Oscar Rodriguez is a Financial Consultant at Fidelity Investments, where he focuses on cultivating and maintaining client relationships with individuals and their families. He collaborates with clients to help them understand their financial goals and aspirations using a broad range of financial tools and resources. He has held various roles in the financial services industry, including positions as a Private Client Banker at JP Morgan Chase, Wealth Advisor Associate at Morgan Stanley, Relationship Banker at JP Morgan Chase, and Personal Banker at Wells Fargo. His professional experience spans from 2006 to the present, covering multiple aspects of banking and wealth advisory services. Oscar holds a California Insurance License. Outside of his professional work, he has interests in baseball, football, soccer, swimming, and traveling.

Zachary Frangos is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience since joining the firm in 1982. A 1977 graduate of the United States Coast Guard Academy, he served as an officer on active duty and in the reserves for 19 years. Zach holds an MBA in Finance from Old Dominion University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation as well as the Personal Investment Advisor (PIA) credential. He is a qualified Portfolio Manager, providing clients with personalized portfolio management and estate planning advice, including the construction and discretionary management of defined investment strategies utilizing individual securities, Merrill Lynch model portfolios, and third-party options. Zach advises individuals, families, and businesses on areas such as college education planning, executive compensation, family wealth management, legacy planning, and retirement income. His professional affiliations include serving as a former Director and Investment Advisory Committee Chairman of the United States Coast Guard Academy Alumni Association. Additionally, he is an Admissions Partner for the Coast Guard Academy, connecting the institution with prospective cadets. Zach participates in community organizations including the Alzheimer's Association, American Cancer Society, and National Breast Cancer Foundation. He is an Eagle Scout and has served as Scoutmaster and Committee Chairman for Troop 604 in Moorpark, where he resides with his wife and two sons. Outside of his professional work, Zach enjoys boating, skiing, and swimming. He emphasizes a client-focused approach, working one-on-one to develop personalized financial strategies aligned with clients’ long-term goals.

Faten Khoder is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) certification and the Personal Investment Advisor (PIA) designation. Faten earned her Bachelor's Degree from Lebanese University and is proficient in both Arabic and English. With over 10 years of experience in the financial services industry, Faten specializes in assisting clients with pre- and post-retirement needs, asset management, and estate planning. She works one-on-one with clients to define their financial goals, develop portfolio strategies, and provide ongoing advice tailored to changing situations. Prior to her role at Merrill Lynch, Faten gained firsthand experience running a family business, which provided her with insights into entrepreneurial challenges and balancing work-life demands. She applies this experience to help clients manage competing financial priorities such as home buying, saving for education, and healthcare needs.

Guillermo Saade is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he serves as a board member for the nonprofit organization Hands4Hope, providing strategic and financial oversight. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm uses a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and provides access to a range of financial planning, consulting, and asset management options.

Chase Dapello is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to joining Wells Fargo, he held positions at UBS Financial Services and SoCal Valet. He serves as a board member of NEXTGEN Rotary, Club 5240 in Thousand Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Joseph Blanchette is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools.

Robert Hunter Jr. is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Equitable Advisors since 2003 and previously was with Ernst & Young Investment Advisers LLP from 2001 to 2003. Hunter is also an adjunct professor at California Lutheran University and an online faculty member for the College for Financial Planning. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory models, predominantly implemented through third-party sponsors and emphasizes a fiduciary approach for qualified plans.

David Miller is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fidelity Investments, Scholtz & Company, LLC, Imperial Capital LLC, and Loop Capital Markets LLC. Charles Schwab & Co., Inc. 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 alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Daniel Warren is a financial advisor with LPL Financial in Westlake Village, CA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Western International Securities and PRUCO Securities. Warren also operates The Warren Group Wealth Management, Inc., a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors supported by research and technology tools.

Jordan Sweeney is a Planning Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Jordan worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Customer Relationship Advocate at the same company from 2022 to 2024. Jordan holds a California Insurance License. Jordan focuses on providing ongoing guidance and support to help clients navigate financial planning with clarity and confidence. The approach centers on building lasting relationships based on trust and transparency. Outside of work, Jordan has personal interests that include cars, fishing, food, hiking, and photography.

Robert Farber is a Series 65-licensed financial advisor with Equitable Advisors in West Hills, CA, and has 53 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes both proprietary and third-party investment solutions.

Joselyn Alvarado is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held positions in various companies across different sectors, including media and legal services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

Michael Wright is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2008. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Murad is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. He operates his own accounting and tax preparation business and serves as a trustee and executor for non-family members, managing related investment decisions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edrees Andkhoy is a financial advisor at Wells Fargo Advisors in Encino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2013. Andkhoy has ownership interests in several private companies, including a consulting firm and other non-investment related ventures. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Ryan Bartley is a Financial Consultant at Fidelity Investments. He works with clients seeking to enhance their retirement plans, investment strategies, and lifestyles by connecting them with Fidelity's resources tailored to their goals. His tenure at Fidelity Investments began in 2016 as a Financial Representative. He has since held roles including Relationship Manager, Planning Consultant, Investment Consultant, and currently serves as a Financial Consultant since 2025. This progression reflects his experience within various aspects of financial advising and client relationship management. Ryan holds a California Insurance License. Outside of his professional responsibilities, he engages in activities such as baseball, board games, family activities, fitness, and golf.

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.