Olga Gorokhovsky is a Financial Advisor at Merrill Lynch Wealth Management with over 17 years of experience in capital markets, credit research, and financial analysis. She specializes in helping individuals and families make informed financial decisions through disciplined analysis, personalized strategies, and a long-term perspective. Olga has worked extensively in bonds, structured finance, liability management, private equity, LBO transactions, debt origination, and capital raising, bringing institutional-level expertise to her advisory role. Throughout her career, Olga has focused on serving clients such as women rebuilding their financial lives after divorce, couples preparing for retirement, and business owners seeking to protect their assets. Her expertise covers areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and both individual and corporate investment strategies. She holds an Accredited Certificate from Moscow State University and from London Business School, and is a Personal Investment Advisor (PIA). In addition to her professional work, Olga is multilingual, speaking English, Russian, Italian, and Spanish. Outside of her financial career, she engages in drawing and sketching, reading, skiing, tennis, and writing.

Shahnaz Sarlak is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following nearly a decade at Wells Fargo Bank NA. 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 both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Brad Kalas is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, previously spending three years with UBS Financial Services. 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 third-party asset management, supported by advisor-facing technology tools.

James Winklhofer is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds a Series 63 designation and has been with Raymond James in various capacities since 1991. Outside of his advisory role, he is also a licensed broker involved in non-variable insurance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and promotes implementation through advisory programs or other providers, supporting a wide network of advisors and affiliated firms.

Sabrina Allard is a CFA® charterholder and holds a Series 66 license with six years of industry experience. She has worked at Wells Fargo Advisors since 2023 and previously held roles at Merrill, Halstatt Legacy Partners, Steyn Capital Partners, and Income Research + Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product sales and referral channels.

Londyn Crowder Maree is a financial advisor at Morgan Stanley with 17 years of industry experience and holds the Series 66 designation. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Robert Mills is a Series 66-licensed financial advisor at Morgan Stanley with no prior industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2024. Outside of finance, he has experience in education and food delivery services, having worked at Oaks Christian School, Malibu High School, Oregon State University, and Doordash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including scenario modeling to assist its clients.

Emily Brudnicki is a Series 66 licensed financial advisor with 16 years of industry experience. She has worked at Wells Fargo Clearing since 2024 and previously spent 11 years with RBC Capital Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing a range of investment solutions supported by research and analytics.

Jonathan Archila is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citi Bank, Bank of America Merrill, Prudential Financial, and Morgan Stanley. Outside of finance, he has experience in professional soccer and dog training. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized research and due diligence process.

Michael Allan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Armin Janani is a financial advisor with Equitable Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors in 2025, Janani has worked in various roles including in real estate sales with Royas Realty, car rental management as a Turo Vehicle Host, and customer service in the restaurant industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers and programs to deliver its services.

Greg Gutfleisch is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. He serves as a board member for the Southeast Ventura County YMCA. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive client assets under management.

Nelvine Ocampo is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior work includes roles at Woodbury Financial Services, Questar Asset Management, Voya Financial Advisors, and LPL Financial. She is also an insurance agent with Retirement Services Financial Group LLC, where she is involved in the sales and service of fixed insurance products. OSAIC serves a broad client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and access to various investment programs and third-party managers.

Laurie Lujan is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has previously worked at Western International Securities, LPL Financial, Financial West Group, and Citigroup Global Markets. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through various platforms and third-party advisers.

Holden Hartmann is a Series 66 licensed financial advisor with Morgan Stanley in Sherman Oaks, CA, and has eight years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support client goals.

Anthony Minero is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at FosGro LLC, LPL Financial, and Floe Financial Partners. Outside of his advisory work, he is a co-owner of The Row House, a boutique fitness gym in Granada Hills, CA, and serves as a business consultant for AlphaInsights. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Sherrie Holland is a financial advisor with Merrill in Westlake Village, CA, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1994. Outside of her advisory role, she serves as a trustee and co-trustee of a family trust. 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 a diverse client base including individuals, high-net-worth clients, and institutional entities.

Manuela Ellen is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has previously worked at KGE Wealth Management and Securities America, Inc. for multiple years. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, and it manages portfolios using both discretionary and advisor-managed strategies.

Gianni Stillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously was employed by Spireworks and the University of Oregon. Wells Fargo Advisors is a national securities firm that provides 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, utilizing research and analytics from internal and third-party sources.

Nathan Matthews is a financial advisor with Ameriprise in North Hollywood, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and OsteoStrong, as well as work with the Matthews Law Firm and the University of Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven income strategy recommendations.