Brent Bodner is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and previously worked for J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing. 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 IPS-driven process incorporates modern portfolio theory and includes a broader set of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Melinda Schad is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Her prior experience includes roles at Stifel Nicolaus & Co. Inc. and RBC Capital Markets. 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 financial planning and estate planning strategies, supported by a structured discovery process and firm-approved planning tools.

Araya Dhiensiri is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process includes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Garreth Lautz is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with distinctive features including commodity pool operator registration and the use of AI technologies in its investment processes.

Robert Miller is a CFP® with nine years of industry experience and is currently an advisor at Ameriprise in Glendale, CA. He previously worked at Merrill and Bank of America, N.A., among other firms. Miller is also employed outside the industry at Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to deliver customized recommendations.

Yuvraj Kataria is a financial advisor with Merrill and holds a Series 66 designation. He has two years of industry experience, including roles at NYLIFE Securities, New York Life Insurance Co., and Private Money Solutions, Inc. He is based in Glendale, CA. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Sung Park is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. He previously worked at Metlife Securities from 2015 to 2017. In addition to his advisory role, he operates an insurance brokerage focusing on health and group health sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using detailed client information and firm-approved software to develop written recommendations through collaborative annual engagements.

Jessie Chipps is a Wealth Management Advisor and partner at The Chipps Group at Merrill Lynch Wealth Management. She co-leads the team alongside Judith Chipps and focuses on assisting clients who have recently come into wealth through inheritance or sale of a business. Jessie helps these individuals create a value system and lifelong plan around their money and delivers a comprehensive approach to managing wealth that begins with listening to clients' needs. Jessie holds a bachelor's degree from Lewis & Clark College and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She and her team serve high net worth individuals and families, providing advice and guidance tailored to major life events and financial decisions. A longtime resident of Los Angeles, Jessie enjoys cooking, drawing/sketching, interior decorating, reading, singing, spending time with her family, swimming, traveling, watching movies, and yoga.

Austin Buhtz is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes positions at LPL Financial and several other firms since 2024, as well as outside experience in accounting services and music. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Jeffrey Horn is a financial advisor with RBC Capital Markets and City National Bank, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with RBC Capital Markets since 2009 and City National Bank since 2016. Outside of advisory services, he is an active owner of a private equity investment partnership. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Mitri Hajjar is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 1997 and holds the Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Matthew Johnson is a financial advisor with Charles Schwab in Encino, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Gartner Digital Markets and Macy's. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing.

Robert Rosenberg is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he has been involved with Live Nation - House of Blues and DLS EVENTS LLC since 1994. Outside of his advisory role, he is engaged with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Alexander Derghazian is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JPMorgan Chase. 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management supported by internal and third-party research.

Michael Curtin is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, following a prior role at CitiGroup Global Markets Inc. Additionally, he serves as a successor trustee in a trust based in Burbank, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and access to various investment products.

Gerald Gallagher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a decade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Erin Cottom is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and RBC Wealth Management. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hal Sussman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He leads the Sussman Wealth Strategies Group, his financial advisory practice affiliated with Raymond James, and serves as a board member and finance committee member for the Young Musicians Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed client interviews and uses a range of implementation options while maintaining a significant portion of assets under non-discretionary advisory arrangements.

Adam Pryor is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, and various community and political campaigns. Outside of finance, he has been involved in local school board and city council campaigns as well as serving with the Brea Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured discovery conversations and proprietary tools, and it manages approximately $2.74 trillion in client assets.

Salim Kimiagar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.