Kevin Borrelli is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. From 2018 to 2022, he was employed as a Financial Solutions Advisor at Merrill. In his role as a Planning Consultant, Kevin focuses on engaging clients to understand their needs and goals, aiming to develop financial plans that provide peace of mind. He holds a CA Insurance License, which supports his work in financial planning and advising. Outside of his professional responsibilities, Kevin has interests in baseball, football, golf, movies, traveling, and family activities.

Giovanni Herrera is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Halperin is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience in the restaurant industry and education. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

John Long is a financial advisor at Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Marton Markovits. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored planning across multiple areas, including niche services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools.

Craig Benjamin is a financial advisor with LPL Financial in El Segundo, CA, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial since 1998. Benjamin is involved with Marquis Financial, an investment-related business affiliated with his LPL practice. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeanette Castillo is a financial advisor with Osaic Wealth, Inc. based in Torrance, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. She has worked at SagePoint Financial since 2012 and has been involved with several financial services entities, including Independent Capital Management and Legacy Financial Group, providing insurance and lending solutions alongside investment advice. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors. The firm employs a variety of asset-allocation tools and portfolio management strategies, offering integrated brokerage, advisory services, and access to third-party money managers on discretionary and non-discretionary bases.

Stephen Connors is a financial advisor with LPL Financial in Torrance, CA, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC, totaling over 25 years at those firms. Connors also operates Connors Financial Services and The Connors Group, business entities related to his financial activities. 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 and access to various portfolio and retirement advice programs.

Miles Irish is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked for ACORE Capital from 2018 to 2025. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Wolf is a Series 66-licensed financial advisor with 20 years of industry experience. She currently works at LPL Financial and previously held positions at Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. She is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Shinji Takeshita is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1990. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers 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 delegates trading responsibilities, operating with a tiered wrap-fee structure and maintaining oversight of its investment models.

Bonnie Bennetts is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, Merrill, and Prudential Equity Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Sarah Larson is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab Bank SSB and Charles Schwab & Co Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Judith Calva is a financial advisor at Morgan Stanley with two years of industry experience. She has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Charles Schwab, and Welbehealth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Alejandro Carrillo Jr. is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked concurrently at Jetblue Airways since 2024. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing third-party asset managers and model strategies for individual and high-net-worth clients. The firm provides a tiered wrap-fee structure and maintains oversight of model selection and implementation.

Michael Perry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Wells Fargo affiliates since 2009, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Lavin is a financial advisor with LPL Financial in Gardena, CA, holding a Series 63 designation and 37 years of industry experience. He has held positions at LPL Financial since 1997, with additional experience at Ameriprise Financial Services, The Sudol Group Wealth Management Specialists, and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and advanced operational tools across a broad platform.

Christopher Liggins is a Series 66-licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Merrill and Bank of America, among other firms, and has a background that includes a brief role with BurgerIM LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

Robert Miera is a Series 66-licensed financial advisor with LPL Financial, based in Manhattan Beach, CA, and has four years of industry experience. His prior roles include positions at Lincoln Financial Advisors and TBG West, as well as municipal work with the City of El Segundo. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jose Leon is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bank of America. Prior to his career in finance, he was employed at Verizon Wireless. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Hilda Novoa is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on developing personalized financial strategies tailored to individual client goals, leveraging investment insights from Merrill as well as banking and lending solutions from Bank of America. She emphasizes the importance of understanding a client's full financial picture and adapting strategies to align with changing market conditions. Hilda holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Birmingham-Southern College. She is committed to community involvement, actively volunteering with local organizations as part of Merrill's tradition of engagement in the communities they serve.