Craig Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the finance committee of Campbell Hall, a K-12 college preparatory school. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, supported by firm-approved tools and analyses such as Monte Carlo simulations.

Bruce Gendein is a financial advisor at Osaic with 48 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Senex Insurance Services, Inc. since 1992 and Royal Alliance Associates, Inc. since 1989. Outside of his advisory work, he serves as a trustee overseeing asset management and tax reporting and consults on qualified retirement plans and pension matters for closely held businesses. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing tools such as asset-allocation models and automated rebalancing to construct portfolios across various asset classes.

Tina Hwang is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Cetera since 2016 and also has experience at East West Bank, where she serves as a manager and leader to branches. Outside of her advisory role, she is involved in several community organizations, including serving on the finance committee of the East Los Angeles College Foundation, the oversight board for the City of Arcadia, the LA Chinese-American Sheriff's Advisory Council, and the board of directors for the West San Gabriel Valley Boys and Girls Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Dominic Hart is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at UBS. His background includes roles outside finance, such as involvement with SushiDon and Mid Valley Water Polo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Roni Arjangravesh is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2011 to 2016. 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 based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Mark Weiss is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has been affiliated with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. Outside of advisory work, he is involved in sales of loan products through Primerica Mortgage, LLC and refers home security and automation services for Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Gina Chamberlain is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at AXA Advisors, Bank of America, and Merrill. Outside of her advisory work, she serves on the Board of Directors and as Marketing Chairman for the Shakespeare Club of Pasadena. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice primarily for clients with assets managed within Ameriprise.

Albert Shih is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shih serves on the board of directors for Habitat for Humanity Los Angeles Young Professionals, focusing on philanthropy and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting clients through proprietary research and diverse investment solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kurt Macmillan is a financial advisor with LPL Financial in Sherman Oaks, CA, holding a Series 66 credential and bringing 12 years of industry experience. His prior experience includes roles at Team Network, Waddell & Reed, and various insurance carriers. Macmillan also operates a CPA practice focused on tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology solutions.

Parisa Taheri Tafreshi is a financial advisor at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at BMO Harris Bank, Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technological tools.

Shana Won is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory role, she serves on the Bond Oversight Committee for Los Angeles City College and is president of a corporation established for tax purposes. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kate Freeman is a financial advisor at UBS Financial Services with certifications including CFP® and CFA® and four years of industry experience. She previously worked at Fiduciary Trust International for seven years. Outside of her advisory role, Freeman participates in the Motion Picture Television Fund’s advisory networking group and speaks to members about investing basics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Michael Han is a financial advisor with LPL Enterprise in Sherman Oaks, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in non-variable insurance through a Prudential-sponsored agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

Paul Cygal is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 63 license and bringing 32 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he has engaged in fixed annuity sales through Jackson National Life and operates a related investment and insurance services business in La Canada, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios from various sources.

Oswaldo Ramos is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has held prior positions at Western International Securities, Inc. and Citigroup Global Markets. Ramos is involved in managing a personal business entity related to investment activities. 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 plan consulting, utilizing discretionary and non-discretionary management complemented by research and model portfolios.

Shervin Saedinia is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized investment advice and financial services with a focus on risk management. Her client focus includes college education planning, executive compensation, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Shervin collaborates closely with clients and their other trusted advisors to address tax, philanthropic, retirement plan design, estate, and wealth transfer strategies. Shervin holds a Master’s degree in Management from California State University of Northridge and a Bachelor’s degree from Syracuse University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Prior to joining Merrill Lynch Wealth Management in 2011, she worked as an advisor in the technology sector and in philanthropy. Born and raised in Los Angeles, Shervin speaks English and Persian. She volunteers with the Farhang Foundation and is a member of Soroptimist International. Her personal interests include adventure sports, boxing, cooking, music, running, spending time with family, tennis, traveling, and yoga.

Hrachia Sahakyan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Comerica Bank prior to his current role. Outside of his advisory work, Sahakyan serves as treasurer and board member of the Burnet Village Homeowners Association, where he handles bookkeeping and participates in community decision-making on a volunteer basis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to deliver non-discretionary advice.

Diana Lin is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop plans aimed at enhancing their financial well-being, focusing on wealth planning, retirement planning, and income protection. Prior to this, she held positions at Fidelity Investments including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. She began her career as a Preferred Banker at First Republic Bank between 2021 and 2023. Diana is licensed to sell insurance in California, holding a CA Insurance License. Outside of her professional work, she has interests in fitness, hiking, music, outdoor adventures, reading, and scuba diving.

Dean Wong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has been self-employed in tax preparation and consulting since 1989. Wong also operates a tax preparation and accounting business as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and unaffiliated managers across multiple program structures.