Curt Biren is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kayne Anderson Rudnick since 1999. Outside of his advisory role, he serves as a board member of the Senior Golf Association of Southern California. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in total assets.

Hubert Nhan is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies supported by internal oversight and provides both discretionary and non-discretionary solutions.

Mher Khukoyan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and J.P. Morgan Securities. Khukoyan is based in Los Angeles, CA. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning programs.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Ezequiel Rodriguez is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, US Bank, and Wells Fargo. He is also involved with Partners Federal Credit Union. 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.

Robert Bayliff is a financial advisor with LPL Financial in Los Angeles, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2025, he spent 25 years at Cuso Financial Services, L.P. and over two decades at Water and Power Community Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Winn is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the CFA® designation along with Series 65, Series 66, and Series 63 licenses. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019, as well as prior experience at Pathstone Federal Street and Convergent Wealth Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Margaret Kubiak is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Banc of America Investment Services, Inc. Kubiak is based in Los Angeles, CA. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arash Jahanbigloo is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and six years of industry experience. His career includes roles at UBS Financial Services, UBS Bank USA, Wells Fargo Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Grant Acker is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 license and has worked at UBS since 2019. Outside of his advisory role, he teaches piano lessons and serves on the board of directors for Dog Pwr, a nonprofit focused on saving shelter dogs through adoption. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets functions.

Rakesh Patel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Jose Martinez is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 27 years of industry experience. He has worked at Merrill and Bank of America since 2009, and prior to that held positions at Banc of America Investment Services, Quick & Reilly, and Morgan Stanley DW Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Spring is a Senior Financial Advisor at Merrill Lynch Wealth Management. He oversees and manages the financial affairs of high net worth families, corporate executives, and select institutions in Los Angeles and throughout the country. Matthew develops personalized, integrated strategies tailored to his clients’ financial goals, helping them navigate short-term needs and accumulate wealth over the long term. Since joining Merrill Lynch Wealth Management in 2013, Matthew has worked closely with clients to address a range of financial concerns, including college education planning, retirement security, wealth transfer, and business founding. He leverages resources from Merrill Lynch and Bank of America to provide comprehensive services such as wealth forecasting, financial modeling, retirement planning, trust services, and portfolio-based lending. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Matthew earned a Master’s Degree from the Thunderbird School of Global Management and a Bachelor’s Degree in History from the University of California, Los Angeles. He also participates in community volunteering and has personal interests that include cooking, golfing, reading, running, and surfing.

Aaron Friedman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and previously spent 13 years at TD Ameritrade in various capacities. Friedman is a passive investor in a financial services business called NorthMainLLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Amanda Aguilar is a CFP®-designated financial advisor with eight years of industry experience. She is currently with LPL Financial and has prior experience at JP Morgan Securities, JP Morgan Chase Bank, and AXA Advisors. Outside of her advisory role, she serves as a research analyst for Provenance Technologies Inc. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technology tools.

Amir Martin is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, preceded by roles at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Yoshimasa Hotta is a financial advisor with Cetera in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Cetera since 2013 and also has a longstanding background in accountancy through his ownership stake in Hotta, Liesenberg, Saito LLP, a CPA firm. In addition to his advisory work, he is involved in the sale of fixed insurance products including life, health, and annuities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients across wealth spectrums, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of investment program options.

Felicia Delgado is a financial advisor with Merrill in Beverly Hills, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Merrill since 1980. Merrill, alongside 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 a range of model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

David Mandel is a financial advisor with UBS Financial Services in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

John Polwrek is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, including prior experience at Waddell & Reed. He also operated John J Polwrek, Inc., a business entity for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.