Jamie Stocks

David Nissim is a financial advisor with Powering Your Retirement in Chester, CA. He holds a Series 63 designation and has 45 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Securities, as well as co-founding Nissim & Gavidia Wealth Management & Financial Planning, LLC. Powering Your Retirement provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, focusing on tailored investment strategies based on clients’ goals, risk tolerance, and time horizon. The firm employs various analytical methods and trading strategies, and also offers tax preparation services and insurance product recommendations.

Jim Stephenson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment committee insights into its financial planning process.

Grant Holliday is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is involved in fixed insurance activities through Holliday Investment Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and annuity product offerings.

Dan Michaelian is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he was with Foresters Advisory Services LLC and Foresters Financial from 2002 to 2018. He is also named as a successor trustee for the Spanier Family Irrevocable Trust. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charities. The firm offers a range of advisory programs and employs an investment process that integrates risk-tolerance assessments with portfolio optimization tools.