Dominick Divine is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at JP Morgan Securities and INVEST Financial Corp. He also manages an advisory business with California Credit Union. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning and ongoing advice focused on income reliability and tax-aware strategies.

Levi Crammer is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as positions at Domino's and Jamba Juice, along with education at Point Loma Nazarene University and Los Alamitos High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting more than 10,000 advisors and approximately $256 billion in assets under management.

Thomas Aguna is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2020 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ahmad Husami is a CFP®-designated financial advisor with 33 years of industry experience, currently serving clients at Cetera. He previously worked at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc., among other firms. Husami is also trustee and beneficiary of the Sun Shine Trust and has longstanding involvement with his own financial planning practice, Husami & Associates. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with model portfolios, third-party managers, and customizable strategies.

Yesenia Partida is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2013 and spent a year at City National Bank in 2018. Outside of her advisory role, she is involved with a luxury car services business in Los Angeles, handling appointment scheduling and occasional administrative tasks. 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 plans, corporations, and charitable organizations.

Garo Barbarian is a CFP® professional with 13 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2013. He has also been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice and investment manager selection through a non-discretionary model. The firm’s process integrates quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Adam Liu is a financial advisor with Charles Schwab in Pasadena, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and Scottrade. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Sandra Holguin is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her previous roles include positions at CUSO Financial Services, Wescom Financial Services, Essex National Securities, and Valic Financial Advisors. 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, third-party asset management, and institutional platforms.

Keith Feinberg is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerance.

Andrej Simunac is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in El Segundo, California. He works closely with clients from diverse backgrounds, including professionals such as doctors, dentists, CPAs, attorneys, as well as executives and business owners. Andrej aims to help clients assess their readiness for financial freedom by integrating various aspects of their financial lives, including investments, wealth planning, lending, cash-flow, wealth transfer, and savings. Since beginning his career in banking and wealth management in 2006, Andrej has accumulated over fifteen years of experience. He started as a Licensed Banker at Wells Fargo before joining Merrill in 2011. After a period as a Private Banker at Wells Fargo, he returned to Merrill in 2022. He holds a Bachelor's Degree in Marketing and Management from California State University Northridge and is a Personal Investment Advisor (PIA). Andrej is fluent in Serbo-Croatian, German, and English. Outside of his professional role, Andrej enjoys spending time with his wife and three children. He engages in outdoor activities such as paddling, kayaking, running, hiking, and backpacking in the Sierras. Originally from the former Yugoslavia, he also enjoys traveling and is knowledgeable about destinations like Croatia and Mexico. Andrej donates blood as part of his community involvement.

Miles Irish is a financial advisor with Merrill in El Segundo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked at Merrill since 1992 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved with Running2win.com, a running training log website that serves elite, collegiate, and high school cross country teams. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, institutions, and charitable organizations.

David Neiman is a financial advisor with LPL Financial in West Covina, CA, holding Series 63 and Series 66 registrations and having 32 years of industry experience. He previously worked at Crowell, Weedon & Co. for 15 years before joining LPL Financial in 2012. He operates a business DBA named Lake Value Management. 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 and third-party asset management, supported by a broad platform and technology tools.

Irene Kogan is a financial advisor at Cetera with 38 years of industry experience. She has held roles at Cetera and its affiliates since 2013 and has worked with Financial Network Advisory Corp. since 1992. She holds the Series 63 designation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Daniel McDermott is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Securities Corporation for 17 years. Outside of advising, he owns and operates a retail business focused on weightlifting equipment and coaching. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions across various asset classes.

David Lee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Advisors, Bank of America, Merrill, and AXA Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Tiara Gentry is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 license and 18 years of industry experience. She has been with Morgan Stanley and its related entities since 2009 and previously worked at Merrill from 2008 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market analysis to support client goals.

Dimitri Glavas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He previously worked at JP Morgan Securities LLC for seven years before joining Wells Fargo in 2021. Outside of his advisory role, he is involved in film production as a business owner. 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 advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

James De Falco is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including National Planning Corporation and Assetmark, Inc. Prior to joining LPL Financial in 2017, he spent time with National Planning Holdings and Strong Capital Management Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Rashaan Coleman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Fidelity Brokerage Services LLC, and Bank of America. Outside of his advisory role, Coleman serves as a board member and vice chair of the Finance Committee for the Coalition for Engaged Education, a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-designed tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.