Evan Gray is a financial advisor with LPL Financial in Sherman Oaks, CA. He holds Series 66 and Series 63 licenses and has 32 years of industry experience. His career includes roles at firms such as Ascensus, Securian Financial Services, and Oneamerica Securities. 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, utilizing various investment strategies and tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Elyas Andkhoy is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing Services, Radiology Partners, CureMint, and Brentwood Associates. Andkhoy is involved in private consulting and management through his ownership of EA Holmby Consulting Inc. and SEE FORWARD LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations using proprietary research and tools, with services spanning various specialized planning areas.

Carolyn Campbell is a financial advisor with LPL Financial in Sun Valley, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory role, she is involved with Jill Campbell Consulting, LLC, a business entity for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Naimuddin Syed is a financial advisor with Ameriprise in Saugus, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cantella & Co Inc and Ameriprise Financial Services, Inc. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kevin Aronov is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on building financial plans for clients and maintains frequent communication to ensure these plans are updated in accordance with changes in clients' goals and needs. Kevin has accumulated experience in the financial industry through various positions including Private Client Advisor at JP Morgan Securities from 2019 to 2022, Financial Solutions Advisor at Merrill from 2017 to 2019, Investment Specialist at Infinex Financial Group from 2016 to 2017, and Investment Assistant at Essex National Securities from 2015 to 2016. He holds a California Insurance License.

Lorand Parenteau is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, where he worked for a combined 13 years. He is also involved in non-variable insurance advisory activities outside of his primary role. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

David Tolson Solis is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with Merrill clients to understand their current financial situations and introduce them to financial solutions offered by Merrill and Bank of America. His objective is to provide clients with the knowledge and tools necessary to manage their financial lives effectively. He specializes in fostering personal connections with clients to comprehend their financial priorities. His expertise includes general investing, retirement planning, and preparing for unforeseen financial needs. David offers ongoing advice and guidance tailored to clients' evolving financial goals and concerns. David holds a Bachelor's Degree from SAE Expression and has earned the Personal Investment Advisor (PIA) designation.

Brian McCoy is a financial advisor with LPL Financial, holding a Series 63 license and 30 years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and National Planning Corporation. Outside of his advisory work, he serves as an assistant women's golf coach at California Lutheran University and is involved in laboratory and medical sales through Toxicology Management Services. 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 and access to model portfolios and third-party asset management, supported by advanced operational and research technologies.

Vincent Padilla is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial and INVEST Financial Corp. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Paul Pepperman is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Encino, California. In his role, he works closely with clients and their families to help them achieve their financial goals, including retirement planning, education finance, and planning for life events. He provides personalized wealth management strategies that address wealth accumulation, preservation, and transfer, coordinating with clients' other trusted advisors such as attorneys and accountants to cover tax, trust, philanthropic, and wealth transfer issues. With over 40 years of experience, Paul holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a High School Diploma from Agoura High School and attended UCLA without a degree conferred. His expertise spans college education planning, family wealth management strategies, personal retirement planning, as well as sports and entertainment sectors. Outside of his professional duties, Paul is involved with several community organizations including the Adat Ari El Synagogue, Jewish Federation of Los Angeles, Los Angeles Jewish Health, and Providence Cedars-Sinai Tarzana Foundation. His personal interests include golfing, music, and traveling.

Daniel Mccombs is a financial advisor with Wells Fargo Advisors in Woodland Hills, CA, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2017. Outside of his advisory role, Mccombs serves as secretary for the Northridge Heights Homeowner Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and planning tools.

A Hudson is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at NEXT Financial Group, Wells Fargo Clearing, and Wells Fargo Investments. He is also involved in a non-variable insurance business unrelated to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Guillermo Gutierrez Jr. is a CFP® professional with six years of industry experience, currently advising at OSAIC since 2023. He has previously worked at One Capital Management, FSC Securities Corporation, and Zephyr Investment Management. Outside of his advisory role, he serves as a sports coach for the City of Los Angeles Department of Recreation and Parks, a position he has held since 2006. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization, and various managed account strategies.

Gregory Blair is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for over three decades at the Superior Court of California, County of Los Angeles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Stephen Colato is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Citigroup Global Markets and UBS Financial Services before joining Morgan Stanley in 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate channels.

Nicole Cardenas is a financial advisor with LPL Financial in Woodland Hills, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial in 2025, she spent 17 years with NEXT Financial Group. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by operational and research tools.

Randi Dennen is a financial advisor with Ameriprise in Thousand Oaks, CA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, Dennen is involved in tax preparation through Foster, Griffith, & Allen, Inc. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a large client base with a broad range of advisory, brokerage, and insurance solutions.

George Alexopoulos is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 41 years of industry experience. He has worked with Prudential Insurance Company of America since 1985 and was affiliated with Pruco Securities, LLC from 1985 to 2024. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers advisory and brokerage services with a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Sophie Abrams is a financial advisor at UBS Financial Services in Sherman Oaks, CA, holding a Series 66 designation with six years of industry experience. She has been with UBS since 2020 and has also operated as a self-employed professional since 2014. Outside of her advisory role, Abrams is active in music as a songwriter, producer, and singer. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Vatche Derassoyan is a CFP® certified financial advisor with 14 years of industry experience, currently serving at J.P. Morgan Securities. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including an ESG eligibility framework, supported by centralized due diligence and access to broader derivatives and commodities capabilities.