Farhang Azizi is a financial advisor with Ameriprise Financial Services in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Kinecta Financial and Insurance Services, Amazon, and J.P. Morgan Securities. He serves on the Board of Directors for the South Bay Persian Heritage Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Karl Gerstenacker is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 credential and 10 years of industry experience. He previously worked at CUSO Financial Services, LP, Wescom Financial Services, LLC, and Edward Jones. He is also involved with Wescom Wealth Management, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Travis Jon Barr is a Series 66-credentialed financial advisor with over 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following tenures at Wells Fargo Advisors LLC and Merrill. Outside of his advisory work, Barr owns and writes an automotive blog called Cars & Characters and coaches volleyball privately and as an assistant at Saddleback Volleyball Club. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Drew Sapede is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also employed by JPMorgan Bank, where he offers certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.

James Froelich is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and with several years of professional experience including multiple periods at Morgan Stanley since 2023. His prior work includes roles outside the financial industry at DeLaveaga Golf Course and UC Santa Cruz. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by structured tools and analytical models.

Jarod Garza is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at BJ's Restaurants, Inc. and FedEx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Ivy Sampson is a financial advisor with Edward Jones in Long Beach, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016 and previously worked at California State University, Fullerton. Outside of her advisory role, Ivy is an independent ballroom dance instructor and a caregiver assisting the elderly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Robert Sarkissian is a financial advisor with MassMutual Investors Services, holding CFP® and Series 63 designations and bringing 25 years of industry experience. He has worked at MassMutual since 2013 and was previously with Guardian Life from 2014 to 2016. Outside of advising, he is involved in individual life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning and asset management services, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing in multiple tenures since 2012, with a brief period at UBS Financial Services. Outside of her advisory role, she is a wellness advocate selling essential oils through DoTERRA Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm integrates advisory services with various financial product sales and referral channels, delivering recommendations based on proprietary research and planning tools.

David Allen is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, Wells Fargo Advisors, and Merrill. His current role at Raymond James has been since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize non-discretionary advice supported by extensive research and diverse portfolio management options.

Cameron Tuck is a financial advisor at Fidelity Investments with one year of industry experience. He holds a Series 66 designation and has prior work experience with firms including HIREEZ and SV Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

John Hamm III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and co-trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Johnna Iantorno is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Morgan Stanley, and Commonwealth Financial Network. Outside of her advisory role, she is the sole member of Beth Bandit Books LLC, a publishing company that produces books unrelated to financial services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Justin Smith is a financial advisor at Osaic with one year of experience in the industry. He holds a Series 66 designation and has previously worked at Securities America, Inc. and National Planning Corp. Outside of his advisory role, he prepares tax returns and offers tax consulting services through Ritas Smith and Associates. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and risk management techniques to construct portfolios across a wide range of securities.

Kevin Gotts is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he teaches at California State University, Fullerton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on both advisory and non-advisory services.

Jonathan Pineda is a financial advisor with OSAIC in El Segundo, CA, holding a Series 66 designation and 14 years of industry experience. His prior roles include eight years at Lincoln Financial Advisors Corporation and four years at Merrill. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a variety of investment types, and supports both discretionary and non-discretionary account management.

Simon Tuman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at multiple firms within the Cetera network as well as Miracle Mile Advisors, LLC, and MEA Wealth Advisors. Outside of his advisory role, he serves as president of the Hazel St Townhomes Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.

August Deangelo Jr. is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he has experience in travel and roles at Murphy, Murphy, and Murphy Inc., as well as Duck Foot Brewing Company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, supported by proprietary research and tools.

David Martinez is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various branches of Morgan Stanley since 2007, including Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Bradford Dickson is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2012, working from the Long Beach, CA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.