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.

Olga Gorokhovsky is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has experience in financial services through roles at Independent Credit Research LLC and Sberbank CIB, totaling over a decade prior to joining LPL Enterprise in 2025. Outside of advising, she is involved in a non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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.

Jorgelina Roisenzvit is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2020. Outside of her advisory role, she is involved in retail through 3 Generations Arts & Shop (GiuVa Boutique), which she has operated since 2011, and also works as a consultant for a company selling makeup and nutritional products. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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.

Emily Brudnicki is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 11 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

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.

Michael Allan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach 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.

Armin Janani is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Janani has been involved in various roles including real estate sales with Royas Realty, operating a car rental business as a Turo Vehicle Host, and working in the restaurant industry. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Greg Gutfleisch is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. He serves as a board member for the Southeast Ventura County YMCA. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive client assets under management.

Nelvine Ocampo is a financial advisor at OSAIC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Woodbury Financial Services, Questar Asset Management, and Voya Financial Advisors. Outside of advisory work, she is an insurance agent involved in the sales and service of fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Laurie Lujan is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She previously worked at Western International Securities, Inc. for 17 years and had brief tenures at LPL Financial and Cambridge Investment Research, Inc. Lujan holds Series 63 and Series 65 credentials. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Holden Hartmann is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has eight years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support client goals.

Anthony Minero is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at FosGro LLC, LPL Financial, and Floe Financial Partners. Outside of his advisory work, he is a co-owner of The Row House, a boutique fitness gym in Granada Hills, CA, and serves as a business consultant for AlphaInsights. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Sherrie Holland is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1994. Outside of her advisory role, she serves as a trustee and co-trustee of a family trust. Merrill, together 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 offers model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional entities.