Eric Schrager is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in Woodland Hills, CA, where he has worked since 2016, following four years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Shahab Khavarani is a financial advisor with Charles Schwab in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Outside of his advisory role, Khavarani provides in-home supportive services, assisting with grocery shopping and medical appointments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by an integrated operational structure and centralized custody, brokerage, and advisory functions.

Ranjit Hayhre is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where appropriate.

Khoren Martikyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Vicki Barnes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Holman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes seven years at Oracle Corporation and ongoing roles with PFS Investments Inc. and Primerica Financial Services since 2009. In addition to advisory services, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Brendan Lynch is a Wealth Management Advisor serving current and former private business owners, executives, their families, and uniquely successful individuals. He utilizes the extensive resources available through Merrill to provide advice in global wealth strategies, pre- and post-liquidity event planning, estate and legacy planning, as well as access to structured credit through Bank of America. Brendan focuses on advanced value acceleration methods for businesses, facilitating business sales, mergers and acquisitions, ESOP strategies, and recapitalization services to meet the evolving needs of business owners. Brendan began his financial services career in 2010, with prior experience at UBS Financial Services and Morgan Stanley, including work as an analyst for private wealth teams. He joined the BHB Group in 2022. He holds the Chartered Alternative Investment Analyst® (CAIA) designation and is a CERTIFIED FINANCIAL PLANNER® (CFP). Brendan earned a bachelor's degree in financial services from San Diego State University and completed an Accredited Certificate Program at the University of Oxford. Originally from Vancouver, Canada, Brendan has lived internationally in Scotland, New Zealand, and other locations. He and his wife recently welcomed a son, leading him to set aside his amateur boxing pastime. Brendan is committed to building strong relationships with his clients and aims to help them make important financial decisions.

John Gudino is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2007. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Deborah Quinn is a financial advisor with UBS Financial Services in Reseda, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to deliver tailored financial planning and portfolio management.

Luke Quanbeck is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and LPL Financial LLC. Outside of finance, he was involved with the Associated Students of Madison - Food Recovery Network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program delivers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG criteria.

Brian Amirian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, Amirian has been involved with Westlake Brewing & Libations since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Peter Rosa is a financial advisor at Morgan Stanley with 35 years of industry experience. He has held positions at Morgan Stanley since 2019 and previously worked at UBS Financial Services from 2006 to 2019. He holds a Series 63 designation. 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, and manages approximately $2.74 trillion in client assets.

Roxana Magnani is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2007. She is part of a multi-generational wealth management team based in the Greater Los Angeles area, focusing on helping clients and their families achieve their financial goals through tailored financial and wealth management strategies. Her expertise includes college education planning, legacy planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Roxana holds a Bachelor's degree in Business Administration from California State University Northridge and holds the Personal Investment Advisor (PIA) designation. She is fluent in English, Spanish, and Portuguese. A lifelong resident of the Northridge area, Roxana enjoys hiking, music, swimming, traveling, and spending time with her family. She and her husband, Tome, travel and enjoy outdoor activities with their two sons.

Danielle Barrios is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Morgan Stanley in Beverly Hills, CA. Her prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Outside of her advisory work, she is involved with the Corita Art Center as an advisory board member and finance committee participant, and also operates an online retail business on Poshmark. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of individual and corporate financial planning agreements.

David Lopez is an International Wealth Advisor with Merrill Lynch Wealth Management. Prior to joining Merrill Lynch in 2021, he was a partner at BeachFleischman PC, one of Arizona’s largest accounting firms, where he led the firm’s international tax practice and developed its cross-border business and consulting services over more than 20 years. Before that, he worked at Ernst & Young LLP. At Merrill Lynch, David collaborates with a team of financial advisors to provide comprehensive, multi-faceted wealth management services tailored to high net worth and ultra-high net worth families, coordinating closely with clients’ attorneys, accountants, and other advisors in a family office style approach. David holds a Bachelor’s degree from the University of Arizona and is a Certified Public Accountant (CPA) and Personal Investment Advisor (PIA). While he has a background in tax, he does not provide tax or legal advice in his current role. His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, investment strategy, tax minimization, and retirement income. In addition to his professional work, David has served in leadership positions with various community organizations, including Ronald McDonald House of Southern Arizona, Carondelet Foundation, Salpointe Foundation, Kino Border Initiative, Tucson Metro Chamber of Commerce, and Nexus Executives. He continues to serve as a member of Nexus Executives and remains involved with the Kino Border Initiative. Outside of work, David enjoys basketball, biking, skiing, tennis, traveling, and spending time with his family.

Devin Stevenson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors and one year at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with a focus on systematic methodologies and long-term asset allocation.

Humberto Jimenez is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, CUSO Financial Services, and Wescom Financial Services. His current role includes responsibilities at Logix Federal Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

George Burke Jr. is a financial advisor with UBS Financial Services in Westlake Village, CA, holding Series 63 and Series 65 licenses. He has 40 years of industry experience, including 20 years with UBS. He serves as a director of the City Market of Los Angeles, a real estate investment trust, where he attends board meetings annually. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Allison Brill is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Kathryn Carter is a CFP® professional with over 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Her previous roles include positions at Sagepoint Financial, OSAIC Services, and American General Securities. In addition to her advisory work, she operates an insurance agency focused on personal and commercial property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment strategies and operational tools, serving over 22,800 advisors and overseeing substantial discretionary assets.