Denisha Davis is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Intuit and Chase Bank. Outside of her advisory role, she owns Business Savvy 365, a company specializing in accounting and tax preparation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Alec Hong is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked in various roles prior to his current position, including at Timios Inc. and Lakeview Garden. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Matthew Minick is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Lock, Stock & Barrel Investments for four years. His background also includes roles at Pivot Magazine, Hub101, and California Lutheran University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service provides a collaborative, written Recommendation Report supported by investment research and algorithmic tools.

Albert Davidoo is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Avantax Insurance Services and his own accounting and tax preparation firm, Albert Davidoo and Company, which he has led since 2017. Outside of advisory work, he is the chairman and co-founder of the Assyrian Medical Society, a charitable organization providing medical care assistance in underserved areas. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Roshan Ghaznavi is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining UBS in 2022, he worked at Bank of America and Merrill for over a decade each. Outside of his advisory role, he is a partner in a real estate investment business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and diverse capital markets services.

Ardis Curtis is a financial advisor at Thrivent Investment Management with two years of industry experience. Curtis has worked at Thrivent in various capacities since 2023 and previously spent 13 years at T-Mobile. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under consolidated billing.

Michael Berger is a financial advisor with Morgan Stanley in Valencia, CA, holding a Series 63 license and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, Berger is a sole proprietor of a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services that encompass broad offerings across retail and institutional markets.

Robert East is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Merrill since 2015, including prior roles at Bank of America, UBS Financial Services, RBC Capital Markets, and Citigroup Global Markets. Merrill provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Stephen Lo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Resnik is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 11 years with National Planning Corporation. Outside of his advisory role, he is involved with tax preparation and accounting services at Rose, Figueroa & Associates. 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 and access to third-party asset management, supported by extensive technology and operational resources.

Christopher Boynton is a CFP® professional with 24 years of industry experience, currently serving at Cetera. His career includes long-term roles at Arxis Financial Inc. and Avantax entities. Outside of advisory work, he is a division director and board member of the American Youth Soccer Organization in Simi Valley, CA. Cetera Investment Advisers LLC provides a multi-manager platform to a nationwide network of independent advisors, serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services with access to affiliated and third-party managers across multiple program structures.

Jeff Plyamm is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo, J.P. Morgan Securities, and Chase Investment Services. Outside of his advisory role, he serves on the Simi Valley Executive Board of Neighborhood Council. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a broad range of investment products. The firm manages trillions in client assets and employs structured planning tools supported by its Global Investment Committee.

Armand Simonyan is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, he worked with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-driven strategies managed by third-party asset managers.

Pravneet Nagra is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Bank for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

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 with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Teni Shahnazarian is a financial advisor with LPL Financial in Glendale, CA, holding a Series 66 designation and 15 years of industry experience. She has been associated with LPL Financial since 2010 and currently provides investment advisory services through Global Retirement Partners, LLC, where she has worked since 2017. Outside of her advisory roles, she is involved in managing other wealth management activities and serves as a family caregiver. 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 financial planning and investment management services through a large network of advisors, employing model portfolios and third-party strategies supported by operational and research tools.

Melody Nekourouh is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at the Royal Bank of Canada and Prudential Insurance Company/LPL Enterprise. 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 applying an ESG eligibility framework when recommending 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.