Joselyn Alvarado is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, she held positions in various companies across different sectors, including media and legal services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized planning groups.

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 66 and Series 63 licenses and two years of industry experience. She previously worked at J.P. Morgan Securities LLC and VTB Bank in Armenia. Outside of financial services, she has been involved with In-Home Supportive Services for Los Angeles County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

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 with J.P. Morgan Securities in Glendale, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research and includes ESG considerations, with clients retaining final decision-making authority.

Ortal Katz is a financial advisor with J.P. Morgan Securities in Canoga Park, CA, holding Series 63 and Series 66 licenses and four years of industry experience. His employment history includes roles at J.P. Morgan Securities and Wells Fargo NA. Outside of his advisory work, he is involved in e-commerce as a partner and owner selling used clothing on the Poshmark platform. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Daniel Yang is a financial advisor at Merrill with seven years of experience at the firm and one year of industry experience overall. He holds a Series 66 designation and has prior work history at Bank of America, N.A. from 2025 to present and MBG Inc. from 2016 to 2017. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Nicholas Pon is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2001. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

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 the Series 65 and Series 63 credentials. His prior roles include positions at Secura Financial, Arkadios Capital, and New York Life Insurance Company, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.