David Sosa is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of the Kensington Place Homeowners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Davit Kesabyan is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2015. He also has a role at University of Arizona Global Campus from 2024 to 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide array of products and services.

Parinaz Toohidlou is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank N.A. since 2023. Outside of her advisory role, she has experience as a caregiver with IHSS, providing assisted living support. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Kristopher Behrens is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Bank of America for six years and held positions at 1st Century Bank and City National Bank. 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. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Tracie Thompson is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a trustee for The Cameron S. Thompson Foundation, overseeing fundraising and scholarship processes, and is a board member and program chair for The Palos Verdes Chapter of The Links, Inc., a community organization focused on education and humanitarian efforts. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Alexandar Ruzich is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since the late 1980s and early 1990s. Outside of advisory services, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and select discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Melissa Delahoussaye is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she holds ownership interests in Film L.A. Inc. and the Santa Clarita Film Office, entities involved in sourcing homes for film shoots in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to support client planning.

Agustin Chavez Jr. is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, N.A., and Miguel A Custodio Jr APLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Diana Fusco is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Jacob Sands is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at OUTFRONT Media, Kidder Matthews, and EP Wealth Advisors. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including tailored financial planning utilizing structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Iris Lee is a financial advisor at Raymond James & Associates in Los Angeles, CA, with 23 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Philip Imhoff is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1995 and has prior experience with Beverly Hills Unified School District and Entertainment Partners/Central Casting. Outside of his advisory role, he serves as the volunteer membership committee chairman for the Canoga Park/Westhills Chamber of Commerce and is a part owner of Talk Peace Farm, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, using a tiered wrap fee structure rather than fixed fees.

Anahid Luke is a CFP® professional affiliated with Cetera, with 26 years of experience in the financial services industry. Prior to joining Cetera in 2025, she held roles at Avantax and National Planning Corporation, and she is also the owner and president of Luke Services, Inc., a firm offering financial and insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated third-party managers with various program structures and custodial relationships.

Jenny Jung is a financial advisor at Equitable Advisors with 31 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Jenny holds Series 63 and Series 65 licenses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kellen Birdsall is a financial advisor at Morgan Stanley in Beverly Hills, CA, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. His prior experience includes roles at Thrivent Financial, Axa Advisors, SABRE Financial Services, UBS, and Cal Lutheran University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Anna Farzam Pourdavoud is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley, RBC Capital Markets, and JPMorgan Chase Bank. Outside of her advisory role, she is an owner and partner of Eli Fox Hills, LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Keith Ellen is a financial advisor with OSAIC in Woodland Hills, CA, holding Series 63 and Series 66 designations and over 36 years of industry experience. He has worked with American Financial Network Advisory Services, LLC and Securities America Advisors, Inc. during his career. Ellen also owns KGE Wealth Management, providing services related to fixed insurance. OSAIC is an institutional firm serving a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage diverse portfolios.

Nancy Wilson is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2012 to 2022. Outside of her advisory role, she is a commissioned Notary Public in the State of California. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Magdalina Kouladjian is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Fidelity Brokerage Services LLC. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Reagan Whitney is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Whitney worked at UBS Financial Services, Inc. and US Tech Solutions. Outside of finance, Whitney is involved with Rose Bowl Aquatics. 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 provides both brokerage and advisory solutions.