Caitlin Bloom is a financial advisor at Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at Nomi Health, Mitchell D. Becker MD, and UCLA Anderson School of Management. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Yusuf Bhaimeah is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has a background spanning over two decades at JPMorgan Chase Bank, N.A. prior to joining his current firm. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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 a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience and previously worked at ServiceNow for six years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Robyn Lawhon is an Associate Resident Director and Wealth Management Advisor with Merrill. She works with clients to develop personalized financial strategies that reflect their long-term goals and changing market conditions. Robyn provides access to Merrill's investment insights and Bank of America's banking and lending solutions to help clients manage their wealth. Her areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Robyn and her team use a Personal Wealth Analysis to understand clients' goals and craft tailored strategies that aim to provide clarity and confidence about financial matters. Robyn holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned her high school diploma from Vinita High School. Outside of work, she enjoys painting, traveling, genealogy, golfing, reading, spending time with her family, and volunteering in her community.

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.

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.

Neal Larsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked with firms including Scorpion Internet Marketing and 1st Global Advisors. Larsen serves as a board member for the Samaritan Center, a nonprofit organization providing resources to the homeless population in Simi Valley. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for its planning engagements.

Andrew Coomes is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2026. His career in financial advisory includes positions at Edward Jones and Duncan Newman Associates, and he worked as a Financial Solutions Advisor at Merrill from 2018 to 2022. Additionally, he has experience as a Senior Relationship Banker at MUFG from 2016 to 2018. Andrew is licensed with a California Insurance License. He emphasizes personalized financial planning, focusing on understanding clients' goals, priorities, and concerns to co-create tailored strategies. His approach includes providing ongoing guidance to help clients navigate financial decisions as their goals evolve. Outside of his professional work, Andrew has interests in cooking and baking, golf, tennis, and yoga.

Ramya Sreepathi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Michael Shelley is a financial advisor with Morgan Stanley in Westlake Village, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill Lynch and The Forefront Group LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Alan Solursh is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he serves as an instructor at UCLA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning through its Financial Advisors and Estate Planning Strategies Group.

Tyler Johnson is a financial advisor at Morgan Stanley in Woodland Hills, CA, holding a Series 66 credential. He has one year of industry experience and previously worked as a freelancer for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, without providing individual security recommendations as part of standalone plans.

Marjan Hossein Tehrani is a financial advisor with Wells Fargo Clearing in Tarzana, CA, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Tehrani held positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of America. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Naghmeh Mossayi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. She has worked with J.P. Morgan since 2018 and previously held roles at DFPG Investments, American Financial Network, and Edward Jones Investments. Outside of her advisory work, she is involved in software consulting. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.