Christopher Consiglio is a Series 66 licensed advisor with Morgan Stanley in Los Angeles, CA, and has four years of industry experience. His work history includes multiple tenures at Morgan Stanley as well as time spent at Merrill Lynch, Pierce, Fenner & Smith Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Armen Ajemian is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Merrill and Bank of America since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steve Lazny is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Bank of America since 2015 and Merrill since 2014. Lazny also serves as a successor trustee for The EL Trust, a fiduciary entity based in Pasadena, California. 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 and profit-sharing plans, corporations, and charitable organizations.

Joel Blumberg is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He joined the firm in 2016 and provides advisory services to high-net-worth clients, focusing on banking, investment, lending, trust, and philanthropic needs. Joel has more than twenty years of experience in investment banking and wealth management, with a background in commercial real estate and philanthropy. Prior to joining Merrill, he held senior roles including Managing Director at J.P. Morgan Private Bank in Los Angeles and Director and Senior Relationship Manager positions at Wachovia Real Estate Capital Markets and Wells Fargo Real Estate Banking. Early in his career, he worked in development for the Shoah Foundation in Los Angeles. He holds an MBA from the University of Chicago Booth School of Business, a Master’s degree from Ohio State University, and a Bachelor’s degree from American University. Joel serves on the Sustaining Board for the UCLA Ziman Center for Real Estate. His client focus areas include family wealth management strategies, services for endowments, foundations and non-profits, legacy and philanthropic planning, and small business strategies.

Joo Won Kim is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Kim worked at Symmetry Capital Advisors, Charles Schwab & Co., Inc., and TD Ameritrade, among other firms. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research using forward-looking capital market assumptions to build model asset allocations.

Anthony Rodriguez is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at City National Securities, City National Bank, and Wells Fargo. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Tejas Rao is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He also has experience working at Calamigos Guest Ranch and Beach Club and has an educational background from the University of California, Riverside. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset-management programs. The firm uses a variety of advisory models implemented through third parties and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Neal Eckerlin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2018. Prior to joining Edward Jones, he spent 12 years with Young Life. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient investment solutions.

Lara Magnusen is a Managing Director, Private Wealth Manager, and Portfolio Manager at Merrill Private Wealth Management. In her role, she advises and implements investment strategies for high-net-worth families, individuals, foundations, and privately held businesses. She also leads the team's investment committee. Lara's professional experience includes positions at J.P. Morgan Private Bank as an investment specialist and Managing Director, as well as portfolio management roles focusing on alternative investment mutual funds at Altegris Advisors. Her career began in 1999, with roles as a junior portfolio manager for a credit hedge fund in Los Angeles and as an analyst at Goldman Sachs & Co. Lara holds the Chartered Alternative Investment Analyst (CAIA) designation, a California insurance license, and is a member of several women's investment groups. She earned a Bachelor of Arts degree in economics with a minor in business administration from the University of California, Berkeley, and a Master of Business Administration from the University of California, San Diego. Lara speaks English and Spanish. Outside of her professional responsibilities, she serves on the advisory board of the Unusual Suspects Theatre Company, a nonprofit supporting arts enrichment in underserved communities. She lives in the Hancock Park area of Los Angeles with her husband, two children, and four dogs.

Sean Sagaz is a Series 66-registered financial advisor with J.P. Morgan Securities in Los Angeles, California, where he has worked for 11 years. His career includes concurrent employment with JPMorgan Chase Bank NA, enabling him to offer a range of banking products alongside advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm uses both quantitative and qualitative research to support its recommendations and incorporates derivatives and commodities capabilities uncommon among peers.

Mathew Lewis is a financial advisor at Morgan Stanley with five years of industry experience and a Series 66 designation. He previously worked at Dashlane Inc. for five years before joining Morgan Stanley, where he has been with the firm since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop client plans.

Alexandria Otto is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A. and JII. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Kristi Curran is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Outside of her advisory career, she is the sole proprietor of Tailormade Chocolates, a business she has operated since 2015, producing and selling chocolate candies online. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, forward-looking capital market assumptions, and an ESG eligibility framework, with implementation support from affiliated investment management entities.

Elizabeth Johnston is a CFP® with 11 years of experience in financial advisory roles. She is currently with RBC Capital Markets, where she has worked since 2018, including her current position since 2021. Her prior experience includes roles at Beacon Pointe Insurance Services, Beacon Pointe Advisors, City National Bank, Bank of America, and Merrill. Outside of finance, she is involved in several creative and entrepreneurial activities, including working at a wedding dress salon, acting, running a motherhood blog, and operating an Etsy store for embroidered items. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm tailors investment strategies based on client risk profiles and integrates multiple in-house and third-party managers, with additional features such as tax management and responsible-investing options.

Catherine Solange Gueneau is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 and Series 65 designations and has worked at Morgan Stanley in various capacities since 2002, with additional experience at Goldman, Sachs & Co. from 2012 to 2023 and a one-year period at Duo for a Job. Outside of her advisory role, she is involved as a trustee in a rental property investment in Santa Monica, California. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Soren Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Citigroup in various roles since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marcia Herrera is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Merrill among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research supported by a dedicated manager solutions team.

Adam Marcus is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market-based modeling techniques as part of its advisory process.

Garrett De Buiser is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 63 designation and having 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he is involved in cellular spectrum license acquisition and management through his business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses research and algorithmic tools to provide personalized recommendation reports with a focus on asset allocation and Social Security claiming options.

Juan Escobar Jr. is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a prior year at Morgan Stanley. His current role is based in North Hollywood, CA. 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 non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.