Eric Degoldsmith Rothschild is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior firms include UBS Financial Services, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. Rothschild is a limited partner and passive investor in an investment company called Blackbird LP. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by firm research and a range of portfolio management styles.

Lesley Holmes is a financial advisor with Raymond James & Associates, holding nine years of industry experience. She has been with Raymond James & Associates since 2016 and also has a legal background with Natan Rose Fulbright starting in 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Alfaro is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A., Citi, and Sunder Energy before joining J.P. Morgan Securities. Outside of his advisory role, he is connected to a family-owned trucking business, which he may assist with if needed due to his father’s health. 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 applying an ESG eligibility framework in its recommendations.

Kevin Jung is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. Outside of his advisory role, he has involvement in a fixed business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm uses a variety of third-party advisory models and emphasizes fiduciary services through credentialed representatives.

Karlo Tajian is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill since 2024 and has held prior positions at Bank of America and various other organizations. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Herman Chang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, UBS, Goldman Sachs, BlackRock, and JPMorgan Chase Bank prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jorge Ontiveros is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan since 2015, including roles at JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Rishab Kamat is a financial advisor at Raymond James & Associates with a Series 66 credential and less than one year of industry experience. His prior roles include a position at Tellaro Capital Partners and periods as a student and unemployed before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Howard is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked for 14 years with the California Highway Patrol. Outside of his advisory role, he owns and manages a short-term rental property through a separate business entity. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services. The firm’s approach involves matching clients to program models or discretionary managers, utilizing a mix of firm-offered programs and third-party solutions.

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® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Calabasas, CA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns TRLT Ventures LLC and Big Mike LLC, with involvement in managing his advisory business, and serves on the Board of Directors for the Community Association of Saratoga Hills. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Rebekah Smith is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2014, including four years with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning 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 Series 66 accreditation and one year of industry experience. Before joining Morgan Stanley, she held positions at academic institutions including the Keck School of Medicine of USC and the Ichan School of Medicine at Mount Sinai. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment products and services.

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.