Jae Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wamu Investments Inc. since 2008. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

David Connor is a financial advisor with LPL Financial based in North Hollywood, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Assetio Wealth Management, Wai & Connor LLP, and Amazon Fresh. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Barry Rappaport is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Ameriprise for two years and was the owner of Borapp Consulting, Inc., a consulting business unrelated to investment services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Armen Arzumanyan is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies, utilizing algorithmic tools and research to support its advisory process.

Jason Yaworski is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Wells Fargo and JPMorgan Chase Bank, N.A. 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. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Elizabeth Nowlin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Alan Durlester is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and possessing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust in Sherman Oaks, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Kashani is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. His prior work includes roles at PRUCO Securities, LLC, Mass Mutual, and Express Connection. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Trista Monroe 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 worked at JP Morgan Chase Bank since 2016. 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 an ESG eligibility framework. Its Institutional Consulting Services program offers non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting.

Jason Gietter is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2008 and Bank of America since 2009. Outside of his advisory role, he serves as an assistant lacrosse coach at Harvard-Westlake High School and is involved in family businesses, including advising on operations for Bindr Interactive Incorporated and providing guidance to Applied Building Solutions, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party teams.

Suzanne Tweddell is a financial advisor with Primerica Advisors in Valencia, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since the late 1990s. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure.

Steven Hornstein is a CFP® with 36 years of industry experience, currently serving at Cetera since 2025. Prior to joining Cetera, he spent nine years at Avantax Advisory Services and has operated Hornstein Law Offices since 2002. Outside of advising, he practices law with a focus on estate planning, serves on various nonprofit boards including the Rotary Club of Woodland Hills, and is the author of a book on estate planning documents. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm provides access to multiple investment strategies through a large network of independent advisors and offers portfolio management, financial planning, and third-party manager selection across diverse program structures.

Carlos Gil Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Rockel is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following four years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Artono Budhiman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at WELLS FARGO Advisors, LLC from 2012 to 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Ari Brozki is a financial advisor with Morgan Stanley in Sherman Oaks, CA. He holds Series 63 and Series 66 licenses and has recently started his career in the financial industry, joining Morgan Stanley in 2026 after roles at NYLIFE Securities LLC, New York Life Insurance Company, and several other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jonathan Arreguin Valencia is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked with Merrill since 2020 and Bank of America since 2024. Prior to his financial services career, he held positions at CSU, Fresno and Bj's Restaurant & Brewhouse. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Masino is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through Corporate Financial Planning agreements.

Jacob Yashar is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations and possessing 44 years of industry experience. His prior roles include positions at California Health Benefit Exchange and The Prudential Insurance Company of America, where he has worked since 1981. He is also involved in marketing individual medical insurance outside of his advisory duties. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

Ming Tam is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2018 and previously was with Rogerson Kratos. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.