Rishab Kamat is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has recently begun his career in the industry and has prior experience with Tellaro Capital Partners. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance services.

Daniel Howard is a financial advisor with Equitable Advisors in Westminster, CA, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors in 2023, he served with the California Highway Patrol for 14 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Joseph Gitto is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior experience includes roles at Transamerica Financial Advisors, Woodbury Financial Services, and operating his own consulting firm, JCG Consulting Corp. Additionally, he teaches adult financial literacy classes at the Burbank Adult School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate entities, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branches nationwide.

Joshua Radford is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jonathan Rowsey is a CFP®-certified financial advisor with Ameriprise, based in Calabasas, CA, and has 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Community Association of Saratoga Hills and co-owns two businesses, including a legal entity that supports his financial practice operations. Ameriprise offers specialized retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Rebekah Smith is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Austin Pettibone is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth and ultra-high-net-worth individuals and families. Since joining Merrill Private Wealth Management in 2019, he has focused on client relationship services and coaching clients through the complexities and opportunities associated with their wealth. Austin assists clients in areas including liquidity and asset management, tax minimization strategies, structured and customized credit, and intergenerational wealth transfer strategies. He plays a key role in the Sports & Entertainment division alongside Evan Rothstein, leveraging his background to support clients from the sports and entertainment sectors. Austin attended the University of California Santa Barbara before being selected by the Texas Rangers in the Major League Baseball draft. After six seasons as a professional athlete, he transitioned into the financial services industry. His experience in professional sports informs his understanding of the unique financial needs and demands of athletes. Austin holds professional designations including Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Originally from Orange County, Austin now resides in Brentwood, Los Angeles. Outside of work, he enjoys golfing, mountain biking, and spending time with family and friends.

Nathalia Pulido is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2024, she held roles at the Keck School of Medicine of USC, Ichan School of Medicine at Mount Sinai, and Lafayette College. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Michael Kramer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

Madeleine Antekelian is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with UBS since 2001. In addition to her advisory work, she is a partner at MTE Partners, a business involved in household goods and textiles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Shayan Savoji is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2008. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of a specialty exotic car business and co-ownership of a pharmacy company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Robert Oberlander is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank SSB since 2006 and 2012, respectively. Based in Woodland Hills, CA, he serves clients through Schwab’s extensive advisory platform. Charles Schwab & Co., Inc. primarily serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset portfolios, periodic reviews, and due diligence on alternative investments.

Manuel Dermanuelian is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Morgan Stanley. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his financial career, he is also an airline pilot and flight instructor. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and employer-sponsored financial planning services.

Wesley Dunn is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has authored five books, including children’s books, a religious book titled "Tools for the Journey," and a financial education book called "Roadmap to Your Financial Freedom," which has been licensed for video adaptation. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, charitable organizations, and government entities, offering tailored, non-discretionary advisory services supported by a broad institutional network.

Pablo Lozano is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2020. His prior experience includes roles at Snap-On Tools and Uber. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment due diligence process.

Raffi Karageuzian is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides customized investment advice and financial services to high and ultra-high net worth clients. He focuses on developing tailored solutions that address clients’ risk tolerance, time horizons, liquidity needs, investment goals, and associated costs. His services include investment management, retirement and estate planning, lending strategies, and life insurance within a comprehensive wealth management framework. Raffi began his financial services career with UBS in 2007, and he joined Merrill Lynch in downtown Los Angeles in 2009 before relocating to the Glendale office in 2011. Prior to this, he served as a Senior Economist with the United Nations Development Program in Lebanon from 1999 to 2005, advising the Lebanese Treasury on international Eurobond issuance, debt, and public finance management. During that time, he also lectured in Financial and Cost Accounting at Haigazian University. Raffi holds a Master's degree in Money and Banking from the American University of Beirut and a Bachelor's degree in Business Administration from Haigazian University. He holds the designations of Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to his professional responsibilities, Raffi is actively involved in community organizations including Haigazian University Alumni USA, the Western Diocese of the Armenian Church, World Vision Armenia, and YMCA Glendale. He speaks Arabic, Armenian, and English. Outside of work, he enjoys basketball, photography, traveling, and spending time with his family.

Yangchen Lama is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, Lama serves on the Board of Trustees at Antioch University Los Angeles, where she acts as an ambassador and participates in fundraising activities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Gurgen Vardanyan is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. He has worked at Cetera since 2025 and previously held roles at Avantax Advisory Services and AXA Advisors. In addition to his advisory work, he serves as a Wealth Management Associate at David A Lazar an Accountancy Corporation. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build customized strategies.

Neil Scheinbart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Calderon is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Outside of his advisory work, he designs and sells t-shirts through his art and culture business, Civilized Savages. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools.