Craig Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the finance committee of Campbell Hall, a K-12 college preparatory school. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, supported by firm-approved tools and analyses such as Monte Carlo simulations.

Bruce Gendein is a financial advisor with Osaic, holding the ChFC® and Series 63 designations and bringing 48 years of industry experience. He has worked at Senex Insurance Services, Inc. since 1992 and Royal Alliance Associates, Inc. since 1989. Outside of his advisory roles, he serves as a trustee overseeing asset management and tax reporting, and consults with closely held businesses on qualified retirement plans and insurance needs. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various customizable investment strategies.

Breanna Menager is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for six years and Steel Peak Wealth Management for two years. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Jamie Wood is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. Prior to joining LPL Financial in 2022, he spent 11 years at Wells Fargo Advisors. He also operates a business under the name Artiea Capital Management. 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 wide range of advisory services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.

John Miller is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Miller Manoccio Inc and Waddell & Reed, Inc. Miller also operates Miller Manocchio Inc, a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad network of over 22,800 advisors.

Andrew Miller is a financial advisor with Ameriprise in Orange, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at UBS Financial Services and California Lutheran University. Outside of Ameriprise, he is involved with R&J Pacific Management LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Aram Amiryan is a CFP®-designated financial advisor with three years of industry experience, currently affiliated with Charles Schwab in Woodland Hills, CA. His work history includes roles at Charles Schwab Bank, Schwab Wealth Advisory Inc., U.S. Bancorp Investments, Union Bank, and Wells Fargo. Outside the financial industry, he has experience with Banjanian Martial Arts. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and a centralized operational structure.

Roni Arjangravesh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Chase Investment Services Corp. and Morgan Stanley. 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.

Mark Weiss is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked at PFS Investments Inc since 2000 and Primerica Financial Services since 1999. In addition to investment advisory, he participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages 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 uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Allyse Cipriotti is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Her background includes roles at PennyMac Loan Services and Logix Federal Credit Union, among others. Charles Schwab 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jaclyn Hong is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC since 2023, following prior roles at Avantax Advisory Services and other firms. Outside of her advisory work, she assists with physical labor and repairs at family-owned properties. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Kurt Macmillan is a Series 66 credentialed financial advisor with 12 years of industry experience, currently practicing at LPL Financial since 2021. His prior work includes roles at Tori L Samuel, Team Network, and Waddell & Reed, Inc., as well as operating his own CPA and tax preparation firm. Macmillan maintains active tax preparation and accounting services through his CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and management services utilizing various model portfolios, third-party subadvisors, and customized strategies.

Parisa Taheri Tafreshi is a financial advisor at LPL Financial with six years of industry experience. She previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. 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, third-party asset management, and institutional platforms, with a focus on strategic and tactical investment solutions supported by advisor-facing technology.

Robert Stenzel is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010 and previously with Axa Advisors, LLC. His other business activities include serving as co-trustee of a family trust and as an estate administrator. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through various advisory models and third-party managers.

Kate Freeman is a financial advisor at UBS Financial Services with certifications including CFP® and CFA® and four years of industry experience. She previously worked at Fiduciary Trust International for seven years. Outside of her advisory role, Freeman participates in the Motion Picture Television Fund’s advisory networking group and speaks to members about investing basics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Hasan Najmuddin is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, TD Ameritrade, Merrill, and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Michael Han is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 11 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in insurance agency activities related to non-variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, third-party asset manager access, and participation in a wrap program, with a notable presence in non-securities products and affiliated insurance services.

Oswaldo Ramos is a financial advisor with LPL Financial in Northridge, CA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Citigroup Global Markets for 11 years and Western International Securities, Inc. for 7 years. Ramos is involved with the Oswaldo H Ramos Corporation and provides non-variable insurance services in his other business 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a network of over 22,800 advisors.

Joshua Cummins is a CFA® charterholder and holds a Series 66 license, with 27 years of experience in the financial services industry. He has worked at UBS Financial Services since 2005, including his current role since 2024, and previously held positions at Bank of America, Merrill, Credit Suisse Securities, and Pershing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and affiliated banking programs.

Ryan Burke is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Ameriprise, JPMorgan Chase Bank, N.A., and JP Morgan Securities LLC. He also operated Burkeekrub Inc. for 14 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategies including discretionary and non-discretionary management.