Don Broumandi is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Fion Chan is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Matthew Durlester is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Sherman Oaks, CA. He has 11 years of industry experience, including roles at Wells Fargo Advisors, LLC, and has been involved with Hamden Clothing Co. since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Diego Ibarra is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that reflect their individual goals and values. He focuses on empowering clients with the knowledge and confidence needed to make informed financial decisions. Diego brings experience from his previous roles at Wells Fargo, including Premier Banker (2020-2022), Personal Banker II (2018-2020), and Licensed Personal Banker (2016-2018). He holds a California Insurance License. Outside of his professional work, Diego has interests in comedy, fitness, golf, movies, running, and soccer.

Trevis Rucci is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to align recommendations with client goals and supports various advisory programs and specialized municipal and public finance services.

Mohsen Babaeian is a CFP® professional with 13 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Ameriprise Financial Services and Bankers Life. Babaeian teaches computational complexity as an instructor at California State University San Bernardino and owns a consulting business focused on telecommunications. 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 uses research-driven investment evaluation and offers a range of brokerage and advisory solutions.

Jennifer Roberts is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following three years at Merrill. Roberts serves as Treasurer for the Saugus Boys Golf Booster Club and is a notary public in Valencia, California. 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 and diversified investment approaches.

Daniel Porter is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Skidmore Markell & Company and Sagepoint Financial Inc. Outside of his advisory role, he serves as Local Camp Vice President for Gideons International, a position involving Bible distribution efforts locally and internationally, and he is a certified estate planner who assists clients with estate planning and trust documentation. Osaic Wealth serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios across various investment vehicles.

Gregory Davis is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliates since 1991. Outside of financial advising, he is a practicing CPA and partner at Haskell & Davis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs and institutional portfolio management.

Michael Armendariz is a financial advisor with Primerica Advisors in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of investment advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mel Bannon is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he serves as a trustee for charitable trusts that support local 501(c)(3) organizations. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides a variety of advisory services and investment solutions through a large network of advisers and utilizes advanced portfolio construction tools and multiple third-party platforms.

Erik Lundring is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of a real estate leasing business in Thousand Oaks, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm delivers goal-based analyses and allows clients to combine planning with managed-account programs while maintaining planning and investment management as separate services.

Michael Moody is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Western International Securities, Inc. for over two decades. Outside of his advisory work, he is a USCF-certified chess coach who provides private chess lessons to children. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, offering financial planning, various advisory programs, and retirement plan consulting through a national network of representatives.

Shahnaz Sarlak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank N.A. since 2007. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Brad Kalas is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2009. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Winklhofer is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds a Series 63 designation and has been with Raymond James in various capacities since 1991. Outside of his advisory role, he is also a licensed broker involved in non-variable insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and promotes implementation through advisory programs or other providers, supporting a wide network of advisors and affiliated firms.

Sabrina Allard is a CFA® and holds a Series 66 license with five years of industry experience. She is currently with Wells Fargo Advisors, where she has worked since 2023. Prior to that, she was affiliated with Merrill and Halstatt Legacy Partners, among other roles. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through in-person meetings and written reports.

Londyn Crowder Maree is a financial advisor at Morgan Stanley with 17 years of industry experience and holds the Series 66 designation. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Robert Mills is a Series 66-licensed financial advisor at Morgan Stanley with no prior industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2024. Outside of finance, he has experience in education and food delivery services, having worked at Oaks Christian School, Malibu High School, Oregon State University, and Doordash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including scenario modeling to assist its clients.

Jonathan Archila is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. His prior firms include Citi Bank, Bank of America Merrill, Prudential Financial, and Morgan Stanley. Outside of finance, he has worked in diverse roles including professional soccer and dog training. J.P. Morgan Securities 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 in its recommendations.