Daniel Prichard is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has worked previously at City National Bank, El Capitan Advisors, and Kayne Anderson Rudnick. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Isabella Marvelli is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked in the produce and food distribution sectors at Charlie's Produce, Sysco, and FreshPoint. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written recommendation reports in partnership with financial advisors.

David Lee is a financial advisor with J.P. Morgan Securities in Burbank, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010, following three years at Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with a firm-supported advisory process that combines quantitative and qualitative research.

Jason Kincaid is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his advisory role, he has worked with the LA County Sheriff Department since 2015. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts with trade execution and custody services supported by BNY Mellon Advisors and Pershing.

Justin Tendler is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, he held roles at Fly By Jing and Earth Island, a company later acquired by Danone. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ataullah Mangal is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Dexa Ventures, Wells Fargo Bank, Uber, Cydcor, PAE, and Azizi Bank. Outside of advisory work, he has been involved with Uber since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm’s approach involves assessing client risk tolerance and leveraging both proprietary and third-party investment programs.

Betsy Davis is a financial advisor at Morgan Stanley with 49 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jerome Belkin is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab Bank for 13 years. Outside of his advisory role, he serves as Vice President of the Fairfield Homeowners Association in Camarillo, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Nicholas Tater is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior experience includes roles at Colorado Mesa University, 12 Degree Brewing, and Heritage High School. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Gary Cohen is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with UBS Financial Services. Outside of his advisory role, he is a partner in a family-owned rental real estate venture involving a three-family apartment building in Brooklyn, NY, which is in the process of being wound down. 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 wide range of clients, including high-net-worth individuals, institutions, and charitable organizations, providing financial planning and consulting services through various investment advisory programs and institutional solutions.

Ryan Sullivan is a Series 66-licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Los Angeles. He previously worked at Teachers Insurance and Annuities Association of America (TIAA) for 11 years. Outside of his advisory role, he manages a rental property. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ryan Miller is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 25 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements with employers.

Franklin Chelebian is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 license and six years of industry experience. His prior work includes roles at Chapman University, Hudson Pacific Properties, Trinium Technologies, and for Congressman Duncan Hunter. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

James Ostrowski is a financial advisor at Wells Fargo Advisors with 25 years of industry experience and holds Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, UBS Financial Services, Piper Sandler & Co., and Wells Fargo entities. He also serves as co-trustee of his deceased father's trust and holds power of attorney for his mother. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing firm research and planning tools to develop tailored recommendations across a broad range of planning needs.

Bruce Horowitz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. His prior firms include Commonwealth Financial Network and Osaic FA, Inc. He is also president and co-owner of Wealth Advocates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cecilia Ramos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC from 2013 to 2022 before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for both non-discretionary and discretionary plan management, including insurance-related investment vehicles and bank deposit sweep options.

Sammy Elguindi is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he co-owns a rental property with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Natalie Soo Hoo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Independent Financial Group, LLC. She also receives trail commissions on fixed annuities and life insurance policies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers financial planning, consulting, and access to third-party asset managers.

Richard Ryan is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and Corporate Financial Planning agreements.

Gabriella Onggara is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, she held roles at Glow Recipe and Prizeout, and completed a four-year tenure at UC San Diego. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.