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 with RBC Capital Markets in San Pedro, CA, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley, Edward Jones, and Bank of America, alongside two separate periods at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers along with a range of portfolio management options.

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 holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in the gaming industry with EZ Gaming. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an 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.

Karina Aniceto is a Wealth Management Advisor at Merrill Lynch Wealth Management. With experience spanning over a decade in the financial services industry, Karina has worked in various capacities, including roles at Fidelity Investments, before joining Merrill Lynch. Her focus encompasses a range of client needs such as college education planning, retirement income strategies, family wealth management, philanthropic planning, and small business strategies. Karina holds a Bachelor's Degree from the College of Charleston and has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Her approach to financial planning prioritizes understanding each client’s unique goals and collaborating closely to develop personalized strategies that help clients pursue the life they envision. Outside of her professional responsibilities, Karina is actively involved in community initiatives. She coaches with the Red Sox RBI Program, serves as a Dreammaker with the Worcester Red Sox, and volunteers with organizations such as The Urban Farming Institute and Why Me & Sherry’s House. In her personal time, she enjoys outdoor activities including gardening and playing Co-Ed Softball.

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.

Jackson Fogarty is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at AllianceBernstein and Calton & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Sara Qazi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory work, she serves on the advisory board of Prosperous.AI and is involved in developing a startup urban agriculture business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing multiple portfolio management styles and extensive affiliated research.

Lee'dya Houze is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. She has been with Cetera and its affiliates since 2000 and serves as Chief Analytics Officer at Heritage Link Brands LLC, a distributor and importer of wine and alcoholic beverages. Her other business activities include roles in business consulting, tax preparation, real estate sales and management, and notarial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers, managing over $256 billion in assets.

Scarlette Zar is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 credential and previously worked at Merrill for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.