Salim Kimiagar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jorge De Giorgio is a financial advisor at J.P. Morgan Securities with 14 years of industry experience, holding Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he creates video content focused on outdoors, home, and automotive DIY projects, sharing his work on platforms such as YouTube and Instagram. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program and integrates institutional advisory services with brokerage, distribution, and investment management capabilities.

Heather Gottlich is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. She has been a Financial Advisor since 1989, working with high net worth individuals and institutional clients. Over her career, Heather has guided clients through various market conditions, emphasizing minimizing downside risk and providing personalized financial strategies. Heather spent 25 years at Bear Stearns, focusing on sophisticated hedging strategies, asset management, portfolio design, corporate finance, and liability management. She later worked at UBS Financial Services before joining Merrill Lynch in 2016. Her approach includes comprehensive client engagement to tailor customized financial recommendations. She leverages the resources of Merrill Lynch, including asset preservation, retirement and estate planning, and liability management services. Heather holds a Bachelor's Degree from the University of Arizona and the Personal Investment Advisor (PIA) designation. She is a Certified Divorce Financial Analyst® and serves a diverse client base, including business owners, individuals in entertainment, and clients navigating divorce or widowhood. Heather is active in community organizations such as the Boys and Girls Club, California Wildlife Center, City of Hope, and WIFE.org. She enjoys activities including biking, gardening, hiking, music, reading, scuba diving, and spending time with her family.

Gregg Diamond is a financial advisor with LPL Financial in Northridge, California, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

Michael Sendowski is a financial advisor with Equitable Advisors in Beverly Hills, CA, holding a Series 66 license and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. He holds a non-practicing CPA license and a non-practicing attorney license, and serves on the board of the Jewish Big Brothers Big Sisters Foundation for Camp Bob Waldorf. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jung Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Lee worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Msi Financial Services/Metlife. Outside of finance, Lee is an owner and partner of Penguin's Frozen Yogurt, a frozen dessert business in Los Angeles. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Laura Dailey is a financial advisor with Wells Fargo Clearing in Los Angeles, CA. She holds a Series 66 designation and has 14 years of industry experience, including prior work at Wells Fargo Advisors, LLC. 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 incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Robert Nugent is a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 65 and Series 63 licenses and three years of industry experience. He has been with LPL Financial since 2022 and also has over a decade of experience at Logix Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Andrew Duchan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 31 years of industry experience. His prior work includes roles at Westerm International Securities and Financial West Group. He also operates a CPA practice focused on tax preparation and accounting and is a business owner in the herbal supplement industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Constante Abaya is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in investment management and professional financial advisory. Since joining Merrill in 2018, he has worked closely with clients to develop personalized wealth plans, integrating corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation into long-term financial strategies. His client focus includes college education planning, LGBT wealth planning, liquidity management, retirement income, and tax minimization, among other areas. Prior to his current role, Abaya held positions as an Investment Officer with Nicholas Applegate Capital Management, Portfolio Manager with Brandes Investment Partners, and Vice President Regional Investment Consultant at T. Rowe Price, where he guided financial advisors on portfolio construction and risk management. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Southern California. Abaya is committed to community involvement and spends time volunteering with local organizations. His personal interests include antiquing, biking, and yoga. He emphasizes an approach centered on understanding clients’ values and life goals through one-on-one communication, aiming to help clients pursue their objectives and plan their legacies.

Mariannette Lopez is a financial advisor at Merrill with 5 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. since 2021. Outside of her advisory role, she has teaching experience at East Los Angeles College and Los Angeles City College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Miles Bernstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, the University of Southern California, and Moleskine. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Andres Camacho Platas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work history includes roles at PFS Investments Inc. and Primerica Financial Services. He is involved in sales of various investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports advisory services through a large network of financial advisors.

Robert Olson Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Bank of America and Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Richard Brittain is a financial advisor with Equitable Advisors in Valencia, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Brittain is a member of the California Association of Bilingual Education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Francis Aurino is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Valerio Chiarotti is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and Paulson Investment Company, LLC. Outside of his advisory work, he is the owner of Terrarossa LLC, a wine service company, and serves as CFO and board member of the Italian Heritage Culture Foundation, a nonprofit promoting Italian heritage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

John Deluca is a financial advisor with LPL Financial in Encino, CA, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has been involved in real estate brokerage through DSA Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Sukhjinder Thind is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Glendale, CA. He has been with Ameriprise since 2016. Outside of his advisory role, he holds a real estate license and is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Herman Quispe is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2012. Prior to that, he has experience at Bank of America. Outside of his advisory work, he manages SIMPLESTUPID, LLC, a recipe management business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.