Jake Rosen is a CFP®-credentialed financial advisor with Edward Jones, based in Woodland Hills, CA, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at California Lutheran University and Capstone Partners MML Investors Services, LLC. Rosen has a stipend affiliation with the USC School of Gerontology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Allan Farhit is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, he operates a business focused on medical and dental insurance and serves as a co-trustee and successor trustee for immediate family trusts. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers access to a range of third-party advisory programs and implements investment strategies using mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Andrea Gonzalez is a Series 66-licensed financial advisor with Merrill in Los Angeles, CA. She has one year of industry experience and has worked at Merrill and Bank of America since 2019. 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.

Robert Chiranian is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, with 10 years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a quantitative and qualitative research process.

Michael Kojin 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 focus is to provide clients with the knowledge and tools needed to manage their financial lives effectively. Michael holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California System. He follows a personal philosophy centered on helping clients identify what matters to them and their families in order to create strategies aimed at pursuing their financial goals.

Tyler Munro is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he is involved in event production, working on set for various event companies. 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 using portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Miguel Hernandez is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked with Transamerica Financial Advisors LLC and maintains active roles as Treasurer for the Theta Delta Chi House Association and Psi Deuteron Educational Foundation. Hernandez is also involved in financial education as a board member of The Academy of Financial Education. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

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 at LPL Enterprise with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 66, 63, and 65. His prior experience includes roles at New York Life Insurance Company and multiple other financial firms. Outside of advising, he serves as a financial literacy teacher and financial coach with The Seed House Project and is a board member of the NAIFA-LA Chapter. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. They emphasize model-driven investment implementation and offer access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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 in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Outside of advising, he has a 50% ownership interest in the Fourmile Fishing Club. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

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.

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.