Attila Vari is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he supports affluent families and business owners by addressing various financial needs, with a particular focus on investment management and wealth planning services. He has been employed at Merrill Lynch since 1997 and collaborates with a CFP® professional partner who prepares wealth plans, while he concentrates on investment aspects. Attila brings over 25 years of experience in financial services. His approach involves strategically aligning clients' balance sheets to position them for sustainable growth, employing a defined process to help clients build long-term liquidity and achieve their financial goals. He offers advice tailored to clients' specific situations, establishes objectives, develops appropriate financial strategies, and regularly reviews progress with clients. Attila holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Wayne Hills High School. He is a first-generation Hungarian whose parents immigrated to the United States after escaping communism, and he attributes his commitment to hard work and determination to their example.

Ryan LeVine is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies tailored to their unique goals and circumstances. His approach emphasizes building meaningful relationships to support clients' financial planning needs. Ryan's professional experience includes several roles within Fidelity Investments, progressing from Financial Services Representative in 2023, to Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as an Associate at Transamerica Life Insurance Company from 2018 to 2021. He holds a CA Insurance License. Outside of his professional work, Ryan enjoys a range of personal interests including comedy, food, golf, music, reading, and traveling. He values spending time with his family and looks forward to engaging with new clients.

Alejandro Loza is a financial advisor at Merrill in Long Beach, CA, holding a Series 66 designation with one year of industry experience. He previously worked at Bank of America from 2008 to 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader platform, providing access to various products and services beyond typical managed accounts.

Archimedes Gomez is a financial advisor with LPL Financial in Lakewood, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at BMO Bank NA, Wells Fargo Clearing, JP Morgan Chase Bank, and other financial institutions. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and a variety of investment strategies.

Stephen Moore is a Series 66-licensed financial advisor at Charles Schwab with five years of industry experience. Prior to joining Schwab in 2025, he was employed at Merrill and Bank of America from 2019 to 2025. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cristian Santana is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a prior role at Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Lacey Somwaru is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she worked at TTFB CA LLC and has experience in education and fitness sectors, including roles at the University of California, Los Angeles, and LifeTime Fitness. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services using firm-approved tools and a structured discovery process.

Benjamin Koehlinger is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Vice President of the Majors Division for the Lakewood Village Little League, organizing games and coordinating league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Ludinila Pangan is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2025. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Douglas Norman is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 27 years of industry experience. He worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of his advisory role, he is a notary and involved in insurance-related activities and real estate rentals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Steve Nigoghossian is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He previously worked at TD Ameritrade for 11 years before joining Charles Schwab Bank and Charles Schwab and Co., Inc. He serves as CFO of an S-Corporation established to manage maintenance for a residential rental property he owns. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management using multi-asset model portfolios and maintains an integrated operational structure serving a large client base through thousands of representatives.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Yuran Liu is a financial advisor at Merrill with one year of industry experience. Liu holds a Series 66 designation and has previous work history at Bank of America, Cathay Bank, and Ajisen Ramen. Outside of financial advising, Liu serves as a California Notary Public. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader corporate platform, enabling access to a wide range of products and services.

Nailah Khan is a financial advisor at Edward Jones with 19 years of industry experience, including 12 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory role, Khan serves as Vice President of a local referral networking group and is a board member of The LGBTQ Center in Long Beach, participating in strategy meetings and donor engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Gustavo Rivera is a financial advisor with LPL Financial in Brea, CA, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed and various insurance carriers. Rivera has also been involved with community organizations such as the University Heights Middle School Site Council and the Moreno Valley Community Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by extensive research and technology resources.

Rosemarie Borson is a financial advisor at LPL Financial in Orange, CA, holding Series 63, 65, and 66 licenses with 16 years of industry experience. Her prior roles include positions at Chaffey FCU and Anaheim Glass, alongside self-employment since 2011. She also operates a bookkeeping business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Maitram Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Nguyen worked at JP Morgan Securities LLC and JP Morgan Chase, with a combined tenure from 2011 to 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to guide investment decisions.

Sina Tahamzadeh is a financial advisor with LPL Enterprise in Orange, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, providing financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.