Adam Pryor is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, and various community and political campaigns. Outside of finance, he has been involved in local school board and city council campaigns as well as serving with the Brea Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured discovery conversations and proprietary tools, and it manages approximately $2.74 trillion in client assets.

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, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2008 and previously at Wamu Investments, Inc. from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad client base and a variety of investment strategies.

Raye Thomas is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2014. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Nugent is an investment adviser representative at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. He also maintains a position at Logix Federal Credit Union, where he has been employed since 2015. 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 financial planning and asset management services, including access to model portfolios and third-party subadvisors, supported by extensive operational and research tools.

Andrew Duchan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Westerm International Securities, Inc. and Financial West Group. He also operates a CPA practice and is involved in direct sales businesses including Herbalife and Lifewave. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and research tools.

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 Santa Clarita, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2011. Brittain is also an association member of the California Association of Bilingual Education. Equitable Advisors serves a diverse 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, utilizing both proprietary and third-party investment solutions through a broad network of Investment Adviser Representatives.

John Deluca is a financial advisor with LPL Financial in Encino, CA, holding a Series 63 license and bringing 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 activities through DSA Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 20 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, and he has operated Independent Services Consultants LLC since 2009. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically implements investment strategies using model portfolios developed by internal and third-party research teams and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

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 with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 12 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of her advisory work, she is involved in a family business operating an online handmade swimwear line. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.