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, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. 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 both brokerage and advisory solutions.

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, Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Chase, and Logix Federal Credit Union. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

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. His career includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. He also serves as a successor trustee for a trust in Burbank, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a broad client base with diverse investment offerings.

Erin Cottom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Charles Schwab & Co., Inc., RBC Capital Markets, Neuberger Berman BD LLC, and Morgan Stanley DW Inc. Erin is currently based in Burbank, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG considerations within its recommended strategies.

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.

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 at Wells Fargo Clearing with Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill and Banc of America Investment Services, Inc. prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options using diversification principles and modern portfolio theory.

Jorge De Giorgio is a financial advisor with J.P. Morgan Securities in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2011 to 2012. Outside of his advisory role, Jorge creates video content focused on outdoors, home, and automotive DIY projects, sharing this content on platforms such as YouTube and Instagram. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their approach integrates systematic quantitative screens with qualitative research and includes broader derivatives and commodities 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 a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Logix Federal Credit Union 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.