Taiczar Armstrong is a Series 66 licensed financial advisor with Fidelity Investments, located in El Segundo, CA. He has been with Fidelity since 2025 and has prior experience in construction management consulting through his role as a member of CapCity Project Consulting LLC. This side business focuses on construction project management and is separate from his advisory duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Sahar Saedi Tehran is a financial advisor at Edward Jones in Torrance, CA, holding a Series 66 designation. She has three years of experience at Edward Jones and prior work experience in real estate and mechanical industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Oybek Giyazov is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has worked at Wells Fargo Bank since 2007 and held roles at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Giyazov holds a Series 66 designation. Outside of his advisory work, he serves as president of the Luxury Laurel HOA in North Hollywood, overseeing meetings, budgeting, and building maintenance. 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 advisory solutions. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Flores is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley since 2022. His prior work includes roles outside the financial sector in various companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Thomas Crider is a financial advisor at Cetera with 28 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Wells Fargo Advisors and Americor. In addition to his advisory work, he is also an insurance agent providing fixed insurance products such as life, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a large network of independent advisors and employs a multi-manager platform with a range of investment program options.

Alyssa Titus is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Edward Jones, and Bank of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and planning services, utilizing both in-house and third-party investment managers.

Ryan Narasaki is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 10 years. Outside of his advisory role, Narasaki serves as a pastor and elder on the board of directors at Lighthouse Community Church in Torrance, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Robert Smotherman is a financial advisor with Ameriprise in Manhattan Beach, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its predecessor firms since 1989. Outside of his advisory role, he manages a business focused on business expenses and has involvement in real estate ownership. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice, supported by algorithmic tools and oversight committees.

George Trigueros is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at SchoolsFirst Credit Union and the Center For Autism and Related Disorders. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover cash flow, retirement, education, risk, and wealth-transfer strategies. The firm uses proprietary research and simulation tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage and advisory programs.

Rebecca Huffman is a financial advisor with Morgan Stanley in Long Beach, CA. She holds a Series 66 designation and has been with Morgan Stanley since 2025. Prior to joining the firm, her experience includes various roles outside the industry, such as working with Meraki Jiu Jitsu and CSULB Housing and Residential Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Angela Reilly is a financial advisor with Thrivent Investment Management in Lakewood, CA, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Thrivent Financial and Hobby Lobby Stores, Inc. She has also been involved with Bible Study Fellowship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based financial analyses and planning across various topics without including implementation of recommendations.

Han Kyul Kim is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside the financial sector, he has experience working in the gaming and retail industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management programs, and various brokerage and insurance products through its integrated platform.

Daniel Bradshaw is a CFP® professional affiliated with J.P. Morgan Securities in El Segundo, California, with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 13 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. Their approach integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

William Fortner is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and lending solutions.

Ruben Rodriguez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various firms, including Wells Fargo Clearing and Wells Fargo Advisors, before joining J.P. Morgan in 2018. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Marion Manahan is a financial advisor with Primerica Advisors in La Mirada, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains oversight of investment models, operating primarily with a tiered wrap fee structure.

Michael Peters is a Series 66-registered financial advisor with 25 years of industry experience. He is currently with Osaic and was previously associated with LPL Financial. Outside of his advisory role, Peters owns and operates a fly fishing guide service and teaches hunter education and safety for the California Department of Fish and Wildlife. OSAIC serves a diverse clientele including individual, high-net-worth, institutional, and charitable clients. The firm offers a wide range of advisory and brokerage services utilizing firm-provided investment tools and multiple advisory platforms.

Jose Quintanilla is a financial advisor with Ameriprise in Long Beach, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Quintanilla serves on the boards of several local organizations, including the Rose Park Neighborhood Association and the Rotary Club of Signal Hill, where he has held leadership positions. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sara Qazi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves on the advisory board of Prosperous.AI and is involved in developing an urban agriculture startup. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships, with additional capabilities in public finance and institutional consulting.

Bryndon Bush is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized planning strategies aimed at achieving their unique financial goals. He emphasizes building trusted partnerships to gain a comprehensive understanding of each client's financial landscape and to strengthen their personal financial plans. Bryndon has held multiple roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Central Relationship Manager from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Prior to joining Fidelity, he worked at UBS as a Client Service Specialist and Client Foundation Center Associate in 2021. He holds a California Insurance License. Outside of his professional career, Bryndon has interests in fitness, football, music, and soccer.