Michael Berger is a financial advisor at Morgan Stanley with 45 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. 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 tailored financial planning services supported by structured discovery processes and firm-approved modeling tools.

Vahe Movsesyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo in various capacities since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Marlon Profeta is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

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 registrations and bringing 26 years of industry experience. He previously worked at National Planning Corporation for 11 years before joining LPL Financial in 2017. Outside of his advisory role, Resnik is involved in tax preparation and accounting services as an agent for Dennis F. Rose & Associates and Rose, Figueroa & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning to support both discretionary and non-discretionary management.

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 Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney, as well as Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the Simi Valley Executive Board of Neighborhood Council. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, supported by investment research and scenario modeling.

Armand Simonyan is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at PFS Investments Inc. since 2023 and Primerica Financial Services since 2022. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based investment 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 at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Teni Shahnazarian is a financial advisor with LPL Financial based in Glendale, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial since 2013 and is also associated with Global Retirement Partners, LLC since 2017. Outside of advising, she is involved with several wealth management ventures and serves as a family caregiver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and technology-driven investment 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.

David Goller is a financial advisor at Morgan Stanley in Valencia, CA, with 31 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co. Incorporated since 2008. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Siu Lam William Tung is a financial advisor at Merrill with a Series 66 credential and over one year of industry experience. His prior work includes roles at Intuit, LPL Enterprise, Pruco Securities LLC, and Win Pont Investment Inc., as well as a five-year tenure at Hui Bang Investment Group Co. Ltd. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Hines is a CFP® professional with 11 years of industry experience, currently with Cetera since 2019. Her prior roles include positions at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to affiliated and third-party managers with various program structures and custodial relationships.

Cody Despain is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2017. In addition to his advisory role, he is involved with Canyon Oak Financial, where he provides wealth management, tax preparation, and bookkeeping services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Grant Gochin is a CFP® with 29 years of experience working at Raymond James Financial in Woodland Hills, CA. He has served as President of Grant Arthur & Associates Wealth Services, LLC since 2011 and holds the position of Honorary Consul for the Republic of Togo. Gochin also serves on his local homeowners association board and has authored a book. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports its clients through a large advisor network and various advisory programs.

Jason Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is a co-owner of JAZ Enterprises LLC and is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, supported by LPL Research and third-party subadvisors across diversified and alternative strategies.

Jeremy Forman is a CFP® and Series 66-credentialed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Toluca Lake, CA, where he has worked since 2019. His prior experience includes four years at FirstBank. J.P. Morgan Securities LLC 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 in its investment recommendations.