Canaan Knigge is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked in engineering consulting roles at firms including Kimley-Horn and Advanced Engineering & Environmental Services. Outside of advising, he serves as an engineering consultant and civil analyst. Primerica Advisors is a large firm that provides a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through Pershing.

Jonathan Dardashti is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. His career includes roles at Bank of America, N.A. since 2018 and Axa Advisors, LLC in 2018. He also worked at California State University, Northridge from 2015 to 2017. 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 serves individuals, high-net-worth clients, and institutional investors using model-based and discretionary strategies developed by internal and third-party managers.

Ronald Thomas is a financial advisor with Thrivent Investment Management in Glendale, CA, holding a Series 66 designation and having one year of industry experience. Prior to entering the financial sector, he worked in the automotive and electronics industries with companies such as Toyota Motors North America, Faraday Future, and Samsung Electronics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority. The firm combines planning services with managed-account options under a consolidated billing arrangement called “WealthPlan.”

Jennifer Atienza is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013. Outside of her advisory role, she is involved in medical writing consulting through Fletcher Scientific LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Mark Avner is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations to model potential outcomes.

Adrian Sondhi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various roles 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.

Areen Minasian is an Investment Consultant currently working at Fidelity Investments since 2024. She specializes in assisting clients with financial planning and investment decisions, focusing on developing strategies to meet various financial goals. Prior to her current role, Areen held positions as a Financial Solutions Advisor at Merrill Lynch from 2023 to 2024, Wealth Advisor Associate at First Republic Bank from 2022 to 2023, and Senior Preferred Banker Associate at First Republic Bank from 2019 to 2022. She holds a California Insurance License. Outside of her professional career, Areen enjoys activities such as hiking, soccer, tennis, traveling, attending social events with friends, and exploring culinary experiences.

Jorge Ragde Jr. is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of finance, he consults on manufacturing, product design, and quality control for several companies and serves as a board member and state advisor for youth shooting sports organizations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and models, and manages approximately $2.74 trillion in client assets.

Derek Giacomazzi is a financial advisor with Equitable Advisors in Northridge, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as a board member of Call On Jesus.com and is part of the Eternity Sports Advisory Team. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Lauro Braganza is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over 27 years. His other business activities include involvement with property and casualty insurance through Liberty Mutual. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, supported by an integrated platform combining Adviser programs, third-party asset management, and insurance products.

Tanya Sanchez is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021. Prior to this, she was employed at Bank of America, N.A. and has experience in education with PUC Schools and the University of California, Santa Cruz. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julie Marxen is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Bank of America N.A., and Merrill. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Robert Beamer is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at Thrivent Financial and UCLA, and he is currently engaged as a bilingual educator and teacher at institutions including Devereux Advanced Behavioral Health and California State University, Channel Islands. In addition to his advisory work, he has involvement in educational and nonprofit activities related to financial assistance and support. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through both advisory and brokerage channels.

Raffi Kardzair is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he provides customized investment advice and financial services to high and ultra high-net-worth clients. Drawing from experience that began with UBS in 2007, Raffi joined Merrill Lynch in 2009 and has since focused on tailored wealth management solutions that consider clients’ risk tolerance, time horizons, liquidity needs, and overall investment goals. His areas of expertise include sound investment management, retirement and estate planning, real estate lending, and life insurance strategies. Before transitioning to financial services, Raffi served as a Senior Economist with the United Nations Development Program in Beirut, advising the Lebanese Treasury on international Eurobond issuance, debt, and public finance management. Concurrently, he lectured in Financial and Cost Accounting at Haigazian University. Raffi holds a Master’s degree in Money and Banking (now Financial Economics) from the American University of Beirut and a Bachelor’s degree in Business Administration from Haigazian University. He is a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Raffi is involved in several professional and community organizations, including Haigazian University Alumni USA, the Western Diocese of the Armenian Church, World Vision Armenia, and YMCA Glendale. He speaks Arabic, Armenian, and English. Outside of work, Raffi enjoys basketball, photography, traveling, and spending time with his family.

Matthew Roxbury is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he co-owned ASSH Construction Inc., a small construction company specializing in Solatube skylight products, and works part-time as a bartender at Rattlers BBQ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Charles Hahn is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. from 2013 to 2018. Hahn is also associated with Logix FCU, where he has been involved since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Peyton Lindman Marshall is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Group and a role with the Ministerio de Educacion in Spain. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers a broad range of investment advisory and brokerage services with portfolio construction supported by asset-allocation tools and access to third-party managed accounts.

Pamela Riet is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Luis Cuevas is an Investment Consultant at Fidelity, where he focuses on helping clients make informed decisions about their financial futures. He brings over ten years of industry experience and a thorough understanding of financial markets, investment strategies, and risk management to his role. Before joining Fidelity in 2024, Luis held several positions including Financial Solutions Advisor at Merrill Lynch and Merrill Financial Solutions Advisor from 2018 to 2024. He also worked as a Registered Associate at Morgan Stanley and a Registered Representative at Ameriprise Financial. Luis holds a California Insurance License. Outside of his professional work, Luis enjoys baseball, fishing, golf, music, outdoor adventures, and traveling.

Fredrick Levy is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a board member at Deerlake Ranch HOA in Valencia, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.