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 in Burbank, California, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Premier America Credit Union. Outside of his advisory role, he is involved with Perera Administrative Services, a separate administrative services business. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Leigh Greenberg is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including New York Life Insurance Company and Universal Bullion Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

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 licenses and bringing 28 years of industry experience. His career includes long-term roles with Prudential Insurance Company of America and its affiliates from 2001 to 2024 before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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.

Dan Liu is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at HSBC Securities USA and HSBC China. Liu is based in Pasadena, CA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

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.

Ling Wang is a Financial Consultant currently with Fidelity Investments, a role held since 2022. She has extensive experience in financial consulting, having worked at TIAA from 2007 to 2022 in various capacities including Senior Financial Consultant and Managing Consultant. Prior to that, she held positions at MetLife Investors, Neuberger Berman, UBS Financial Services, Ameriprise Financial Services, LLC., and Merrill Lynch. Wang holds a California Insurance License and has a professional background that spans portfolio administration, financial advising, and consulting. Her approach involves understanding clients' current financial status and goals to design tailored financial plans through open communication. Her personal interests include art, social events, lakes, museums, outdoor adventures, and parenthood.

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 with LPL Financial based in Valencia, CA. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Western International Securities, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supporting its network of over 22,800 advisors.

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.

Tracy Chan is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, LPL Financial, Waddell & Reed, and various insurance carriers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services through a network of advisors. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services spanning cash-flow, retirement, education, risk, and wealth-transfer planning.

Soane Sevelo is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Equitable Advisors since 2011, including during its prior identity as Axa Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, focusing on matching clients to suitable investment programs and offering ERISA fiduciary services for qualified plans.

Anna Hovakimyan is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with J.P. Morgan Securities. She has been with J.P. Morgan Securities and its affiliated entities since 2010. Outside of her advisory role, she is a co-owner and landlord of a rental property. 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 an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of advisors within a broader broker-dealer and banking organization.

Darren Norton is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Outside of his advisory role, he consults in the optical disc and record label industry, assisting labels with transitions to new production facilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a range of areas, combining planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Anthony Martinez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Osaic Wealth, Inc., and Logix Federal Credit Union. Martinez also provides insurance services to clients as part of his professional activities. 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 recommendations.

Adam Wims is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Santa Clarita, CA. He has seven years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves as a board member for Family Promise of Santa Clarita Valley, an organization assisting homeless and low-income families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Their services include retirement, tax, estate, and special needs planning, delivered through a network of financial advisors.

Nicole Jolley is a financial advisor with LPL Financial in Valencia, CA, holding a Series 66 credential and 16 years of industry experience. She has operated Jolley Financial Group since 2010 alongside her role at LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.