Victoria Sierra is a CFP®-designated financial advisor with 13 years of industry experience, currently with Cetera since 2019. She previously worked at Foresters Advisory Services LLC and Foresters Financial Services. Outside of advising, she is a certified yoga instructor at CorePower Yoga. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

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.

Eric Ma is a CFP® with 20 years of industry experience, currently affiliated with Cetera in Pasadena, CA. His prior work includes roles at East West Bank, U.S. Bancorp Investments, HSBC Securities, and Wells Fargo. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and utilizes a multi-manager platform with varied investment program options.

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.

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 holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Citigroup Global Markets, and Wamu Investments. He also operates AG Wealth, an investment-related business connected to his LPL practice. 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 portfolios, and institutional platforms, supported by extensive technology tools and a broad array of non-advisory financial products.

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. He previously worked for Cadaret Grant & Co., Inc. for two years. Outside of his financial advisory work, Henderson is involved as an artist and musician with SAG-AFTRA. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Samuel Martinez is a financial advisor at OSAIC with one year of experience in the industry. He holds the Series 66 designation and has worked previously at RABco Financial, Pointwealth Capital Management, El Proyecto del Barrio, Verizon, and Ross Dress for Less. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Haissam Alrachid is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advising duties, he serves as CFO and Secretary for the nonprofit No Mind Left Behind. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of investment solutions without sponsoring its own wrap fee program.

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 CFP® certified financial advisor with 43 years of industry experience, currently with LPL Financial since 2025. His prior experience includes senior roles at Western International Securities, Skogsbergh Capital Management, and Financial West Group. He also serves as a FINRA arbitrator and provides legal services on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

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 who holds a Series 63 designation and has 35 years of industry experience. He worked at Citigroup Global Markets for 12 years and Morgan Stanley for 6 years before joining LPL Financial in 2015. 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.

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 designation and bringing 45 years of industry experience. He has been with LPL Financial since 1987. Outside of his advisory role, Bryar prepares tax returns through his separate practice, Robert J. Bryar E.A. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.