Elyas Andkhoy is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing Services, Radiology Partners, CureMint, and Brentwood Associates. Andkhoy is involved in private consulting and management through his ownership of EA Holmby Consulting Inc. and SEE FORWARD LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations using proprietary research and tools, with services spanning various specialized planning areas.

Carolyn Campbell is a financial advisor with LPL Financial in Sun Valley, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory role, she is involved with Jill Campbell Consulting, LLC, a business entity for tax and investment purposes. 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 and access to third-party asset management programs.

Dillon Ortega is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their financial goals and to deliver personalized investment strategies, focusing on portfolio construction, retirement planning, and wealth management. Dillon's approach involves building foundational plans, identifying actionable steps, and exploring options to help clients achieve their objectives. His experience at Fidelity Investments includes previous positions as a Planning Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, he worked as a Relationship Manager at Bank of America from 2020 to 2022. Dillon holds a California Insurance License. Outside of his professional work, Dillon has interests in art, baseball, fitness, playing musical instruments, motorcycles, and movies.

Kevin Aronov is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on building financial plans for clients and maintains frequent communication to ensure these plans are updated in accordance with changes in clients' goals and needs. Kevin has accumulated experience in the financial industry through various positions including Private Client Advisor at JP Morgan Securities from 2019 to 2022, Financial Solutions Advisor at Merrill from 2017 to 2019, Investment Specialist at Infinex Financial Group from 2016 to 2017, and Investment Assistant at Essex National Securities from 2015 to 2016. He holds a California Insurance License.

Lorand Parenteau is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, where he worked for a combined 13 years. He is also involved in non-variable insurance advisory activities outside of his primary role. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

David Tolson Solis is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with Merrill clients to understand their current financial situations and introduce them to financial solutions offered by Merrill and Bank of America. His objective is to provide clients with the knowledge and tools necessary to manage their financial lives effectively. He specializes in fostering personal connections with clients to comprehend their financial priorities. His expertise includes general investing, retirement planning, and preparing for unforeseen financial needs. David offers ongoing advice and guidance tailored to clients' evolving financial goals and concerns. David holds a Bachelor's Degree from SAE Expression and has earned the Personal Investment Advisor (PIA) designation.

Paul Pepperman is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Encino, California. In his role, he works closely with clients and their families to help them achieve their financial goals, including retirement planning, education finance, and planning for life events. He provides personalized wealth management strategies that address wealth accumulation, preservation, and transfer, coordinating with clients' other trusted advisors such as attorneys and accountants to cover tax, trust, philanthropic, and wealth transfer issues. With over 40 years of experience, Paul holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a High School Diploma from Agoura High School and attended UCLA without a degree conferred. His expertise spans college education planning, family wealth management strategies, personal retirement planning, as well as sports and entertainment sectors. Outside of his professional duties, Paul is involved with several community organizations including the Adat Ari El Synagogue, Jewish Federation of Los Angeles, Los Angeles Jewish Health, and Providence Cedars-Sinai Tarzana Foundation. His personal interests include golfing, music, and traveling.

Daniel Mccombs is a financial advisor with Wells Fargo Advisors in Woodland Hills, CA, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2017. Outside of his advisory role, Mccombs serves as secretary for the Northridge Heights Homeowner Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and planning tools.

A Hudson is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at NEXT Financial Group, Wells Fargo Clearing, and Wells Fargo Investments. He is also involved in a non-variable insurance business unrelated to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Citigroup Global Markets and UBS Financial Services before joining Morgan Stanley in 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers services through both direct and corporate channels.

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 with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 41 years of industry experience. He has worked with Prudential Insurance Company of America since 1985 and was affiliated with Pruco Securities, LLC from 1985 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers advisory and brokerage services with a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

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® certified financial advisor with 14 years of industry experience, currently serving at J.P. Morgan Securities. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including an ESG eligibility framework, supported by centralized due diligence and access to broader derivatives and commodities capabilities.

Anahid Kyupelyan is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various roles since 2013. Outside of her financial career, she works as a caregiver for the City of Los Angeles In-Home Supportive Services. 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 over $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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.