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 at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Chase Investment Services Corp. and Merrill. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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 CFP® and ChFC® with 44 years of industry experience. He is currently with LPL Enterprise and has an extensive background including roles at California Health Benefit Exchange and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in managing a medical insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm uses a model-driven investment approach and offers a range of financial planning, third-party asset management, and insurance-related services.

Lusine Budagyan is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo in various capacities since 2006. Outside of finance, she provides healthcare services through an IHSS provider role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets. The firm uses research and analytics to guide investment decisions and offers a range of financial products through bank and insurance affiliates.

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.

Alan Feldmansky is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including roles at AssetIO Wealth Management and EPIC Insurance Brokers. Outside of finance, he has been involved with Lahoa since 2019. 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, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational and research tools.

Glenn Palamides is a financial advisor with Merrill in West Hollywood, CA, holding a Series 66 designation and one year of industry experience. His career includes roles at Merrill and Bank of America. 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.

Shaun Castro Ansueta is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank, N.A. since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors, offering both brokerage and advisory solutions.

Paul Felten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 10 years and brings experience in helping clients develop personalized wealth management strategies that reflect their priorities and the dynamic market environment. Paul focuses on areas including education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management, among others. Beginning his career in financial services in 2010, Paul is the third generation of Felten family financial advisors. He holds a Bachelor's Degree from the University of California Santa Barbara and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Paul also actively participates in community volunteer work, reflecting the Merrill tradition of community involvement. Outside of his professional responsibilities, Paul enjoys baseball, cooking, and spending time with his family. His approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals.

Laura Garcia is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 65 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Pedro Cisneros is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at CUSO Financial Services and Firefighters First Credit Union, where he maintains an ongoing role. He operates a side business, Firehouse Financial, which is related to his LPL advisory activities. 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 financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Jaspreet Puri is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client strategies.

Richard Lousararian is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor LINSCO/Private Ledger Corp. since 2001. 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 with various investment options, supported by a large network of over 22,800 advisors and significant discretionary assets under management.

Joanna Sheffron is a CFP® certificant with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Her prior roles include positions at U.S. Bancorp Investments, Inc., Uvest Financial Services Group, Inc., and Cetera Wealth Services, LLC. 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 and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and other sources.

Ryan Alatorre is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at various J.P. Morgan entities since 2015, including JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Shannon Drobny is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 designation. Her career includes roles at Union Bank of California, Wells Fargo Advisors, and CUSO Financial Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Yvonne Redmond is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 48 years of industry experience. She has worked at Equitable Advisors since 2024, following long tenures at LPL Financial and Kinecta Financial & Insurance Services. Redmond also operates as an independent agent in outside fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs, utilizing both proprietary and third-party advisory models.

Connie Winokur is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. Winokur is also actively involved with Winokur & Winokur LLC, a firm she has operated since 1998. 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 variety of financial planning and investment services through a large network of advisors and uses a combination of proprietary research and third-party strategies to support its advisory platform.