Charles Gilb is a financial advisor with LPL Financial in North Hollywood, CA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Assetio Wealth Management. Outside of finance, he has experience working with The Political Violence Lab and held various roles at Trader Joe's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a range of model portfolios and research offerings.

Evan Gray is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining LPL Financial, he has worked at Global Retirement Partners, Ascensus, Securian Financial Services, Minnesota Life Insurance, OneAmerica Securities, and American United Life. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Elyas Andkhoy is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing Services, Radiology Partners, CureMint, and Brentwood Associates. Andkhoy is involved in private consulting and management through his ownership of EA Holmby Consulting Inc. and SEE FORWARD LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations using proprietary research and tools, with services spanning various specialized planning areas.

Carolyn Campbell is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory work, she is involved in tax preparation and accounting through her ownership of Sutherland Campbell Tax & Financial Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing research, model portfolios, and advanced technologies across discretionary and non-discretionary management strategies.

Oliver Tao is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cetera in various capacities since 2013. Outside of his advisory role, Tao volunteers as a Little League baseball coach. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dillon Ortega is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their financial goals and to deliver personalized investment strategies, focusing on portfolio construction, retirement planning, and wealth management. Dillon's approach involves building foundational plans, identifying actionable steps, and exploring options to help clients achieve their objectives. His experience at Fidelity Investments includes previous positions as a Planning Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). Prior to joining Fidelity, he worked as a Relationship Manager at Bank of America from 2020 to 2022. Dillon holds a California Insurance License. Outside of his professional work, Dillon has interests in art, baseball, fitness, playing musical instruments, motorcycles, and movies.

Lorand Parenteau is a CFP®-designated financial advisor with 22 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cetera Advisors LLC and First Allied Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

David Tolson Solis is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and helps develop strategies to pursue their short-, mid-, and long-term objectives. His services include support in general investing, retirement planning, and saving for unexpected expenses. David holds a Bachelor's Degree from SAE Expression and has earned the Personal Investment Advisor (PIA) designation. He is proficient in Spanish, German, and English. His approach emphasizes ongoing advice and guidance tailored to clients' evolving needs.

Aaron Huang is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding his clients' full financial picture to develop personalized strategies that address their short-, mid-, and long-term goals. His client focus areas include legacy planning, liquidity management, managing new wealth, small business strategies, socially responsible and values-based investing, ESG investing, individual and corporate investment strategy, and retirement income. Aaron serves as a resource for general investing, retirement planning, and saving for unforeseen circumstances. He provides access to the investment insights of Merrill and the banking and lending solutions available through Bank of America specialists. Aaron works collaboratively with clients to discuss their goals, concerns, and questions, offering ongoing advice and guidance as their needs evolve. He holds a Personal Investment Advisor (PIA) designation and earned an Associate's Degree from East Los Angeles College after completing his high school education at Mark Keppel High School. Outside of his professional role, Aaron is engaged in his community through volunteer work and enjoys basketball, cooking, spending time with his family, traveling, and watching movies.

Paul Pepperman is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Encino, California. In his role, he works closely with clients and their families to help them achieve their financial goals, including retirement planning, education finance, and planning for life events. He provides personalized wealth management strategies that address wealth accumulation, preservation, and transfer, coordinating with clients' other trusted advisors such as attorneys and accountants to cover tax, trust, philanthropic, and wealth transfer issues. With over 40 years of experience, Paul holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a High School Diploma from Agoura High School and attended UCLA without a degree conferred. His expertise spans college education planning, family wealth management strategies, personal retirement planning, as well as sports and entertainment sectors. Outside of his professional duties, Paul is involved with several community organizations including the Adat Ari El Synagogue, Jewish Federation of Los Angeles, Los Angeles Jewish Health, and Providence Cedars-Sinai Tarzana Foundation. His personal interests include golfing, music, and traveling.

Gregory Blair is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for over three decades at the Superior Court of California, County of Los Angeles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

George Alexopoulos is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Sophie Abrams is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has been with UBS since 2020. Outside of finance, she is also a songwriter, producer, and singer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Vatche Derassoyan is a CFP® professional with 13 years of experience in the financial services industry. He has worked with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Anahid Kyupelyan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and at various Wells Fargo entities since 2013. Outside of her advisory role, she is involved as a caregiver in the City of Los Angeles In-Home Supportive Services program. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mujen Wu is a financial advisor at Morgan Stanley with six years of industry experience. He has held positions at Chun Yu Works and OFCO Industrial Co. before joining Morgan Stanley in 2019. Wu holds a Series 66 designation and is based in Pasadena, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients. Its financial planning services utilize firm-approved tools and a structured discovery process without providing individual security recommendations as part of standalone plans.

David Luna is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal market participants and operates alongside affiliated trust companies and banks.

Herlin Meza is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services cover a wide range of needs including general investing, retirement planning, and preparing for unexpected financial challenges. Herlin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Northern Arizona University and is proficient in both English and Spanish. As part of his approach, Herlin emphasizes building a thorough understanding of each client’s unique situation to provide ongoing advice and guidance aligned with their evolving needs.

Luan Chung is a financial advisor at Fidelity with 10 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Fidelity in 2026, he worked for JP Morgan Chase for 13 years and the Department of Public Social Services for 17 years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight of affiliated and unaffiliated sub-advisers.

Sam Consos is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Wells Fargo Advisors in 2025. He is also the owner of SGC Private Wealth, an independent investment advisory business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop customized recommendations.