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.

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.