Greg Tedesco is a financial advisor at LPL Financial with 24 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for seven years. Outside of his advisory role, Tedesco owns a real estate rental business in Los Angeles. 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, and access to third-party asset managers.

Steven Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes nine years at D.A. Davidson & Co. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Layne Tally serves as a Wealth Management Advisor and lead of The Tally/Saltzman Group at Merrill Lynch Wealth Management, based in Santa Monica. He works closely with business owners, executives, professionals, and their families to pursue financial goals through tailored strategies and precise implementation. His approach emphasizes integrity and transparency in client relationships. Since beginning his career in financial services in 2007, Layne has held positions at Morgan Stanley, Trust Company of the West, and Transamerica before joining Merrill Lynch in 2011. His expertise encompasses investment management, cash-flow analysis, retirement strategies, trust and estate planning services, education savings, and access to lending solutions through Bank of America. He offers a tax-sensitive perspective on investing, retirement, and wealth transfer, collaborating with clients' external advisors. Layne holds a Bachelor's Degree from the University of Southern California and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to his professional work, he engages in community involvement as the Resource Development Committee Chair at the Boys & Girls Club of Venice and serves as an Executive Board Member of the Boys & Girls Clubs of Metro Los Angeles. Outside of work, he enjoys golfing, music, spending time with family, and traveling.

Charles Isaacs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at UBS Financial Services for 12 years. Outside of advising, he is involved in managing rental real estate investments. 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, institutions, and municipal entities—and offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Mark Maloney is a CFP® with 38 years of industry experience, currently with LPL Financial since 2026. He previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a large network of investment adviser representatives.

Mark Miller is a financial advisor at Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years and One Capital Management, LLC for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with various financial products and referral channels to provide comprehensive planning solutions.

William Mai is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Foresters Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tim Britten is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he acts as a primary point of contact for clients, focusing on facilitating conversations about wealth and investment planning while delivering personalized service tailored to individual needs and preferences. Tim has been with Fidelity Investments since 2004, progressing through roles including Trading and Service Representative from 2004 to 2008, Financial Representative from 2008 to 2013, and Wealth Management Relationship Manager since 2013. This extensive experience has equipped him with a comprehensive understanding of wealth management and client service within the financial industry.

Nicole Bain is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She began her career at Fidelity in 2018, progressing through roles including Financial Representative, Investment Consultant, and Investor Center Intern. In her role, Nicole focuses on constructing customized financial plans that align with her clients' unique needs and goals, emphasizing transparency and collaboration. She aims to develop wealth planning strategies that benefit clients and their families both now and in the future. Nicole holds a California Insurance License. Outside of work, she has interests in beach activities, family, fitness, parenthood, pets, and Pilates.

Timothy Fitzgerald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at SagePoint Financial, Commonwealth Financial Network, Mass Mutual Investors Services, and Hornor, Townsend & Kent. He also sells life, health, and long-term care insurance through Fitzgerald Financial Services. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and overseeing more than $819 billion in discretionary assets.

Kevin Deegan is a CFP® professional based in Westlake Village, CA, with 45 years of industry experience. He has worked at OSAIC Wealth, Inc. since 2023 and previously spent 34 years at Royal Alliance Associates, Inc. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisors. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios that include a broad range of investment products.

Daniel Bergmann is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has worked at J.P. Morgan Chase Bank and Wells Fargo Clearing Services and spent seven years at BCBG Max Azria LLC before joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Dewi Tan is a Series 66 licensed financial advisor with Merrill, based in Calabasas, CA, and has three years of industry experience. Dewi previously worked at T-Mobile from 2005 to 2022 before joining Merrill and Bank of America, N.A. in 2022. Merrill, in partnership 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Miller is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Miller Manocchio Inc and Waddell & Reed, Inc., spanning multiple decades. Miller also acts in a fiduciary capacity for a family trust and operates generational wealth management services under his firm’s umbrella. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad array of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional programs, supported by technology tools for operational and research purposes.

Sterling Lane is a financial advisor with J.P. Morgan Securities in Ventura, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Wells Fargo Advisors and TIAA-CREF. He serves as a board member of The 62nd & 65th Regiments Legacy Foundation, a nonprofit that manages scholarships for qualified Lincoln University students. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

Jesus Andrade is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. Andrade is based in Encino, CA. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative investment program.

Katherine Toth is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2011. Outside of her advisory role, she owns and operates Emotional Support Turtles, a business that creates and sells crocheted crafts online. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Frank Rehhaut is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial in two separate periods totaling over a decade, with prior roles at Ameriprise Financial Services, Kinecta Financial & Insurance Services, and Premier America Credit Union. Outside of his advisory role, he serves on the Board of Directors of the North Valley Family YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Aline Padberg Rosen is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Fidelity Brokerage Services, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, she was involved with Dazzling Donuts. 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 operates a large-scale, integrated wealth management platform combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Sam Hassas Roudsari is a financial advisor at Wells Fargo Clearing in Los Angeles, CA, with one year of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co. Inc. Outside of finance, he works as a fitness group instructor at Equinox. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.