Aaron Cistrelli is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently associated with LPL Financial and has previously worked at CUSO Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. He is also commissioned as a notary in Torrance, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 investment adviser representatives. The firm offers a range of financial planning and investment management services, including third-party asset management and institutional platforms, and utilizes various advisor-facing technological tools to support portfolio management.

Mark Toumajian is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party managers.

Stephen Brand is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Bank of America prior to joining J.P. Morgan in 2024. 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 incorporating an ESG eligibility framework in its recommendations.

Samaneh Yousefzadeh is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2018 and has previous experience outside finance, including a role at Delphi Greek Restaurant. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader range of financial products than typical large institutional advisers.

David Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Morgan Stanley and Waddell & Reed, Inc. He is based in Torrance, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Matthew Montegani is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Rizzo Financial Group and Costco Wholesale. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions and research to tailor plans aligned with clients’ goals and risk tolerances.

Brandon Bennett is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and involvement in educational and recreational settings such as California State University Long Beach and Virginia Country Club. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing diverse strategies and technology tools to support client accounts.

Paul Fea is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. His prior work includes 16 years at UBS Financial Services and four years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a blend of in-house and third-party investment managers.

Christoph Chavez is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He works with clients to progress toward their goals through a holistic financial planning process with an emphasis on retirement planning. Christoph prioritizes building relationships based on communication and transparency throughout this process. Prior to his current role, Christoph was Vice President and Financial Advisor at Merrill Lynch from 2016 to 2021. He began his financial planning career as a Financial Planner at Metlife Securities, holding that position from 2011 to 2016. He holds a California Insurance License. Outside of his professional work, Christoph has interests in baseball, cars, hiking, outdoor adventures, and traveling.

Aida Arreguin is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She has worked at several firms including Avantax and Ameriprise, and currently serves as a Wealth Management Associate at Husami & Associates, which provides accounting, tax, and financial services to family-owned and privately held businesses. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets.

Kristena Petty is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current role at Morgan Stanley Smith Barney LLC since 2009. Petty holds Series 63 and Series 65 credentials. 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 and financial planning services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Jeffrey Sheefel is a financial advisor with Ameriprise in Huntington Beach, CA, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized consulting team in partnership with client advisors.

Kristina Charles is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Rockefeller Financial LLC, Bank of America, Merrill, and UCLA. Outside of her advisory work, she is involved in property management. Morgan Stanley Wealth Management serves individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion. The firm combines tailored advisory programs with a wide range of investment and planning services.

Richard Armento is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes long-term roles at Washington Square Securities, DMA Insurance Services Inc., and Annelor Inc. Outside of his advisory work, Armento serves as president of several insurance-related businesses that focus on property and casualty insurance and support independent insurance agencies. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes, and supports a multi-platform, complex corporate structure with multiple mergers and third-party partnerships.

Elizabeth Han is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Elizabeth helps individuals and families navigate the complexities of building, preserving, and transferring wealth through a planning-first approach that emphasizes understanding clients' personal perspectives and priorities. With seven years of experience at JPMorgan Chase prior to transitioning into wealth management, Elizabeth specializes in family wealth management strategies, philanthropic planning, small business strategies, women and wealth, and tax minimization. Her expertise includes goals-based planning, investment management aligned with risk tolerance and objectives, retirement income strategies, and tax and estate planning coordination alongside attorneys and tax professionals. Elizabeth earned her bachelor's degree from Queens College. In addition to her professional pursuits, she enjoys camping, hiking, rock climbing, yoga, and spending time with her family. She is involved in community activities such as UpENDing Parkinson's and serves as a Belayer.

Tae Kim is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Peter Kim is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at Bank of America Corporation for five years. 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 its investment recommendations.

Timothy Tanner is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Western International Securities, Inc. for 10 years and has been involved with ATM Merchant Services, LLC, a transaction processing business, since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and extensive operational resources.

Joaquin Browning is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Kalaveras. 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.

Jeffry Johnson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Mutual Advisors, Mutual Securities, PMB Securities, and Wells Fargo Clearing. Johnson also operates the Johnson Wealth Group as a distinct business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.