Nathan Korn is a Financial Consultant at Fidelity Investments, where he supports clients in achieving their financial goals through comprehensive planning. He engages in holistic discussions to co-create plans that align with clients' specific objectives while utilizing Fidelity's resources. Nathan has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. He holds a California Insurance License.

Richard Marcus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michael Kojin is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Raymond James Financial Services, and Quintus Investment Counsel. Outside of finance, he has experience with the Fairmont Miramar Hotel and Bungalows and has been involved with the University of California, Riverside Athletic Department. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tyler Munro is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Morton Capital Management. Outside of finance, he works in event production, assisting with setup and strike of events. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Miguel Hernandez is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Transamerica Financial Advisors LLC and maintains ongoing roles outside of investment advising, including serving as treasurer for the Theta Delta Chi House Association and the Psi Deuteron Educational Foundation. Hernandez is also involved in insurance sales and represents Bright World, LLC in solar energy client communications. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, asset management access, and insurance product facilitation through affiliated entities.

Gregory Bishop is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, Bishop is the founder of Public Employee Resource Center, where he is involved as an author, educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm delivers tailored investment strategies through a large network of independent Financial Professionals and provides access to proprietary and third-party model strategies across various custody platforms.

Linda Reigel is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Juan Quintero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail client portfolios rather than institutional or pension plan management.

Christopher Faulk is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has six years of industry experience with prior roles at firms including New York Life Insurance Company and AlphaStar Capital Management. Faulk serves as a financial literacy teacher and coach at The Seed House Project and is a board member of the NAIFA-LA Chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Dylan Garcia is a Series 66 credentialed financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at UBS Financial Services for eight years and has academic experience at the University of Southern California and Arizona State University. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bret Wims is a financial advisor with Thrivent Investment Management in Santa Clarita, CA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm combines goal-based planning with managed-account options under a consolidated billing program while maintaining separate delivery of planning and portfolio management services.

Michael Nazarian is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 50% ownership interest in the Fourmile Fishing Club in Park County, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lyndon Grey is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Western International Securities, Financial West Group, Merrill, and Banc of America Investment Services. 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 portfolios, third-party asset management, and institutional platforms.

Nicolas Cardenas is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at Eagle Strategies and New York Life-related firms before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Steven Graham is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Inc., C.I.T.E. Institute, J.P. Morgan Securities LLC, and Chase Investment Services Corp. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gabriel Armancas is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he is the owner and president of Eastsider Referrals Group, a business networking organization that hosts monthly mixers. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Zachary Lovley is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2023, both based in Woodland Hills, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Leilei Chen is a financial advisor with Cetera, holding the Series 66 designation and bringing 10 years of industry experience. Their career includes roles at East West Bank, Morgan Stanley, JP Morgan, Merrill, and Bank of America. Chen also works as a relationship banker at East West Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Brian Gonzalez is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. His prior roles include positions at Merrill and Orange County's Credit Union. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michele Rodriguez is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools.