James Winklhofer is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds a Series 63 designation and has been with Raymond James in various capacities since 1991. Outside of his advisory role, he is also a licensed broker involved in non-variable insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and promotes implementation through advisory programs or other providers, supporting a wide network of advisors and affiliated firms.

Chung On Wang is a financial advisor with Primerica Advisors based in Burbank, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work background includes long-term roles at Primerica Advisors, Primerica Financial Services, Sintex Sales, and Lyco Enterprises. He is also involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors is a large institutional firm that sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies created by unaffiliated asset managers and offers discretionary portfolio management with support from BNY Mellon Advisors and Pershing.

Londyn Crowder Maree is a financial advisor at Morgan Stanley with 17 years of industry experience and holds the Series 66 designation. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Emily Brudnicki is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 11 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Archila is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. His prior firms include Citi Bank, Bank of America Merrill, Prudential Financial, and Morgan Stanley. Outside of finance, he has worked in diverse roles including professional soccer and dog training. 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 recommendations.

Armin Janani is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Janani has been involved in various roles including real estate sales with Royas Realty, operating a car rental business as a Turo Vehicle Host, and working in the restaurant industry. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Laurie Lujan is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She previously worked at Western International Securities, Inc. for 17 years and had brief tenures at LPL Financial and Cambridge Investment Research, Inc. Lujan holds Series 63 and Series 65 credentials. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Holden Hartmann is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has eight years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support client goals.

Pablo Avina is a CFP® and ChFC® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he was with Ameriprise Financial Services, Inc. for 15 years. He is also a partner and franchise advisor at RGAA, LLC, a business that supports his practice operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Manuela Ellen is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. She has previously worked at KGE Wealth Management and Securities America, Inc. There are no additional outside activities reported. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to various managed account solutions, employing a range of asset-allocation tools and third-party platforms.

Gianni Stillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously was employed by Spireworks and the University of Oregon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from internal and third-party sources.

Nathan Matthews is a financial advisor with Ameriprise in North Hollywood, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and OsteoStrong, as well as work with the Matthews Law Firm and the University of Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven income strategy recommendations.

Sirtaj Puri is a financial advisor at Charles Schwab with eight years of industry experience and a Series 66 designation. His prior roles include positions at TD Ameritrade Investment Management and ACRC Trials. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by centralized supervisory and custody services.

Justin Publicker is a financial advisor with Cetera in Valencia, CA. He holds the Series 66 designation and has recently begun his career in the industry, with prior experience at Saber CPAs and Green Dot Public Schools National. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment program options and manages over $250 billion in assets through a large nationwide network of advisors.

Robert Sall is a financial advisor with Equitable Advisors in Toluca Lake, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee of a personal family trust and acts as a fixed life settlement broker with Ashar Group LLC. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels to tailor investment strategies to client goals and risk tolerance.

Jomel Camilleri is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and nine years of industry experience. His prior work includes roles at North Valley YMCA and Groundworks Campaign, Inc. In addition to his investment-related work, he is a partner at Baby Booomers in Home Companions, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a focus on model-delivery strategies developed by unaffiliated asset managers.

Chinenye Enueme is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. 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 recommendations.

Shana Mohsen is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is a property owner involved in rental real estate. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Leland King is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to enhance their financial knowledge and confidence, facilitating a collaborative approach to developing investment strategies. His work focuses on using the planning process to assist clients in pursuing their financial goals. Prior to his current role, Leland was an Associate Advisor at SEIA from 2023 to 2024 and a Wealth Planning Associate at UBS from 2020 to 2023. He holds a California Insurance License. Outside of his professional work, Leland has interests in art, cooking and baking, family activities, writing, and yoga.

Martina Troiano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she has a part-time involvement as a landlord. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.