Zachary Springer is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Uber, CLF Asset Management, Riley's Wines of the World, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Sherod Hanson is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

John Komenkul is a financial advisor at Primerica Advisors in Los Angeles, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica Advisors since 2001 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Brian De La Torre is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Banc of California, JWM CPA & Company, and Madrid Retirement Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting, with a process supported by both quantitative and qualitative research.

Magali Hidalgo is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to co-create financial plans aimed at helping clients achieve their financial goals. She has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2022. Magali holds a California Insurance License, supporting her work in the financial services industry. Outside of her professional responsibilities, she enjoys camping, hiking, and practicing yoga.

Paul Blair IV is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Banayan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior career includes roles at City National Bank, RBC Capital Markets, LLC, and UBS Financial Services Inc. He has partial ownership in a rental property in Las Vegas. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services 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.

John Fullerton is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Before joining UBS in 2017, he worked at Uber from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations tailored to client goals.

Edward Boudreau is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Michael Yang is a CFP® with 23 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE SECURITIES Inc. He is also the CFO and owner of DoOn Asset Inc. MML Investors Services, LLC, where he is based, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Logan Lanier is a financial advisor at Merrill in Los Angeles, CA, holding the Series 66 designation with six years of industry experience. He has worked at Merrill since 2018 and has prior experience with Corporate Brokers and Dick's Sporting Goods. 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 strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Sonya Doshi Mccarthy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 32 years of industry experience. She previously worked at UBS Financial Services for 14 years before joining Wells Fargo in 2016. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Feriba Monis is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop personalized strategies to pursue their financial goals, including investment planning, retirement strategies, wealth accumulation, and risk management. Feriba provides ongoing guidance as clients' needs evolve, aiming to help them make informed financial decisions with confidence. Feriba's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She has earned professional designations such as Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Feriba holds a Bachelor's Degree from the University of the Incarnate Word. In addition to her professional work, Feriba is involved with the Los Angeles Unified School District (LAUSD). She is multilingual, speaking both Farsi and English. Her personal interests include camping, dancing, gardening, hiking, painting, pickleball, reading, spending time with her family, traveling, and practicing yoga.

Robert Weaver is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2010. Based in Westlake Village, CA, Weaver's career includes extensive work within one of the largest advisory firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Butler is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a guitar player for a band called Guilty Pleasures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to develop financial plans.

Emily Trematerra is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a retail business called Oliveda. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.

Susan Francis is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and has worked at Merrill and Bank of America, NA. Outside of her advisory role, she is involved with nonprofit organizations, including the Ronald Reagan Presidential Foundation and the Autry National Center, where she assists with day-of event management. She also works as a consultant and independent contractor for PD Special Events, an event planning company. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutional investors.

Keith Shishido is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he teaches an Introduction to Business and Investments course at Santa Monica College. 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 utilizes research and analytics to support a range of brokerage and advisory solutions.

David Lew is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and nine years of industry experience. He previously worked at Morgan Stanley in various roles from 2017 to 2023. Outside of his advisory work, he serves as treasurer for the Chinese Christian Alliance Church and holds leadership positions within his homeowners association in Northridge, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources to inform its investment approach.

Harlin Urofsky is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup for several years and the Milken Institute. Urofsky serves as a board member advisor for the New York University Impact Investment Association and is on the strategic advisory board of rePurpose Global, a plastic credit platform focused on environmental sustainability. 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, and institutional investors.