Casimir Nocon is an advisor at LPL Enterprise with Series 63 and Series 65 licenses. He has no prior industry experience and joined LPL Enterprise in 2026. His background includes roles outside the financial industry, such as working at Kizame Sushi and Whole Foods Market. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Stephan Muccular Jr. is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at AXA Advisors, M Holdings Securities, Gideon Strategic Partners, and Chick Fil-A. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Wood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Lincoln Financial Advisors Corporation, and Donald E. Garcia. He is based in Los Angeles, CA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Stanley Janowiak is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated private banks from 2009 to 2023 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Squellati is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo in 2026. He holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm operates on a large scale with over $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Jacobs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in personal real estate investing through a family-owned LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Dina Erglis is a financial advisor at Merrill in Los Angeles, CA, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 2007. 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 offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Powell is a financial advisor at Cetera with a Series 66 designation and eight years of experience in the industry. His prior roles include positions at Sunroad, Travel + Leisure Co., Tachyon Capital, LLC, and Pacific Southwest Realty Services. He is also involved with Village Builders LLC outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, operating through a large nationwide network of independent advisors.

Dante Gudino is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Bank of America and Merrill. He is currently based in Beverly Hills, CA. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Perris Kaufman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Stifel Independent Advisors, Wells Fargo Advisors, JPMorgan Chase Bank, and Banc of California. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Kyu Ho Lee is a financial advisor with MassMutual Investors Services in Los Angeles, holding a Series 66 designation and having two years of industry experience. His work history includes roles at MassMutual Life Insurance Company/Credence Financial Group, MML Investors Services, LLC, and Bank of America. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs analytical tools such as Monte Carlo simulations and automated asset-allocation software to support collaborative annual planning engagements.

Kimberly Johnson is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following prior roles at Bank of America and Merrill. Outside of her advisory work, she assists with billing and paperwork for a family-owned biohazard cleanup company specializing in hoarding, mold, crime scenes, and accidents. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Valerie Morris is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at UBS Financial Services from 2009 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

Drew Littwin is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial plans that align with their unique ambitions and family goals. His approach involves addressing key areas such as education funding, retirement lifestyle provision, and potential health care costs. Drew holds the designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from Chapman University. He emphasizes simplicity and transparency in wealth planning to make the investment process more accessible and goal-oriented.

Chinh Lai serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on financial planning with an emphasis on retirement, including planning for retirement, transitioning into retirement, and planning during retirement. He adopts an educational approach to help clients understand key financial concepts and feel confident in their decisions. Before joining Fidelity Investments, Chinh worked as an Assistant Vice President and Private Banker at Wells Fargo Bank, N.A. from 2008 to 2019. He holds a California Insurance License. Outside of work, Chinh enjoys family activities, football, tennis, traveling, and socializing with friends.

Tony Harutyunian is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 65 and Series 63 licenses and ten years of industry experience. He has been affiliated with Wells Fargo entities since 2011. Outside of his advisory role, he provides personal caregiving support for a family member on a limited basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm combines internal research and third-party analytics to evaluate investment options within a large-scale platform of brokerage and advisory solutions.

Charles Masino is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Snyk and Barton Associates, as well as involvement with The Church of Jesus Christ of Latter Day Saints and Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory role without providing individual security recommendations as part of standalone planning.

Joseph Oldham is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management, Wright Development Group, and consulting at JoPro Consulting. Outside of finance, he has worked in various industries including pest control and education. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Slagel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and provides both brokerage and advisory solutions.

Haroutioun Bartanian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 registrations and with 14 years of industry experience. He has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2012. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors nationwide.