Kenneth Whittenbury is a CFP® and Series 66 designated advisor with Edward Jones in La Palma, CA, with 17 years of industry experience, all at Edward Jones since 2009. Outside of his advisory role, he owns an income property in Bullhead City, AZ. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of advisors and branch offices.

Robert Yeh is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has worked at Wells Fargo bank since 2008 and has been with Wells Fargo Clearing since 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Roy Seto is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Clinomics and involvement with Friends of Santa Ana Zoo. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Adrian Nunez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at KPMG LLP and Ernst & Young LLP. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Dominick Divine is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at JP Morgan Securities and INVEST Financial Corp. He also manages an advisory business with California Credit Union. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning and ongoing advice focused on income reliability and tax-aware strategies.

Thomas Aguna is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2020 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ahmad Husami is a CFP®-designated financial advisor with 33 years of industry experience, currently serving clients at Cetera. He previously worked at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc., among other firms. Husami is also trustee and beneficiary of the Sun Shine Trust and has longstanding involvement with his own financial planning practice, Husami & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with model portfolios, third-party managers, and customizable strategies.

Yesenia Partida is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2013, including a prior role at City National Bank. Outside of her advisory role, she is involved in a luxury car service business, handling appointment scheduling and occasional administrative tasks. Merrill, along 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garo Barbarian is a Certified Financial Planner (CFP®) with 13 years of experience, currently serving as an advisor at J.P. Morgan Securities since 2013. He has also been associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Liu is a financial advisor with Charles Schwab in Pasadena, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and Scottrade. 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 affiliated discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Sandra Holguin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at Wescom Financial Services, LLC, CUSO Financial Services, LP, Infinex Investments, Inc., and Banc of California. She offers investment products and services through LPL Financial under the Wescom Wealth Management trade name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven approaches.

Keith Feinberg is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerance.

Andrej Simunac is a Senior Financial Advisor with Merrill, headquartered in El Segundo, California. He works with clients from diverse professions including doctors, dentists, CPAs, attorneys, executives, and business owners. Andrej assists them in evaluating their readiness for financial milestones such as financial freedom by integrating various aspects of their financial lives including investments, wealth planning, lending, cash-flow, wealth transfer, and savings. With more than fifteen years of experience in banking and wealth management, Andrej began his career with Wells Fargo as a Licensed Banker and transitioned to Merrill in 2011. He has held positions such as Financial Advisor and Private Banker before returning to Merrill in 2022. He holds a Bachelor's Degree from California State University, Northridge, and has earned the Personal Investment Advisor (PIA) professional designation. He is fluent in Serbo-Croatian, German, and English. Outside of his professional role, Andrej enjoys spending time with his wife, two sons, and daughter. He participates in outdoor activities such as paddle boarding, kayaking, running, hiking, and backpacking in the Sierras. Originally from the former Yugoslavia, he has a keen interest in travel and is familiar with destinations including Croatia and Mexico. He is also involved in community service through donating blood.

Miles Irish is a financial advisor with Merrill in El Segundo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at Merrill since 1992 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved with Running2win.com, a running training log website that serves elite, collegiate, and high school cross country teams. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, institutions, and charitable organizations.

David Neiman is a financial advisor with LPL Financial in West Covina, CA, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Irene Kogan is a financial advisor at Cetera with 38 years of industry experience. She has held roles at Cetera and its affiliates since 2013 and has worked with Financial Network Advisory Corp. since 1992. She holds the Series 63 designation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Daniel McDermott is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of advising, he owns and operates a retail business focused on weightlifting equipment and coaching. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions across various asset classes.

David Lee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Advisors, Bank of America, Merrill, and AXA Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Tiara Gentry is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.