists. Prior to joining The Wingard Group in 2015, she worked in Digital and Interactive Media at a major Hollywood studio, bringing insight into the evolving landscape of wealth accumulation for individuals in the entertainment and digital industries. She is committed to financial education and supporting the younger generation in managing and preserving their wealth. Lauren graduated Cum Laude from the University of Southern California with a Bachelor of Arts degree in Communications and a minor in Marketing. She holds the California Life Insurance License and maintains professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Her professional affiliations include the Association for Corporate Growth, Jonathan Club, and USC Marshall Alumni Association. In addition, Lauren is involved with community organizations such as Step Up Women's Network and Susan G. Komen Los Angeles. Outside of work, she enjoys running, hiking, cooking, dancing, reading, watching movies, yoga, and traveling.

Alexandre Vace is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Avantax Advisory Services. Outside of advisory work, he is the owner of Vace & Company, CPA, where he manages accounting and tax services, and he serves as an investor, CFO, and board member of Avah Farm Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

David Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is the owner of Barrett Walker, Inc., a personal service corporation for tax purposes. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional consulting services to a wide range of clients, including individuals, pension plans, corporations, and government entities, with a focus on non-discretionary planning and active involvement in municipal and public finance.

Sarah Fodrea is a Vice President and Wealth Planner at Fidelity Investments, where she has worked since 2015. In her current role, she partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Sarah emphasizes building strong relationships with clients and their families based on trustworthiness, reliability, and competence. Prior to becoming Vice President, Wealth Planner, Sarah held roles as a Financial Consultant and Investment Consultant at Fidelity Investments. Her career also includes extensive experience at AIG Capital Services, Inc., where she served as Director of Internal Sales, Manager of Internal Sales, and Internal Wholesaler from 2000 to 2015. She holds a California Insurance License.

Jeff Kritzberg is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and spent fifteen years at Pitney Bowes before transitioning to financial services. Outside of advising, he is involved in sales of small group health insurance through the Kaiser Foundation Health Plan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products through an integrated adviser and sales platform.

Jose R. Mendez is a financial advisor with J.P. Morgan Securities LLC in Los Angeles, CA, holding Series 65, Series 63, and Series 66 licenses and 15 years of industry experience. His prior work includes roles at Merrill, Bank of America, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. Services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Jeffrey Tyler is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Clearing, First Republic Investment Management, and Morgan Stanley Smith Barney. Outside of finance, he has worked in academic settings at Grand View University and Oklahoma State University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Hyunseon Roe is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Roe is based in Sherman Oaks, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Lisa Farley is a financial advisor with Wells Fargo Clearing in Beverly Hills, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank since 2018, following two years at City National Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

Brian Schwartz is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he is an attorney providing legal services and operates a separate insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of representatives, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Melissa Turner is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016 and has been affiliated with Keller Williams Realty since 2006. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using tools such as Monte Carlo simulations to model financial outcomes.

Esteban Sanchez is a Financial Consultant at Fidelity Investments, where he has been working since 2016. He has more than a decade of experience in financial services, having held roles as an Investment Consultant from 2014 to 2016 and as a Financial Representative from 2013 to 2014 within the same company. His expertise includes developing comprehensive financial plans tailored to individual client needs. Esteban holds a California Insurance License, supporting his work in financial consulting. Outside of his professional role, Esteban has personal interests in camping, family activities, hiking, movies, and volunteering.