Ken Brozki is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, following several years at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Bryan Sabalvaro serves as a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in working towards their financial goals through a collaborative planning approach that involves a holistic discussion of their financial situations and preferences. This strategy enables the development of tailored action plans supported by Fidelity's extensive resources. Prior to becoming Vice President, Bryan worked as a Financial Consultant at Fidelity Investments from 2016 to 2020. Before that, he was a Financial Advisor at Merrill Lynch from 2012 to 2016. He holds a California Insurance License. Outside of his professional work, Bryan's personal interests include fitness, parenthood, Pilates, reading, singing, and traveling.

Armine Alvandi is a Series 66-licensed financial advisor with J.P. Morgan Securities, with two years of industry experience. She has been associated with J.P. Morgan Chase Bank since 2009. Outside of finance, she owns Partybowtique, an e-commerce store specializing in personalized event decorations and jewelry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG frameworks in its recommendations.

Alejandro Gallegos is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities and Solid Transport before joining Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Ensieh Kharghanian is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2024 and previously held positions at Merrill Lynch Pierce Fenner & Smith Inc., JPMorgan Chase Bank N.A., Citigroup, Wells Fargo, and Credit Mutuel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Maley is a CFP® professional with 21 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Merrill, Unionbanc Investment Services, and MUFG Union Bank. Maley serves as an active board member of Food Share of Ventura County, a local food bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Michener is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jordan Shapiro is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previous experience at PennyMac and Dignified Home Loans. Outside of finance, he has worked at eBay since 2012. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Sean Mc Grath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Western International Securities, Banc of America Investment Services, and Morgan Stanley. Outside of his advisory work, he volunteers with the Newport Harbor Baseball Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Greg Tedesco is a financial advisor at LPL Financial with 24 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for seven years. Outside of his advisory role, Tedesco owns a real estate rental business in Los Angeles. 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, including financial planning, model portfolio programs, and access to third-party asset managers.

Steven Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes nine years at D.A. Davidson & Co. 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 provides both brokerage and advisory solutions.

Gabriel Garcia is currently the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop and implement personalized financial strategies aimed at achieving their goals for financial independence and fulfillment. He prioritizes understanding clients' unique needs and concerns to guide them through financial planning complexities. Before joining Fidelity Investments in 2025, Gabriel held a variety of roles in the financial services industry. His previous positions include Senior Financial Advisor at Wells Fargo Advisors from 2023 to 2025, Private Client Advisor at J.P. Morgan Securities from 2019 to 2023, Financial Solutions Advisor at Merrill Lynch from 2016 to 2019, and Relationship Banker Small Business Specialist at J.P. Morgan Chase from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Gabriel has interests in baseball, bowling, family activities, food, football, and music.

Shane Upshaw is a financial advisor at LPL Financial holding Series 65 and Series 63 licenses. He has less than one year of industry experience, with prior roles including positions at New York Life and Zapata Private Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Brett Mountain is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank before joining Thrivent in 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan," while keeping the services separate.

Eric Cooper is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Investment Services and Avantax Advisory Services among other firms. He is also involved with Winther and Company, providing tax preparation and accounting services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rajesh Gulrajani is a financial advisor with Wells Fargo Clearing in North Hills, CA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc, Morgan Stanley, and Scottrade Inc. 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 through a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Charles Isaacs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at UBS Financial Services for 12 years. Outside of advising, he is involved in managing rental real estate investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Michael Chibidakis is a CFP® professional with 30 years of experience in the financial services industry. He has worked with Raymond James Financial Services Advisors Inc. since 2013 and previously operated McNeely Financial Strategies Inc. DBA Lifestyle Wealth Management for six years. Outside of his primary role, he also works as an independent contractor providing financial advisory and wealth management services for Legend Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports client implementation through its advisory programs or other providers.

Mark Miller is a financial advisor at Wells Fargo Advisors in Westlake Village, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years and One Capital Management, LLC for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with various financial products and referral channels to provide comprehensive planning solutions.

Lawrence Stevenson III is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Fidelity, TD Ameritrade, and Morgan Stanley. Stevenson is also associated with Logix Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.