Asiyat Khuranova is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. Asiyat holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is also a Personal Investment Advisor (PIA). Asiyat’s approach centers on understanding clients' goals, priorities, and overall financial situations. She leverages the investment insights of Merrill Lynch and the banking capabilities of Bank of America to provide comprehensive wealth planning. Her client focus areas include personal retirement planning, women and wealth, and retirement income. She holds a Master's Degree from Pyatigorsk State Linguistic University and an MBA from the University of Phoenix. In addition to English, Asiyat speaks Russian. Her personal interests include cooking, hiking, music, and reading.

David Parziale is a financial advisor at Merrill with Series 63 and Series 66 registrations and four years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and served in the United States Army Reserve for eight years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Krogulski is a CFP® professional with 24 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2016. His work is based in Seal Beach, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ricardo Ramirez is a financial advisor with Merrill based in Lakewood, California. He holds a Series 66 designation and has 19 years of industry experience, including 14 years with Bank of America and Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Jeffrey Bernstein is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation and a Series 63 license. Prior to joining OSAIC in 2023, he spent over two decades at FSC Securities Corporation. Outside of his advisory work, Bernstein is a certified pilot and instructor who dedicates a small portion of his time to aviation. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, utilizing various managed account programs, third-party managers, and proprietary investment models.

Daniel Pagilagan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His career includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and MSI Financial Services, Inc. He has been with Wells Fargo Clearing since 2016. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Daniel Osorio is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab in various roles since 2018, as well as at Fidelity Brokerage Services and Wells Fargo. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Carmen Davison is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Clearing in 2025, she worked at Bank of America and Merrill. Outside of finance, she is involved with House of Carmen, LLC, where she works as a designer, wholesale manufacturer, and consultant. 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 combines research from its own investment institute and third-party sources and offers a range of brokerage and advisory solutions.

Marc Myers is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Outside of financial advising, Myers works as a ski instructor at Mountain High Ski Resort, where he designs and implements individualized learning programs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated structure supports a large client base with centralized supervision, custody, and a distinctive approach combining strategic asset allocation and alternative investment due diligence.

James Vogel is a financial advisor at J.P. Morgan Securities based in Torrance, CA, with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A., and Parcion Private Wealth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Bryan Casserly is a financial advisor with Cetera, holding a Series 66 credential and 22 years of industry experience. He has been with various entities under the Cetera umbrella since 2012, including Cetera Wealth Services, LLC, and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, integrating affiliated and third-party managers across various program structures and custodians.

Belinda Dawson is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 66 designations and having 27 years of industry experience. Her prior firms include Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services like business-owner transition and special-needs analysis. The firm integrates advisory services with banking and other financial products, delivering tailored recommendations supported by proprietary research and planning tools.

Michael Cooper is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, and serves clients in the sports and entertainment sectors. He applies a team-based approach to wealth planning, focusing on creating and servicing personalized strategies that respect the individuality and relationships of his clients. Michael has extensive experience working with clients navigating various life transitions, including retirement, job changes, divorce, illness, and loss. He serves a clientele comprising professors, researchers, professionals in the entertainment field, and professional practices. His approach involves immersing himself in each client's situation and motivations, encouraging balance in life and investment portfolios, and maintaining transparency. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes attendance at Cleveland State University and Cuyahoga Community College without degree conferral, a High School Diploma from Normandy, and completion of a Non Accredited Certificate Program from the College for Financial Planning. His personal interests include hiking, music, and reading.

Reece Anderson is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at TSG Wealth Management and has diverse work experience including roles at Fitness 19 and Trader Joe's. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and long-term asset allocation benchmarks.

Jacob Lowry is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked with various Cetera entities since 2019 and had prior experience at Fisher Investments from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and managerial options, managing over $256 billion in assets across more than 10,000 advisors.

Patrick Severo is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent eight years with City National Bank. He was formerly the owner of a liquor cap dispenser business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a mix of internal and external managers and offers a variety of account structures and alternative investments.

Philip Kavesh is a financial advisor with LPL Financial in Torrance, CA, holding CFP®, ChFC®, and Series 66 credentials and having 39 years of industry experience. He previously worked at Pence Wealth Management for 12 years and has been with LPL Financial in two separate periods since 2001. Outside of his advisory work, Kavesh is the sole owner of a law firm specializing in tax and estate planning and is involved in providing training and practice materials to estate planning professionals through Ultimate Estate Planner, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives.

Saeideh Mahinfar is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Wells Fargo representatives since 1999, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio construction.

Barbara Fleming is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Fleming currently works out of Long Beach, CA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to assist clients, offering both direct individual plans and corporate financial planning agreements.

Yutaka Anegawa is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with LPL Financial since 2021. In addition to his advisory role, he is involved with AHTKY Insurance Agency, LLC, where he has worked since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.