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.

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.

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 designations and 41 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Jeffrey Newitt is a CFP® with 19 years of industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Newitt also operates Independent Services Consultants LLC, a business involved in financial and insurance services. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with other financial products and services.

Thomas Kim is a financial advisor with OSAIC based in Woodland Hills, CA, holding a Series 63 designation and 32 years of industry experience. He has been affiliated with Regal Advisory Services, Inc. since 1997, where he provides financial planning and investment advice. Outside his advisory role, he is the owner of two corporations involved in employee health care benefits and fee flow-through arrangements. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing a range of investment vehicles and portfolio construction tools, with support for discretionary and non-discretionary accounts.

Viridiana Rojas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with J.P. Morgan since 2014. Outside of her advisory role, she is a co-owner of Red Coast Swim, a family business specializing in handmade swimwear sold online. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform its recommendations.

Fred Escobedo is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes positions at Bank of America, N.A. since 2010 and Merrill since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ferial Shamsian is a financial advisor at Ameriprise in Beverly Hills, CA, holding a Series 63 designation with 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in multi-family real estate ownership. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm emphasizes managed accounts and uses algorithmic automation overseen by a dedicated committee to support its advisory process.

Erica Vasques is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, she worked at Scorpion for three years. Outside of her advisory role, she has experience working as a server at Wood Ranch BBQ and Grill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Michael Payne is a Series 66-licensed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Kunpeng Wang is a financial advisor at Charles Schwab with six years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, LPL Financial, Wells Fargo Bank, and Information Forecast, Inc. Wang is also a commissioned notary in the state of California. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment process, supported by a large client base and centralized operational infrastructure.

Roxanna Martinez is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of her advisory role, Martinez is involved in real estate as a property owner. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.