Suzan Cheek is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her career includes 20 years at UBS Financial Services prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Ireland Hatch currently serves as a Planning Consultant at Fidelity Investments, a role held since 2026. Prior to this, Ireland worked as a Financial Professional at GWN Securities from 2024 to 2026. In their role, Ireland focuses on supporting a collaborative planning process that aims to deliver a clear and organized experience for clients. Their approach contributes to strategies that are thoughtful, consistent, and aligned with clients' priorities. Ireland holds a California Insurance License, supporting their professional qualifications in the financial services sector.

Elmira Lavi is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS, Morgan Stanley, Oppenheimer & Co., and LACERS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ardalan Esmaeili is a financial advisor with LPL Financial, based in Westlake Village, CA. He has been in the financial services industry since 2015, previously working at Burkland Associates LLC and Fintax Advisors PC before joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

Skyler Lundring is a Series 66-licensed financial advisor with Thrivent Investment Management in Thousand Oaks, CA. Lundring has been with Thrivent Financial and Thrivent Investment Management since 2025 and has prior experience including roles with the LA Clippers and TCU Athletics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing structure.

Craig Chiate is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Sierra Canyon School. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Johanna Lee is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Cambridge, she was employed at King’s Hawaiian Holding Company and was self-employed for 18 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple portfolio management platforms and a mix of proprietary and third-party strategies.

Adam Bedrossian is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with high-net-worth individuals, multigenerational families, entrepreneurs, professional athletes and actors, nonprofit organizations, and endowments to develop customized financial plans. His services include investment management, estate planning, generational wealth transfer, philanthropic giving, and pre- and post-liquidity event planning. Adam has particular expertise advising entrepreneurs throughout the business cycle and collaborates with strategic professionals such as M&A attorneys and CPAs. Adam began his career as a financial analyst, focusing on developing and implementing investment strategies for nonprofits, private foundations, and ultra-high-net-worth families. He holds a bachelor's degree in business administration from the Marshall School of Business at the University of Southern California and serves as a guest lecturer at USC on business communications strategy. His professional designations include Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Born and raised in Los Angeles, Adam lives locally with his fiancé and their two dogs. He volunteers with the Challenger League, an adaptive baseball program for children with physical and intellectual challenges, and also coaches baseball and basketball. Additionally, he is an avid golfer.

Daniel Giuffrida is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kyle Lundberg is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in Westlake Village, CA. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Tores is a CFP® with 31 years of experience in the financial services industry. He has worked at UBS Financial Services since 2011, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. In addition to his advisory role, he is also a health agent for Claire Dexter. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers both fiduciary financial planning and principal trading activities.

Sholeh Salari is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. Sholeh holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Master of Business Administration (MBA) from Pepperdine University.

David Racusin is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials, and has 28 years of industry experience. His career includes roles at Merrill from 1999 to 2009 before joining Ameriprise in 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides customized written recommendation reports and ongoing retirement-income planning focused on income reliability and tax-aware withdrawal strategies.

Edward Kepple is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2011, including its affiliated entities. Outside of his advisory role, he owns and operates a tax preparation business under Edward H Kepple, CPA. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm delivers customized, written recommendations through a centralized consulting team, emphasizing managed accounts and algorithm-assisted planning.

W. Kevin Kessler is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Royal Alliance Associates, Signator Investors, and American General Financial Advisors. He also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

Stephen Minihan is a CFP® professional with 20 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent 12 years with United Planners' Financial Services. Outside of his advisory roles, Minihan has volunteered as a tax preparer for the AARP Tax-Aide Program for over two decades. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

Dennis Fox is a financial advisor with Wells Fargo Advisors in Westlake Village, CA, holding a Series 66 license and 21 years of industry experience. He has been with Wells Fargo Advisors since 2012. Fox also owns Archer Strategies, Inc., an investment-related business, and holds a partial ownership in Westlake Private Wealth Management LP. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

James Raft is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and Independent Advisers Group Corp. Raft is also involved in selling traditional life insurance, fixed annuities, long-term care, and disability insurance through his own business. 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 financial planning and asset management services using both proprietary and third-party strategies across various account types.

Hrant Kargayan is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than is typical for large institutional advisers.

Gerald Roth is a financial advisor at LPL Financial with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc., Citigroup Global Markets Inc., and Wamu Investments, Inc. Outside of his advisory role, he is involved as an insurance agent in accident, health, life, and variable insurance. 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.