Juan Hoke is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at The Vanguard Group and in multiple other roles prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process and centralized due diligence to offer customized advice on approved funds and strategies.

Terry Gordy Sr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and offering 28 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years and has been affiliated with Independent Capital Management, Inc. for over two decades. Gordy is also involved with Terry Gordy/TJ Whitney Co., an investment management and financial services firm that provides insurance sales and client referral services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various asset-allocation tools and third-party managers to manage portfolios across multiple asset classes, with flexible account structures tailored to client needs.

Scott Hansen is a CFP® certified financial advisor with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory role, he serves as a baseball umpire for Little League District 63 in Ventura, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment menus, serving institutional clients with tailored solutions.

Steve Felsen is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he teaches financial literacy to students through local recreation districts and a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerances.

Ivan Gonzalez is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 29 years of industry experience, including tenures at Cetera Advisors LLC and Investors Capital Corporation. Outside of his advisory role, he owns a financial services business that includes selling securities and fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Oscar Alvarenga Menjivar is a financial advisor at Merrill with Series 66 and Series 63 designations and three years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory roles, he has experience working at Wilmington University and College of the Canyons. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Johnson is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and AXA Advisors, LLC. From 2014 to 2018, he was associated with Laughing Buddha. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning and consulting, model wealth portfolio programs, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

Bobbi Barbera is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, and involvement with Women In Insurance & Financial Services and Naifa. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

David Lazar is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes over two decades at Avantax and his own accounting firm, Lazar and Company Certified Public Accountants, which provides tax preparation and accounting services. Outside of his advisory role, he serves as president of CPayroll, Inc. and holds board responsibilities for Guardians of RHD, where he manages financial recordkeeping and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform that combines affiliated and third-party managers across various program structures and custodial relationships.

Sotirios Sotiropoulos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 15 years of experience in the financial services industry, including more than 10 years in international trading and private banking. His background includes extensive work with equities, fixed income, and wealth management, serving diverse clients such as high net worth individuals and family offices. Sotirios holds a Bachelor's degree from Queen Mary University of London, a Master's degree from Imperial College London, and a Master's degree from the University of Piraeus. He is registered with FINRA holding Series 7, Series 66, and Series 63 licenses and holds the Personal Investment Advisor (PIA) designation. He brings an international perspective to his practice, having lived and worked in several European countries and speaks English, Greek, French, and Italian. His personal interests include reading, running, skiing, swimming, tennis, and volleyball. He has also been involved with the Athens 2004 Olympic Games.

Alexander Ary is a financial advisor with Wells Fargo Clearing in Thousand Oaks, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, EZ-NetTools, and Brigham Young University - Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shirley Smith is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Merrill since 1987. Outside of her advisory role, she works part-time as a driver for Uber and HopSkipDrive, a transportation service for children. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Martin Lee is a financial advisor with Wells Fargo Clearing in Burbank, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations across a range of products, performance reporting, and participant education.

Hagop Malatian is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliates since 2014. Outside of his advisory role, he is employed by Insperity PEO Services, which supports employment compensation for franchise advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through detailed recommendation reports and focuses on dependable income sources and tax-aware withdrawal strategies.

Guillermo Saade is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and The Prudential Insurance Company of America. He serves on the board of the nonprofit Hands4Hope, contributing to strategic planning and financial oversight. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines adviser programs with brokerage and insurance products.

Joseph Blanchette is a financial advisor with Equitable Advisors in Sun Valley, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Robert Hunter Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC for 17 years. Hunter also serves as an adjunct professor at California Lutheran University and as online faculty for the College for Financial Planning. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

David Miller is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Fidelity Investments, Scholtz & Company, Imperial Capital, and Loop Capital Markets. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory options, utilizing multi-asset model portfolios and centralized operational infrastructure.

Jordan Sweeney is a Planning Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Jordan worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Customer Relationship Advocate at the same company from 2022 to 2024. Jordan holds a California Insurance License. Jordan focuses on providing ongoing guidance and support to help clients navigate financial planning with clarity and confidence. The approach centers on building lasting relationships based on trust and transparency. Outside of work, Jordan has personal interests that include cars, fishing, food, hiking, and photography.

Robert Farber is a financial advisor with Equitable Advisors, holding a Series 65 credential and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC for 21 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.