Renee Fourcade is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She previously worked at J.P. Morgan Securities for 11 years before joining UBS in 2010. Outside of her advisory role, she is involved with Global Gaming Women, serving in a finance committee advisory capacity focused on educational programs and networking to support the development of women. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Zachary Woolridge is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Banc of California and the Los Angeles Football Club. Outside of his advisory work, he serves on the boards of two nonprofits focused on youth development and community health. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines quantitative and qualitative research to offer customized asset allocation advice and investment manager searches.

Edward Tannenbaum is a Series 63 registered financial advisor with Wells Fargo Clearing in Los Angeles, CA. He has 57 years of industry experience, including prior roles at UBS Financial Services and J.P. Morgan Securities. Outside of his advisory work, he owns and manages a thoroughbred horse management business and serves as treasurer for the NROTC-USC Division, supporting undergraduate development. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics to guide diversified investment strategies.

Levon Hasserjian is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by affiliates including J.P. Morgan Wealth Management Solutions.

David Payne is a financial advisor at J.P. Morgan Securities with a Series 66 license and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, and several other firms across different sectors. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Todd Burton is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at B. Riley Wealth Management, Oppenheimer, and Fidelity Brokerage Services prior to joining Charles Schwab in 2021. Outside of advising, he is involved as a member and beneficial owner in several real estate LLCs, though he does not participate in their day-to-day operations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account 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 centralized operational infrastructure.

Kevin Muradyan is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2021. He holds a California Insurance License, supporting his work in the financial services sector. Kevin describes himself as a dedicated and passionate leader striving to inspire others. In addition to his professional responsibilities, Kevin has a range of personal interests that include spending time at the beach, cars, culinary experiences, social events with friends, hiking, and outdoor adventures.

Roberto Proano is a financial advisor with LPL Financial in North Hollywood, CA, holding the CFP® certification and Series 66 license. He has 22 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through its network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Brittany Bockin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2013. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Reskin is a financial advisor at Raymond James & Associates with a Series 66 credential. He has prior experience in the technology sector, including roles at Telesign Corporation and GumGum Sports. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions.

Roman Christian Laus is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, Laus is employed as a live-in caregiver through In Home Supportive Services. 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 combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Christopher Ceciliane is a financial advisor at Fidelity with a Series 66 license and three years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Chase, and M.Y.D.S. Inc. Outside of his advisory duties, he pursues a personal hobby of buying, selling, and trading athletic sneakers. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction to manage diversified investment solutions.

Holly Hanson is a financial advisor with LPL Financial and holds the CFP® designation, along with Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at Morgan Stanley and its affiliates from 1999 to 2009. Hanson is also the author of the book *LGBT and Modern Family Money Manual*. 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.

Corey Gabor is a Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering comprehensive wealth solutions tailored to individual client needs. He focuses on creating personalized financial strategies that address goals such as asset growth, risk management, cash flow optimization, and wealth transfer. Corey holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's degree from the University of St Francis. As a United States Navy veteran, he brings a service-driven mindset characterized by integrity, accountability, and commitment. This background informs his dedication to supporting the veteran community as well as clients from diverse backgrounds. His expertise encompasses areas such as college and education planning, equity compensation services, legacy planning, liquidity management, managing new wealth, retirement income, portfolio management, and tax minimization. Outside of his professional work, Corey has interests in camping, chess, football, golfing, music, photography, and running.

Gregory Seigel is a CFP® professional with over 32 years of industry experience, currently serving at OSAIC since 2023. Prior to joining OSAIC, he spent 14 years at Sagepoint Financial, Inc. and has operated his own accounting and tax planning practice since 1988. He is also involved in estate planning and insurance sales through his sole proprietorships. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services supported by a multi-advisor platform and sophisticated model-based investment strategies.

Tyler Durand is a CFP® and holds a Series 66 license, with 18 years of experience in financial services. He has worked at J.P. Morgan Securities since 2021, and previously spent five years at Wells Fargo Clearing and seven years at UBS Financial Services. 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, with final decision-making authority retained by clients.

Genaro Padilla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities since 2012, following a year at Wells Fargo Investments. He is also affiliated with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and performance reporting. Their approach combines quantitative and qualitative research, and incorporates ESG criteria within a non-discretionary advisory program.

Kary Silvers is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Beacon Pointe Advisors and Cetera affiliates, before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Gilbert Sanchez is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank for five years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Devon Lewis is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Glendale, CA, and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Cal Lutheran and in community settings. Outside of his advisory work, Devon founded a clothing brand called Inercritic and occasionally trains youth in basketball. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed-account services, maintaining separation between these offerings.