Marjan Hossein Tehrani is a financial advisor at Wells Fargo Clearing with a Series 63 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Wells Fargo Bank. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Naghmeh Mossayi is a financial advisor with J.P. Morgan Securities in Calabasas, CA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Edward Jones Investments and DFPG Investments, Inc. Outside of her advisory work, she owns a software consulting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines centralized quantitative and qualitative manager research with a focus on customized asset allocation advice and performance reporting.

Trennon Waters is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Monument Associates, Monument Wealth Advisors, and Raymond James Financial Services since 2015. Waters serves as Treasurer and Co-Secretary on the board of the Hidden Lake HOA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored non-discretionary planning using advanced analytical tools and supports a wide network of advisors with specialized programs in municipal finance and retirement plan consulting.

Vincent Friera is a financial advisor with Fidelity in Winnetka, California, holding a Series 66 designation and eight years of industry experience. His background includes roles at AXA Advisors, Equitable Advisors, and work as an independent contractor before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees day-to-day management through affiliated or unaffiliated sub-advisers.

James Dwyer is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Casimir Nocon is an advisor at LPL Enterprise with Series 63 and Series 65 licenses. He has no prior industry experience and joined LPL Enterprise in 2026. His background includes roles outside the financial industry, such as working at Kizame Sushi and Whole Foods Market. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Brian Jacobs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in personal real estate investing through a family-owned LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Thomas Powell is a financial advisor at Cetera with a Series 66 designation and eight years of experience in the industry. His prior roles include positions at Sunroad, Travel + Leisure Co., Tachyon Capital, LLC, and Pacific Southwest Realty Services. He is also involved with Village Builders LLC outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, operating through a large nationwide network of independent advisors.

Perris Kaufman is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Stifel Independent Advisors, Wells Fargo Advisors, JPMorgan Chase Bank, and Banc of California. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Charles Masino is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Snyk and Barton Associates, as well as involvement with The Church of Jesus Christ of Latter Day Saints and Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory role without providing individual security recommendations as part of standalone planning.

Haroutioun Bartanian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 registrations and with 14 years of industry experience. He has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2012. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors nationwide.

Magali Hidalgo is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to co-create financial plans aimed at helping clients achieve their financial goals. She has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before assuming her current position in 2022. Magali holds a California Insurance License, supporting her work in the financial services industry. Outside of her professional responsibilities, she enjoys camping, hiking, and practicing yoga.

Paul Blair IV is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Goldstone is a financial advisor at Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been associated with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a comprehensive planning menu and integrates advisory services with banking and other financial products.

Feriba Monis is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop personalized strategies to pursue their financial goals, including investment planning, retirement strategies, wealth accumulation, and risk management. Feriba provides ongoing guidance as clients' needs evolve, aiming to help them make informed financial decisions with confidence. Feriba's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She has earned professional designations such as Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Feriba holds a Bachelor's Degree from the University of the Incarnate Word. In addition to her professional work, Feriba is involved with the Los Angeles Unified School District (LAUSD). She is multilingual, speaking both Farsi and English. Her personal interests include camping, dancing, gardening, hiking, painting, pickleball, reading, spending time with her family, traveling, and practicing yoga.

Christopher Butler is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a guitar player for a band called Guilty Pleasures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to develop financial plans.

Tejas Rao is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He also has experience working at Calamigos Guest Ranch and Beach Club and has an educational background from the University of California, Riverside. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset-management programs. The firm uses a variety of advisory models implemented through third parties and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Neal Eckerlin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2018. Prior to joining Edward Jones, he spent 12 years with Young Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient investment solutions.

Marcia Herrera is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Merrill among other firms. 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 searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research supported by a dedicated manager solutions team.

Adam Marcus is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market-based modeling techniques as part of its advisory process.