Mher Khukoyan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and J.P. Morgan Securities. Khukoyan is based in Los Angeles, CA. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning programs.

Ezequiel Rodriguez is a Series 66 licensed financial advisor with LPL Financial, based in Burbank, CA, and has three years of industry experience. He has held roles at several firms, including J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo. Rodriguez is also involved with Partners Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Bayliff is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Cuso Financial Services, L.P. and Water and Power Community Credit Union. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Winn is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the CFA® designation along with Series 65, Series 66, and Series 63 licenses. Prior to joining J.P. Morgan Securities in 2019, he worked at Pathstone Federal Street and Convergent Wealth Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Margaret Kubiak is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Los Angeles, CA. 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 and profit-sharing plans, corporations, and charitable organizations.

Joanne Crowley is a financial advisor with Equitable Advisors in Simi Valley, CA, holding a Series 66 designation and 14 years of industry experience. She has worked at Equitable Advisors since 2011 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee for an immediate family member's trust and is conditionally approved as a task force member with the Simi Valley YMCA. 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 employs a hybrid referral and implementation model and offers advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Arash Jahanbigloo is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and six years of industry experience. He has worked at several major firms, including UBS Financial Services, Wells Fargo Bank, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides 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 investment recommendations.

Grant Acker is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 license and has worked at UBS since 2019. Outside of his advisory role, he teaches piano lessons and serves on the board of directors for Dog Pwr, a nonprofit focused on saving shelter dogs through adoption. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets functions.

Jose Martinez is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Yecenia Lee is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial services.

Matthew Spring is a Senior Financial Advisor at Merrill Lynch Wealth Management. He oversees and manages the financial affairs of high net worth families, corporate executives, and select institutions in Los Angeles and throughout the country. Matthew develops personalized, integrated strategies tailored to his clients’ financial goals, helping them navigate short-term needs and accumulate wealth over the long term. Since joining Merrill Lynch Wealth Management in 2013, Matthew has worked closely with clients to address a range of financial concerns, including college education planning, retirement security, wealth transfer, and business founding. He leverages resources from Merrill Lynch and Bank of America to provide comprehensive services such as wealth forecasting, financial modeling, retirement planning, trust services, and portfolio-based lending. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Matthew earned a Master’s Degree from the Thunderbird School of Global Management and a Bachelor’s Degree in History from the University of California, Los Angeles. He also participates in community volunteering and has personal interests that include cooking, golfing, reading, running, and surfing.

Hrag Kortoshian is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Bank of America, HSBC Securities, and Wells Fargo. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Brittney Louise Bell is a financial advisor at Merrill with 16 years at the firm and 7 years of industry experience. She holds the Series 66 designation and is based in Woodland Hills, CA. 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 supported by internal Chief Investment Office teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Amanda Aguilar is a CFP®-certified financial advisor with eight years of industry experience, currently with LPL Financial since 2022. She previously worked at JP Morgan Securities and JP Morgan Chase bank from 2018 to 2021, and at AXA Advisors from 2017 to 2018. Outside of her advisory role, she serves as a report analyst for Provenance Technologies Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven model portfolios and technology-enhanced strategies.

Galina Aliferova is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding Series 63 and Series 65 licenses with two years of industry experience. Before joining Morgan Stanley in 2022, she held various roles including work in hospitality and entertainment. Outside of finance, she is involved in acting as a background cast member with SAG-AFTRA and works as an Uber driver. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, using structured financial planning tools and comprehensive asset management services.

Zepyur Vardanyan is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and seven years of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America for three years. Outside of his advisory role, he operates a notary services business and provides in-home supportive services as a caregiver. J.P. Morgan Securities LLC delivers 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. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Amir Martin is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2005. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Fariba Hekmat is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 credential and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Yoshimasa Hotta is a financial advisor with Cetera in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Cetera since 2013 and also has a longstanding background in accountancy through his ownership stake in Hotta, Liesenberg, Saito LLP, a CPA firm. In addition to his advisory work, he is involved in the sale of fixed insurance products including life, health, and annuities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients across wealth spectrums, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of investment program options.

Felicia Delgado is a financial advisor with Merrill in Beverly Hills, CA, holding a Series 63 credential and 31 years of industry experience. She has been with Merrill since 1980. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.