Emily Trematerra is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998 and holds Series 63 and Series 66 designations. Outside of her advisory role, she owns a retail business called Oliveda. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides retirement income planning and tax-aware withdrawal strategies through a centralized team collaborating with advisors.

David Lew is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of his advisory role, Lew serves as treasurer for the Chinese Christian Alliance Church and holds leadership positions with the Wilbur Homeowners Association. 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. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Glenn Crawford is a CFP® professional with 36 years of experience in the financial services industry. He is currently an advisor at LPL Financial and previously worked at Western International Securities, Inc. and Citigroup Global Markets. He also operates Crawford Wealth Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios.

David Guyette is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position he has held since 1997. He works closely with business owners and a select group of high-net-worth individuals, families, and retirees, providing personalized and strategic financial advice tailored to meet complex client needs. David offers a broad range of services including advising on corporate 401(k) plans, profit sharing plans, defined benefit plans, retirement planning, stock option analysis, alternative investments, philanthropic strategies, life insurance analysis, residential lending, liability management, and wealth preservation and transfer services. He collaborates with clients' tax and legal advisors to develop tax-efficient financial strategies, using proprietary analysis, historical data, and Merrill's objective research to create customized plans aimed at achieving long-term client goals while managing risk. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). David earned his bachelor's degree from the State University of New York System at Oswego. He resides in Santa Monica with his wife and two sons and participates in community volunteering.

Tejas Rao is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He has also worked in education, including at Oak Park High School and Medea Creek Middle School. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily involves LPL-sponsored programs and endorsed third-party managers.

Soren Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and Citigroup in various roles since 2013. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adam Marcus is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market-based modeling techniques as part of its advisory process.

Linda Oleson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Western International Securities, Inc. since 2008 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Garrett De Buiser is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 63 designation and having 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he is involved in cellular spectrum license acquisition and management through his business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses research and algorithmic tools to provide personalized recommendation reports with a focus on asset allocation and Social Security claiming options.

Michelle Fenton is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Centaurus Financial INC. for 15 years before joining LPL Financial in 2026. Outside of her advisory work, Fenton owns and writes for a travel blog called The Stayover, where she produces travel guides and photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Eva Rhodes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked within various divisions of J.P. Morgan since 2014, including roles in the London branch and both J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, with a non-discretionary program that relies on an in-house manager solutions team and centralized due diligence processes.

Ali Navid is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior roles include positions at Wells Fargo and Unionbanc Investment Services. Outside of his advisory work, he maintains ownership of a rental property in Thousand Oaks, CA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Michael Rosenthal is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He was self-employed for 12 years prior to joining Edward Jones. Rosenthal holds an active notary public license, although he does not currently pursue notary business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Kimberly Ary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Bank of America, Merrill, and entrepreneurial activities with Personal Pathways LLC dba Apex Fun Run and EZ-NetTools. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Thomas Christopoulos is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. In addition to his advisory role, he is a partner and owner at Gus and Andy's Montrose Grill, where he handles bookkeeping responsibilities on weekends. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Harutune Hamassian is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 credential and has worked with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2001. In addition to his advisory role, he is a Certified Public Accountant providing tax preparation services since 1980. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using firm-approved analytical tools and provides a range of event-driven planning programs.

Arami Bryant is a Planning Consultant at Fidelity Investments, where she assists clients in creating their financial roadmap. She has been in this role since 2026. Prior to her current position, Arami worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Services Representative at the same firm from 2024 to 2025. Her earlier experience includes roles as an Associate Banker at JPMorgan Chase from 2022 to 2023 and as an Associate Teller at Wells Fargo from 2020 to 2022. Arami brings a comprehensive background in financial services, encompassing client relationship management and financial planning support. Outside of her professional career, she enjoys fishing, fitness, hiking, and outdoor adventures.

Raffi Hamassian is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at MML Investors Services LLC since 2024 and is also associated with Harutune Hamassian CPA APC, a CPA accounting firm providing tax preparation and bookkeeping services. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

Sunil Prabhakar is a financial advisor with Ameriprise, holding 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to deliver tailored, non-discretionary advice.

Melisa Bahmanyar is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2024. 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. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.