Maria Lupu is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has previously worked at RBC Capital Markets, LLC and City National Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

William Lyman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations. He began his career in the industry in 2026 and has experience with multiple firms including DeGroote Financial Group and JPMorgan Chase Bank, N.A. Prior to his advisory role, he attended Lehigh University and has been involved with organizations such as Oaks Christian School and North Ranch Country Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Marley Wong is a financial advisor at Morgan Stanley with 20 years of industry experience. He has held his current role at Morgan Stanley since 2014 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and methodologies.

Geoff Wolcott is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for 17 years. 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 model portfolio programs, utilizing a mix of proprietary research, third-party subadvisors, and customized strategies.

Haresh Patel is a financial advisor at Edward Jones in Westlake Village, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at BloomHealth, USDM Life Sciences, and AMGEN Inc., where he worked for over two decades. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Sean Summers is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting entertainment industry professionals. With a background in acting and education, he brings an insider's perspective to the unique financial challenges faced by those with project-based, gig-driven careers in film and television. Sean's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services, particularly within the sports and entertainment sectors. He adopts a relational approach, working closely with clients to develop flexible and realistic financial strategies that accommodate fluctuating incomes and support long-term financial stability. He holds a Bachelor's Degree from Brigham Young University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Sean engages in various personal interests such as bowling, chess, football, golfing, pickleball, reading, singing, soccer, table tennis, and watching movies.

Denny Speidel is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Michener is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services LLC since 2017, having previously worked at Wells Fargo Bank NA starting in 2015. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors, and provides both brokerage and advisory solutions.

Alan Litvak is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has been with LPL Financial since 2009. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2001 to 2009. Outside of advising, he is involved in a fixed insurance business. 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 financial planning and investment management services, with a platform that supports both discretionary and non-discretionary strategies.

Matthew Riordan is a financial advisor with Raymond James & Associates in Westlake Village, CA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Klein is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves on the Los Angeles Police Department’s Financial Counseling Team and acts as treasurer for local booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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 affiliated and third-party managers.

Robert Walczuk is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jasmin Baeva is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with advisors to provide holistic financial planning tailored to clients' unique goals. In her role, she collaborates with clients and their families to implement investment strategies that align with their financial needs. Jasmin has held positions at Fidelity Investments since 2023, including Relationship Manager and currently as a Planning Consultant. Her prior experience includes roles as a Private Client Banker at JP Morgan Chase, a Senior Relationship Banker at Union Bank, and a Relationship Banker at US Bank. She holds a California Insurance License. Outside of her professional responsibilities, Jasmin enjoys attending concerts, fitness activities, social events with friends, outdoor adventures, sailing, and traveling.

Martina Girgis is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Merrill Financial Solutions Advisor. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-term, mid-term, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and savings, as well as facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Martina holds a Bachelor's Degree and a Master of Business Administration (MBA) from the California State University System. She carries the Professional Designation of Personal Investment Advisor (PIA). Her approach involves ongoing discussions with clients about their goals and concerns, enabling her to offer tailored advice and adapt strategies as clients' needs evolve.

Bertha Valentine is a financial advisor at Merrill with 24 years of industry experience. She has been with Merrill Lynch since 2011. Outside of her advisory role, she serves as executor for a special needs trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Sessa is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include 17 years at Western International Securities, Inc. and 21 years at Walk-Safe Industries, 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

May Liu is a Series 66 licensed financial advisor with 18 years of industry experience, currently with LPL Financial since 2018. Her prior experience includes roles at Logix Federal Credit Union, Invest Financial Corporation, J.P. Morgan Securities, Chase Investment Services Corp., Merrill, and Citigroup Global Markets. Liu is based in Thousand Oaks, CA. 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 through its network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Andrew Grieder is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his current role, he held positions in various fields including food and grocery delivery services and higher education. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based analyses and broad financial planning topics without discretionary portfolio management.

Juan Gonzalez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. Prior to his financial services career, he was employed at Fry's Electronics for five years. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Derek Newell is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America and Merrill, along with various positions outside the financial industry. 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, and institutional investors.