Craig Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the finance committee of Campbell Hall, a K-12 college preparatory school. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, supported by firm-approved tools and analyses such as Monte Carlo simulations.

Breanna Menager is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for six years and Steel Peak Wealth Management for two years. Merrill, along with its affiliate Managed Account Advisors LLC, provides 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Jamie Wood is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. Jamie operates a separate business under the name Artiea Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Miller is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Miller Manoccio Inc and Waddell & Reed, Inc. Miller also operates Miller Manocchio Inc, a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad network of over 22,800 advisors.

Andrew Miller is a financial advisor with Ameriprise in Orange, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at UBS Financial Services and California Lutheran University. Outside of Ameriprise, he is involved with R&J Pacific Management LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Aram Amiryan is a CFP®-designated financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Woodland Hills, CA. His work history includes roles at Charles Schwab Bank, Schwab Wealth Advisory Inc., U.S. Bancorp Investments, Union Bank, and Wells Fargo. Outside the financial industry, he has experience with Banjanian Martial Arts. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Roni Arjangravesh is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Mark Weiss is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999 and 2000, respectively. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies overseen by external asset managers and provides advisory services primarily through a large network of financial advisors.

Allyse Cipriotti is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Her background includes roles at PennyMac Loan Services and Logix Federal Credit Union, among others. Charles Schwab serves primarily 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Lawrence Ruderman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 46 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Kurt Macmillan is a Series 66 credentialed financial advisor with 12 years of industry experience, currently practicing at LPL Financial since 2021. His prior work includes roles at Tori L Samuel, Team Network, and Waddell & Reed, Inc., as well as operating his own CPA and tax preparation firm. Macmillan maintains active tax preparation and accounting services through his CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and management services utilizing various model portfolios, third-party subadvisors, and customized strategies.

Parisa Taheri Tafreshi is a financial advisor at LPL Financial with six years of industry experience. She previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. 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, third-party asset management, and institutional platforms, with a focus on strategic and tactical investment solutions supported by advisor-facing technology.

Brenda Guzman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. She has been with Thrivent and its affiliated entities since 2009. Outside of her advisory role, she assists with a family cleaning business that provides office and home cleaning services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports clients with a range of planning topics and allows integration with managed-account programs under a consolidated billing system.

Robert Stenzel is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010 and previously with Axa Advisors, LLC. His other business activities include serving as co-trustee of a family trust and as an estate administrator. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through various advisory models and third-party managers.

Kate Freeman is a financial advisor at UBS Financial Services with certifications including CFP® and CFA® and four years of industry experience. She previously worked at Fiduciary Trust International for seven years. Outside of her advisory role, Freeman participates in the Motion Picture Television Fund’s advisory networking group and speaks to members about investing basics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Hasan Najmuddin is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, TD Ameritrade, and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored client recommendations.

Michael Han is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Han is also involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm utilizes a model-driven investment approach, offers financial planning and consulting, and provides access to third-party asset managers and wrap programs.

Victor Calva is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2021 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joshua Cummins is a CFA® charterholder and holds a Series 66 license, with 27 years of experience in the financial services industry. He has worked at UBS Financial Services since 2005, including his current role since 2024, and previously held positions at Bank of America, Merrill, Credit Suisse Securities, and Pershing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and affiliated banking programs.

Ryan Burke is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Ameriprise, JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC. He also operated Burkeekrub Inc. for 14 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategies including discretionary and non-discretionary management.