Sumit Sharma is a CFP® professional with 14 years of industry experience, currently with LPL Financial since 2024. His prior experience includes roles at United Planners Financial Services, Falcon Wealth Planning, Deloitte, Morgan Stanley, Citigroup, Merrill, Bank of America, and AXA Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios supported by extensive research and technology.

Kevin Conway is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His career includes roles at H. Beck, Inc., Diversified Securities, Inc., and his own firms, Conway Investment Partners and Grove Point Investments. Outside of advisory work, he is also a licensed non-variable insurance agent. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios, research, and technology-driven strategies.

Habib Iskander is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns a benefits advisory business that prepares personal income taxes and has experience selling health plans and working as a real estate agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios on both discretionary and non-discretionary bases.

Jeffrey Welsh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Rhee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Ian Mcdougall is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® designation and Series 63 license. His prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mohammad Ali Sepehrnia is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services LLC and BMO Harris Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations with a range of advisory programs, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary management, supported by research from internal and third-party sources, and provides various institutional and participant advice programs.

Jeffrey Cheng is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Securities America Advisors, Inc. from 2016 to 2024 before joining OSAIC. In addition to his advisory role, he solicits and sells fixed annuities, term life insurance, and health insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit clients, offering integrated brokerage and advisory services supported by a range of platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various securities and investment types.

Wesley Rowlands is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Before joining LPL Financial in 2019, he worked at Voya Financial Advisors and Professional Financial Services. Outside of his advisory role, he is an author of the book "How To Make $100K Out of College" and is involved in education through his business, Personal Growth A. 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, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Engel is a financial advisor with LPL Financial in Irvine, CA, holding Series 66 and Series 63 credentials and five years of industry experience. His prior experience includes roles at Zions Bancorporation and Northwestern Mutual. He is also a licensed life insurance agent affiliated with Cavalier and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Tammy Welch is a financial advisor at Stifel with 33 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach involves proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brandon Blanchard is a CFP® and holds a Series 66 license with 11 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. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karim Darwesh is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., Van Clemens & Co Wealth Management, and operated his own business, Karim Darwesh, from 2015 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Marianne Ehlers is a financial advisor with OSAIC based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and New York Life Insurance Company. She serves as Director of Education for the Scope Institute, a nonprofit providing educational events and exit planning strategies for business owners in Orange and Los Angeles counties. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of affiliated advisers. The firm offers a variety of brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Kelaiah Doby is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Scottrade. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ronald Brandalise is a financial advisor at LPL Financial with 27 years of industry experience. He has been with LPL Financial since 2002 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is also a licensed real estate agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joyce Averna Horn is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of her advisory role, she serves as a board member and participates on the Advisory and Investment Committees of WISE Investors, a nonprofit organization focused on educating girls and women about personal finance and careers in finance. 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 applying an ESG eligibility framework in their investment recommendations.

Rajan Shankara is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1993. He co-founded The Verschuur / Iyer Group in 1999 and focuses on helping a limited circle of clients and their families achieve financial security through cohesive strategies tailored to evolving needs. Rajan specializes in legacy wealth planning, portfolio management, retirement planning, philanthropic planning, tax-efficient investment strategies, and values-based investing, including socially responsible and ESG approaches. He serves clients across diverse areas such as college education planning, family wealth management, LGBT wealth planning, women and wealth, and sports and entertainment. Rajan holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA) with expertise in sports and entertainment finances. He graduated with a bachelor's degree from the University of Wisconsin System. Known for a transparent and collaborative advisory style, he engages regularly with clients and their families to support informed financial decision-making and goal achievement. Rajan has been recognized by Forbes on the "Best-in-State Wealth Advisors" list multiple times from 2018 through 2025. Outside of his professional role, Rajan is active in community efforts, including supporting Chicago-based Spark Ventures and The Shelby Goldstein Memorial School in Zambia, which provides education and meals for orphans. He serves on The Buckingham Club Committee of Chicago, part of the University of Wisconsin Foundation, raising funds for healthcare causes. Rajan resides in Chicago with his wife and two children, and enjoys boating, surfing, fishing, snowboarding, live music, traveling, and studying German.

Russell Reinsch is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base, including individual, institutional, and municipal clients, offering both brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of planning and allocation services intended as a foundation for client decisions, with clients maintaining discretion over implementation.

Kelley Bonucci is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.