Samantha Power is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 10 years of industry experience, all with Wells Fargo since 2016. Outside of her advisory role, she owns APRICITY LLC, a potential candle business based in Studio City. 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 from Wells Fargo Investment Institute and third-party databases.

Eliz Shahverdyan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Union Bank Investment Services, Bank of the West, and Firefighters First Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

David Lee is a financial advisor with J.P. Morgan Securities in Burbank, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010, following three years at Ameriprise. 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 and fund searches, and customized performance reporting, with a firm-supported advisory process that combines quantitative and qualitative research.

Jason Kincaid is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his advisory role, he has worked with the LA County Sheriff Department since 2015. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts with trade execution and custody services supported by BNY Mellon Advisors and Pershing.

David Lumiqued is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years and Independent Capital Management, Inc. for 21 years. He is also involved in nonprofit educational activities, serving as president of the West Covina chapter of the Society for Financial Awareness, where he presents seminars to the public. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Ataullah Mangal is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Dexa Ventures, Wells Fargo Bank, Uber, Cydcor, PAE, and Azizi Bank. Outside of advisory work, he has been involved with Uber since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm’s approach involves assessing client risk tolerance and leveraging both proprietary and third-party investment programs.

Preston Dawson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked with Cubist LLC and Little Dot Studios. Outside of his advisory role, he serves as a creative consultant for Cubist, providing services such as email marketing and social media management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Peter Kokos is a financial advisor with Ameriprise in Glendale, CA, holding a Series 63 designation and over 26 years of industry experience. He was previously with American Express Financial Advisors Inc for 20 years before joining Ameriprise in 2020. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data.

Leonor Zamora is a financial advisor with J.P. Morgan Securities in Downey, California, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with J.P. Morgan Securities and affiliated entities since 2010. 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 and fund searches, and customized performance reporting within a non-discretionary program.

Philip Chang is a financial advisor with J.P. Morgan Securities in Monterey Park, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, CTBC Bank, Cetera Investment Services, East West Bank, Grand Pacific Financing Corp, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Arnaud Berry is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc., Transamerica Financial Advisors, and Ameriprise. Berry is also involved with Zahorik Financial & Insurance Services in a principal capacity. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Gregory Fields is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He previously worked at Gerber Kawasaki Wealth & Investment Management, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Merrill Lynch. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jamye Moore is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Moore also has over three decades of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

June Chow is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2015, she worked at Equity Services, Inc., Ameritas Investment Company, Guardian Life, Lottman Financial Group, SPC, and Woodbury Financial Services. Outside of her advisory role, she is involved in non-variable insurance sales including life, health, long-term care, disability, and fixed annuities. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad suite of financial products.

Frederick Denitz is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes roles at MassMutual Life Insurance Company and Northwestern Mutual in various capacities from 2009 to 2017. He is also involved in insurance brokerage through Lenox Advisors, Inc., focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools like Monte Carlo simulations and automated asset-allocation to support annual, collaborative client relationships.

Daniel Goodman is a Series 66-licensed financial advisor with Equitable Advisors in Los Angeles, CA, where he has worked since 2020. He has six years of industry experience, including roles at Beacon Hill Staffing Group, Pepsico, and the University of Arizona. He also operates a business under the name Executive Benefits Financial Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm utilizes a range of advisory models and third-party platforms to tailor investment solutions.

Wen Lee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, working with individuals, families, and business owners at various stages of the business cycle. Wen takes time to thoroughly listen to and understand each client's financial situation, preferences, and goals, providing tailored recommendations based on factors such as risk tolerance, time horizon, liquidity needs, and overall investment objectives. In his role, Wen coordinates with clients' trusted partners, including attorneys, accountants, and tax specialists, to ensure comprehensive and customized financial solutions. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Ulysses Grant High. Wen is fluent in English and Mandarin. Outside of his professional work, Wen enjoys golfing with friends and clients.

Amanda Oliai is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2016, with a brief period away from the industry. Prior to her advisory career, she was affiliated with the University of California, Riverside for three years. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Sullivan is a Series 66-licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Los Angeles. He previously worked at Teachers Insurance and Annuities Association of America (TIAA) for 11 years. Outside of his advisory role, he manages a rental property. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Swastik Deshpande is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC and Lenox Advisors. He also serves as a Relationship Manager for Lenox Advisors, Inc., where he is involved in the sale of life, accident, and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs, including divorce and estate-settlement planning.