Jomel Camilleri is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2012. Outside of his advisory role, Camilleri is a partner at Baby Boomers In Home Companions LLC, a non-investment related business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Chinenye Enueme is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. Prior to joining J.P. Morgan in 2026, Enueme worked at Morgan Stanley from 2022 to 2026. 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 and qualitative research, delivering recommendations limited to eligible strategies and incorporating an ESG eligibility framework.

Shana Mohsen is a financial advisor with J.P. Morgan Securities in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has a longstanding role at JPMorgan Chase Bank, N.A. Outside of her advisory work, she owns rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Albert Boele is a financial advisor with J.P. Morgan Securities in South Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and a previous position at Boelin LLC. 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. The firm’s advisory process integrates systematic quantitative screens and qualitative research supported by a centralized manager solutions team.

Martina Troiano is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 from Wells Fargo Investment Institute and third-party sources.

Jae Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. His prior experience includes roles at Wamu Investments Inc. and Countrywide Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Helen Lee is a financial advisor with Ameriprise in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. She previously worked at American Express Financial Advisors Inc. for 23 years before joining Ameriprise in 2020. Outside of her advisory role, she owns a business involved in marketing and operates a car rental service. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-efficient withdrawal strategies.

David Connor is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience working at Assetio Wealth Management and Wai & Connor LLP. Outside of his advisory role, he is involved with Assetio Wealth Management, a related business entity. 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 research tools and a broad network of over 22,800 advisors.

William Mc Bride Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Western International Securities, and Chase Investment Services Corp., as well as operating his own wealth management business. Mc Bride is also involved with McBride Wealth Management, focusing on non-variable insurance and advisory 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of advisors.

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 previously worked at Wells Fargo, Deutsche Bank Securities, Oppenheimer, and JPMorgan Chase Bank. 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. The firm employs a centralized due diligence process combining quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Elizabeth Nowlin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2012. 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 while allowing clients to retain final decision-making authority.

Alan Durlester is a financial advisor with Wells Fargo Clearing, holding the Series 63 designation and having 44 years of industry experience. He previously worked at Prudential Equity Group, LLC for five years before joining Wells Fargo Clearing in 2016. Outside of his advisory duties, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Kenneth Sanchez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Stifel Independent Advisors and Wells Fargo Advisors. Sanchez also serves as a financial and retirement instructor at Pasadena City College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementation through advisory programs or other providers.

Cameron Kashani is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at PRUCO Securities, Mass Mutual, and Express Connection. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and charitable entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and participation in model portfolio wrap programs.

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.

Zhouyuan Wu is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, Zhouyuan held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has also worked at Lions Financial. 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.

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 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.