Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Cathleen Luecke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jared Hemann is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. He has worked at Wells Fargo Clearing in two separate periods, totaling seven years, with additional experience at San Diego State University and the University of California, San Diego. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and serves as an ERISA fiduciary when providing investment advice.

Debi Vasques is a financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 1995 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Torrey Magaard is a financial advisor with Charles Schwab in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Schwab in 2024, Magaard worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of financial advising, Magaard is co-founder and manager of Torreys Natural Snacks, LLC, a food and snack startup. Charles Schwab 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 relationships with access to affiliated discretionary SMA portfolios and a formal alternative investment selection process.

Hye Ri Kim is a financial advisor with Equitable Advisors in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Equitable Advisors since 2014 and was also with Axa Advisors, LLC for six years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Thomas Morley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he occasionally works part-time for Lucasfilm, portraying Darth Vader in various media and promotional appearances. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements.

Mark Grueninger is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 25 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Banc of America Investment Services. Outside of advisory work, he is involved in several real estate partnerships as a silent or passive investor in commercial properties in California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies using a combination of in-house and third-party investment managers.

Barry Pinsky is a financial advisor with UBS Financial Services in Sherman Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 18 years with UBS. He has authored an article for a professional CPA magazine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Diego Kapelusznik is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning and consulting services primarily through non-discretionary relationships.

Dan Chu is a financial advisor with Primerica Advisors in Rosemead, CA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and previously worked at In Home Solution Services from 2018 to 2022. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Cameron Thornton is a CFP® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera, joining the firm in 2023, and has held leadership roles at CTA Wealth Advisors, Inc. and Cetera Wealth Services, LLC. Outside of advisory work, he provides tax preparation and accounting services through his sole proprietorship and serves as a public relations spokesperson for a retreat center. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party investment managers and multiple program structures.

Ricardo Barragan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with J.P. Morgan entities since 2001. Outside of his advisory role, he serves on the Board of Directors for Green Dot Public Schools California, a nonprofit public school operator in Los Angeles. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Philip Warne is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliated entity, Raymond James Financial Services, Inc., since 1991. Outside of his advisory role, he serves as president of Corporate Financial Partners, a non-investment-related administrative business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and supports institutional consulting and portfolio management across a large network of advisors.

Isaac Iny is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group for 21 years, Wells Fargo Clearing for one year, and Prudential Equity Group, LLC for five years. He is also involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and portfolio management options supported by tools like machine learning, serving a large network of over 22,800 advisors and managing substantial discretionary assets.

Justin Haim is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 licenses and having seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Forex Capital Markets and was involved with GoLEED. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lauren Halloran is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner on an international family team at the Wingard Halloran Group in Beverly Hills. She holds the Sports & Entertainment Accredited Wealth Management Advisor™ designation and provides customized wealth management strategies including personalized cash management, credit and lending solutions through Bank of America, N.A. Lauren also leads the Group’s socially responsible investment research and focuses on areas such as college education planning, family wealth management strategies, legacy planning, tax minimization, and values-based investing. Lauren is a multi-generational wealth planner with expertise in the financial needs of entertainment professionals, digital content creators, gamers, and artists. Prior to joining The Wingard Group in 2015, she worked in Digital and Interactive Media at a major Hollywood studio, bringing insight into the evolving landscape of wealth accumulation for individuals in the entertainment and digital industries. She is committed to financial education and supporting the younger generation in managing and preserving their wealth. Lauren graduated Cum Laude from the University of Southern California with a Bachelor of Arts degree in Communications and a minor in Marketing. She holds the California Life Insurance License and maintains professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Her professional affiliations include the Association for Corporate Growth, Jonathan Club, and USC Marshall Alumni Association. In addition, Lauren is involved with community organizations such as Step Up Women's Network and Susan G. Komen Los Angeles. Outside of work, she enjoys running, hiking, cooking, dancing, reading, watching movies, yoga, and traveling.

Alexandre Vace is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cetera and Avantax Advisory Services. Outside of his advisory role, he is the owner of Vace & Company, CPA, where he provides tax planning, bookkeeping, and accounting services, and he serves as an investor, CFO, and board member of Avah Farm Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

David Berman is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2014. Outside of his advisory role, he is the owner of Barrett Walker, Inc., a personal service corporation for tax purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

Sarah Fodrea is a Vice President and Wealth Planner at Fidelity Investments, where she has worked since 2015. In her current role, she partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Sarah emphasizes building strong relationships with clients and their families based on trustworthiness, reliability, and competence. Prior to becoming Vice President, Wealth Planner, Sarah held roles as a Financial Consultant and Investment Consultant at Fidelity Investments. Her career also includes extensive experience at AIG Capital Services, Inc., where she served as Director of Internal Sales, Manager of Internal Sales, and Internal Wholesaler from 2000 to 2015. She holds a California Insurance License.