Matthew Seukunian is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Bisnow Media. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies to client goals. The firm integrates institutional trading capabilities with wealth management services, operating as both an investment adviser and broker-dealer.

Steven Kurland is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has held roles at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, and previously worked at Bank of America and Merrill Lynch. Outside of finance, he has experience as a screenwriter and independent film producer, including work on developing an Emmy-winning story into a feature film. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with brokerage, distribution, and investment management capabilities. The firm delivers non-discretionary asset allocation advice supported by a centralized due-diligence framework and an in-house manager solutions team.

Ira Candib is a CFP® professional with 33 years of experience in the financial industry. He is currently affiliated with LPL Financial and has held previous roles at California Financial Partners, Inc., U.S. Financial Advisors, Osaic FS, Inc., and Cetera Wealth Services, LLC. In addition to his advisory work, Candib maintains a non-variable insurance business focusing on life, fixed annuity, and long-term care products. 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, supported by a network of over 22,800 investment adviser representatives.

Matthew Hanley is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JonesTrading Institutional Services LLC for four years, as well as roles at CyberCoders and Rich Uncles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, supported by resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Andrew Hewitt is a Series 66-licensed financial advisor with two years of industry experience. He currently works with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, Sports USA Media, and Lyft. Outside of finance, Hewitt serves as a technical producer for Sports USA, working in radio, TV, and podcast production. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through its affiliated entities.

Amir Rad is a CFP® professional with 14 years of industry experience, currently serving at J.P. Morgan Securities in Woodland Hills, CA. His career includes roles at Merrill and JPMorgan Chase Bank, N.A., where he has worked since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of product types through its broad regulatory registrations.

Michael Gevorkian is a CFP® with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brent Bodner is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and previously worked for J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing. 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. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader set of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Melinda Schad is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Her prior experience includes roles at Stifel Nicolaus & Co. Inc. and RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate planning strategies, supported by a structured discovery process and firm-approved planning tools.

Araya Dhiensiri is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process includes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Garreth Lautz is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with distinctive features including commodity pool operator registration and the use of AI technologies in its investment processes.

Robert Miller is a CFP® with nine years of industry experience and is currently an advisor at Ameriprise in Glendale, CA. He previously worked at Merrill and Bank of America, N.A., among other firms. Miller is also employed outside the industry at Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to deliver customized recommendations.

Erica Sugimura is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked with various organizations, including the American Federation of School Administrators and The Howard C. Liebengood Foundation. Outside of her advisory role, Erica contributes as a social media intern for The Addis Clinic, a nonprofit providing healthcare access to East Africa. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using a combination of model-based and discretionary investment strategies.

Yuvraj Kataria is a Series 66 licensed financial advisor with Merrill, based in Studio City, CA, and has two years of industry experience. His prior roles include positions at Bank of America, NYLIFE Securities, New York Life Insurance, and Private Money Solutions. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Sung Park is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at MetLife Securities, MSI Financial Services, and Equitable Advisors. Outside of his advisory role, he is also an insurance agent specializing in health and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved tools and emphasizes collaborative, ongoing relationships with clients.

Jessie Chipps is a Wealth Management Advisor and partner at The Chipps Group at Merrill Lynch Wealth Management. She co-leads the team alongside Judith Chipps and focuses on assisting clients who have recently come into wealth through inheritance or sale of a business. Jessie helps these individuals create a value system and lifelong plan around their money and delivers a comprehensive approach to managing wealth that begins with listening to clients' needs. Jessie holds a bachelor's degree from Lewis & Clark College and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She and her team serve high net worth individuals and families, providing advice and guidance tailored to major life events and financial decisions. A longtime resident of Los Angeles, Jessie enjoys cooking, drawing/sketching, interior decorating, reading, singing, spending time with her family, swimming, traveling, watching movies, and yoga.

Austin Buhtz is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes positions at LPL Financial and several other firms since 2024, as well as outside experience in accounting services and music. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Jeffrey Horn is a financial advisor with RBC Capital Markets and City National Bank, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with RBC Capital Markets since 2009 and City National Bank since 2016. Outside of advisory services, he is an active owner of a private equity investment partnership. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Mitri Hajjar is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 1997 and holds the Series 63 designation. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Matthew Johnson is a financial advisor with Charles Schwab in Encino, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Gartner Digital Markets and Macy's. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a multi-asset model portfolio approach supported by centralized custody and order-routing.