Barry Laufman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Cetera since 2013 and operates an independent insurance agency focusing on fixed insurance products, including disability, life, accident, health, and long-term care. He also serves as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures to accommodate diverse client needs.

Jennifer Curry is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has held positions at JPMorgan Chase Bank, N.A. since 2019 and at J.P. Morgan Securities from 2016 to 2019. She holds Series 63 and Series 66 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nina Kim is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and JP Morgan Securities LLC prior to joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jonathan Beck is a financial advisor with OSAIC in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with OSAIC since 2010 and also maintains a position with CPW Capital. Outside of his advisory roles, Beck serves as president of Crown Financial Partners LLC, which is involved in fixed insurance sales, and assists with operational oversight for a family real estate business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services across various asset classes and employs firm-provided tools for portfolio construction and management.

John Bauer is a financial advisor with LPL Financial in Encino, CA, holding CFP® and Series 63 designations and bringing 41 years of industry experience. He has been with LPL Financial since 2009 and has longstanding ties to Mutual Service Corporation dating back to 1999. Bauer is involved in the sale of non-variable insurance and serves in a fiduciary capacity related to an irrevocable trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Ryan Richardson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at various firms including Avantax Advisory Services and operates Richardson Financial as an investment-related business. Additionally, he is a part owner of Richardson & Co CPAs, which provides tax and accounting preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services, with multiple program structures and access to both affiliated and third-party managers.

Eugene Mori is a financial advisor with Merrill, holding the Series 66 designation and over 15 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, Mori serves as a committee member for the S and B G School of Nursing’s Dean's Advisory Cabinet Philanthropy Committee. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brently Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2022. 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.

Irena Ngo is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously at CBRE and Team ABC, LLC. Ngo is also employed by Insperity PEO Services L.P., which provides employment compensation services for franchise advisors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

David Hoffman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2015 to 2016. 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 services grounded in modern portfolio theory. The firm serves institutional clients with an IPS-driven process and includes insurance-related products and bank deposit sweep options among its investment offerings.

Samantha Anderson is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Stephen Wright is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley and its private bank since 2022 and previously spent nearly a decade at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory work, he is an officer at Zooganic Studios, a company involved in animation content creation and distribution. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 15 years of industry experience. His work history includes positions at Wells Fargo Clearing, Morgan Stanley, and Wells Fargo Advisors. He is based in Beverly Hills, CA. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a wide client base, including individuals, institutions, and government entities, with a notable presence in municipal and public finance sectors.

Cathleen Luecke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jared Hemann is a CFP® with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. He has worked at Wells Fargo Clearing in two separate periods, totaling seven years, with additional experience at San Diego State University and the University of California, San Diego. 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 management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and serves as an ERISA fiduciary when providing investment advice.

Debi Vasques is a financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 1995 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Torrey Magaard is a financial advisor with Charles Schwab in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Charles Schwab in 2024, Magaard worked at Fidelity Personal and Workplace Advisors and Fidelity Investments from 2015 to 2024. Outside of advisory work, Magaard is a co-founder and owner of Torreys Natural Snacks LLC, a food and snack startup based in Sherman Oaks, CA. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational platform.

Hye Ri Kim is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Thomas Morley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009. Outside of finance, he occasionally works part-time for Lucasfilm, appearing as Darth Vader in various print, film, TV commercials, and public events. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad planning menu that includes specialized areas such as business-owner transition and sports and entertainment planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Mark Grueninger is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at UBS Financial Services for 11 years before joining RBC Capital Markets in 2025. Outside of advising, he is involved as a silent partner or investor in several real estate partnerships. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.