Sergio Cabral is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has also worked in real estate and banking roles, including positions at Pinnacle Estate Properties, JP Morgan Chase Bank, and various real estate firms. Outside of his advisory role, Cabral is involved in real estate sales as an assistant with WG Res, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based investment strategies created by third-party asset managers. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Andrew Nakagawa is a financial advisor at J.P. Morgan Securities with 16 years of experience in the industry. He holds a Series 66 designation and has previously worked at LPL Financial, California Bank & Trust, and Wells Fargo in various advisory and banking roles. Nakagawa is based in Westlake Village, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and customized reporting.

Keith Phillips is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a range of investment vehicles including insurance-related products and bank deposit sweep options.

John Andersen is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 18 years of industry experience. His prior firms include Royal Alliance Associates and Wealthcare Alliance. He operates a sole proprietorship, John Andersen Financial, providing financial planning and investment advisory services to individuals and businesses. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment platforms, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Brandon Katz is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on retirement planning and portfolio management, helping clients develop personalized financial strategies tailored to their long-term goals. Brandon is specially qualified as a Portfolio Manager and manages discretionary Personalized or Defined Strategies, incorporating a range of investment options including individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a Bachelor's Degree from the California State University System and the CERTIFIED FINANCIAL PLANNER (CFP) designation. Brandon is committed to disciplined planning processes and provides customized Wealth Outlooks to support his clients' wealth transfer, liability management, and legacy succession needs. A resident of Oak Park and native of the Conejo Valley, Brandon is actively involved in his community. He serves on the board of the Ventura County Medical Resource Foundation and volunteers with Support Our Troops, contributing to efforts that send care packages to deployed service members.

Donna Hicko is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 33 years of industry experience. Her prior roles include positions at Mutual Securities, CETERA Advisor Networks LLC, Argosy Wealth Management, and others. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.

Amanda Harake is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. In her role, she collaborates with clients to develop and implement financial plans tailored to their goals, emphasizing strong relationships and communication. Her experience at Fidelity includes positions as Financial Consultant, Relationship Manager, and Financial Representative, building a comprehensive understanding of financial services. Prior to Fidelity, Amanda worked at American Financial Network as a Para-Planner and Data Integration Coordinator. Amanda holds a California Insurance License. Outside of her professional duties, she has interests in movies, museums, music, pets, theater, and traveling.

Brian Krueger is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, Krueger is the sole proprietor of Taycan Farms, LLC, a horse boarding operation, and is a partner at HAKR Group LLC, which is involved in business development. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but does not provide individual security recommendations as part of its standalone planning services.

Daniel Abankwah is a financial advisor with Ameriprise in Sylmar, CA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a notary. 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 delivered through a centralized consulting team.

Christine Freeman is a financial advisor at Morgan Stanley in Woodland Hills, CA, with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2026. Freeman is also involved in trust and estate administration activities in California. 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 advisory programs, managing approximately $2.74 trillion in client assets.

Josh Lewensohn is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christopher Impellitteri is a financial advisor with J.P. Morgan Securities in Ventura, CA, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade. 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.

Coburn Crosby III is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, Crosby is involved in financial literacy initiatives through his ownership of Public Employee Resource Center, which provides on-demand financial education resources to employers and employees, and volunteers with Haven Neighborhood Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals using proprietary and third-party strategies across multiple platform arrangements.

Austin Kratochvil is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Allen Solis is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Western International Securities, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with resources such as model portfolios and research from LPL and third-party subadvisors.

Craig Buckley is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Western International Securities, Inc. and Financial West Group. Prior to his advisory career, he spent over three decades at Aerojet Rocketdyne. Outside of advising, Buckley is involved in tax preparation and accounting. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio strategies.

Soane Sevelo is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC for nine years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working primarily through program sponsors and third-party managers to provide both advisory and brokerage solutions.

Yesenia Martinez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Osaic Wealth, Inc., and Logix Federal Credit Union. Martinez also provides insurance services to clients as part of his professional activities. J.P. Morgan Securities LLC offers 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 recommendations.

Gaylord Rohloff is a CFP®-designated financial advisor with 39 years of industry experience. He has worked at LPL Financial since 2025 and was previously at Western International Securities, Inc. for 17 years. Outside of his advisory work, he is involved in radio, TV, and podcasting related to investing and is also an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.