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 at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at both Wells Fargo and JPMorgan Chase Bank, N.A. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with quantitative and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.

Ruben Cavada is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including Bank of America, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services. He is currently based in North Hollywood, CA. Merrill, together 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, corporations, and charitable organizations.

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 at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Citigroup Global Markets, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory role, Mr. Grigorian is an owner and partner of a laundromat business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and uses both quantitative and qualitative research to build model asset allocations.

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 credentials and bringing 12 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities through its broader regulatory affiliations.

Jonathon Hollins is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes positions at Wells Fargo Bank and Northwestern Mutual, and he is also involved as an artist and musician through GODY Ent. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a broad platform that includes insurance and credit-related 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.

Armine Alvandi is a Series 66-licensed financial advisor with J.P. Morgan Securities, with two years of industry experience. She has been associated with J.P. Morgan Chase Bank since 2009. Outside of finance, she owns Partybowtique, an e-commerce store specializing in personalized event decorations and jewelry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG frameworks in its recommendations.

Alejandro Gallegos is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities and Solid Transport before joining Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Steven Liang is a financial advisor with Cetera in Glendale, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Cetera and affiliated entities since 2025 and has worked with Cuso Financial Services since 2012. Outside of his advisory role, he is noted as an owner of rental property. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

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.

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.

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.

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.

Shane Upshaw is a financial advisor at LPL Financial holding Series 65 and Series 63 licenses. He has less than one year of industry experience, with prior roles including positions at New York Life and Zapata Private Wealth. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.