Daniella Echeverria is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2024, and previously worked at Evoke Advisors and the University of Southern California. 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. The firm offers non-discretionary asset-allocation advice, investment manager searches, and customized performance reporting.

Clark Gaied is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Mechanics Bank, Advantage First Lending, Citizens Bank NA, and work with the University of California and UC Irvine School of Law. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Raffi Hamassian is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at MML Investors Services LLC since 2024 and is also associated with Harutune Hamassian CPA APC, a CPA accounting firm providing tax preparation and bookkeeping services. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

Jesse Glaser is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previous experience at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Frontlight Insurance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Abraham Ebriani is a Financial Advisor with Merrill Lynch Wealth Management. With nearly 15 years of experience in the financial industry, his expertise spans real estate finance across Los Angeles and the West Coast to wealth and investment management on Wall Street. He and his team work closely with clients to build, manage, and preserve their wealth while providing consistent service and integrity. Abraham holds a Bachelor's Degree from UCLA and is credentialed as a Personal Investment Advisor (PIA). He is affiliated with professional organizations including the Jewish Heritage Network. He communicates fluently in English, Hebrew, and Persian. Outside of his professional work, Abraham enjoys cooking, golfing, reading, running, spending time with his family, and traveling.

Corinne Chooey Dizon is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining UBS, she worked at the University of Southern California and spent over a decade at Union Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Melisa Bahmanyar is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Mckeague is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years with Wells Fargo Advisors, LLC. Outside of his advisory role, he has worked as a part-time Uber driver since 2018. 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 a range of brokerage and advisory solutions supported by research and analytics.

Jared Weinman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at First Republic Investment Management and BNY Mellon Wealth Management. He serves as a board member for Growing Place, a nonprofit organization operating preschools and providing educational resources to early childcare teachers in Santa Monica, CA. 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 an ESG eligibility framework to guide investment recommendations.

Jonathan Obera is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved as an investment advisor representative at Proxy Advisory Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Matthew Ruderman is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1995. Ruderman serves as a board member of the Childrens Burn Foundation, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Centineo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His career includes roles at Mass Mutual Investors Services, New York Life Insurance Company, Axa Advisors, and various J.P. Morgan entities. Outside of finance, he was involved with Central Hospitality from 2018 to 2020. 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 its investment recommendations.

Angela Bagwell is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as the primary point of contact for Private Wealth Management investors and their families. In this role, she focuses on forming strong relationships and providing personalized service to build and maintain client trust. She has been with Fidelity Investments since 2006, holding various positions including Wealth Management Planning Consultant, Branch Service Manager, and Relationship Manager. Prior to Fidelity, Angela worked as an Associate at Ameriprise Financial Services, Inc. in 2006. She holds a California Insurance License. Outside of her professional work, Angela's interests include family activities, parenthood, pets, and traveling.

Lusine Gabrielyan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, Wells Fargo Bank, N.A., and BMO Harris Bank. She is also a co-owner of Brightside Home Health Care, a home health care business located in Northridge, CA. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Christopher Ellis is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial in Burbank, CA, having previously worked at Wedbush Securities and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to a variety of investment programs and model portfolios.

Lynn Alvarado is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and having 41 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning services facilitated by its Financial Advisors and Estate Planning Strategies Group.

Francisco Lim is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He has one year of industry experience and has previously worked in educational roles at several schools and community organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

Madison Moore is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and 2018, respectively, and previously worked at Media Arts Lab for one year. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct client plans and Corporate Financial Planning agreements with employers.

Christopher Steer is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Luke Petrarca is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.