Tanya Alejandra Sanchez

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.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent investment advisory firm based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has been with Most Capital since 2019 and also has entrepreneurial experience owning commercial real estate, though he does not actively manage these properties. Most Capital provides fee-only portfolio management and investment advice primarily to individual clients, with occasional accounts for trusts and pension plans. The firm employs a quantitative, market-regime dynamic asset allocation strategy with a relative momentum factor using ETFs, managing most accounts on a non-discretionary basis requiring client approval before trades.