Hrachia Sahakyan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Comerica Bank prior to his current role. Outside of his advisory work, Sahakyan serves as treasurer and board member of the Burnet Village Homeowners Association, where he handles bookkeeping and participates in community decision-making on a volunteer basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to deliver non-discretionary advice.

David Olnick is a financial advisor at Raymond James Financial Services Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2012. He was also affiliated with A & T Wealth Strategies during part of his career. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique advisory affiliation.

Dean Wong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has been self-employed in tax preparation and consulting since 1989. Wong also operates a tax preparation and accounting business as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and unaffiliated managers across multiple program structures.

John Juarez is a Series 66-credentialed financial advisor with Edward Jones in Glendale, CA, where he has worked since 2012, accumulating 13 years of industry experience. Outside of his advisory role, he provides mediation and conflict resolution services focused on divorce and family matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management.

Argam Aghazarian is a financial advisor with Thrivent Investment Management based in Glendale, CA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Thrivent Financial and its affiliated entities since 2018, following prior roles at Eagle Strategies, NYLIFE Securities, and New York Life Insurance. Outside of his advisory role, he manages a rental property in Downtown Los Angeles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various planning topics. The firm offers these services through a network of financial advisors without discretionary trading authority, emphasizing planning delivered separately from managed-account programs.

Gregory Dobbs is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at HUB International for two years before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Fernando Grijalva is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2021 to 2023 and was an Investment Advisor at Thrivent from 2016 to 2021. His experience spans various aspects of financial planning and investment advising. Fernando holds a California Insurance License, supporting his expertise in financial consulting. He emphasizes the importance of understanding the emotional aspects of financial decisions and collaborates with clients to design plans that align with their goals. Outside of his professional work, Fernando has personal interests in baseball, comedy, family activities, music, reading, and tennis.

Jodi Rosenbloom is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. She has been with MML Investors Services, Inc. since 1988. Outside of her advisory role, Rosenbloom also operates an insurance brokerage focusing primarily on medical insurance with major carriers such as Blue Cross and Blue Shield. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing, collaborative relationships to develop tailored financial recommendations.

Yassine Zahlane is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds Series 63 and Series 65 designations. Zahlane has worked at multiple affiliated firms within the Edelman Financial Engines organization since 2012. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven portfolio modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment management across a broad range of account types.

Andy Gitipityapon is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Western International Securities, Inc. for seven years and Citigroup Global Markets for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Colin Danahy is a financial advisor with Primerica Advisors based in Woodland Hills, CA, holding Series 63 and Series 65 credentials and with six years of industry experience. His work history includes roles at multiple firms such as PFS Investments Inc. and Applied Companies. He is also involved in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and provides advisory services primarily to individual investors through a large network of financial advisors.

Kevin Henderson is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2025, he was with Cadaret Grant & Co., Inc. for two years. He is also active as an artist and musician with SAG-AFTRA. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, incorporating discretionary and non-discretionary management along with model portfolios and research from multiple sources.

David Melgar is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities, Merrill, Bank of America, and JPMorgan Chase Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Zepeda is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 19 years of experience with the firm. Her career has been exclusively with Morgan Stanley Smith Barney LLC since 2007. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Jeffrey Skogsbergh is a Certified Financial Planner® with 43 years of experience in the financial industry. He is currently with LPL Financial, joining in 2025, and has prior experience at Western International Securities, Skogsbergh Capital Management, and Financial West Group. In addition to his advisory role, he serves as a FINRA arbitrator and is involved in legal services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Natasha Bonelli is a Senior Financial Advisor and Senior Vice President within Merrill Lynch Wealth Management's Global Wealth Management Division. She is part of the Cogan Bonelli Wealth Management Group and serves individual and corporate clients, focusing on wealth management, investing, retirement planning, and employee benefit services. Natasha and her team manage over 300 corporate retirement plans, including 401(k), 403(b), SEP, profit sharing, defined benefit, individual 401(k), 529 college savings plans, and IRAs. She holds several professional designations, including Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor (CPFA). Natasha graduated with a Bachelor of Science in Business Administration from California State University of Northridge. She also holds an internal title of Legacy Retirement Benefit Consultant within Merrill. Beyond her professional work, Natasha participates in the Professional Shadowing Program at CSUN to support aspiring students. She enjoys spending time with her husband Bill and their three children, engaging in activities such as hiking, tennis, pickleball, yoga, and watching movies.

Neill Simmons is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from both internal and third-party sources.

Taylor Moore is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously spent seven years at UBS Financial Services. Outside of his advisory career, Moore has been involved in the restaurant industry through Citrone Restaurant and Bar since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients meeting a net-worth threshold, employing proprietary research and planning tools to develop recommendations delivered through meetings and written summaries.

Robert Bryar is a financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 63 credential and 45 years of industry experience. He has been with LPL Financial since 1987. In addition to his advisory work, Bryar is involved in tax preparation and mortgage brokerage services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from LPL and third-party subadvisors.

John Diaz Mena is a Financial Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held positions at Fidelity Investments including Benefits & Planning Consultant in Executive Services from 2023 to 2025, Investment Solution Representative from 2021 to 2023, and Financial Representative from 2019 to 2021. John is licensed with a California Insurance License and focuses on establishing personalized partnerships with clients to understand their unique financial goals. He aims to provide support and guidance to create robust financial plans tailored to individual needs. Outside of his professional work, John has personal interests in cars, outdoor adventures, snowboarding, soccer, and traveling.