Sean Summers is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting entertainment industry professionals. With a background in acting and education, he brings an insider's perspective to the unique financial challenges faced by those with project-based, gig-driven careers in film and television. Sean's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services, particularly within the sports and entertainment sectors. He adopts a relational approach, working closely with clients to develop flexible and realistic financial strategies that accommodate fluctuating incomes and support long-term financial stability. He holds a Bachelor's Degree from Brigham Young University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Sean engages in various personal interests such as bowling, chess, football, golfing, pickleball, reading, singing, soccer, table tennis, and watching movies.

Meredith Vazquez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Enterprise, she held roles at The Prudential Insurance Company of America, Pruco Securities, NYLIFE Securities LLC, and New York Life. She is also a non-practicing registered pharmacist. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to a variety of brokerage and insurance products through an integrated platform.

Daniel Klein is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Cetera and its affiliates since 2013. Outside of his advisory role, he serves on the Los Angeles Police Department’s Financial Counseling Team and acts as treasurer for local booster organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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 with access to affiliated and third-party managers.

Christopher Stellar is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2012. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Zachary Sabo is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2006 and joined LPL Enterprise in 2024. 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, model wealth portfolios, third-party asset management arrangements, and access to brokerage and insurance products via an integrated platform.

Robert Farmer is a financial advisor with LPL Financial in Burbank, CA, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with LPL Financial since 2005 and serves as president and CEO of Comprehensive Wealth Management, LLC, through which he operates his advisory and non-variable insurance businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services delivered through a national network of investment adviser representatives.

Martina Girgis is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Merrill Financial Solutions Advisor. In her role, she collaborates with clients to understand their priorities and develop strategies aimed at achieving their short-term, mid-term, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and savings, as well as facilitating access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Martina holds a Bachelor's Degree and a Master of Business Administration (MBA) from the California State University System. She carries the Professional Designation of Personal Investment Advisor (PIA). Her approach involves ongoing discussions with clients about their goals and concerns, enabling her to offer tailored advice and adapt strategies as clients' needs evolve.

Thomas Minor is a financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 66 designation and 38 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he acts in a fiduciary capacity for a personal trust established in 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Vahan Papyan is a financial advisor with Cetera, holding the PFS™ designation and bringing one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has more than ten years of experience at RSVP CPAs & Advisors Inc, where he also serves as CEO. Outside of his advisory role, he is CEO of two nonprofit organizations: the AASCPA Education Foundation, which grants scholarships to accounting students, and the Armenian American Society of Certified Public Accountants, a professional networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform with access to third-party managers and various program structures.

Juan Gonzalez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC. Prior to his financial services career, he was employed at Fry's Electronics for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Matthew Miner is a financial advisor with Equitable Advisors in Woodland Hills, CA. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Outside of finance, he owns and operates Enabler PR, a public relations business he has managed since 2015. 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 uses a hybrid referral and implementation model and offers a range of advisory and brokerage channels tailored to client goals and risk tolerance.

Derrick Schmucker is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Primerica Advisors since 2004 and Primerica Financial Services since 2003, with a brief tenure at Volt Workforce Services from 2016 to 2017. Outside of advisory work, he is involved in sales 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-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than servicing institutional pension or profit-sharing plans.

Andrey Pashayan is a financial advisor with J.P. Morgan Securities in Encino, CA, holding Series 65 and Series 63 credentials and three years of industry experience. His prior experience includes roles at Citigroup Global Markets, Citibank, and Wells Fargo. Outside of his advisory work, he operates a home-based barbeque catering service. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized, non-discretionary investment recommendations.

Alejandro Jimenez is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, and JP Morgan Chase Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Castellanos is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Prior to his finance career, he worked at Pieology Pizzeria for two years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.

Marcus Hwong is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, N.A. since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Simonoff is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2010, with prior roles at Athas Capital Group Inc and Nina Lending LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sheri Humphrey Apodaca is a financial advisor at Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2013, and previously spent over two decades at Carat. Outside of her advisory role, she serves as a reservist poll worker in Glendale, California. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Grant Goldstein is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Woodland Hills, CA. He has two years of industry experience, including roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Bank of America, Merrill, and One Capital Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Timothy Hohn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been associated with Primerica Financial Services since 2004 and also works with McLaren Industries and PFS Investments Inc. His outside activities include part-time sales of home-related products such as home security and automation through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.