Matthew Munet is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLife Securities, LLC, Northwestern Mutual, and Brecher Insurance and Financial Services. Munet also operates under the DBA name Aurum Wealth Strategies and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice, operates mainly under non-discretionary management, and integrates insurance and annuity products through its affiliation with New York Life.

Rosa Melkonyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 65 and Series 63 licenses with 13 years of industry experience. She has held roles at NYLife Securities LLC and New York Life Insurance Company since 2010 and operates her own firm, Trinity Capital Insurance and Financial Solutions LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Jake Mizrahi is a Series 66-licensed financial advisor at Kestra Advisory with three years of industry experience. Prior to joining Kestra, he held roles at HBO and Netflix. He also works with FIRST POINT FINANCIAL MANAGEMENT as a registered field assistant providing client support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Sonya O'Connor is a financial advisor with CWM, LLC holding a Series 66 designation and 19 years of industry experience. She has previously worked with LPL Financial and Cetera Wealth Services, and has operated Applied Financial Planning since 2002. In addition to advisory work, she is an enrolled agent providing tax preparation, representation, and planning services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Naor Izik is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both retirement investors and a broad range of institutional sponsors.

David Patton is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at The Leaders Group Inc, Pacific Southwest Financial, and Regal Investment Advisors since 2017, and previously at Cambridge Investment Research Advisors from 2012 to 2017. Outside of advisory work, he is involved as an independent insurance agent and serves as a sales vice president at Capitas Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Rafael Nieves Rios is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and California Lutheran University. Outside of advising, he works as a freelance consultant focusing on research, marketing, writing, and administrative projects and tutors K-12 and college students. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Paul Devore is a CFP® with over 54 years of experience in the financial services industry. He is currently with Kestra Advisory and has held various roles within affiliated firms since 1981. Devore serves on several nonprofit and community boards, including educational and charitable organizations, as well as maritime-related groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional investors along with a diverse client base.

Pierre Bitar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and HSBC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchandising.

Ezequiel Rodriguez is a Series 66 licensed financial advisor with LPL Financial, based in Burbank, CA, and has three years of industry experience. He has held roles at several firms, including J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo. Rodriguez is also involved with Partners Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joanne Crowley is a financial advisor with Equitable Advisors in Simi Valley, CA, holding a Series 66 designation and 14 years of industry experience. She has worked at Equitable Advisors since 2011 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee for an immediate family member's trust and is conditionally approved as a task force member with the Simi Valley YMCA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Yecenia Lee is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial services.

Hrag Kortoshian is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Bank of America, HSBC Securities, and Wells Fargo. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Brittney Louise Bell is a financial advisor at Merrill with 16 years at the firm and 7 years of industry experience. She holds the Series 66 designation and is based in Woodland Hills, CA. 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 supported by internal Chief Investment Office teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Aaron Friedman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and previously spent over a decade at TD Ameritrade in various capacities. Outside of his advisory role, he is a passive investor in a financial services LLC based in Los Angeles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amanda Aguilar is a CFP®-certified financial advisor with eight years of industry experience, currently with LPL Financial since 2022. She previously worked at JP Morgan Securities and JP Morgan Chase bank from 2018 to 2021, and at AXA Advisors from 2017 to 2018. Outside of her advisory role, she serves as a report analyst for Provenance Technologies Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven model portfolios and technology-enhanced strategies.

Zepyur Vardanyan is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and seven years of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America for three years. Outside of his advisory role, he operates a notary services business and provides in-home supportive services as a caregiver. J.P. Morgan Securities LLC delivers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

David Mandel is a financial advisor with UBS Financial Services in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Jonathan Melara is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. His career includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo, Bank of America, Fidelity Investments, and a one-year tenure at the Ventura County Sheriff's department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Todd Thomasy is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Thomasy is involved in the sale of life, medical, dental, vision, and disability insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research-supported model portfolios and alternative investment strategies.