Katarina Kern is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Dimensional Fund Advisors and JPMorgan Chase Bank. Outside of her advisory role, she owns and operates an equine business through Ivanoventures LLC. 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 through a select group of Wealth Advisors.

Owen Kohler is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. His background includes roles outside finance, such as work at Rosewood Miramar Beach, Calamigos Ranch, and Wells Fargo. Charles Schwab serves a large client base of 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary strategies and alternative investment options.

Raymond Eliasyan is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he collaborates with clients to develop customized financial strategies and comprehensive plans that align with their unique goals, utilizing Fidelity's resources to support their financial objectives. Prior to his current position, Raymond served as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2023. He holds a California Insurance License.

Adagio Cisneros is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at UBS Financial Services and has held roles in athletic and educational organizations, including USC Athletics and the University of Southern California. 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 research, and manages approximately $2.74 trillion in client assets.

Kevin Majidian is a CFP®-credentialed financial advisor with J.P. Morgan Securities, where he has worked for 14 years. He previously worked at DOGUA and held positions at East Los Angeles Community College. Outside of his advisory role, he is an owner and landlord of a rental property in Thousand Oaks, CA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Juliana Barba is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Centek Capital Group and has held various roles in development and resort industries. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans that align with clients’ goals and risk tolerances.

Geoffrey Deitrick is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Chase Financial Brokerage Company, Nexa Mortgage, and Pennymac Loan Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as multi-manager and fund-of-funds structures.

Benjamin Howard is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Oaks Christian School and Calvary Community Church, among others. Outside of his advisory work, Howard leads worship on a contract basis for Grace Church of La Verne and occasionally plays guitar for various churches through the Worship Support Network. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Kyle Reed is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, providing written Recommendation Reports and annual advice based on research, third-party data, and algorithmic tools.

Maria Pisa Di Maggio is a financial advisor with Edward Jones in Agoura Hills, California, holding Series 63 and Series 66 designations and over 33 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, she is involved in real estate activities, including ownership of a real estate business and serving as a trustee for rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tyler Glover is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 10 years of industry experience. He has been with LPL Financial since 2015 and has also been involved with the American Federation of Musicians' Local 47 Chapter since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Henry Raimi is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America, JP Morgan Securities, Equitable Advisors, and AXA Advisors. Raimi’s background includes roles in the financial services and entertainment sectors. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arda Thomas is a CFP®-designated financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at several major firms including Merrill, Bank of America, Scottrade, and TD Ameritrade before joining J.P. Morgan in 2019. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Diana Vosen is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2016. Vosen joined Merrill in 2022 and is based in Encino, CA. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.