Ryan Robinson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

Phillip Lau is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Since 2000, Lau has also been an Operations Specialist and Client Services professional at Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and significant operational resources.

Amir Khoshroo is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Rodger Rutter is a financial advisor with LPL Financial in Woodland Hills, CA, holding a Series 63 designation and 32 years of industry experience. He has been associated with Linsco Private Ledger since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Jack Crawford is a financial advisor with Thrivent Investment Management in Glendale, CA. He holds the Series 66 designation and has six years of industry experience, including prior roles at Swiss Growth Forum and Paso Robles Joint Unified. Outside of finance, he assists with organizing and facilitating offsite wine pouring events for SCULPTERRA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without portfolio management or institutional advisory services.

Gregorio Marinez is a financial advisor with Charles Schwab, holding a Series 66 designation. He has approximately one year of industry experience, including prior roles at FactSet, Wells Fargo, and American Riviera Bank. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Feistel is a financial advisor with Ameriprise Financial Services in Calabasas, CA. He holds a Series 66 designation and has 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC since 2020, Ameriprise Financial Services, Inc. from 2016 to 2020, and Oak & Heart from 2015 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Anita Kazanjian is a financial advisor at UBS Financial Services with 7 years of industry experience. She has held positions at JP Morgan Chase Bank, N.A., JP Morgan Securities LLC, and Bank of America. She holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Shawn Bean is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade. Outside of his advisory role, he is involved in rental property management. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment solutions supported by integrated brokerage, custody, and advisory services.

Michael Grodotzke is a financial advisor with LPL Financial in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at SagePoint Financial, Bancwest Investment Services, Ameriprise, and Valic Financial Advisors. He also operates Fitzgerald Financial Services, an investment-related business affiliated with his LPL work. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging extensive resources and technology across a large network of advisors.

Narek Davoodian is a Planning Consultant at Fidelity. In this role, he works with clients to understand their financial goals and deliver personalized investment strategies. He provides guidance on portfolio construction, retirement planning, and wealth planning. Prior to his current position, Narek worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He holds a California Insurance License.

James Palazzolo is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

John Janios is a CFP®-certified financial advisor at Osaic Wealth Inc with 15 years of industry experience. His background includes roles at LPL Financial, Logix FCU, and Invest Financial Corporation. Janios also owns and operates Aristo Wealth Management, an S Corp through which he provides financial planning and wealth advisory services. Osaic Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Narek Tagmizyan is a financial advisor with Wells Fargo Clearing in South Pasadena, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America N.A. and Merrill before joining Wells Fargo Bank and Wells Fargo Clearing in 2021. Outside of his advisory role, he has a business selling collectibles. 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 Wells Fargo Investment Institute and third-party sources.

Curtis Parry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Outside of his advisory role, he is involved with several investment-related activities. 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 advisory services and utilizes research and analytics while providing both brokerage and advisory solutions.

Jeffrey Ma is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA in various capacities from 2016 to 2024. Outside of his advisory role, he owns and operates a cleaning business in Temple City, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Dean Kunihiro is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Kunihiro is also an insurance agent involved in selling life, health, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advisor-facing technology and a wide range of financial offerings.

Oganes Gambarian is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Goldhaber is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with Merrill and Bank of America. He has worked at Merrill since 2016 and previously operated his own College Planning business from 2010 to 2016. 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 plans, corporations, and charitable organizations.

Derrick Kimbrough is affiliated with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including 15 years at Boeing Aerospace and longstanding roles at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he has been involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.