Miguel Hernandez is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked with Transamerica Financial Advisors LLC and maintains active roles as Treasurer for the Theta Delta Chi House Association and Psi Deuteron Educational Foundation. Hernandez is also involved in financial education as a board member of The Academy of Financial Education. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Linda Reigel is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Faulk is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the ChFC® designation and securities licenses Series 66, 63, and 65. His prior experience includes roles at New York Life Insurance Company and multiple other financial firms. Outside of advising, he serves as a financial literacy teacher and financial coach with The Seed House Project and is a board member of the NAIFA-LA Chapter. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. They emphasize model-driven investment implementation and offer access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Bret Wims is a financial advisor with Thrivent Investment Management in Santa Clarita, CA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm combines goal-based planning with managed-account options under a consolidated billing program while maintaining separate delivery of planning and portfolio management services.

Michael Nazarian is a financial advisor with UBS Financial Services in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Outside of advising, he has a 50% ownership interest in the Fourmile Fishing Club. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Jason Sands is a financial advisor at Ameriprise with 29 years of industry experience. He has previously worked at Wells Fargo Investments and Wells Fargo Clearing. Sands serves as Chairman of the Board of Directors for The Park Players community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Lyndon Grey is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Western International Securities, Financial West Group, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicolas Cardenas is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at Eagle Strategies and New York Life-related firms before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Cindy Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2019 and has been with Wells Fargo Bank NA since 2015. Outside of her advisory role, she owns a small business making handcrafted bath products. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Steven Graham is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Western International Securities, Inc., C.I.T.E. Institute, J.P. Morgan Securities LLC, and Chase Investment Services Corp. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gabriel Armancas is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise, Equitable Advisors, and AXA Advisors. Outside of his advisory role, he is the owner and president of Eastsider Referrals Group, a business networking organization that hosts monthly mixers. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Elizabeth Toscan is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2016. Outside of her advisory work, she is involved in essential oil education and sales through doTerra, creates needlework patterns, and operates a pet sitting service. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery, firm-approved tools, and scenario modeling without providing individual security recommendations as part of standalone plans.

Zachary Lovley is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2023, both based in Woodland Hills, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Magda Pokorny is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning supported by advanced modeling tools, and manages approximately $2.74 trillion in client assets.

Robert Hutten is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2016, following 14 years at Merrill. Outside of his advisory role, he participates in the ProVisors BNI Group as a group leader assistant. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, and specialized planning for business transitions, entertainment, special needs, and divorce. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with implementation options available through the firm’s brokerage or advisory programs.

Justin Sayegh is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and professionals to provide personalized financial strategies and long-term guidance aimed at growing and protecting their wealth. Justin's approach integrates disciplined financial planning with tailored wealth management strategies, supported by the resources of Merrill Lynch and the banking services of Bank of America. His areas of expertise include divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Justin is committed to helping clients navigate complex financial decisions by offering proactive guidance and customized strategies. Justin holds a Bachelor's degree in Economics from the University of California system and is currently pursuing a Master's in Wealth Management from Columbia University. He has earned the Personal Investment Advisor (PIA) designation and speaks English and Arabic. Outside of work, Justin enjoys basketball, chess, reading, watching movies, and spending time with his family.

Brandon Perdue is a financial advisor with J.P. Morgan Securities in Westlake Village, CA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Sanford C Bernstein & Co LLC and UBS Financial Services. 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 due diligence process.

Swathy Satyamurti is a financial advisor at LPL Enterprise with nine years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at PRUCO Securities, Sattvic Yoga Studio, and the Consumers Association of India. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including high-net-worth individuals and institutional investors. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to financial planning, third-party asset managers, and various affiliated services.

Kai Cogswell is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of his advisory role, he owns and operates KJC Investments Inc., a financial-related business based in Santa Barbara, CA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth criteria.

Tyler Jacobi is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in trading roles at Trader Bo's and held various positions including at Irvine America and in hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.