Robyn Medina is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services, INC. Medina also maintains a long-term association with Comprehensive Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with access to affiliated and third-party managers across various program structures.

Nathan Pilataxi is an advisor at Fidelity with Series 63 and Series 66 designations. He has held positions at Fidelity Investments since 2024 and previously worked at US Bank and MUFG Union Bank. His background also includes experience in education at Long Beach City College and Millikan High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Stephen Blunt is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2013. He previously worked with Maeder Wealth Group from 2013 to 2018. Outside of his advisory role, he is associated with Blunt Financial Planning and Wealth Group, a support company for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored non-discretionary planning and consulting using risk profiling and modeling tools and maintains unique affiliations supporting municipal and public-finance work.

Kristen Keckeisen is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Barca & Barca Financial Network since 2020, providing administrative support, and also serves as a procurement consultant for Toyota Motor North America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with discretionary and non-discretionary program options.

Simran Singh is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following prior roles at Principal Financial Group, Principal Securities, Inc., and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Doohee Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Commonwealth Business Bank. Lee has been with J.P. Morgan since 2018, serving in various capacities across J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors while maintaining client decision-making authority.

Allan Adriatico is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families and businesses develop financial strategies that align with their needs, goals, and risk tolerance. Allan provides investment planning through a collaborative approach to help build, manage, preserve, and transition wealth. His work focuses on understanding each client's goals and concerns to create tailored wealth plans aimed at accomplishing their objectives. His areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and small business strategies. Allan offers clients a range of financial solutions and tools based on their unique circumstances, addressing priorities such as health, home, family, leisure, giving, work, and overall finance. Allan holds a High School Diploma from Martin Luther King High School and an Associate's Degree from Riverside City College. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Allan spends time with his wife and three children. They enjoy traveling and exploring new food venues, particularly coffee shops. Allan is also involved in coaching basketball at local schools and youth sports teams.

Alexandria Morrell is a Series 66 credentialed advisor at Wells Fargo Clearing with one year of industry experience. She previously worked in education for 13 years and attended the University of Alabama from 2021 to 2025. 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 research and analytics.

Alden Landis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Target and studied at California State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers model portfolios and advisory services to registered investment companies.

Brian Rossney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. He also serves as a co-trustee of his mother's trust in San Pedro, California. 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 a combination of brokerage and advisory solutions supported by research and analytics.

Nathan Lee is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He leads the portfolio management and asset allocation development process for the Lee & Yodowitz Group. Nathan has over 21 years of industry experience, guiding clients through complex discussions on wealth planning, estate planning, legacy planning, money management, corporate retirement plans, and alternative investment strategies. Nathan works closely with business owners at all stages of their business life cycle, providing services from cash management for daily operations to financing for capital expansion and acquisition, as well as planning for exit events. His expertise extends to succession planning, private sales of businesses, and group benefit plans. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor's degree and a Master's degree in Finance from Texas Tech University System. Nathan is involved in community activities and serves on the board of the Boys & Girls Club of Long Beach. He is also active with the National Eagle Scout Association and the Estate Planning and Trust Council of Long Beach. Nathan is married with three children and maintains interests in antiquing, football, gardening, genealogy, skiing, spending time with his family, surfing, and traveling.

Zarina Sullivan is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 16 years of industry experience. Her prior work includes tenure at Fidelity and multiple Cetera entities since 2016. Outside of her advisory role, she provides basic financial literacy education to military personnel through Zeiders Enterprises. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a network of over 10,000 advisors managing more than $256 billion in assets.

Anusha Sriram is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Bank of America, Merrill, Citigroup, and JP Morgan. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research to tailor strategies based on clients’ goals and risk tolerance.

Steve Hahn is a CFP®-designated financial advisor with Morgan Stanley, bringing 24 years of industry experience. He previously worked at Citigroup Global Markets, Inc. for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment strategies.

Martha Cannady is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial services. She has served as a Portfolio Manager in the firm's Investment Advisory Program and has expertise in Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. Martha joined Merrill Lynch in 2008 after previously working at Morgan Stanley from 1995 to 2008, where she held roles including Vice President and Assistant Branch Manager of the Long Beach Branch. Martha holds a Bachelor's degree in Business Administration with an emphasis in Finance from California State University, Fullerton. She is a CERTIFIED FINANCIAL PLANNER® professional, holds the Certified Plan Fiduciary Advisor (CPFA®) designation, and is a member of the National Association of Plan Advisors. Additionally, she has taught Successful Money Management classes at several community colleges. Fluent in Spanish, Martha is involved in community organizations including serving as a Board Member for the Orange County Hispanic Chamber of Commerce and the California 32nd District Agricultural Association, Orange County Fair Board. She has also held an Executive Board Member position at Alzheimer's Orange County. Martha enjoys cooking, hiking, traveling, and walking the Camino de Santiago. She and her husband, Bruce, reside in Cypress, California, and have two daughters.

Mark White is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory work, he owns a property in Los Angeles that is rented for film and television productions and serves on the Finance Committee of the Jonathan Club, a private dining social club. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate arrangements.

Darrin Frankel is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and models in its financial planning process.

Jocelyn Moran is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, JP Morgan Chase Bank, and JP Morgan Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Christian Cruz is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving families in the Los Angeles and Orange County areas. He works closely with clients including business owners, executives, and teachers, developing customized financial strategies that encompass investment and retirement planning, liability management, debt consolidation, and legacy planning. Christian collaborates with clients' CPAs and attorneys to align tax-minimization and estate planning strategies, and leverages resources such as Bank of America N.A. for residential and securities-based lending. He utilizes guidance from the firm's Chief Investment Office and award-winning research to diversify portfolios with equities, bonds, cash, and alternative investments while considering tax consequences. Christian adapts his communication approach to client preferences and meets with clients in various settings including homes, businesses, or his office. Christian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Accredited Wealth Management Advisor™ (AWMA™) designation, and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor of Business Administration degree from California State University, Los Angeles. His career began at Washington Mutual in 2006 before joining Merrill Lynch in 2012. Raised in a lower-income family in Southern California, Christian's interest in wealth management was influenced by a mentor during his high school soccer years. Outside of work, he holds a Black Belt in Brazilian Jiu Jitsu and enjoys spending time with his wife Evelyn, their children Olivia and Enzo, and their dog Loki.

Logan Fritze is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop holistic financial plans and investment strategies. Prior to his current position, Logan held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Associate from 2021 to 2023. He holds a California Insurance License.