Vasil Halchev is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Innovative Wealth Strategists and Commonwealth Financial Network. Outside of his advisory work, he has experience in security services and community activities such as involvement with the Rose Bowl Aquatics Center. 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 consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Hovik Mavyan is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments from 2011 to 2017. Outside of his advisory role, he serves as president of his homeowners association board, overseeing financial and operational matters in collaboration with professional management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of planning topics. The firm offers these services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Colin Mackenzie III is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 2013 and has maintained a long-term association with American Financial Concept since 2005. Outside of his advisory role, he serves as a counselor providing financial counseling and budget recommendations at One Step Ministry and is a board member involved in finance and fundraising for the Flying Leatherneck Historical Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with access to various program structures and third-party managers.

David Lopez is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and seven years of industry experience. He has worked at several notable firms, including J.P. Morgan Securities, Bank of America, and Merrill. Outside of advising, he provides mobile notary services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Daniel Mcmillan is a CFP® professional with 26 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2013. He holds the Series 66 designation and is based in Pasadena, CA. Outside of his advisory role, he is President and a board member of the Santa Fe Springs YEF, an organization supporting educational programs in Santa Fe Springs. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and investment recommendations, with clients retaining discretion over implementation.

Jennifer Wu is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with five years of industry experience. She previously worked at East West Bank and studied at UC Berkeley. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Helen Mah is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her career includes roles at Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities 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.

Caleb Hughes is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMORGAN Chase Bank, N.A., and work related to Christian Assembly Church and Clemson University. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Sabour Andkhoy is a financial advisor with Wells Fargo Advisors in Encino, CA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he is involved in several business ventures, including ownership of a management services company and other private enterprises. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, with advisors using proprietary research and tools to develop tailored recommendations.

Peter Tsu is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at East West Bank and Discover Capital. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting over 10,000 advisors and 800,000 clients nationwide.

Sarah Alaways is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and in roles including digital media and education. In addition to her advisory work, she creates and sells handmade textiles and ceramics under the brand name Josi and contracts as a digital media and website creator for a small independent church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses without portfolio management or discretionary trading authority. The firm offers planning on various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michael Jenny is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Milton Rodriguez is a CFP® professional with four years of industry experience. He is currently with Cetera, having previously worked at Avantax Advisory Services and Mofrad Financial Solutions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships to meet diverse client needs.

Keith Vance is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he assists multi-generational families in developing personalized wealth strategies focused on growth, preservation, and transfer of their assets. He collaborates with a team of specialists, including Investment Managers, Advanced Planners, and Trust Officers, to support comprehensive wealth planning. Keith has been with Fidelity Investments since 2000, progressing through roles including Financial Consultant, Vice President Financial Consultant, Vice President Wealth Planner, and currently Vice President Wealth Management Advisor. He holds a California Insurance License. Outside of his professional responsibilities, Keith enjoys skiing in Mammoth and diving in Catalina. His personal interests also include comedy, football, golf, and parenthood.

Jason Brown is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving a broad range of retail and institutional investors.

May Chong is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research to tailor client plans.

Magdalena Lesmana is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2017 and previously spent two years with D.A. Davidson & Co. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting services with a range of portfolio management styles and affiliated research resources.

Evelyn Ceja Tinoco is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2017, and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and market simulations.

Nicholas Mays is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Benjamin Friedman is a financial advisor with LPL Financial in Santa Clarita, CA, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and is also involved with Premier America Credit Union, where he has held roles related to investment and insurance since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management alongside research-driven model portfolios and multiple technology tools.