Christopher Hofmann is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sergio Tirado is a financial advisor with J.P. Morgan Securities in Mission Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Target Corporation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform their recommendations.

Lizbeth Landey is an International Wealth Advisor with Merrill Lynch Wealth Management. She focuses on providing wealth management services tailored to high net worth and ultra-high net worth clients, including families and institutions. Lizbeth’s approach emphasizes a goals-based wealth management process that integrates all aspects of a client’s financial life, aiming to help clients prioritize and achieve their most important financial objectives through ongoing collaboration and strategy adjustments. Her expertise covers a range of areas including divorce transition planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Lizbeth holds the Personal Investment Advisor (PIA) designation and is bilingual in English and Spanish. Lizbeth completed her high school education at Academia del Perpetuo Socorro and earned a Bachelor’s Degree from the University of Miami. Outside of her professional work, she enjoys boating, fishing, and spending time with her family.

Rances Sainz is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing firm-approved planning tools and investment committees to support client strategies.

Parham Rastbaf is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to support portfolio diversification and investment selection.

Joseph Mandujano is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Logix Federal Credit Union, Heritage FCU, CUNA Brokerage Services, Inc., Cetera Advisors LLC, and Investors Capital Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, 529 account management, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

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 at Osaic with 48 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Senex Insurance Services, Inc. since 1992 and Royal Alliance Associates, Inc. since 1989. Outside of his advisory work, he serves as a trustee overseeing asset management and tax reporting and consults on qualified retirement plans and pension matters for closely held businesses. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation models and automated rebalancing to construct portfolios across various asset classes.

Thomas Brusca is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing personalized advice and guidance centered on the goals and priorities of clients and their families. He works closely with clients to develop strategies addressing short-, mid-, and long-term financial objectives, offering expertise in areas such as retirement planning, education funding, portfolio management, tax minimization, and managing new wealth. Thomas holds an Associate's Degree from Moorpark College and a Bachelor's Degree from the California State University System. He carries the Personal Investment Advisor (PIA) designation and is licensed under NMLS#1935975. Fluent in both English and Spanish, he leverages a collaborative approach that includes access to Bank of America specialists covering banking, credit, home financing, and small business solutions. His practice emphasizes simplicity and transparency to help clients navigate the complexities of investing and wealth planning. Outside of his professional responsibilities, Thomas is involved with Wolf Connection, demonstrating a commitment to community engagement. His personal interests include basketball, cooking, football, hiking, pickleball, and rock climbing.

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, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, Wood worked for Wells Fargo Advisors from 2011 to 2022. Wood also operates a DBA business, Artiea Capital Management, focusing on investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

John Miller is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Miller Manoccio Inc and Waddell & Reed, Inc. Miller also operates Miller & Associates Generational Wealth Management, a family wealth-focused business entity associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research resources.

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 at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Mark Weiss is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has been affiliated with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. Outside of advisory work, he is involved in sales of loan products through Primerica Mortgage, LLC and refers home security and automation services for Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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 provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

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 financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 66 credential and bringing 12 years of industry experience. His prior experience includes roles at Team Network, Waddell & Reed, and various insurance carriers. Macmillan also operates a CPA practice focused on tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology solutions.

Parisa Taheri Tafreshi is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at BMO Harris Bank, Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technological tools.