Shayan Savoji is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2008. Outside of his advisory role, he co-owns Care Plus Ventures Inc, operating a pharmacy business, and owns Porter Ranch Exotics, a company focused on exotic cars. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research and analytics with brokerage and advisory solutions.

Raffi Karageuzian is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides customized investment advice and financial services to high and ultra-high net worth clients. He focuses on developing tailored solutions that address clients’ risk tolerance, time horizons, liquidity needs, investment goals, and associated costs. His services include investment management, retirement and estate planning, lending strategies, and life insurance within a comprehensive wealth management framework. Raffi began his financial services career with UBS in 2007, and he joined Merrill Lynch in downtown Los Angeles in 2009 before relocating to the Glendale office in 2011. Prior to this, he served as a Senior Economist with the United Nations Development Program in Lebanon from 1999 to 2005, advising the Lebanese Treasury on international Eurobond issuance, debt, and public finance management. During that time, he also lectured in Financial and Cost Accounting at Haigazian University. Raffi holds a Master's degree in Money and Banking from the American University of Beirut and a Bachelor's degree in Business Administration from Haigazian University. He holds the designations of Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to his professional responsibilities, Raffi is actively involved in community organizations including Haigazian University Alumni USA, the Western Diocese of the Armenian Church, World Vision Armenia, and YMCA Glendale. He speaks Arabic, Armenian, and English. Outside of work, he enjoys basketball, photography, traveling, and spending time with his family.

Robert Downing is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include long tenures at Fiduciary Trust and various Avantax entities. He owns and operates a tax and accounting services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Nicole Megowan is a financial advisor at Morgan Stanley in Valencia, CA, holding Series 65 and Series 63 licenses with six years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and Wedbush Securities Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Jasmina Lujan is a financial advisor with J.P. Morgan Securities in Northridge, CA, holding a Series 66 designation and 19 years of industry experience. Her work history includes multiple roles within J.P. Morgan and its affiliates dating back to 2007, as well as a two-year period at the University of Phoenix. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Austin Buhtz is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes positions at LPL Financial and several other firms since 2024, as well as outside experience in accounting services and music. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Gregg Diamond is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2008 and previously at Wamu Investments, Inc. from 2006 to 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad client base and a variety of investment strategies.

Robert Nugent is a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Logix Federal Credit Union since 2015. 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 portfolios, third-party asset management, and institutional platforms.

Richard Brittain is a financial advisor with Equitable Advisors in Santa Clarita, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2011. Brittain is also an association member of the California Association of Bilingual Education. 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 programs, utilizing both proprietary and third-party investment solutions through a broad network of Investment Adviser Representatives.

Viridiana Rojas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of her advisory role, she is a co-owner of Red Coast Swim, a family-run handmade swimwear e-commerce business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice and investment manager searches. Their approach combines quantitative screening with qualitative research and includes ESG considerations, serving clients who retain final decision-making authority.

Fred Escobedo is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes positions at Bank of America, N.A. since 2010 and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sallie De Young is a CFP® professional with six years of industry experience, currently affiliated with Cetera. Her prior roles include positions at LPL Financial, Western International Securities, and Wells Fargo Advisors. She is also a commissioned notary public and operates Matador Family Financial Services as a separate business entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Carolyn Campbell is a financial advisor with LPL Financial in Sun Valley, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory role, she is involved with Jill Campbell Consulting, LLC, a business entity for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Naimuddin Syed is a financial advisor with Ameriprise in Saugus, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cantella & Co Inc and Ameriprise Financial Services, Inc. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Martin Cornelis is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Fidelity Brokerage Services since 2021 and joined Fidelity Investments in 2025. Prior to that, he was employed at Bank of America and Merrill from 2015 to 2021. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Herlin Meza is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services cover a wide range of needs including general investing, retirement planning, and preparing for unexpected financial challenges. Herlin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Northern Arizona University and is proficient in both English and Spanish. As part of his approach, Herlin emphasizes building a thorough understanding of each client’s unique situation to provide ongoing advice and guidance aligned with their evolving needs.

Sharif Ahmed is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at LOGIX Federal Credit Union, Kinecta Federal Credit Union, Neilson Financial Services, and Parsonex Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Emmons is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.

Carlos Cabrera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. His prior work includes 14 years at Wells Fargo. Outside of finance, he owns several small businesses related to boxing news and apparel, catering, and shoe resale, and he also works as a part-time Uber driver. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Glenn Crawford is a financial advisor with Mass Mutual Investors Services in Newhall, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Signature Resources Capital Management and Taylor Insurance and Financial Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative relationships, utilizing firm-approved software to analyze client goals and deliver written recommendations.