Ana Teper is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations and has worked at several firms including Fidelity Investments, Valic Financial Advisors, and Union Bank. Charles Schwab serves 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 advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and research from the Schwab Center for Financial Research.

Alon Haim is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Katz is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on retirement planning and portfolio management, helping clients develop personalized financial strategies tailored to their long-term goals. Brandon is specially qualified as a Portfolio Manager and manages discretionary Personalized or Defined Strategies, incorporating a range of investment options including individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a Bachelor's Degree from the California State University System and the CERTIFIED FINANCIAL PLANNER (CFP) designation. Brandon is committed to disciplined planning processes and provides customized Wealth Outlooks to support his clients' wealth transfer, liability management, and legacy succession needs. A resident of Oak Park and native of the Conejo Valley, Brandon is actively involved in his community. He serves on the board of the Ventura County Medical Resource Foundation and volunteers with Support Our Troops, contributing to efforts that send care packages to deployed service members.

Amanda Harake is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. In her role, she collaborates with clients to develop and implement financial plans tailored to their goals, emphasizing strong relationships and communication. Her experience at Fidelity includes positions as Financial Consultant, Relationship Manager, and Financial Representative, building a comprehensive understanding of financial services. Prior to Fidelity, Amanda worked at American Financial Network as a Para-Planner and Data Integration Coordinator. Amanda holds a California Insurance License. Outside of her professional duties, she has interests in movies, museums, music, pets, theater, and traveling.

Anzhela Harutyunyan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2005. In addition to her advisory role, she is a Notary Public in California and has been involved with In-Home Support Services for over two decades. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining an operational model focused on tiered wrap fees and ongoing oversight of investment models.

Aleksander Rassekhi is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles outside the financial sector, such as education at San Francisco State University and teaching positions at various schools. He is also involved in a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include long-term positions at Prudential Insurance Company of America and Pruco Securities, LLC. 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, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance 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 in Valencia, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Osaic Wealth, Logix Federal Credit Union, and earlier positions within JP Morgan entities. Martinez also provides insurance opportunities for clients through a related business activity. 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 investment process.