Michael Resnik is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 11 years with National Planning Corporation. Outside of his advisory role, he is involved with tax preparation and accounting services at Rose, Figueroa & Associates. 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 and access to third-party asset management, supported by extensive technology and operational resources.

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 several firms including Wells Fargo, J.P. Morgan Securities, and Chase Investment Services. Outside of his advisory role, he serves on the Simi Valley Executive Board of Neighborhood Council. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a broad range of investment products. The firm manages trillions in client assets and employs structured planning tools supported by its Global Investment Committee.

Armand Simonyan is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Primerica Financial Services in 2022, he was affiliated with PFS Investments Inc. Since 2009, he was a student before entering the financial industry. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Teni Shahnazarian is a financial advisor with LPL Financial in Glendale, CA, holding a Series 66 designation and 15 years of industry experience. She has been associated with LPL Financial since 2010 and currently provides investment advisory services through Global Retirement Partners, LLC, where she has worked since 2017. Outside of her advisory roles, she is involved in managing other wealth management activities and serves as a family caregiver. 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 financial planning and investment management services through a large network of advisors, employing model portfolios and third-party strategies supported by operational and research tools.

Melody Nekourouh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Prudential Insurance Company/LPL Enterprise and Royal Bank of Canada. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

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 in Northridge, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2008 and was previously with Wamu Investments, Inc. from 2006 to 2009. Outside of his advisory role, he is a co-owner of JAZ Enterprises LLC and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions supported by advisor-facing tools, serving a network of more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Jeremy Forman is a CFP® with six years of experience currently serving as a Wealth Advisor at J.P. Morgan Securities in Toluca Lake, CA. His career includes roles at JPMorgan Chase Bank, N.A. and FirstBank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Savannah Pincus is a financial advisor with Stifel, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Stifel in 2025, she worked at Oppenheimer for nine years. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ernesto Guray Diaz is a financial advisor at Edward Jones in Valencia, CA, holding Series 66 and Series 63 designations with 14 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. and has been self-employed in a separate venture since 2007. Diaz serves as president of TEAM Legacy SFV, a regional chapter of the TEAM Referral Network, a business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of segments, including high-net-worth households and corporate clients. The firm offers a variety of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Eric Stever is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on integrating technology and diverse investment strategies.