Hien Tran is a Financial Consultant currently working at Fidelity Investments since 2021. With many years of experience in the finance and banking industry, Hien has helped clients with investment options, retirement planning, financial planning, college planning, and wealth accumulation. Hien works closely with clients to understand their needs and assist them in achieving their financial goals. Prior to joining Fidelity Investments, Hien held positions as a Financial Advisor at Tamar Securities LLC in 2021, Private Client Advisor at J.P. Morgan Chase from 2018 to 2021, Private Client Banker at J.P. Morgan Chase from 2014 to 2018, Financial Services Professional at New York Life from 2010 to 2014, and Wells Fargo Bank Premier Banker from 2004 to 2010. Hien holds a California Insurance License. Outside of professional commitments, Hien has interests including the beach, cars, concerts, cooking and baking, food, and music.

Nevin Perera is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Premier America Credit Union. He is also involved with Perera Administrative Services, providing administrative support outside the investment industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Leigh Greenberg is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and five years of industry experience. He has previously worked at firms including Secura Financial, Arkadios Capital, and New York Life Insurance Company. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients, offering both advisory and brokerage services supported by research, model portfolios, and third-party strategists.

Daniel Abankwah is a financial advisor with Ameriprise in Sylmar, CA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a notary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Bunyamanop is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly two decades. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active sales of other financial products.

Carl Ceder is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill Lynch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christine Freeman is a financial advisor at Morgan Stanley in Woodland Hills, CA, with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, N.A. since 2026. Freeman is also involved in trust and estate administration activities in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Coburn Crosby III is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, Crosby is involved in financial literacy initiatives through his ownership of Public Employee Resource Center, which provides on-demand financial education resources to employers and employees, and volunteers with Haven Neighborhood Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals using proprietary and third-party strategies across multiple platform arrangements.

Mojtaba Barati Bagherabad is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., as well as positions outside finance such as managing a restaurant and involvement with a production group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Allen Solis is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Western International Securities, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with resources such as model portfolios and research from LPL and third-party subadvisors.

Jennifer Chapman is a financial advisor at Morgan Stanley in Sherman Oaks, CA, with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2016 and at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Soane Sevelo is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC for nine years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working primarily through program sponsors and third-party managers to provide both advisory and brokerage solutions.

Anna Hovakimyan is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JP Morgan Chase Bank, N.A. since 2010. Outside of her advisory role, she is a co-owner and landlord of a rental property. 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. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with multiple market-facing registrations and functions.

Anthony Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Osaic Wealth, Inc., and Logix Federal Credit Union. Martinez also provides insurance services to clients as part of his professional activities. J.P. Morgan Securities LLC offers 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 recommendations.

Adam Wims is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Santa Clarita, CA. He has seven years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves as a board member for Family Promise of Santa Clarita Valley, an organization assisting homeless and low-income families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Their services include retirement, tax, estate, and special needs planning, delivered through a network of financial advisors.

Nicole Jolley is a financial advisor with LPL Financial in Valencia, CA, holding a Series 66 designation and 15 years of industry experience. She has operated Jolley Financial Group since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services supported by research and multiple portfolio management options.

Dylan Fuentes is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Premier America Credit Union. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Leslie Chang is a CFP® credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services since 2013. She serves on the Board of Directors and the executive committee as Treasurer for the La Canada Flintridge Educational Foundation and volunteers as a grader for the CFA exam. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates with a broad platform that integrates wealth management with institutional trading and capital markets services.

Jimmy Maldonado is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience at INVEST Financial Corp, Cetera Advisors LLC, and Investors Capital Corp. Maldonado also serves as a financial consultant for Logix Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Mckee is a financial advisor with LPL Financial in Valencia, CA, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, Mr. Mckee is an attorney admitted to the California State Bar since 1974 and is involved in tax preparation services through his related business activities. 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 and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.