Eric Schrager is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in Woodland Hills, CA, where he has worked since 2016, following four years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Khoren Martikyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Samuel Andress is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he has been a licensed real estate broker with Huntington Group since 2015. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brendan Lynch is a Wealth Management Advisor serving current and former private business owners, executives, their families, and uniquely successful individuals. He utilizes the extensive resources available through Merrill to provide advice in global wealth strategies, pre- and post-liquidity event planning, estate and legacy planning, as well as access to structured credit through Bank of America. Brendan focuses on advanced value acceleration methods for businesses, facilitating business sales, mergers and acquisitions, ESOP strategies, and recapitalization services to meet the evolving needs of business owners. Brendan began his financial services career in 2010, with prior experience at UBS Financial Services and Morgan Stanley, including work as an analyst for private wealth teams. He joined the BHB Group in 2022. He holds the Chartered Alternative Investment Analyst® (CAIA) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP). Brendan earned a bachelor's degree in financial services from San Diego State University and completed an Accredited Certificate Program at the University of Oxford. Originally from Vancouver, Canada, Brendan has lived internationally in Scotland, New Zealand, and other locations. He and his wife recently welcomed a son, leading him to set aside his amateur boxing pastime. Brendan is committed to building strong relationships with his clients and aims to help them make important financial decisions.

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.

Devin Stevenson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors and one year at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with a focus on systematic methodologies and long-term asset allocation.

Humberto Jimenez is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, CUSO Financial Services, and Wescom Financial Services. His current role includes responsibilities at Logix Federal Credit Union. 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, model portfolio programs, third-party asset management, and institutional platforms.

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.

Caitlin Bloom is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior experience includes roles at Nomi Health, Mitchell D. Becker MD, and UCLA Anderson School of Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models to support client outcomes and manages approximately $2.74 trillion in assets.

Yusuf Bhaimeah is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. for 24 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Suranga Ganewatte is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he has served in the United States Air Force since 2018, where he is a Health Service Manager. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines systematic quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

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.

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 with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at Wells Fargo Bank from 2014 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process integrates quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

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.

Mikko Sperber is a financial advisor at Edward Jones in Burbank, CA, holding a Series 66 designation with one year of industry experience. His prior roles include work at Pluto Partners and the Santa Monica Education Foundation. Sperber is also the founder and of counsel for Fundamental Strategy, a nonprofit management advisory where he mentors nonprofit executives and consultants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.