Magda Pokorny is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by advanced modeling tools, and manages approximately $2.74 trillion in client assets.

Justin Sayegh is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and professionals to provide personalized financial strategies and long-term guidance aimed at growing and protecting their wealth. Justin's approach integrates disciplined financial planning with tailored wealth management strategies, supported by the resources of Merrill Lynch and the banking services of Bank of America. His areas of expertise include divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Justin is committed to helping clients navigate complex financial decisions by offering proactive guidance and customized strategies. Justin holds a Bachelor's degree in Economics from the University of California system and is currently pursuing a Master's in Wealth Management from Columbia University. He has earned the Personal Investment Advisor (PIA) designation and speaks English and Arabic. Outside of work, Justin enjoys basketball, chess, reading, watching movies, and spending time with his family.

Swathy Satyamurti is a financial advisor at LPL Enterprise with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at PRUCO Securities, Sattvic Yoga Studio, and the Consumers Association of India. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including high-net-worth individuals and institutional investors. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to financial planning, third-party asset managers, and various affiliated services.

Tyler Jacobi is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in trading roles at Trader Bo's and held various positions including at Irvine America and in hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Sophia Solouk is a Planning Consultant at Fidelity Investments, where she assists advisors in collaborating with clients to develop sustainable financial plans. She utilizes Fidelity's resources to efficiently gather data and aims to build trusting relationships by creating a comfortable environment for clients to share material information. Sophia's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as an Insurance Agent at New York Life. She holds a California Insurance License. Outside of her professional work, Sophia enjoys food, social events with friends, spending time with pets, and practicing Pilates, running, and yoga.

William Winkelmann is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Alastair Ipapo is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior work includes nine years at JPMorgan Chase and a role at Kairos Investment Management Company, where he contributed to investor relations and operations. He is based in Santa Clarita, California. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Thomas Harlan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has been with Raymond James Financial since 2009 and also works as a vessel operator for Blue & Gold Fleet. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm utilizes non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique advisory affiliation.

Mathew Garcia is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he was with Bank of America and Merrill from 2016 to 2022. Outside of his advisory role, he is involved in real estate ownership and management in Chicago. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Nevin Samuy is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. In addition to his advisory work, Samuy owns a tax preparation business providing federal and state tax services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

William Papadopoulos is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 credential and has previously worked at Vail Resorts and Monarch Cypress, as well as having academic roles at CU Boulder. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is involved in unique activities such as commodity pool operation and advisory roles to multiple registered investment companies.

Craig Johnson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Vasil Halchev is a financial advisor with LPL Financial based in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. He has previously worked at Commonwealth Financial Network and is involved with Innovative Wealth Strategists. Outside of advising, he is associated with JohnHart Real Estate, where he provides mortgage and real estate services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hovik Mavyan is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2011 to 2017. Outside of his advisory role, he serves as president of his homeowners association board, overseeing financial and operational matters in collaboration with professional management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of planning topics. The firm offers these services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

David Lopez is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and seven years of industry experience. He has worked at several notable firms, including J.P. Morgan Securities, Bank of America, and Merrill. Outside of advising, he provides mobile notary services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Adam Goldstein is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages his own legal entity focused on financial advisory practice management and consulting with professionals on client cases. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sabour Andkhoy is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has held roles at Wells Fargo Clearing and Wells Fargo Investments, LLC prior to his current position. Outside of his advisory work, he is involved in several business ventures including managing an independently owned company and holding ownership interests in other non-investment related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. Advisors utilize proprietary research and planning tools to develop tailored recommendations, while clients decide on implementation through the firm’s brokerage or advisory programs.

Sarah Alaways is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and two years of industry experience. She has worked with Thrivent Financial and Thrivent Investment Management since 2024. Outside of her advisory role, Sarah creates and sells hand-sewn textiles, knit items, and ceramics under the brand name Josi, and she contracts as a digital media and website creator for a small independent church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without managing client portfolios directly. The firm offers written recommendations on a broad range of financial topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Andrew Snett is a financial advisor with Wells Fargo Clearing in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee and co-trustee for multiple family trusts. 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 employs a large-scale approach combining research from internal and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Andrew Munoz is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, Munoz serves as a board member for the Santa Clarita Sheriff's Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its comprehensive advisory programs.