Michael Core is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors for 24 years and has been a Certified Public Accountant since 1985. He is also an author, selling a book under a pen name. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Susan Kakiki is a financial advisor with Edward Jones in Santa Clarita, CA, holding a Series 66 designation and with three years of industry experience. She has been with Edward Jones since 2003. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Jonelle Gonsalves is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her background includes roles with Sulphur Springs School District, ELEVO, and Soccer Shots, alongside a longstanding association with Pfs Investments Inc and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Valerie D'Addona is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 47 years of industry experience. She has been with Raymond James since 2011. Outside of her advisory role, she has a minor involvement in rental real estate. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Richard Stevens is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 designations and has 38 years of industry experience. He has been with Wells Fargo Clearing 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors nationwide.

Robert Carrington III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at Wells Fargo, Bank of the West, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a regulated, futures and derivatives-capable platform.

Anterias Nerses Hindoyan is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and BLOM Bank. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Beatriz Ponton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has worked primarily at Wells Fargo Clearing since 2000, with a brief tenure at Ameriprise Financial Services. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Barry Laufman is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked in the financial services sector since 2000, including tenure at Tower Square Securities and Cetera Wealth Services. In addition to his advisory role, he operates an independent insurance agency specializing in fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supported by a nationwide network of over 10,000 advisors.

Dana Goldfarb is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and totaling 46 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Alex Mathis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Merrill. Outside of his advisory work, he serves as president of the Camarillo Pony Baseball Association, a nonprofit organization. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with machine-learning tools and managing over $819 billion in discretionary assets.

Jennifer Curry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with JPMorgan Chase Bank, N.A. since 2019 and worked at J.P. Morgan Securities from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

John Bauer is a CFP®-designated financial advisor with 41 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation for 10 years. Bauer also dedicates time to the sale of non-variable insurance products and has involvement with an irrevocable trust. 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 portfolio programs, and institutional platforms, with a focus on providing customizable investment strategies through its large network of advisors.

Ryan Richardson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at various firms including Avantax Advisory Services and operates Richardson Financial as an investment-related business. Additionally, he is a part owner of Richardson & Co CPAs, which provides tax and accounting preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services, with multiple program structures and access to both affiliated and third-party managers.

Michael Grosslight is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Morton Wealth, MindBridge Analytics Inc, Blackline Inc, and Bloomberg L.P. His credentials include Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Brently Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2022. 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.

Stacey Peterson is a financial advisor at Cambridge Investment Research Advisors with CFP® and Series 66 credentials and 10 years of industry experience. She has also been affiliated with Westlake Financial Advisors LLC and United Planners Financial Services. Peterson maintains an active role in insurance and benefits services alongside her advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, supporting both discretionary and non-discretionary management strategies.

Samantha Anderson is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Stephen Wright is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley and its private bank since 2022 and previously spent nearly a decade at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory work, he is an officer at Zooganic Studios, a company involved in animation content creation and distribution. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Austin Arnoldini is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and over five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, NYLife Securities LLC, Centene, and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.