Hovik Mavyan is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2011 to 2017. Outside of his advisory role, he serves as president of his homeowners association board, overseeing financial and operational matters in collaboration with professional management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of planning topics. The firm offers these services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

David Lopez is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and seven years of industry experience. He has worked at several notable firms, including J.P. Morgan Securities, Bank of America, and Merrill. Outside of advising, he provides mobile notary services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Adam Goldstein is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages his own legal entity focused on financial advisory practice management and consulting with professionals on client cases. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sabour Andkhoy is a financial advisor with Wells Fargo Advisors in Encino, CA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he is involved in several business ventures, including ownership of a management services company and other private enterprises. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, with advisors using proprietary research and tools to develop tailored recommendations.

Sarah Alaways is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and in roles including digital media and education. In addition to her advisory work, she creates and sells handmade textiles and ceramics under the brand name Josi and contracts as a digital media and website creator for a small independent church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses without portfolio management or discretionary trading authority. The firm offers planning on various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Andrew Snett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for several family trusts. 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.

Andrew Munoz is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Munoz serves as a board member for the Santa Clarita Sheriff's Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its comprehensive advisory programs.

Michael Jenny is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brandon Hines is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Altec Industries for two years. 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 under management, offering a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Milton Rodriguez is a CFP® professional with four years of industry experience. He is currently with Cetera, having previously worked at Avantax Advisory Services and Mofrad Financial Solutions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships to meet diverse client needs.

Lisa Evans is a financial advisor with LPL Financial in Calabasas, CA, holding the ChFC®, Series 63, and Series 65 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Troy Castagna is a financial advisor with Cetera who holds a Series 66 credential and has 20 years of industry experience. His prior experience includes roles at Augusta Financial, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory work, he owns Red Circle Lodge, Inc., a residential treatment center for adolescents dealing with substance dependency and behavioral issues. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Luke Williams is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans aimed at achieving their financial goals. He focuses on building lasting relationships through trust, dedication, and competency. Prior to his current role, Luke worked as a Client Service Specialist at Ameriprise Financial from 2022 to 2024. He holds a California Insurance License. Outside of his professional responsibilities, Luke has personal interests that include fitness, social events with friends, music, reading, and traveling.

Steven Park is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2024. He has held several roles within Fidelity, including Investment Consultant from 2023 to 2024 and Relationship Manager from 2022 to 2023. Prior to joining Fidelity, Steven gained experience as a Senior Branch Premier Banker at Wells Fargo Advisors, a Private Client Banker at Chase Bank, an Associate Financial Consultant at E*TRADE Financial, and a Financial Solutions Advisor at Bank of America Merrill. Steven collaborates with his clients to develop strategies that align with their overall priorities and preferences. He focuses on co-creating plans that facilitate clients' specific financial goals and aims to build meaningful relationships through his advisory services. He holds a California Insurance License. Outside of his professional role, Steven enjoys participating in bowling, football, movies, softball, and swimming.

Hayden Rutter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and began his career at LPL Financial in 2024. Prior to entering the financial advisory field, his background includes work in urgent care and an extended period as a student. 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 services, including discretionary and non-discretionary portfolio management, model portfolios, and retirement plan consulting.

Stephen Nzerem is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Wells Fargo Clearing since 2018 and Wedbush Securities Inc. prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to deliver tailored recommendations.

Nicholas Mays is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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.

Mariya Abou Absi is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, Bank of America, and Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending investment strategies.

Benjamin Friedman is a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and is also involved with Premier America Credit Union, where he has held roles related to investment and insurance since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management alongside research-driven model portfolios and multiple technology tools.

River Sentell is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience and previously worked in various roles including at Euromos Global and AXO Sorority. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.