Karen Elliot is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she operates an online resale business selling clothing and books and works as cruise staff for Vikings Cruises. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Mia Coomes is a financial advisor with Equitable Advisors in Woodland Hills, CA. She holds a Series 66 designation and has one year of experience in the industry. Outside of her advisory role, she has been involved with City Volleyball Club for two years and has a diverse work history spanning several organizations and community activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party advisory models and providing ERISA fiduciary services to qualified plans.

Paul Mekjian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Daum Commercial Real Estate Services and various educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds portfolios.

Preston Edwards is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Bank, J.P. Morgan Securities, Chase Investment Services Corp., and Waddell & Reed. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ian Macwood is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of J.P. Morgan since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, with clients retaining final decision-making authority.

Tracey Gluck is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. She serves as a board member of the UCLA Health System. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions, and it offers broader derivatives and commodities capabilities through various regulatory registrations and affiliated services.

Andrew Schauer is a Series 66-registered financial advisor with Morgan Stanley in Los Angeles, CA, bringing eight years of industry experience. He has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, and previously spent three years with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes using firm-approved tools and modeling techniques such as Monte Carlo simulations.

Gary Strangis is a CFP® professional with 17 years of industry experience, all of which have been at Edward Jones since 2009. He is based in Burbank, CA. In addition to his financial advisory role, he receives residuals from entertainment industry work, including involvement with companies such as Sony Pictures Entertainment and Walt Disney Pictures. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Kenney is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley and its Private Bank since 2020. Prior to his advisory role, he was employed at Harman International Industries from 2017 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Jongsik Kim is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he works as an insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering services that include event-driven planning programs and various investment strategy recommendations.

Justin Mabee is a financial advisor with Charles Schwab in Woodland Hills, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Charles Schwab, he worked at Commonwealth Financial Network, UBS Financial Services, Fidelity Investments, and JPMorgan Securities. Outside of finance, he has been involved with Roadrunner Sports for the past two years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive operational structure.

Kim La Zare is a financial advisor with Ameriprise in Woodland Hills, CA, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. La Zare has been with Ameriprise and its affiliated entities since 2005. 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 written Recommendation Reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Halvorsen is a financial advisor with Charles Schwab in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Halvorsen has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of his advisory role, he is active in sports photography, working part-time on weekends and evenings. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options through a centralized operational structure.

Xiaoou Wang is a Series 66 licensed financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, Wang worked at Bank of America and Merrill from 2022 to 2026. Wang has also been involved with ACE Global Education LLC, an education service consulting firm, where they served as a partner and secretary and assisted with document translation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, servicing clients with a broad range of institutional investment needs.

Christine Scalley is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank NA since 2013. In addition to her advisory role, she is involved with Barbuda Consulting, a consulting firm she advises. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Renee Capellaro is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at First Republic Securities Company and First Republic Investment Management, where she worked for over a decade, as well as a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail and institutional offerings.

Sarvenaz Vahabzadeh is a financial advisor at Wells Fargo Clearing with one year of industry experience and holds a Series 66 designation. She has been with Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Debbie Winokur is a financial advisor with LPL Financial in Encino, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been associated with LPL Financial since 2013 and has maintained her own firm, Winokur & Winokur LLC, since 1998. 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, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

James Phillips is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. His prior roles include work at Oppenheimer and Waddell & Reed, Inc. Outside of his advisory work, he has engaged in creative writing since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining a broad advisory platform with non-advisory financial activities.

H Schloss is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1993 and brings extensive experience in financial advisory services, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. H Schloss holds a Master’s degree in Mathematics from Harvard University, a Master’s degree in Electrical Engineering–Computer Science from the University of Southern California (USC), and a Ph.D. in Electrical Engineering–Communication Sciences from USC. His professional designations include Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Prior to his financial advisory career, he accumulated 30 years of experience in the aerospace industry, including a role as Supervisor Level II of Guidance and Navigation Analysis on the Apollo Lunar Mission with North American Aviation. In addition to his professional work, H Schloss is an active member of several charitable and cultural organizations in Southern California. His personal interests include genealogy, music, reading, traveling, and spending time with his family.