Vanessa Escobar is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked with J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative screens and qualitative research.

Josue Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup Global Markets Inc and World Financial Group, Inc. Flores has also been involved with multiple financial enterprises and development ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting while clients retain final decision-making authority.

Alex Khoshnam is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Thrivent Financial, and US Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Valerie Campadonia is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2008 to 2011. 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 offers both brokerage and advisory solutions.

Steven Fusco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 and Series 66 securities licenses. His career at Morgan Stanley includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Deepak Danavar is a financial advisor with UBS Financial Services in Tarzana, CA, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a silent partner in IBOS Inc., a healthcare business focused on medical record electronic chart indexing. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dylan Juca is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior experience includes roles at Reliance Partners LLC and Matthews Real Estate Investment Services, as well as work in the hospitality and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment models.

Andrea Vien is a Series 66 licensed advisor with Cetera based in Pasadena, CA. She has been in the industry since 2026 and previously worked at the office of Arthur C. Hsieh, CFP, from 2007 to 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and provides various program structures and custodial relationships.

Terry Lin is a financial advisor with LPL Financial in South Pasadena, CA, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at East West Bank for nine years before joining LPL Financial and Ronald Tanaka, CFP, in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management services, combining scale and diverse financial solutions with a network of over 22,800 advisors.

Cynthia Keverian is a Financial Consultant currently employed at Fidelity Investments since 2025. In this role, she collaborates with clients to develop personalized financial strategies that align with their goals and motivations, supporting them in making informed decisions throughout their life journey. Prior to her current position, Cynthia served as a Financial Solution Advisor at Merrill Lynch from 2015 to 2025. She holds a California Insurance License, which complements her expertise in providing comprehensive financial advice. Outside of her professional work, Cynthia enjoys outdoor activities such as hiking, kayaking, and spending time at the beach and lake. She also values family activities and caring for her pets.

Edward Cogan is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide wealth management services, including investing, retirement and benefits plans, cash management, and business financing. Mr. Cogan and his team service over 300 corporate retirement plans in California, focusing on a variety of plan types such as 401(k), 403b, SEP, profit sharing, defined benefit, individual 401(k), 529 corporate college saving plans, and IRAs. He holds an internal title of Legacy Retirement Benefit Consultant within Merrill Lynch. Mr. Cogan joined Merrill Lynch Wealth Management in 2004. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), Certified 401(k) Professional (C(k)P), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He graduated from UCLA with a Bachelor of Arts degree in Economics. He is also affiliated with professional organizations such as the National Association of Plan Advisors (NAPA), Professional in Human Resources Association (PIHRA), and Society for Human Resource Management (SHRM). Outside of his professional activities, Edward and his wife Michelle have two children and are active in their local community. His community involvement includes participation with Chaminade High School and Middle School, International Trade Education Programs, Santa Clarita Valley Search and Rescue, Sunrise Little League, and the Union Rescue Mission. His personal interests include basketball, kite surfing, adventure sports, biking, golfing, music, reading, singing, surfing, traveling, and volleyball.

Arthur Chalekian is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and 65 licenses and possessing 28 years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at Western International Securities, Elite Financial Partners, and Arthur Chalekian Insurance. Outside of his advisory work, he serves as a board member of the Artsakh Arts and Cultural Foundation. 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 services, including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supported by both proprietary research models and third-party strategies.

Eric Scheinbaum is a financial advisor with OSAIC based in Woodland Hills, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Regal Advisory Services, Inc. for 27 years and has been affiliated with Royal Alliance Associates, Inc. for 30 years. Outside of advisory work, he serves as CEO of MEDICOVERAGE INC., an online health insurance sales company. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is noted for its scale, complex affiliate network, and integration of third-party investment and lending programs.

James Canela is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Bank since 2004 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad client base and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Philip Walz is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals. Philip holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from California State University Northridge.

Amanda Ragde is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 7 years of industry experience. She has worked with Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Wendy Fleischmann is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Crown Capital Securities and United Planners' Financial Services. In addition to her advisory work, she is the author of "Divorce Well: A Woman's Guide." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kimberly Uymettler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Cetera Advisors LLC since 2013 and Legacy Advisory Services, Inc. from 1999 to 2007. She also operates an insurance business, Kimberly Insurance Services, providing life and health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with diverse investment program options.

Michael Weisberg is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Weisberg serves on the finance and investment committees of de Toledo High School and acts as an observer on the investment committee for the Foundation for Jewish Camp. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Mark Hineman is a financial advisor with Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and various Morgan Stanley entities dating back to 1997. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through financial advisors and estate planning specialists.