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 work includes roles at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he serves as a board member for the nonprofit organization Hands4Hope, providing strategic and financial oversight. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm uses a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and provides access to a range of financial planning, consulting, and asset management options.

Joseph Blanchette is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools.

Robert Hunter Jr. is a financial advisor with Equitable Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Equitable Advisors since 2003 and previously was with Ernst & Young Investment Advisers LLP from 2001 to 2003. Hunter is also an adjunct professor at California Lutheran University and an online faculty member for the College for Financial Planning. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory models, predominantly implemented through third-party sponsors and emphasizes a fiduciary approach for qualified plans.

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 Series 65-licensed financial advisor with Equitable Advisors in West Hills, CA, and has 53 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers and utilizes both proprietary and third-party investment solutions.

Michael Wright is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2008. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karina Gevorgyan is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. She previously worked at J.P. Morgan Securities LLC and Bank of America, N.A. Outside of finance, she has been involved with In-Home Supportive Services (IHSS) for the County of Los Angeles. 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, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, and institutions.

Edrees Andkhoy is a financial advisor at Wells Fargo Advisors in Encino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2013. Andkhoy has ownership interests in several private companies, including a consulting firm and other non-investment related ventures. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Mariga Torossian is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012. Prior to her current role, she has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ortal Katz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to returning to J.P. Morgan Securities in 2025, Katz worked at Wells Fargo NA and JPMorgan Chase Bank, N.A. Outside of finance, he operates an e-commerce business selling used clothing on the platform Poshmark. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.

Francesca Fassino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked at Tillys and California State University Northridge. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Manuel Lozano is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus since 2007, following a decade at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a part owner of an apartment rental property. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has held prior roles at TradeUp Exchange and Industrial Succession Group. Outside of advisory work, he is involved in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and employs a model-driven investment approach.