Grant Khechumyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, socially responsible, values based, and ESG investing, individual and corporate investment strategy, and retirement income. Grant holds a Bachelor's Degree from the University of Southern California and has earned the Professional Investment Advisor (PIA) designation. Outside of his professional role, he has interests in basketball, music, and reading.

Cory Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s analyses.

Angel Aguinaldo Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Aguinaldo has served as an insurance agent and is active in community service as a board director of the LA True-Blue Lions Club and a 4th Degree Knight of the Knights of Columbus. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers.

Charlene Pemstein is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. She has been associated with Raymond James and Monument Associates since 2015. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm utilizes fact-finding, risk profiling, and analytical tools to offer tailored, non-discretionary planning and investment consulting.

Mina Ghavamian is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Citibank and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Paller is a financial advisor with Raymond James & Associates in Woodland Hills, CA, holding the Series 63 and Series 66 credentials and bringing 34 years of industry experience. Prior to joining Raymond James in 2020, he worked at UBS Financial Services Inc. for 12 years and Sentra Securities Corporation for 23 years. He serves as Treasurer and Director for the nonprofit Friends of Roots. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Judith Chipps is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been advising clients since 1979. She leads The Chipps Group, a team dedicated to providing the extensive resources of a large wealth management firm combined with the personalized service of a boutique practice. Judith and her team primarily serve wealthy individuals and families, many referred by clients or external professionals, focusing on a holistic approach to wealth management, preservation, and transfer. With over four decades of experience, Judith specializes in helping clients navigate major financial decisions and life events while coordinating closely with their external advisors to align tax and estate planning with their personal and financial goals. Her expertise encompasses family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and tailored strategies for women and wealth. Judith holds a Bachelor's degree in Chemistry from Smith College and an MBA in Finance from UCLA. She is a CERTIFIED FINANCIAL PLANNER® certificant, Chartered Financial Consultant® (ChFC®), and Certified Plan Fiduciary Advisor® (CPFA®). She resides in Sherman Oaks, where she enjoys kickboxing. Judith is a mother of two, including her daughter Jessie, who works with her at Merrill.

Lydia Lee is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to develop tailored financial plans that align with their goals, values, and vision. Lydia focuses on building strong, lasting relationships based on trust, dedication, and competence to provide confident guidance throughout the financial planning process. Her experience at Fidelity Investments includes serving as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Lydia holds a California Insurance License, which supports her work in providing comprehensive financial advice. Outside of her professional responsibilities, Lydia enjoys activities such as comedy, attending concerts, cooking and baking, watching movies, and playing tennis.

Kenneth Ulrich is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2010. Prior to joining LPL, he worked at NRP Advisors, Inc., NRP Financial, Inc., and Walnut Street Securities, Inc. 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 institutional platforms, supported by a large network of advisors and various technology and operational resources.

Taylor Johnson is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2018, following prior roles at Scottrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides customized written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Thomas Roche is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 25 years of experience in providing individually tailored financial and wealth management strategies. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Thomas advises clients on wealth accumulation, preservation, and transfer through a defined process that includes portfolio development, liability management, tax minimization, and asset preservation. He works closely with clients' other trusted advisors such as attorneys and accountants to address tax, trust, philanthropic, and estate issues, including wealth transfer strategies. His client focus areas include Divorce Transition Planning, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. He holds a Bachelor's Degree from the University of Southern California and is a member of the USC Alumni Association. Outside of his professional work, Thomas volunteers with community organizations and enjoys golfing, hiking, pickleball, and skiing.

Kaitlyn Baltz is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Ruben Cavada is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Merrill and Bank of America since 2018 and held prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jenna Kaplan is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Aon and University of Southern California. Kaplan also has experience with River Way Ranch Camp and Bellacures. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a large network of investment adviser representatives.

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.

Tadeh Grigorian is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Citigroup Global Markets, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory work, he is an owner and partner of a laundromat business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Clark Jolley is a financial advisor at LPL Financial with 50 years of industry experience. He has worked at LPL Financial since 2009 and previously spent seven years with Mutual Service Corporation. He holds a Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by both proprietary and third-party strategies.

Ken Brozki is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following several years at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Fushan Korfi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan entities since 2013. 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.