Blake Curtin is a CFP® professional with three years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at Mariner Independent Advisor Network, LPL Financial, LLC, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and firm-backed investment models.

Rebecca Dreyer is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Sean Patikas Hunter is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Kinecta Financial & Insurance Services for 22 years. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focusing on income sources and tax-aware withdrawal strategies.

Vicki Patman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Patman serves as a board member of the North Grenich Village Homeowners Association in Hermosa Beach, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michelle Nuttman is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. She has worked at various Wells Fargo entities since 2011. Outside of her advisory role, she is a licensed notary public and works part-time as a horse nanny, assisting with horse training. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools.

Stephanie Lundy is a Financial Consultant at Fidelity Investments. In her current role, she collaborates with clients and their families to co-create and implement financial plans aimed at achieving their financial goals. Stephanie has held multiple positions at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This range of experience supports her expertise in financial consulting and investment planning. She holds a California Insurance License.

Kency Azurdia is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Azurdia worked at Rohe Levy Financial and Insurance Services and held various roles in retail and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its proprietary platforms.

Carl Davis is a financial advisor with Ameriprise in Culver City, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise since 2011, including its predecessor entity Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the Board of Directors for the Investment & Wealth Institute’s ethics committee and acts as Treasurer for the FoxGate Homeowners Association. Ameriprise provides retirement-income planning services primarily to clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher O'dell is a financial advisor with J.P. Morgan Securities in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC 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, delivering services on a non-discretionary basis.

Daniel Delarosa is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Trilogy Financial, Si!mon, and Bantam. Outside of advising, he is also licensed as a life and health insurance agent. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

John Sheehan is a financial advisor with Wells Fargo Clearing in El Segundo, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of advisory work, he owns Delrey Solutions, a personal training business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erick Block is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at D.A. Davidson & Co. for five years before joining Wells Fargo Clearing in 2020. 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. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Max Yamaguchi is a financial advisor at Primerica Advisors with 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Yamaguchi’s other business activities include sales of investment-related products and non-investment-related referrals for home security and automation products through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides discretionary separately managed account options supported by BNY Mellon Advisors and Pershing.

Ronald Ellis is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2016 and has operated the Law Offices of Ronald D. Ellis since 2006. Outside of financial advising, he is involved in real estate brokerage through Home Team Realty and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through nearly 3,700 advisors. The firm utilizes model-delivery strategies by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Vaishali Kothari is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. She has worked with multiple firms throughout her career, including Tower Square Investment Management LLC and First Allied Securities, Inc. Kothari has been associated with various entities within the Cetera network since 2013. Cetera Investment Advisers LLC serves 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 allows advisors to implement model portfolios, third-party managers, or customized strategies.

Christopher Rossberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2008. 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 diverse client base including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and multiple portfolio management strategies.

Thomas Courtney is a financial advisor with LPL Financial in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he owns Buffalo's Shipping & Wine LLC, a business based in Napa, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs supported by research and technology, including discretionary and non-discretionary portfolio management.

Christopher Vanhorn is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Zrinka Dekic is a financial advisor with J.P. Morgan Securities in El Segundo, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her background includes roles at JPMorgan Chase Bank, D-box Technologies, Genius Brands International, Houlihan Lokey Capital, and The Walt Disney Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Kathleen Brandao is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, she collaborates with clients to understand their financial situations and future goals, assisting in the creation, implementation, and monitoring of financial plans to help clients feel confident about their financial futures. She and her team analyze financial information and provide actionable steps to empower clients in making informed financial decisions. Kathleen's experience includes positions as an Investment Consultant at Fidelity Investments from 2020 to 2022, a Financial Consultant at TD Ameritrade from 2018 to 2020, and a Customer Service Representative at TD Bank from 2016 to 2018. She holds a California Insurance License.