Brad Gore is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2017. Prior to that, he was with American General Life Insurance and AIG Capital Services, Inc. from 2015 to 2016. He also receives insurance residuals from John Hancock and OneAmerica Financial Partners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors offering a range of advisory strategies under a fiduciary standard.

Jasmina Lujan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at various J.P. Morgan entities since 2009. In addition to her advisory role, she has been affiliated with the University of Phoenix since 2017. 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 team of Wealth Advisors. The firm operates on a non-discretionary basis and combines large institutional advisory capabilities with additional market-facing registrations and functions.

Benjamin Hale is a financial advisor with Thrivent Investment Management in Simi Valley, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he serves as a board member of the Adventist Health Foundation supporting Simi Valley Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s “WealthPlan” combines planning and managed-account services under a consolidated billing system while maintaining them as separate engagements.

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 at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Stifel Independent Advisors, Wells Fargo Clearing Services, and Wells Fargo Bank. Outside of her advisory role, Mahsa is active as a realtor with Bevery & Company and manages an online retail website, Chemimed.com, in addition to authoring financial and educational content. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and emphasizes both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Steven Barrus is a financial advisor at OSAIC with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at FSC Securities Corporation and Fidelity Investments. Barrus serves as a board member for the Young Investors Society, an organization focused on financial literacy for high school students, and coaches boys' volleyball in the Conejo Valley Unified School District. OSAIC serves a mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with a range of portfolio management options that include access to third-party money managers and automated asset allocation tools.

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.

Thomas Moffat III is a financial advisor with OSAIC in Westlake Village, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. Outside of advisory work, he serves as a trustee for family trusts established for estate planning and is involved in the sale of traditional life insurance. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm employs various asset-allocation tools and access to third-party managers to construct diversified portfolios across multiple asset classes.

Mustafa Bhola is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2011. Outside of his advisory roles, he has operated a notary service business from 2017 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Sevada Davoudi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and E*TRADE Capital Management LLC. 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 utilizes research and analytics in its investment approach and offers a range of brokerage and advisory solutions through a broad network of advisors.

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.

Drew Dieffenbach is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, he was affiliated with One Capital Management, LLC. Drew completed his education at the University of California, Los Angeles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Dare is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Outside of his advisory role, he officiates youth rugby union games in Southern California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Wan Yu is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. Wan has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in partnership with advisors to deliver tailored retirement income recommendations.

Cara Smith is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2015. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Laura Raulinaitis is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Raulinaitis holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a partner at Sis and Bro LLC, a real estate business based in Westlake Village, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment programs through its Financial Advisors and Estate Planning Strategies Group.

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.

Michael Curtin is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, following a prior role at CitiGroup Global Markets Inc. Additionally, he serves as a successor trustee in a trust based in Burbank, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and access to various investment products.