Nathan Korn is a Financial Consultant at Fidelity Investments, where he supports clients in achieving their financial goals through comprehensive planning. He engages in holistic discussions to co-create plans that align with clients' specific objectives while utilizing Fidelity's resources. Nathan has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. He holds a California Insurance License.

Richard Marcus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brad Baumann is a CFP® professional with 12 years of industry experience, currently serving at Fidelity. His prior roles include positions at Fortress Retirement, Inc., OneWest Bank/CIT, and operating his own advisory practice. He holds an inactive California Real Estate Broker license. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic portfolio construction to deliver model portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Michael Kojin is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Raymond James Financial Services, and Quintus Investment Counsel. Outside of finance, he has experience with the Fairmont Miramar Hotel and Bungalows and has been involved with the University of California, Riverside Athletic Department. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Tyler Munro is a Series 66-licensed financial advisor at LPL Enterprise with five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Morton Capital Management. Outside of financial advising, he works on event production, assisting with setup and breakdown for various companies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of financial products supported by an integrated platform combining advisory programs with insurance and lending services.

Eric Haupt is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 51 years of industry experience. His career includes roles at Voya Financial Advisors and operating his own firm, Eric R. Haupt, as well as long-term involvement with Haupt Insurance Services and other insurance-related businesses. He serves as president of the nonprofit Friends of the Agoura Hills Library. Cetera Investment Advisers LLC provides financial advisory services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options across several program structures.

Miguel Hernandez is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked at Transamerica Financial Advisors LLC and is involved as treasurer for the Theta Delta Chi House Association and the Psi Deuteron Educational Foundation, both nonprofit organizations. In addition to financial advisory, he also works as an agent for Aflac and participates in ridesharing services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, investment management via model portfolios and third-party strategists, and access to a wide range of brokerage and insurance products.

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 six years of industry experience. He holds the ChFC® designation and Series 66, 63, and 65 licenses. Prior to joining LPL Enterprise, he worked at AlphaStar Capital Management, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a financial literacy teacher and financial coach with The Seed House Project and is a member at large on the NAIFA-LA Chapter board. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset managers, and a range of brokerage and insurance products via its integrated platform.

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, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 50% ownership interest in the Fourmile Fishing Club in Park County, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jason Sands is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Chairman on the Board of Directors for The Park Players, a community organization in Newbury Park, CA. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lyndon Grey is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western International Securities, Inc. and Financial West Group. 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 services, utilizing model portfolios, third-party research, and technology-driven strategies.

Nicolas Cardenas is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national 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 with LPL Financial, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior roles include positions at Western International Securities, Inc., C.I.T.E. Institute, and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.