Jasmina Lujan is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 19 years of industry experience. She has worked at various J.P. Morgan entities since 2009 and has also been affiliated with the University of Phoenix since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

David Sinensky is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment insights developed by its Global Investment Committee.

Mahsa Pour Lotfi is a financial advisor with Equitable Advisors in Tarzana, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Bank NA and Stifel Independent Advisors, LLC. Outside of finance, she is involved in real estate as a licensed realtor and owns an online retail website, as well as authoring a book available on Amazon. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

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 financial advisor with LPL Financial in Glendale, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including prior roles at California Financial Partners, Inc., Cetera Wealth Services, LLC, and U.S. Financial Advisors. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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®-certified financial advisor with J.P. Morgan Securities, based in Woodland Hills, CA. He has 13 years of industry experience, including 10 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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.

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.

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.

Kambiz Tangestanifar is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing and affiliated entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions backed by research and analytics from Wells Fargo Investment Institute and third parties.

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.

Robert Rosenberg is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he has been involved with Live Nation - House of Blues and DLS EVENTS LLC since 1994. Outside of his advisory role, he is engaged with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Alexander Derghazian is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JPMorgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and maintaining over $819 billion in discretionary assets.

Michael Curtin is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at CitiGroup Global Markets Inc. His other business activities include serving as a Successor Trustee in Burbank, California. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, combining tailored financial planning with sophisticated analytical tools as part of its comprehensive service platform.

Erin Cottom is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and RBC Wealth Management. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hal Sussman is a financial advisor with Raymond James Financial in Encino, CA, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has worked at firms including UBS Financial Services, Citigroup Global Markets, and Morgan Stanley Dw Inc. He is the CEO of Sussman Wealth Strategies Group and serves on the board and finance committee of the Young Musicians Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice using risk profiling and modeling tools and supports municipal and public finance advisory services.