Louis Sclafani is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 24 years of industry experience and has been with Cetera and its affiliates since 2001. In addition to his advisory work, he is a co-owner and CPA at Coldwell, Sclafani & Company LLP, a public accounting and tax practice, and serves as trustee and co-trustee for several family trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporations, charities, and institutions. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a broad array of program structures and third-party managers.

Shawn Shafer is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at UBS since 2011 and previously held positions at Morgan Stanley Smith Barney and Morgan Stanley from 1998 onward. Outside of advisory work, he is a managing member of an investment entity focused on real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Feliks Reytblat is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Linda Polwrek and Waddell and Reed, Inc., as well as engagements with various insurance carriers dating back to the early 2000s. Outside of his advisory work, he is involved in tax preparation and accounting services. 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 network of over 22,800 advisors and advanced operational tools.

Lina Moskofian is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Bank NA starting in 2010. Outside of her financial career, she tutors individuals in Armenian language and literature. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Madison Anderson is a CFP® certified financial advisor with five years of industry experience, currently practicing at LPL Financial in Pasadena, CA. Prior to joining LPL Financial, Madison held roles at Securities America, Inc. and OSAIC. Outside of finance, Madison has experience in the restaurant industry with positions at Katella Grill and Mulberry St Ristorante. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Robert Salazar is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. His prior roles include positions at NRP Advisors, Inc., NRP Financial, Inc., Ameriprise Advisor Services, Inc., and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering various financial planning and portfolio management options through a large network of advisors.

Daniel Rosen is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment options through a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Christopher Ocepek is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Bank of America, Merrill, and Fidelity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Vasques is a financial advisor with Edward Jones in Valencia, CA, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with Edward Jones since 2001 and also has longstanding roles with Fiserv Investor Services, Inc. and Lockheed Federal Credit Union since 1999. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Terence Lo is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2001. Outside of his advisory role, he maintains a real estate license in California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, covering diverse planning needs including retirement, education, and niche areas such as business-owner transition and special-needs analysis.

Helmut Garcia is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at CUSO Financial Services, Wescom Financial Services, MassMutual Life Insurance Company, and other firms dating back to 2009. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a national network of over 22,800 advisors.

Matthew Durlester is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds a Series 66 credential. He has been with Wells Fargo Clearing since 2016 and is also involved with Hamden Clothing Co. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Trevis Rucci is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at notable firms including UBS Financial Services, Wells Fargo Clearing, and New England Securities prior to joining Raymond James in 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Steven Bristol is a CFP® professional with 12 years of industry experience, currently affiliated with Charles Schwab. His prior experience includes a decade at TD Ameritrade before joining Charles Schwab and Co., Inc. He also has involvement in a rental property business outside of his advisory role. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Neuman is a financial advisor with Wells Fargo Clearing based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Wamu Investments, Inc. 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 relying on research from Wells Fargo Investment Institute and third-party sources.

Jennifer Roberts is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at notable firms including Merrill, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she serves as treasurer of the Saugus Boys Golf Booster Club and is a commissioned notary public. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Porter is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Skidmore Markell & Company and Sagepoint Financial Inc. Outside of his advisory work, he serves as Local Camp Vice President for Gideons International, involving Bible distribution locally and internationally. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk-tolerance and rebalancing tools.

Gregory Davis is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliates since 1991. Outside of financial advising, he is a practicing CPA and partner at Haskell & Davis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs and institutional portfolio management.

Caitlyn Klenk is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America, N.A., Cedar Rapids Community School District, and Harrison Group, Inc. She has been involved in education and sports organizations, including Cedar Rapids Xavier High School and Adrenaline Volleyball Academy. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Armendariz is a financial advisor with Primerica Advisors in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of investment advising, he is involved in the sale of loan products and home-related services through affiliated Primerica 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 a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.