Eric Branch is a Financial Solutions Advisor at Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies that align with their unique ambitions and priorities. Eric works with individuals and families to plan for goals such as funding education, retirement planning, and managing healthcare costs. With experience in general investing, retirement planning, and saving for unexpected events, Eric takes the time to understand what is important to his clients in order to provide tailored advice and ongoing guidance. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Pitt County Community College.

Jeffrey Sardo is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Prudential Advisors, Farmers Insurance, and Los Robles Regional Medical Center. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Suren Tonoyan is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. Prior to this, he worked as a Financial Advisor at JP Morgan Securities from 2013 to 2015 and as a Financial Consultant at Axa Advisors from 2011 to 2012. Throughout his career, Suren has focused on providing personalized and comprehensive financial planning to his clients. Suren holds a California Insurance License, which supports his work in financial consulting and advising. He is committed to being a trusted partner for his clients, aiming to empower them to make informed decisions and work toward their financial goals.

Daniel Medina is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. His previous roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he hosts a fitness radio show and is involved with West LA Poker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Ryan Liljegren is a financial advisor with Ameriprise in Westlake Village, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Outside of his advisory work, he serves on the Board of Directors for Calvary Community Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to create tailored Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Joseph Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Crown Capital Securities, Smart Media, and Havas Edge Media. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning to aid advisors in client service.

Todd Barnes is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2013 to 2016. He is also involved with the Harvard Business School Alumni association, serving as secretary for the General Management Program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Sabalvaro serves as a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in working towards their financial goals through a collaborative planning approach that involves a holistic discussion of their financial situations and preferences. This strategy enables the development of tailored action plans supported by Fidelity's extensive resources. Prior to becoming Vice President, Bryan worked as a Financial Consultant at Fidelity Investments from 2016 to 2020. Before that, he was a Financial Advisor at Merrill Lynch from 2012 to 2016. He holds a California Insurance License. Outside of his professional work, Bryan's personal interests include fitness, parenthood, Pilates, reading, singing, and traveling.

Sherith Squires is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she is a joint owner of a commercial office building leased to multiple tenants, including other Thrivent representatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s services include a model-based approach to comprehensive financial planning and an optional managed-account program under a consolidated billing system called “WealthPlan.”

Armine Alvandi is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, N.A. since 2009. Outside of her advisory role, she owns an online e-commerce store specializing in personalized event decorations and jewelry. 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 its advisory program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Ensieh Kharghanian is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2024 and previously held positions at Merrill Lynch Pierce Fenner & Smith Inc., JPMorgan Chase Bank N.A., Citigroup, Wells Fargo, and Credit Mutuel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Maley is a CFP® professional with 21 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Merrill, Unionbanc Investment Services, and MUFG Union Bank. Maley serves as an active board member of Food Share of Ventura County, a local food bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Michener is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jordan Shapiro is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previous experience at PennyMac and Dignified Home Loans. Outside of finance, he has worked at eBay since 2012. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Western International Securities, Banc of America Investment Services, and Morgan Stanley. Outside of his advisory work, he volunteers with the Newport Harbor Baseball Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Greg Tedesco is a financial advisor at LPL Financial with 24 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for seven years. Outside of his advisory role, Tedesco owns a real estate rental business in Los Angeles. 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 portfolio programs, and access to third-party asset managers.

Steven Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes nine years at D.A. Davidson & Co. 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 provides both brokerage and advisory solutions.

Gabriel Garcia is currently the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop and implement personalized financial strategies aimed at achieving their goals for financial independence and fulfillment. He prioritizes understanding clients' unique needs and concerns to guide them through financial planning complexities. Before joining Fidelity Investments in 2025, Gabriel held a variety of roles in the financial services industry. His previous positions include Senior Financial Advisor at Wells Fargo Advisors from 2023 to 2025, Private Client Advisor at J.P. Morgan Securities from 2019 to 2023, Financial Solutions Advisor at Merrill Lynch from 2016 to 2019, and Relationship Banker Small Business Specialist at J.P. Morgan Chase from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Gabriel has interests in baseball, bowling, family activities, food, football, and music.

Brett Mountain is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank before joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan," while keeping the services separate.

Eric Cooper is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Investment Services and Avantax Advisory Services among other firms. He is also involved with Winther and Company, providing tax preparation and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.