Magda Pokorny is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by advanced modeling tools, and manages approximately $2.74 trillion in client assets.

Michelle Moore is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked concurrently at the Los Angeles School District since 1998. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Justin Sayegh is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and professionals to provide personalized financial strategies and long-term guidance aimed at growing and protecting their wealth. Justin's approach integrates disciplined financial planning with tailored wealth management strategies, supported by the resources of Merrill Lynch and the banking services of Bank of America. His areas of expertise include divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Justin is committed to helping clients navigate complex financial decisions by offering proactive guidance and customized strategies. Justin holds a Bachelor's degree in Economics from the University of California system and is currently pursuing a Master's in Wealth Management from Columbia University. He has earned the Personal Investment Advisor (PIA) designation and speaks English and Arabic. Outside of work, Justin enjoys basketball, chess, reading, watching movies, and spending time with his family.

Quenten Kirby is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has been with Raymond James in various capacities since 2019. Outside of finance, he works as an actor, appearing in television and film productions, primarily in independent projects. 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 and non-discretionary investment consulting supported by a broad range of portfolio management styles and in-house research.

Gerard Wei Zhang is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies tailored to meet their short-, mid-, and long-term goals. He offers guidance in areas ranging from investing and retirement planning to managing unforeseen financial needs. Additionally, Gerard provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gerard holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Retirement Income Certified Professional (RICP). He earned a Master's degree from the University of Aberdeen and a Bachelor's degree from the Shanghai Institute of Urban Construction. Gerard is a member of multiple professional organizations such as the CFP Board, Professional Engineers Ontario (PEO), The American College of Financial Services Alumni, The University of Aberdeen Alumni Relations, and Tongji University Alumni. Fluent in English and Chinese, Gerard is dedicated to providing personalized financial advice to help clients define and pursue their financial goals, adapting strategies as clients' situations evolve.

Swathy Satyamurti is a financial advisor at LPL Enterprise with eight years of industry experience and holds Series 63, 65, and 66 credentials. Her prior work includes roles at PRUCO Securities, LLC, and LPL Financial, as well as involvement with the Consumers Association of India and Sattvic Yoga Studio. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Damian Flanigan is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Ameriprise Financial Services LLC for one year and is also the CEO of ultraHealth Agency, a business involved in managing residential properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a non-discretionary approach, drawing on a range of portfolio management styles and affiliated research.

Tyler Jacobi is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in trading roles at Trader Bo's and held various positions including at Irvine America and in hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Sophia Solouk is a Planning Consultant at Fidelity Investments, where she assists advisors in collaborating with clients to develop sustainable financial plans. She utilizes Fidelity's resources to efficiently gather data and aims to build trusting relationships by creating a comfortable environment for clients to share material information. Sophia's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as an Insurance Agent at New York Life. She holds a California Insurance License. Outside of her professional work, Sophia enjoys food, social events with friends, spending time with pets, and practicing Pilates, running, and yoga.

William Winkelmann is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Alastair Ipapo is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior work includes nine years at JPMorgan Chase and a role at Kairos Investment Management Company, where he contributed to investor relations and operations. He is based in Santa Clarita, California. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Thomas Harlan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has been with Raymond James Financial since 2009 and also works as a vessel operator for Blue & Gold Fleet. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm utilizes non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique advisory affiliation.

Mathew Garcia is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has nine years of industry experience, including roles at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of his advisory work, Garcia is involved in real estate as an owner and partner in multiple properties in Chicago. 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 an ESG eligibility framework in its recommendations.

William Papadopoulos is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 credential and has previously worked at Vail Resorts and Monarch Cypress, as well as having academic roles at CU Boulder. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is involved in unique activities such as commodity pool operation and advisory roles to multiple registered investment companies.

Craig Johnson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide 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 modeling techniques.

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.

Daniel Mcmillan is a CFP® professional with 26 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2013. He holds the Series 66 designation and is based in Pasadena, CA. Outside of his advisory role, he is President and a board member of the Santa Fe Springs YEF, an organization supporting educational programs in Santa Fe Springs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and investment recommendations, with clients retaining discretion over implementation.

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.