Fion Chan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Chan has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Bank, N.A., Wells Fargo Clearing, and Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, leveraging proprietary research and planning tools to develop recommendations.

Matthew Durlester is a financial advisor at Wells Fargo Clearing with 12 years of industry experience and holds a Series 66 credential. He has been with Wells Fargo Clearing since 2016 and is also involved with Hamden Clothing Co. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Diego Ibarra is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that reflect their individual goals and values. He focuses on empowering clients with the knowledge and confidence needed to make informed financial decisions. Diego brings experience from his previous roles at Wells Fargo, including Premier Banker (2020-2022), Personal Banker II (2018-2020), and Licensed Personal Banker (2016-2018). He holds a California Insurance License. Outside of his professional work, Diego has interests in comedy, fitness, golf, movies, running, and soccer.

Mohsen Babaeian is a CFP® professional with 13 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Ameriprise Financial Services and Bankers Life. Babaeian teaches computational complexity as an instructor at California State University San Bernardino and owns a consulting business focused on telecommunications. 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 uses research-driven investment evaluation and offers a range of brokerage and advisory solutions.

Jennifer Roberts is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at notable firms including Merrill, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she serves as treasurer of the Saugus Boys Golf Booster Club and is a commissioned notary public. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Daniel Porter is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Skidmore Markell & Company and Sagepoint Financial Inc. Outside of his advisory work, he serves as Local Camp Vice President for Gideons International, involving Bible distribution locally and internationally. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk-tolerance and rebalancing tools.

Gregory Davis is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial and its affiliates since 1991. Outside of financial advising, he is a practicing CPA and partner at Haskell & Davis. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs and institutional portfolio management.

Michael Armendariz is a financial advisor with Primerica Advisors in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Outside of investment advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mel Bannon is a financial advisor with OSAIC, holding a Series 63 designation and 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years and has been affiliated with Osaic FA, Inc. since 1997. Outside of advisory work, he serves as a trustee for nonprofit charitable trusts focused on community grant distributions. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers discretionary and third-party manager strategies.

Erik Lundring is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of a real estate leasing business in Thousand Oaks, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning. The firm delivers goal-based analyses and allows clients to combine planning with managed-account programs while maintaining planning and investment management as separate services.

Michael Moody is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked for Western International Securities, Inc. for 25 years and Nasdaq Dorsey Wright for 20 years. Outside of his advisory role, Moody is a certified chess coach who provides private lessons to children. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Olga Gorokhovsky is a Financial Advisor at Merrill Lynch Wealth Management with over 17 years of experience in capital markets, credit research, and financial analysis. She specializes in helping individuals and families make informed financial decisions through disciplined analysis, personalized strategies, and a long-term perspective. Olga has worked extensively in bonds, structured finance, liability management, private equity, LBO transactions, debt origination, and capital raising, bringing institutional-level expertise to her advisory role. Throughout her career, Olga has focused on serving clients such as women rebuilding their financial lives after divorce, couples preparing for retirement, and business owners seeking to protect their assets. Her expertise covers areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and both individual and corporate investment strategies. She holds an Accredited Certificate from Moscow State University and from London Business School, and is a Personal Investment Advisor (PIA). In addition to her professional work, Olga is multilingual, speaking English, Russian, Italian, and Spanish. Outside of her financial career, she engages in drawing and sketching, reading, skiing, tennis, and writing.

Shahnaz Sarlak is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following nearly a decade at Wells Fargo Bank NA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Sabrina Allard is a CFA® charterholder and holds a Series 66 license with six years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously held roles at Merrill, Halstatt Legacy Partners, Steyn Capital Partners, and Income Research + Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product sales and referral channels.

Londyn Crowder Maree is a financial advisor at Morgan Stanley with 17 years of industry experience and holds the Series 66 designation. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Robert Mills is a Series 66-licensed financial advisor at Morgan Stanley with no prior industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2024. Outside of finance, he has experience in education and food delivery services, having worked at Oaks Christian School, Malibu High School, Oregon State University, and Doordash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including scenario modeling to assist its clients.

Jonathan Archila is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citi Bank, Bank of America Merrill, Prudential Financial, and Morgan Stanley. Outside of finance, he has experience in professional soccer and dog training. 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 searches, and customized performance reporting through a centralized research and due diligence process.

Michael Allan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Armin Janani is a financial advisor with Equitable Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors in 2025, Janani has worked in various roles including in real estate sales with Royas Realty, car rental management as a Turo Vehicle Host, and customer service in the restaurant industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers and programs to deliver its services.

Greg Gutfleisch is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. He serves as a board member for the Southeast Ventura County YMCA. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive client assets under management.