Mojtaba Barati Bagherabad

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

Sevada Zadooryan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, and Bank of America. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Phillip Deboalt is a financial advisor at FD Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Advisors LLC and Fidelity in various advisory roles. He is also a licensed insurance agent involved in insurance and annuity product sales. FD Wealth Advisors provides discretionary investment management and ERISA plan advisory services primarily to institutional and retirement-plan clients. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory to construct portfolios tailored to client objectives and risk tolerances, offering both asset-based and performance-linked fee arrangements.

Adam Klein is the sole advisor at ABK Management LLC, an independent firm based in Encino, CA. He holds a Series 65 designation and has 11 years of experience, including a two-year tenure at Brentwood School prior to founding his current firm. ABK Management provides tailored portfolio management and financial planning services primarily to individual clients and families. The firm employs an active, two-step investment approach focused on asset allocation informed by macroeconomic and client-specific factors, combined with fundamental security selection, and typically manages accounts on a discretionary basis.

Bruno Calisto Miranda is the sole advisor at BMCM Finance, an independent firm based in Glendale, CA. He holds a Series 65 designation and has five years of industry experience, including over a decade at First Quadrant LP. In addition to investment management, he provides tax advice and preparation services as an enrolled agent. BMCM Finance offers discretionary investment management to individuals, trusts, institutions, and pension plans, with an investment approach that includes broad asset class exposures and the use of derivatives for volatility pricing and capital efficiency. The firm also provides tax advice and commodity trading services.

Website: https://fullcirclefinancialplanning.com/about-gina-hagen/ My experience helping family owned businesses in the beauty industry reach their goals is the foundation of knowledge I draw from to help individuals and families reach their financial goals. I am a career changer. I spent over 30 years as a CFO reviewing cash flows, tax planning, designing employee benefit plans, risk analysis and investment review. During my time working with hundreds of employees, I realized people are not making time for their financial planning and when they do they need help to make informed financial decisions. There is too much information on financial topics that people have analysis paralysis. Its not just about financial literacy its also about implementing this into their lives to be financially independent. I hold a CPA license yet still went back to school to sit for the Certified Financial Planning certificate. Holding a CFP license certifies that I want to provide clear transparent advice and have a fiduciary duty to put my client first. I do not sell any products, only objective guidance. I do not receive commissions or referral fees. I offer fee-only financial planning at a fee of $2,500, about 10 hours, or Investment management with an asset under management fee (this also comes with a financial plan) or ongoing financial planning charged quarterly. My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla. Website: https://fullcirclefinancialplanning.com