Dante Gudino is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Bank of America and Merrill. He is currently based in Beverly Hills, CA. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Perris Kaufman is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Stifel Independent Advisors, Wells Fargo Advisors, JPMorgan Chase Bank, and Banc of California. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and state and municipal government entities. The firm offers specialized programs for small businesses and integrates risk-based reviews and institutional consulting solutions into its tailored advisory services.

Kyu Ho Lee is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His career includes roles at MassMutual Life Insurance Company and Bank of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Kimberly Johnson is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following prior roles at Bank of America and Merrill. Outside of her advisory work, she assists with billing and paperwork for a family-owned biohazard cleanup company specializing in hoarding, mold, crime scenes, and accidents. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Valerie Morris is a Series 66-credentialed financial advisor with Morgan Stanley in Los Angeles, CA, bringing four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and spent the prior ten years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that emphasizes advisory services without providing specific security recommendations.

Tony Harutyunian is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he provides in-home supportive care for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Charles Masino is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Snyk and Barton Associates, as well as involvement with The Church of Jesus Christ of Latter Day Saints and Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory role without providing individual security recommendations as part of standalone planning.

Haroutioun Bartanian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining oversight of its investment models.

Zachary Springer is a financial advisor at Charles Schwab based in Los Angeles, CA, holding a Series 66 credential. He began his financial advisory career in 2024 and has prior work experience at Uber, CLF Asset Management, Riley's Wines of the World, Northwestern Mutual, and in education. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

John Komenkul is a financial advisor at Primerica Advisors in Los Angeles, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica Advisors since 2001 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Brian De La Torre is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Banc of California and JWM CPA & Company. 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, distribution, and investment management capabilities.

Magali Hidalgo is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to co-create financial plans aimed at helping clients achieve their financial goals. She has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2022. Magali holds a California Insurance License, supporting her work in the financial services industry. Outside of her professional responsibilities, she enjoys camping, hiking, and practicing yoga.

Michael Banayan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior career includes roles at City National Bank, RBC Capital Markets, LLC, and UBS Financial Services Inc. He has partial ownership in a rental property in Las Vegas. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

John Fullerton is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Before joining UBS in 2017, he worked at Uber from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations tailored to client goals.

Michael Yang is a CFP® with 23 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE SECURITIES Inc. He is also the CFO and owner of DoOn Asset Inc. MML Investors Services, LLC, where he is based, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Sonya Doshi Mccarthy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and offering 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, utilizing an IPS-driven approach based on modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Feriba Monis is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop personalized strategies to pursue their financial goals, including investment planning, retirement strategies, wealth accumulation, and risk management. Feriba provides ongoing guidance as clients' needs evolve, aiming to help them make informed financial decisions with confidence. Feriba's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She has earned professional designations such as Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Feriba holds a Bachelor's Degree from the University of the Incarnate Word. In addition to her professional work, Feriba is involved with the Los Angeles Unified School District (LAUSD). She is multilingual, speaking both Farsi and English. Her personal interests include camping, dancing, gardening, hiking, painting, pickleball, reading, spending time with her family, traveling, and practicing yoga.

Christopher Butler is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a guitar player for a band called Guilty Pleasures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 processes and firm-approved tools to develop financial plans.

Keith Shishido is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he teaches an Introduction to Business and Investments course at Santa Monica College. 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 follows an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products than typical institutional advisers.

Christopher Consiglio is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. His prior work includes several years at Merrill Lynch, Pierce, Fenner & Smith Inc., as well as an earlier tenure at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee insights as part of its financial planning process.