William Pare is a Series 66-licensed financial advisor with four years of industry experience. He is currently with OSAIC and has held roles at Securities America Advisors and KGE Wealth Management, where he remains involved in operations and financial planning activities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account strategies.

Harout Khatchoyan is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has been with Wells Fargo since 2007 and holds Series 63 and Series 65 designations. Wells Fargo Advisors 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sai Savant is a financial advisor at Merrill with a Series 66 designation and 19 years of experience at the firm since 2007. He is based in Santa Clarita, CA. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Angelo is a financial advisor with Ameriprise in Newbury Park, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he subleases office space in Woodland Hills, CA. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide comprehensive, non-discretionary recommendations delivered in partnership with their financial advisors.

Serge Akopyan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Masterworks Advisers, LLC, Arete Wealth Management, LLC, Citi, and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages various registered investment companies and funds.

Ifeanyi Ukatu is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

Fernando Bonada is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2005. In addition to his advisory role, he has operated Playa Digital Media since 2002. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of its investment offerings.

Sergio Tirado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Wells Fargo Clearing and Target Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Rances Sainz is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing firm-approved planning tools and investment committees to support client strategies.

Parham Rastbaf is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to support portfolio diversification and investment selection.

Joseph Mandujano is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His work history includes roles at several firms such as Logix Federal Credit Union, Heritage FCU, CUNA Brokerage Services, Cetera Advisors, Investors Capital Corp., and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a comprehensive range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Craig Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the finance committee of Campbell Hall, a K-12 college preparatory school. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, supported by firm-approved tools and analyses such as Monte Carlo simulations.

Bruce Gendein is a financial advisor with Osaic, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. He has worked at Senex Insurance Services, Inc. since 1992 and Royal Alliance Associates, Inc. since 1989. Outside of his advisory roles, he serves as a trustee overseeing asset management and tax reporting, and consults with closely held businesses on qualified retirement plans and insurance needs. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various customizable investment strategies.

Andrew Miller is a financial advisor with Ameriprise in Orange, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at UBS Financial Services and California Lutheran University. Outside of Ameriprise, he is involved with R&J Pacific Management LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Aram Amiryan is a CFP®-designated financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Woodland Hills, CA. His work history includes roles at Charles Schwab Bank, Schwab Wealth Advisory Inc., U.S. Bancorp Investments, Union Bank, and Wells Fargo. Outside the financial industry, he has experience with Banjanian Martial Arts. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Dominic Hart is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and four years of industry experience. He previously worked at UBS and has experience with both institutional and retail settings. Outside of finance, Hart has been involved with Mid Valley Water Polo. 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 advisory process integrates quantitative and qualitative research and includes expertise in derivatives and commodities.

Roni Arjangravesh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Chase Investment Services Corp. and Morgan Stanley. Wells Fargo Advisors is a national securities firm providing 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.

Mark Weiss is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked at PFS Investments Inc since 2000 and Primerica Financial Services since 1999. In addition to investment advisory, he participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages 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 uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Allyse Cipriotti is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Her background includes roles at PennyMac Loan Services and Logix Federal Credit Union, among others. Charles Schwab 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Gina Chamberlain is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at AXA Advisors, Bank of America, and Merrill. Outside of her advisory work, she serves on the Board of Directors and as Marketing Chairman for the Shakespeare Club of Pasadena. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with assets managed within Ameriprise.