Michael Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked for Western International Securities, Inc. for 25 years and Nasdaq Dorsey Wright for 20 years. Outside of his advisory role, Moody is a certified chess coach who provides private lessons to children. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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.

Brad Kalas is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, previously spending three years with UBS Financial Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advisor-facing technology tools.

Benjamin Stern is a financial advisor with Fidelity in Burbank, CA, holding Series 63 and Series 66 registrations and one year of industry experience. Prior to joining Fidelity, he held positions at Fullstack Academy, LanguageBird, and several other companies, spanning roles outside the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, notably using AI and systematic methodologies.

James Winklhofer is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds a Series 63 designation and has been with Raymond James in various capacities since 1991. Outside of his advisory role, he is also a licensed broker involved in non-variable insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and promotes implementation through advisory programs or other providers, supporting a wide network of advisors and affiliated firms.

Chung On Wang is a financial advisor with Primerica Advisors based in Burbank, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work background includes long-term roles at Primerica Advisors, Primerica Financial Services, Sintex Sales, and Lyco Enterprises. He is also involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors is a large institutional firm that sponsors 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 utilizes model-delivery investment strategies created by unaffiliated asset managers and offers discretionary portfolio management with support from BNY Mellon Advisors and Pershing.

Londyn Crowder Maree is a financial advisor at Morgan Stanley with 17 years of industry experience and holds the Series 66 designation. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Emily Brudnicki is a Series 66 licensed financial advisor with 16 years of industry experience. She has worked at Wells Fargo Clearing since 2024 and previously spent 11 years with RBC Capital Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of investment solutions supported by research and analytics.

Jonathan Archila is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citi Bank, Bank of America Merrill, Prudential Financial, and Morgan Stanley. Outside of finance, he has experience in professional soccer and dog training. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized research and due diligence process.

Evan Monroe is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Growth Investment Group, Marcus & Millichap, and Steve Heyman "The Insurance Man." He was also involved with USC JEP ReadersPlus and the University of Southern California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branches.

Armin Janani is a financial advisor with Equitable Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors in 2025, Janani has worked in various roles including in real estate sales with Royas Realty, car rental management as a Turo Vehicle Host, and customer service in the restaurant industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers and programs to deliver its services.

Laurie Lujan is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has previously worked at Western International Securities, LPL Financial, Financial West Group, and Citigroup Global Markets. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through various platforms and third-party advisers.

Holden Hartmann is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has eight years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support client goals.

Pablo Avina is a CFP® and ChFC® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he was with Ameriprise Financial Services, Inc. for 15 years. He is also a partner and franchise advisor at RGAA, LLC, a business that supports his practice operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Manuela Ellen is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has previously worked at KGE Wealth Management and Securities America, Inc. for multiple years. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, and it manages portfolios using both discretionary and advisor-managed strategies.

Gianni Stillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously was employed by Spireworks and the University of Oregon. 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 internal and third-party sources.

Nathan Matthews is a financial advisor with Ameriprise in North Hollywood, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and OsteoStrong, as well as work with the Matthews Law Firm and the University of Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven income strategy recommendations.

Sirtaj Puri is a financial advisor at Charles Schwab with eight years of industry experience and a Series 66 designation. His prior roles include positions at TD Ameritrade Investment Management and ACRC Trials. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by centralized supervisory and custody services.

Gordon Chen is a CFP® professional with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank NA since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

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, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he is involved as a fixed life settlement broker with Ashar Group LLC and serves as a trustee of a personal family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, offering both proprietary and third-party advisory programs tailored to client risk tolerance and investment goals.