Paul Masoner is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 21 years. In addition to his role at Wells Fargo, he owns The Masoner Group LLC, an independent financial practice based in Long Beach, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.

Robert Harte is a financial professional with 41 years of industry experience, currently with Cetera since 2023. He holds Series 63 and Series 65 designations and previously worked at Cetera Wealth Services, LLC for 13 years. Harte is also involved as treasurer and financial professional at Freitas Harte Planning, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing multiple program structures and a multi-manager platform with access to affiliated and third-party managers.

Cynthia Starks is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. She has worked with multiple entities within Cetera since 2020 and previously spent 13 years at National Planning Corporation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a large network of independent advisors and over $256 billion in assets under management.

David Abdoush is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Wells Fargo Clearing and Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations.

Mike Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes ten years at Wells Fargo Clearing and over a decade at Morgan Stanley-affiliated firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Saak is a financial advisor with Wells Fargo Clearing in El Segundo, CA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior work includes roles at Wells Fargo Investments and Banc of America Investment Services. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Mark Schlig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Raymond James & Associates for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Mark Tsujimoto is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Wealth Services since 2013. Outside of his advisory role, he serves as chair of the benevolence committee at the Los Angeles Church of Christ and owns a business buying and selling sport cards. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

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 with Wells Fargo Clearing, holding a Series 66 credential and 18 years of industry experience. He has been with Wells Fargo bank since 2007 and Wells Fargo Clearing since 2016. In addition to his advisory role, he serves as president of the Luxury Laurel HOA in North Hollywood, where he oversees budgeting and building maintenance. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

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.

Han Kyul Kim is a Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the gaming and entertainment industries, including a role at EZ Gaming. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers affiliated trust custody, insurance agency services, and lending programs.

Alma Araceli Alvarez is a financial advisor with Primerica Advisors in Whittier, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior work includes positions at Mike's Pizza and California State University, Long Beach. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based, tiered wrap fees and ongoing oversight of its investment models.