Afshin Safavi is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers plans directly as well as through Corporate Financial Planning agreements.

Jason Griffin is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. He has been affiliated with Royal Alliance Associates and Regal Advisory Services, Inc. since 2002. Outside of his advisory work, Griffin owns and operates tax preparation services through Griffin and Associates, Inc. OSAIC Wealth serves a broad client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a wide range of account types and programs through a complex network of affiliates and a multi-advisor platform.

Brian Stilwell is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at various Wells Fargo affiliates and Chase Investment Services Corp. He has ownership in Bingdom Enterprises Corporation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services, utilizing proprietary research and planning tools to tailor recommendations across diverse client needs.

Kenisha Amar is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Outside of her advisory role, she is an early intervention specialist in early childhood development at Rise and Shine in Camarillo, CA. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers both discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Robert Jacobs is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Prior to that, he was employed at Citigroup Global Markets and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

John Botrous is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at Edward Jones, Independent Financial Group, TD Ameritrade, and Scottrade. Botrous is also involved with EPIC Operations LLC as an associate financial advisor managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and technology-driven processes to offer non-discretionary retirement advice through a centralized consulting team.

Jaime Ocon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group and Morgan Stanley Dw Inc. Wells Fargo Advisors is a national securities firm providing 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.

Tammy Hospodar is a financial advisor at Cetera with 33 years of industry experience and holds the Series 63 and Series 65 designations. She has worked at firms including Park Wealth Advisors, Unionbanc Investment Services, and OSAIC. She is also the Chief Investment Officer of Park Wealth Advisors, where she advises on long-term care, life insurance, health insurance, and fixed annuities as part of comprehensive financial planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Victor Luke is a Series 66-registered financial advisor with Cetera, bringing six years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services from 2023 to 2025. In addition to his financial advisory role, he maintains a part-time legal practice focused on estate planning and small business advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Deji Spencer Walters is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. He is also the owner of Reunites International Corporation, which has been involved in exporting essential goods to countries in Africa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jordan Justman is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Grant Khechumyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, socially responsible, values based, and ESG investing, individual and corporate investment strategy, and retirement income. Grant holds a Bachelor's Degree from the University of Southern California and has earned the Professional Investment Advisor (PIA) designation. Outside of his professional role, he has interests in basketball, music, and reading.

Cory Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s analyses.

Michael Goldberg is a financial advisor with LPL Financial in Westlake Village, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he spent ten years at The Vault Pro Scooters. 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 with access to model portfolios, third-party asset managers, and customized strategies.

Kay Bowers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Wells Fargo Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Wamu Investments, Inc., Citigroup Global Markets, and Wells Fargo Investments, LLC. She is based in Westlake Village, CA. 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 employs over 14,000 financial advisors.

Charlene Pemstein is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has worked with JIGSAW Wealth Management since 2020 and has been affiliated with Monument Associates and Raymond James Financial Services Advisors, Inc. since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting clients through its extensive advisor network and specialized advisory programs.

Daryl Kibota is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Mina Ghavamian is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citibank and Wells Fargo Bank. 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. The firm combines quantitative and qualitative research to support recommendations, which may include ESG considerations, and offers a broad range of derivatives and commodities capabilities.

Karl Orlowski is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions with Avantax Investment Services, Triad Advisors, and Summit Financial Consultants. Outside of Cetera, he is also a financial advisor with Concierge Wealth Management Services Inc., focusing on wealth management and financial planning. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Weber Wang is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer & Co, Inc, Wells Fargo Clearing, and Charles Schwab. Outside of his advisory role, he is a sole proprietor involved in property management in Honolulu, Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to assist clients in financial decision-making.