A Hudson is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial. His career includes multiple tenures at LPL Financial, as well as experience at NEXT Financial Group and Wells Fargo Investments. Outside of advisory roles, he is involved in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various portfolio strategies.

Gregory Blair is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for over three decades at the Superior Court of California, County of Los Angeles. He holds a Series 66 designation. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Stephen Colato is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves a broad client base including individuals and institutions, offering tailored financial planning and a wide range of advisory programs. The firm utilizes structured planning tools and its Global Investment Committee’s research to support clients’ financial goals.

Nicole Cardenas is a financial advisor with LPL Financial in Woodland Hills, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial in 2025, she spent 17 years with NEXT Financial Group. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by operational and research tools.

George Alexopoulos is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and 40 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for more than three decades. Outside of advisory work, he acts as a non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, third-party asset manager access, and insurance product facilitation.

Sophie Abrams is a financial advisor at UBS Financial Services in Sherman Oaks, CA, holding a Series 66 designation with six years of industry experience. She has been with UBS since 2020 and has also operated as a self-employed professional since 2014. Outside of her advisory role, Abrams is active in music as a songwriter, producer, and singer. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Vatche Derassoyan is a CFP® professional with 14 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked within various branches of JPMorgan Chase since 2011, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC 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 in its investment recommendations.

Anahid Kyupelyan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and at various Wells Fargo entities since 2013. Outside of her advisory role, she is involved as a caregiver in the City of Los Angeles In-Home Supportive Services program. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Herlin Meza is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services cover a wide range of needs including general investing, retirement planning, and preparing for unexpected financial challenges. Herlin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Northern Arizona University and is proficient in both English and Spanish. As part of his approach, Herlin emphasizes building a thorough understanding of each client’s unique situation to provide ongoing advice and guidance aligned with their evolving needs.

Kelly Karren is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 26 years of industry experience. Prior to joining Raymond James in 2026, Kelly worked at Premier America Credit Union and LPL Financial for 19 years, as well as at SeCU Brokerage Services and CUSO Financial Services. Outside of her advisory role, she is a sponsored athlete competing as a US Masters swimmer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical modeling and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory program.

Karl Grant Meneses is a Series 66-licensed financial advisor with Thrivent Investment Management in Glendale, CA. He joined Thrivent in 2025 after working in various roles, including positions at California State University, Fullerton, and Mendocino Farms LLC, with no prior industry experience before 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Raffi Tutuyan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Stifel Independent Advisors, Wells Fargo Advisors, and Axa Advisors. Outside of his advisory work, he is involved in individual health insurance sales. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, employing risk profiling and modeling tools to support client goals.

Tavisi Sharma is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Southern California and Purdue University. Outside of finance, Sharma is also a signed model with NTA Model Management and LModelz, working as an independent contractor for commercial and runway assignments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning across various financial topics without including implementation. The firm allows clients to combine planning with managed-account services through a consolidated billing option but does not accept discretionary trading authority for its Dedicated Planning Service.

Pamela Marshall is a CFP® professional with 28 years of industry experience, currently serving as an advisor at LPL Financial since 2009. Her prior work includes positions at FSC Securities Corporation, Wells Fargo Clearing, and Associated Planners Investment Advisory Inc. She also operates Marshall Financial Management, a financial and insurance-related business based in Studio City, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment strategies through a large network of investment adviser representatives and provides advisory and brokerage services alongside various financial products and platforms.

Eric Epstein is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services under various financial planning and investment arrangements.

Maxine Morgan is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She leads a team of associates dedicated to understanding clients' needs and guiding them through the financial planning process. Prior to her current role, Maxine served as Assistant Branch Leader from 2021 to 2022, Senior Relationship Manager from 2014 to 2020, and Financial Representative from 2011 to 2014, all within Fidelity Investments. Maxine holds a California Insurance License. Outside of her professional responsibilities, she enjoys cooking and baking, participating in family activities, and traveling.

Natalya Fikhman is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 license and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and proprietary tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

Peter Shu is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. His career in financial services spans over a decade, including roles as Investment Consultant and Senior Relationship Manager at Fidelity Investments, as well as Financial Advisor positions at Bank of the West and Merrill Lynch. Prior to these roles, he worked as a Personal Banker at Bank of America. Peter holds certifications as a Certified Financial Planner® and Chartered Financial Consultant®, and he has earned an MBA. He is licensed to sell insurance in California. Peter emphasizes understanding each client's unique financial situation and views financial planning as a core component of a balanced life.

Derek Mitsuuchi is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He previously worked at Avantax Investment Services and Avantax Advisory Services, and he also assists with wealth management tasks at Lazar and Company Certified Public Accountants. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program structures.

Sharif Ahmed is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has nine years of industry experience. He has worked at various firms, including LOGIX Federal Credit Union and Kinecta 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.