Minson Vuong is a Series 66-licensed financial advisor with Charles Schwab in Woodland Hills, CA, with one year of industry experience. His prior work includes roles at JPMorgan Chase & Co. and various Charles Schwab entities. Outside of finance, he previously worked at In N Out Burger. Charles Schwab & Co., Inc. serves primarily 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 guidance with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by Schwab’s research and due diligence.

Whitney O'Quinn is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at Kinecta FCU and LPL Financial from 2020 to 2024, and at Wescom Financial Services from 2000 to 2019. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and algorithmic tools to generate personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Elaine Webster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent time at Morgan Stanley. Outside of her advisory role, she is a notary public in Los Angeles County. 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 Wells Fargo Investment Institute with third-party data and offers a range of brokerage and advisory solutions supported by its large advisor network.

Rubi Rodriguez Lopez is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and TD Ameritrade. Prior to her financial services career, she was employed at Frasco Investigative Services and Daniel Cheren and Associates. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Mary Strong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jacob Furlow is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and Morgan Stanley. Furlow serves on the Board of Directors for a local chapter of the Make A Wish Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized due diligence team and may incorporate an ESG eligibility framework.

Megan Mendez is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Equitable and has held positions in various other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and utilizing affiliates for implementation and portfolio services.

Zander Lyskin is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he was an Investment Consultant from 2023 to 2026 and a Financial Representative from 2021 to 2023, all within Fidelity Investments. He holds a California Insurance License. Zander focuses on helping clients achieve their long-term financial goals by developing tailored financial plans. He emphasizes understanding clients' current and future objectives, needs, and values, and utilizes Fidelity's resources to provide comprehensive support. Outside of his professional work, Zander enjoys biking, cooking and baking, social events with friends, hiking, outdoor adventures, and traveling.

Stephen Hagy is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, where he worked for nearly a decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Derek Marquis is a CFP® with 36 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliates since 2009. Marquis is the founder and treasurer of The Jewel Levine Foundation and owns Legal Docs For You, a legal document assistance business. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting.

Stephen Meli is a financial advisor with Wells Fargo Advisors in Newbury Park, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Vice President of the Newbury Park High School Baseball Booster Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

Mathew Saltzman is a Senior Financial Advisor with Merrill Lynch Wealth Management's exclusive Santa Monica office in Los Angeles. Leveraging his extensive knowledge and experience in the hospitality industry, Mathew assists high net worth individuals, hospitality executives, and business owners in managing their financial lives. With a background in running million-dollar grossing restaurants across Las Vegas, Los Angeles, and New York, he understands the complexities associated with operating such businesses. This experience enables him to utilize Merrill's global resources effectively, focusing on clients' families, work, and enterprises. Mathew holds a Bachelor's Degree from Cornell University and is a Personal Investment Advisor (PIA). He has previously served on the Board of Directors for the Cornell Club of Los Angeles. Fluent in English and Spanish, Mathew's client focus areas include college education planning, executive compensation, equity compensation services, defined benefit plan services, legacy planning, liquidity management, retirement income, portfolio management, small business strategies, and managing new wealth. He also dedicates time volunteering with community organizations.

Christopher Alexander is a financial advisor with Morgan Stanley in Santa Monica, CA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Adam Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, following roles at City National Securities, City National Bank, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by affiliates offering portfolio implementation and related services.

Tristan Anguiano is a Financial Consultant at Fidelity Investments, where he works to create customized financial plans tailored to his clients' goals, values, and financial aspirations. He joined Fidelity Investments in 2021 and has held multiple roles including Investment Consultant and Relationship Manager before becoming a Financial Consultant in 2023. Prior to joining Fidelity, Tristan gained experience as a Relationship Banker and Personal Banker at Wells Fargo from 2018 to 2021. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Tristan enjoys fitness, exploring different cuisines, hiking, outdoor adventures, traveling, and spending time with pets.

Gayane Grigoryan is a Wealth Management Advisor at Merrill Lynch Wealth Management. She uses her CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations to provide comprehensive financial planning services. Gayane joined Merrill in 2015 and leverages the investment insights of Merrill Lynch and banking services of Bank of America to help clients manage their financial lives. Gayane graduated from California State University Northridge with a Bachelor's Degree in Finance, Management and Business Administration. Her focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. She participates actively in the communities she serves, volunteering regularly with organizations such as Habitat for Humanity, Heal the Bay, MEND, Nature Park Pasadena, Operation Gratitude, and Tree People. Gayane and her husband enjoy hiking and staying active with their two dogs.

Dana Bennett is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with Wells Fargo Advisors since 2026 and previously worked at Wells Fargo Clearing for 10 years. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Cinnamon Apker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Anthony Kyber is a CFP® with 27 years of experience in financial services. He is currently with Morgan Stanley, having worked there since 2021, and previously spent a decade at UBS Financial Services. His credentials also include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Cameron Hughes is a Financial Consultant at Fidelity Investments, where he focuses on comprehensive wealth planning and providing clients with tailored, actionable guidance. His approach emphasizes sustainable growth and tax-efficient investing strategies. He has professional experience working as an Associate Financial Consultant at Charles Schwab from 2021 to 2023 and served as a Licensed Banker II at J.P. Morgan Securities, LLC from 2019 to 2021. Cameron holds a California Insurance License. Outside of his professional work, Cameron enjoys cooking and baking, visiting museums, outdoor adventures, sailing, theater, and volunteering.