David Feuerhelm is a financial advisor at Ameriprise in Northridge, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Feuerhelm has interests in farm property ownership across Iowa, North Dakota, and South Dakota. Ameriprise offers retirement-income planning services targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Garrett Oczachowski is a CFP®-designated financial advisor with 27 years of industry experience, currently with LPL Financial in Santa Monica, CA. His prior experience includes roles at J.P. Morgan Securities and Wm Financial Services, Inc. He is involved with Noble Traditions Wealth Inc., an entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management, supported by research and model portfolios.

Chad Swanson is a financial advisor at Osaic Wealth, Inc. with 20 years of industry experience. He holds a Series 66 designation and previously spent 22 years with Lincoln Financial Advisors. Osaic serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

Suzanna Soriano is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with DoTerra International and Young Living, participating in sales and marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ravin Walters is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Royal Alliance Associates, Bank of America, Merrill, and Charles Schwab. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses across a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Andrea Rivera is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, she was with Dennis Ortiz-Luis and Waddell & Reed Inc. from 2016 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Maryam Zarin Ozv is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2020, also serving at JPMorgan Chase Bank since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Masterson is a financial advisor at LPL Financial with 37 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 designations. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Kevin Whitten is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Ameriprise since 2015, currently working at the Burbank, CA office. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC, an investment-related business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports through a centralized consulting team.

Andrew Roth is a financial advisor with LPL Financial based in Northridge, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 29 years with LPL Financial. Outside of his advisory role, Roth spends part of his time as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Chen is a financial advisor with Primerica Advisors in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2015 and previously held roles at the Milken School and Viewpoint School. Outside of his advisory role, he is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

W. Griffith is a financial advisor with Ameriprise in Westlake Village, CA, holding a Series 66 designation and 12 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2013 and is co-owner of Foster, Griffith & Allen, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions typical of a large institutional provider.

Nicholas Rodriguez Jr. is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and concurrently associated with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jennifer Desanto is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2018. Her prior experience includes roles at Logix FCU and INVEST Financial Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Paul Kennedy is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he has ownership interests in oil and gas royalties through Warren E&P Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. Their advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Adam Hammer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial advising in 1996 and has experience spanning several firms, including PaineWebber-UBS Financial Services from 1998 to 2007 before joining Merrill Lynch in 2007. Adam works closely with firm specialists to provide clients with a range of services such as portfolio and asset management, retirement planning, estate and trust consultation, life insurance analysis, educational planning, cash management, and lending solutions through Bank of America. Adam holds the Chartered Retirement Planning Counselor (CRPC®) and Personal Investment Advisor (PIA) designations. He earned his Bachelor's degree in Political Science from California State University at Northridge, where he made the Dean's List, and a Master's degree in International Economics and Politics from the Graduate School of International Studies at the University of Denver. Adam is licensed through Merrill Life Agency in California and holds an NMLS identification number.

Josue Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup Global Markets and World Financial Group. Flores is involved in entrepreneurial ventures through Flores Financial Development 8:28. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeffrey Gonzalez Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2017. Outside of his advisory role, he is an owner and partner of Jar'd LLC, a company that produces pickleball paddles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory services with brokerage and investment management capabilities.

Ian Brown is a financial advisor at Thrivent Investment Management with nine years of industry experience. He has held positions at Thrivent Financial since 2019 and previously worked at J.P. Morgan Securities LLC and West Oak Capital, LLC. Brown holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and managed-account programs, emphasizing planning without discretionary trading authority and conducting periodic reviews of recommendations.

Steven Fusco is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning supported by structured discovery conversations and planning tools, serving clients both directly and through corporate agreements.