Joshua Oelsner is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Prior to joining the firm, he worked in various schools from 2006 to 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative screening and qualitative research to construct diversified portfolios and employs tax-aware strategies and risk management techniques such as derivatives and tax-loss harvesting.

Zachary Feldstein is a financial advisor with Morgan Stanley based in Woodland Hills, CA, holding a Series 66 license and having 10 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Matt Price is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Teni Shahnazarian is a financial advisor with LPL Financial based in Glendale, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial since 2013 and is also associated with Global Retirement Partners, LLC since 2017. Outside of advising, she is involved with several wealth management ventures and serves as a family caregiver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and technology-driven investment strategies.

Jaidin Tharanee is a Financial Consultant currently working at Fidelity Investments, where they have held various roles since 2022, including Investment Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, Jaidin served as a Client Relationship Advocate at Vanguard from 2021 to 2022. Jaidin's professional focus involves partnering with clients to help them achieve their financial goals by understanding their unique circumstances and guiding them through investment complexities. They hold a California Insurance License, which supports their advisory capabilities. Outside of their professional work, Jaidin enjoys attending concerts, exploring culinary experiences, watching movies, listening to music, and running.

David Goller is a financial advisor at Morgan Stanley in Valencia, CA, with 31 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co. Incorporated since 2008. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sarah Hines is a CFP® professional with 11 years of industry experience, currently with Cetera since 2019. Her prior roles include positions at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to affiliated and third-party managers with various program structures and custodial relationships.

Cody Despain is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2017. In addition to his advisory role, he is involved with Canyon Oak Financial, where he provides wealth management, tax preparation, and bookkeeping services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Grant Gochin is a CFP® with 29 years of experience working at Raymond James Financial in Woodland Hills, CA. He has served as President of Grant Arthur & Associates Wealth Services, LLC since 2011 and holds the position of Honorary Consul for the Republic of Togo. Gochin also serves on his local homeowners association board and has authored a book. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports its clients through a large advisor network and various advisory programs.

Jason Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is a co-owner of JAZ Enterprises LLC and is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, supported by LPL Research and third-party subadvisors across diversified and alternative strategies.

Jeremy Forman is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and FirstBank. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates on a non-discretionary basis, combining institutional advisory capabilities with brokerage and investment management functions.

Savannah Pincus is a financial advisor with Stifel, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Stifel in 2025, she worked at Oppenheimer for nine years. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ernesto Guray Diaz is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Diaz also serves as president of TEAM Legacy SFV, a local networking group affiliated with the TEAM Referral Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large national network of advisors and branches.

Eric Stever is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Dennis Samade is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Simply Derivative. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Vojtanek is a CFP® with five years of industry experience, currently serving as the sole advisor at Fade In Financial. His prior experience includes roles at Incline Wealth Advisors and Christopher V Haro, CPA. Fade In Financial provides investment advisory and planning services primarily to individual clients and households, managing approximately $4.5 million across about 20 client relationships. The firm operates as a solo advisor and offers client education events and newsletters, alongside using derivatives within separately managed accounts as part of its investment strategies.

Henry Hache is the sole advisor at Ai Financial, Inc. in Simi Valley, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Ai Financial since its founding in 2004. In addition to advisory services, he provides tax preparation and accounting services through Ai Financial. Ai Financial, Inc. manages approximately $6 million in assets for a small client base that includes individuals and a range of institutional clients, such as sovereign wealth funds and municipal governments. The firm offers portfolio management with ongoing account reviews and maintains affiliations with an accounting firm, supporting its unique client mix.

Robert Bagarotti is the sole advisor at Granada Capital Management, LLC, an independent investment advisory firm based in Granada Hills, CA. He holds a Series 65 designation and has 21 years of industry experience. In addition to his advisory work, he serves as Controller for Jons Marketplace, a supermarket, where he is responsible for finance and accounting. Granada Capital Management provides portfolio management and investment advisory services primarily to individual clients, operating with a very small client base and assets under management.

Cheyzel De Leon is a financial advisor at Investment Management Solutions, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, De Leon worked in audit and assurance at EDC, CPA Audit & Assurance Co and was self-employed for three years. Investment Management Solutions, Inc. serves individuals, businesses, charities, and retirement plans by recommending and monitoring third-party investment advisers and providing non-fiduciary retirement plan consulting. The firm operates primarily as a co-advisor, conducting due diligence on model portfolio managers and overseeing performance while third-party advisers handle portfolio management and trading.

Cathlyn Jade Junio is a financial advisor at Investment Management Solutions, Inc. with one year of industry experience. She holds a Series 65 credential and has previously worked in educational roles at La Crescent High School, La Sierra University, and Loma Linda University. Investment Management Solutions, Inc. serves individual clients, business entities, charities, and retirement plans by recommending and monitoring third-party investment advisers and providing non-fiduciary retirement plan consulting. The firm operates primarily as a co-advisor, conducting due diligence on third-party model portfolio managers and monitoring performance while the third-party adviser manages portfolio execution.