Ortal Katz is a financial advisor with J.P. Morgan Securities in Canoga Park, CA, holding Series 63 and Series 66 licenses and four years of industry experience. His employment history includes roles at J.P. Morgan Securities and Wells Fargo NA. Outside of his advisory work, he is involved in e-commerce as a partner and owner selling used clothing on the Poshmark platform. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Francesca Fassino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked at Tillys and California State University Northridge. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Sergio Cabral is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has also worked in real estate and banking roles, including positions at Pinnacle Estate Properties, JP Morgan Chase Bank, and various real estate firms. Outside of his advisory role, Cabral is involved in real estate sales as an assistant with WG Res, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based investment strategies created by third-party asset managers. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Andrew Nakagawa is a financial advisor with J.P. Morgan Securities in Westlake Village, CA, holding a Series 66 designation and 16 years of industry experience. His career includes roles at several notable firms such as LPL Financial, Wells Fargo, Merrill, and U.S. Bancorp Advisors. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Ana Teper is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations and has worked at several firms including Fidelity Investments, Valic Financial Advisors, and Union Bank. Charles Schwab serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and research from the Schwab Center for Financial Research.

Keith Phillips is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

John Andersen is a financial advisor with OSAIC Wealth, Inc. based in Westlake Village, CA. He holds a Series 66 designation and has 18 years of industry experience, having previously worked at Royal Alliance Associates, Inc. and Wealthcare Alliance. He also operates a sole proprietorship under "John Andersen Financial," providing financial planning and investment advisory services to individuals and businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers access to alternative investments through third-party platforms.

Alon Haim is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Katz is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on retirement planning and portfolio management, helping clients develop personalized financial strategies tailored to their long-term goals. Brandon is specially qualified as a Portfolio Manager and manages discretionary Personalized or Defined Strategies, incorporating a range of investment options including individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a Bachelor's Degree from the California State University System and the CERTIFIED FINANCIAL PLANNER (CFP) designation. Brandon is committed to disciplined planning processes and provides customized Wealth Outlooks to support his clients' wealth transfer, liability management, and legacy succession needs. A resident of Oak Park and native of the Conejo Valley, Brandon is actively involved in his community. He serves on the board of the Ventura County Medical Resource Foundation and volunteers with Support Our Troops, contributing to efforts that send care packages to deployed service members.

Donna Hicko is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her career includes roles at firms such as Morgan Stanley, LPL Financial, and Mutual Securities. She is currently based in Westlake Village, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations.

Amanda Harake is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. In her role, she collaborates with clients to develop and implement financial plans tailored to their goals, emphasizing strong relationships and communication. Her experience at Fidelity includes positions as Financial Consultant, Relationship Manager, and Financial Representative, building a comprehensive understanding of financial services. Prior to Fidelity, Amanda worked at American Financial Network as a Para-Planner and Data Integration Coordinator. Amanda holds a California Insurance License. Outside of her professional duties, she has interests in movies, museums, music, pets, theater, and traveling.

Aleksander Rassekhi is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has held prior roles at TradeUp Exchange and Industrial Succession Group. Outside of advisory work, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and employs a model-driven investment approach.

Brian Krueger is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, Krueger is the sole proprietor of Taycan Farms, LLC, a horse boarding operation, and is a partner at HAKR Group LLC, which is involved in business development. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but does not provide individual security recommendations as part of its standalone planning services.

Leigh Greenberg is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 65 and Series 63 credentials. His prior roles include positions at Secura Financial, Arkadios Capital, and New York Life Insurance Company, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Daniel Abankwah is a financial advisor with Ameriprise in Sylmar, CA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a notary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Bunyamanop is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes long-term roles with Prudential Insurance Company of America and its affiliates from 2001 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Carl Ceder is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill Lynch. UBS Financial Services Inc. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christine Freeman is a Series 66-licensed financial advisor at Morgan Stanley with 15 years of industry experience. She has worked at Morgan Stanley since 2011 and currently serves in their Private Bank. Freeman is also involved as a trustee in investment-related trusts and estate administration activities. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models to support tailored financial strategies without offering individual security recommendations as part of standalone planning.

Josh Lewensohn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. His career includes positions at Morgan Stanley, UBS Financial Services, and currently J.P. Morgan Chase Bank and J.P. Morgan Securities, where he has worked since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with offerings that include ESG eligibility frameworks and derivatives capabilities.

Christopher Impellitteri is a financial advisor at J.P. Morgan Securities with 14 years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab and TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.