Benjamin Hale is a financial advisor with Thrivent Investment Management in Simi Valley, CA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Hale serves as a board member of the Adventist Health Foundation, which supports The Simi Valley Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, while maintaining planning and portfolio management as separate services.

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 with Equitable Advisors in Tarzana, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Bank NA and Stifel Independent Advisors, LLC. Outside of finance, she is involved in real estate as a licensed realtor and owns an online retail website, as well as authoring a book available on Amazon. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Matthew Seukunian is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Bisnow Media. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies to client goals. The firm integrates institutional trading capabilities with wealth management services, operating as both an investment adviser and broker-dealer.

Steven Barrus is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Osaic and has held prior roles at FSC Securities Corporation, Fidelity Investments, and Merrill. Barrus serves on the board of the Young Investors Society, a nonprofit focused on financial literacy for high school students, and coaches boys volleyball for the Conejo Valley Unified School District. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting a variety of discretionary and third-party management strategies.

Andrew Hewitt is a Series 66-licensed financial advisor with two years of industry experience. He currently works with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, Sports USA Media, and Lyft. Outside of finance, Hewitt serves as a technical producer for Sports USA, working in radio, TV, and podcast production. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through its affiliated entities.

Amir Rad is a Certified Financial Planner® with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Woodland Hills, CA. His prior experience includes roles at Merrill and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG considerations when appropriate.

Thomas Moffat III is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors for 23 years. Outside of his advisory role, he serves as a trustee for several family trusts established for estate planning purposes. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account programs.

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 been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of his financial advisory roles, he was involved with Notary Service Co., LLC from 2017 to 2024. 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, incorporates ESG eligibility frameworks, and includes derivatives and commodities capabilities.

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.

Yuvraj Kataria is a Series 66 licensed financial advisor with Merrill, based in Studio City, CA, and has two years of industry experience. His prior roles include positions at Bank of America, NYLIFE Securities, New York Life Insurance, and Private Money Solutions. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

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.

Michael Dare is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 registrations and having 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a youth rugby union referee in Southern California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

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 at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with a network of over 14,000 advisors.

Laura Raulinaitis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, she spent 10 years at Citigroup Global Markets. Outside of her advisory role, she is a partner in Sis and Bro LLC, a real estate-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory and brokerage capabilities across diverse financial products.

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.