Sean Gauss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Merrill. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Anderson is a CFP® certificant with 10 years of experience in financial advisory. He is currently with Cetera and has held roles at MEA Wealth Advisors and Cetera ADVISORS LLC. Outside of his advisory roles, Anderson is the owner of North Shore Orchard LLC, an orchard business where he is involved in produce cultivation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple investment program structures and affiliations.

Elaine Sarnoff is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously worked in the In-Home Supportive Services Program from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Christopher Arnaldo is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Enterprise Holdings Inc. for 18 years. Outside of his advisory role, he is involved in a technology and software business, DealersGear, assisting with client relationships. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices nationwide.

Tyler Horgan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also been affiliated with the University of Southern California since 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Sean Payne is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has been with Edward Jones since 2002. Payne serves as a board member emeritus for the Los Alamitos Education Foundation and is an active board member of Precious Life Shelter in Los Alamitos, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Austin Arata is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Kinecta Financial & Insurance Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that partners with advisors like Austin to deliver tailored retirement-income recommendations.

Christopher Olson is a financial advisor with LPL Financial based in Torrance, CA. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at VectorUSA, Relocity, Inc., Data Analysis Inc., and Kforce Inc. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and a range of management approaches supported by internal and third-party research.

Cory Mak is a financial advisor with Merrill holding a Series 66 designation and based in Manhattan Beach, CA. He has prior experience working at Bank of America, N.A. since 2017, with roles spanning nearly a decade including his current position at Merrill. Before entering financial services, he held roles at Guess Inc. and Matador Cantina. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm leverages integration with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Mai Park is a financial advisor with LPL Financial based in Torrance, CA, holding Series 63 and Series 65 credentials with 22 years of industry experience. Prior to joining LPL Financial in 2025, Mai worked at Bank of America and Merrill from 2009 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by in-house and third-party research.

Amanda Hiatt is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of her advisory role, she serves as Treasurer and board member for the Neptunian Woman's Club, a nonprofit focused on charitable, educational, cultural, and civic services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. Their Institutional Consulting Services offer customized, non-discretionary advice delivered by a specialized team of Wealth Advisors.

Roobina Yahya is a financial advisor at Morgan Stanley with 28 years of industry experience. She previously worked at RBC Capital Markets for 14 years before joining Morgan Stanley Smith Barney LLC. Yahya holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that include scenario modeling without individual security recommendations.

Brian Klimke is a CFA® charterholder with 21 years of industry experience. He is associated with Cetera and has held roles at various Cetera entities since 2013, as well as positions at Tower Square Investment Management LLC and Avantax Investment Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Alexander Reuben is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, JP Morgan Chase Bank, and JP Morgan Securities. He is also associated with Jonathon P. Reuben, CPA An Accountancy Corporation in a non-investment related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a wide range of advisory programs and brokerage services.

Kyle Brancato is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked with Thrivent and its affiliates since 2022 and previously held roles outside financial services. In addition to his advisory work, he is the CEO of Torque & Title Solutions, a business facilitating dealer-priced car purchases for dealerships and individuals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm focuses on holistic, goal-based planning without providing discretionary portfolio management or institutional advisory services.

Ryan Gill is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously held roles at Waldorf Astoria and attended Arizona State University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Carol Wilshire is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with RBC Capital Markets and City National Bank, having previously worked at UBS Financial Services Inc. for 11 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides customized investment strategies through various advisory programs, integrating in-house and third-party managers with options for tax management and responsible investing.

Lyle Murakami is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley since 2009, including tenure at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Alexander Dickson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional services.

Brian Britt is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Torrance, CA since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Brian manages financial reporting and accounting for apartment buildings. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, combining research and modeling with tax-efficient strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.