Ravin Walters is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Royal Alliance Associates, Bank of America, Merrill, and Charles Schwab. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm delivers holistic, goal-based analyses across a broad range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Robert Lebo is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 22 years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2026. Outside of his advisory work, he serves as power of attorney for his mother. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

John Masterson is a financial advisor at LPL Financial with 37 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Evan Hunter is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. 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 using structured processes and firm-approved tools.

Jacob Servin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Gomez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. J.P. Morgan Securities LLC 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 inform recommendations.

Nicholas Grecco is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Fidelity Investments, and The Vanguard Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements and integrates planning with managed accounts through its WealthPlan program.

Denny Bilikas is a financial advisor with Osaic Wealth, Inc. in El Segundo, California, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and Merrill Lynch for nine years. Outside of advisory services, he is involved in life insurance sales and wealth planning through his role with ELEVATE360 WEALTH. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients with integrated brokerage and advisory services, utilizing proprietary asset allocation tools and offering access to third-party managers. The firm supports various investment strategies and platforms, catering to individual investors, corporations, pension plans, and charitable organizations.

Logan Yamamoto is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions in education and hospitality. He is also currently affiliated with the University of Southern California. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ryan Aikens is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2013. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and various institutional investors.

Ahmed Razi is a financial advisor with Wells Fargo Clearing in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he co-owns an online business selling leather wallets and sheets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm follows an IPS-driven process based on modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mackenzie Sullivan is a financial advisor at Morgan Stanley in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets for five years. She has been with Morgan Stanley and its affiliated Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory approach.

Benjamin Yodowitz is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2011, he has focused on developing customized financial strategies for high-net worth families and businesses. He leverages the resources of the Lee & Yodowitz Group to facilitate dynamic approaches to modern investing techniques and emphasizes wealth planning, cash management strategies, portfolio performance analysis, and relationship management. Ben holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is a double graduate of the University of Southern California, earning a Bachelor of Science in 2010 and a Master of Business Administration (MBA) in 2017. In his personal time, Benjamin enjoys golfing, traveling, and cooking. He resides in the Lunada Bay area of Palos Verdes Estates with his wife and two daughters.

Kaylee Elsom is a financial advisor with Raymond James & Associates, holding a Series 66 credential and one year of industry experience. Prior to her current role, she has held positions at Bend Parks and Recreation, POWDR Corp, and Mt Bachelor Zipline, and has been involved with Linfield University and Insure Pacific, an insurance agency where she occasionally assists. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Paul Lee is a financial advisor at J.P. Morgan Securities in Torrance, CA, holding Series 66 and Series 63 licenses with three years of industry experience. His work history includes roles at several financial institutions such as Bank of America Corporation, Wells Fargo NA, Union Bank, and JPMorgan Chase Bank, N.A., as well as his own business, Jswizzle LLC. J.P. Morgan Securities LLC 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 guide its recommendations.

Nicolas Wondolowski is a financial advisor with OSAIC in Hermosa Beach, CA, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior work includes roles at UBS, Fidelity Brokerage Services LLC, TD Ameritrade, and Securities America Advisors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Glynis Colosimo is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Richard Tran is a financial advisor with Merrill in Long Beach, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at Dossier Liquids and Vaporholic. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Jenkins is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch/Bank of America, American United Life/OneAmerica Securities, Wells Fargo Clearing, Thrivent Investment Management, and other firms prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Jason Cunningham is a financial advisor with Morgan Stanley based in Santa Monica, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and applies a structured planning process utilizing firm-approved tools and models.