Heghine Kirakosyan is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 credential and 14 years of industry experience. She has been with Ameriprise and its affiliates since 2011. Outside of her advisory role, she owns HLSH Hospitality, Inc., a business providing boba teas and smoothies catering for events. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, using a combination of internal research and third-party data.

Michael Price is a CFP® with over 22 years of industry experience and has been with Edward Jones since 2003. He operates out of Agoura Hills, CA. Outside of his advisory role, he is involved in managing commercial and residential rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Eric Schrager is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Brendan Lynch is a Wealth Management Advisor at Merrill, specializing in serving the complete financial needs of current and former private business owners, executives, and their families. He utilizes a comprehensive range of resources across Merrill and Bank of America to provide advice in global wealth strategies, pre- and post-liquidity event planning, estate planning services, legacy planning, and access to structured credit. Brendan also has experience identifying and offering access to alternative investment opportunities intended to complement clients' core financial strategies. Brendan began his financial services career in 2010 with roles at UBS Financial Services and Morgan Stanley, where he worked as an analyst for private wealth teams before joining the BHB Group in 2022. He holds the Chartered Alternative Investment Analyst designation, the CERTIFIED FINANCIAL PLANNER® certification, and the Certified Exit Planning Advisor designation. Brendan graduated from San Diego State University with a degree in financial services and studied at the University of Oxford through a GE-Reagan Foundation Scholarship. Originally from Vancouver, Canada, Brendan has lived internationally in Scotland, New Zealand, and other locations. He enjoys spending time with his family and participates in activities such as adventure sports, boxing, football, ice hockey, photography, pickleball, reading, and traveling.

Deborah Quinn is a financial advisor with UBS Financial Services in Reseda, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to deliver tailored financial planning and portfolio management.

Brian Amirian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, Amirian has been involved with Westlake Brewing & Libations since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Roxana Magnani is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2007. She is part of a multi-generational wealth management team based in the Greater Los Angeles area, focusing on helping clients and their families achieve their financial goals through tailored financial and wealth management strategies. Her expertise includes college education planning, legacy planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Roxana holds a Bachelor's degree in Business Administration from California State University Northridge and holds the Personal Investment Advisor (PIA) designation. She is fluent in English, Spanish, and Portuguese. A lifelong resident of the Northridge area, Roxana enjoys hiking, music, swimming, traveling, and spending time with her family. She and her husband, Tome, travel and enjoy outdoor activities with their two sons.

William Walters is a financial advisor with LPL Financial based in Camarillo, CA, holding 42 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 15 years with Lifetime Planning, Inc. Outside of advising, he operates a part-time handyman business as a sole proprietor. 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 financial planning and investment management solutions, including model portfolio programs and third-party asset management, supported by extensive advisor tools and a broad array of non-advisory financial services.

Devin Stevenson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its registration as a commodity pool operator and advisory role to multiple registered investment funds.

George Burke Jr. is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, including 20 years with UBS. He serves as a director of the City Market of Los Angeles, a real estate investment trust, where he attends board meetings annually. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Audra Reed is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 21 years of industry experience. She worked at Merrill for 10 years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she serves as president of the Royal High School Girls Lacrosse Booster Club in Simi Valley, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Suranga Ganewatte is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. He has worked at JPMORGAN Chase Bank, N.A. since 2017 and serves in the United States Air Force as a Health Service Manager. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Joshua Freedman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with Bespoken Advisors, Inc. and has held various roles in the beverage industry, including positions at Casa Azul Spirits, Mezcal Amaras, and St. George Spirits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts, and operates under a fiduciary standard.

Barbara Shufani is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sathers Insurance Agency and Sagepoint Financial, Inc. She also serves as an HOA board member and provides in-home supportive services for her daughter. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers a range of financial planning and investment advisory services that utilize asset-allocation tools, risk assessments, and portfolios incorporating multiple asset classes managed on discretionary or non-discretionary bases.

Kevin Cvitanov is a Financial Consultant currently working at Fidelity Investments since 2024. He has held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2024 and Relationship Manager from 2020 to 2022. Prior to joining Fidelity, he worked at Vanguard Investment Group in various positions such as Supervisor from 2018 to 2020, Executive Resolution & Complaint Correspondent from 2016 to 2018, Investment Consultant from 2012 to 2016, and Investment Specialist from 2011 to 2012. Kevin holds a California Insurance License. His professional approach focuses on understanding clients' unique situations and collaborating to develop holistic financial plans tailored to their goals. He emphasizes education and transparency to support clients in making confident financial decisions and serves as a guide through an ongoing, dynamic process that adapts with clients through life events. Outside of his professional work, Kevin has personal interests that include cars, golf, horseback riding, movies, music, and reading.

Giovani Trinidad is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Bank, N.A. from 2014 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Jacob Wong is an advisor with LPL Financial based in Westlake Village, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Townsgate Wealth Management, ServiceNow, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Morgan Lange is a Series 66 licensed financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Bank of America Merrill Lynch and Northwestern Mutual Life Insurance Company. Outside of finance, Lange owns a performance coaching business that helps athletes manage performance anxiety. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacob Dahlstrum is a financial advisor with Raymond James Financial in Westlake Village, CA, holding a Series 66 designation and 11 years of industry experience. He has been associated with Raymond James since 2015 and has worked at Dahlstrum Financial since 2017. Dahlstrum is also the author of the 401k Mini-Guide, published through Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Mark Kamerman is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Outside of his advisory role, Kamerman operates Konsulting by Kamerman, providing meeting preparation services for Ameriprise financial advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support personalized retirement income planning within a large institutional framework.