Rachael O'Leary is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to that, she worked at Pacific Life from 2015 to 2019. Earlier in her career, she had roles as a marketing intern at Frieda's Inc. and as a mentor for incoming college freshmen at Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Aubrey D'haenens is a financial advisor at Morgan Stanley in Santa Monica, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Aubrey worked at Merrill for six years and has additional experience with the Antelope Valley Board of Trade, Anschutz Entertainment Group, and Starbucks Coffee Company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Kevin Patterson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining LPL Financial in 2009. Outside of his advisory role, Patterson is associated with a family business in cold storage, though he holds no official title or active role there. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its investment adviser representatives with diverse portfolio options and technology-driven research tools while overseeing more than $819 billion in assets.

Kendra Kearney is a Series 66 licensed financial advisor with 13 years of industry experience. She currently works at Fidelity Investments and has previously been employed by Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and UnionBanc Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a variety of clients such as registered investment companies and an IRS-qualified Charitable Gift Fund.

Steven Yokomizo is a CFP® professional with 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has prior experience at National Planning Corporation, Signator Investors, and Transamerica Financial Advisors. Outside of advising, he is a registered tax preparer and has worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Connor Hartwell is a financial advisor with Osaic Wealth, holding a Series 66 designation and 12 years of industry experience. He previously worked at MBSC Securities Corporation and BNY Mellon. Hartwell is a board member of the Switzer Learning Center, a nonprofit serving children with learning and behavioral challenges. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

Ivy Van is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at both Bank of America, N.A. and Merrill since 2014. Outside of her advisory role, she manages a personal investment business focused on rental properties. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Labarba is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research and includes capabilities in derivatives and commodities.

Todd Davidson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1995. In addition to his advisory work, Davidson serves as a part-time instructor at UCLA Extension in the Department of Business and Management, teaching courses in personal financial planning. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services through a variety of programs that incorporate model-based asset allocation, portfolio optimization, and third-party manager options.

Jeffrey Sapigao is a financial advisor at J.P. Morgan Securities in Torrance, CA, holding Series 66 and Series 63 licenses with five years of industry experience. He has worked at J.P. Morgan Securities since 2019 and has been employed at JPMorgan Chase Bank, N.A. since 2015. Prior to his financial career, he worked at Bed Bath and Beyond from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Joshua Haupt Jimenez is a financial advisor at Morgan Stanley in El Segundo, CA, holding Series 66 and Series 63 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at PlanMember Securities Corporation, Bevmo, Set Schedule, California Polytechnic State University, and Intelliloan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Johnny Cheng Yu Liu is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he serves as a board member of the Southern California Monte Jade Science and Technology Association, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Laura Vasquez is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Charles Schwab and its affiliated bank since 2015, with a brief tenure at H&R Block in 2018. Outside of her advisory role, she is an Airbnb property owner. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. The firm combines extensive scale with integrated brokerage, custody, and advisory services, utilizing multi-asset model portfolios and a formal alternative-investment platform.

Attila Vari is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he supports affluent families and business owners by addressing various financial needs, with a particular focus on investment management and wealth planning services. He has been employed at Merrill Lynch since 1997 and collaborates with a CFP® professional partner who prepares wealth plans, while he concentrates on investment aspects. Attila brings over 25 years of experience in financial services. His approach involves strategically aligning clients' balance sheets to position them for sustainable growth, employing a defined process to help clients build long-term liquidity and achieve their financial goals. He offers advice tailored to clients' specific situations, establishes objectives, develops appropriate financial strategies, and regularly reviews progress with clients. Attila holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Wayne Hills High School. He is a first-generation Hungarian whose parents immigrated to the United States after escaping communism, and he attributes his commitment to hard work and determination to their example.

Ryan LeVine is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach emphasizes building meaningful relationships to support clients' financial planning needs. Ryan's professional experience includes several roles within Fidelity Investments, progressing from Financial Services Representative in 2023, to Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as an Associate at Transamerica Life Insurance Company from 2018 to 2021. He holds a CA Insurance License. Outside of his professional work, Ryan enjoys a range of personal interests including comedy, food, golf, music, reading, and traveling. He values spending time with his family and looks forward to engaging with new clients.

Michael Banco is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Bank and Bank of America, as well as Merrill, spanning roles from 2016 to the present. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jennifer Embler is a Series 66-licensed financial advisor with 24 years of industry experience. She has worked at Ameriprise since 2018, and previously spent a decade at Signature Estate & Investment Advisors and Signator Investors. She is also the owner of Absolute Wealth Advisory, Inc., a business related to managing her Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice through a written Recommendation Report and ongoing support.

Alexander Taylor is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at ZEFR and Exponential Interactive. Outside of his advisory work, he is involved with Taylored Enterprises, Inc., a home-based business entity used for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alejandro Loza is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He worked at Bank of America from 2008 to 2024 before joining Merrill. Merrill provides managed account services 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. The firm integrates internal and third-party management teams and supports various account administration and custody functions.

Archimedes Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BMO Bank NA, Wells Fargo, and JP Morgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.