Faten Khoder is a Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) certification and the Personal Investment Advisor (PIA) designation. Faten earned her Bachelor's Degree from Lebanese University and is proficient in both Arabic and English. With over 10 years of experience in the financial services industry, Faten specializes in assisting clients with pre- and post-retirement needs, asset management, and estate planning. She works closely with clients to define their financial goals and develops portfolio strategies tailored to their individual situations. Faten provides ongoing advice to help clients adapt their financial plans as their circumstances change. Prior to her current role, Faten applied her skills while running a family business, gaining firsthand experience in entrepreneurial challenges and work-life balance. She is also a mother of three children, which has contributed to her abilities in time management and multitasking.

Chase Dapello is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2019. Prior to his current role, he was employed at UBS Financial Services and held various positions including at SoCal Valet and Wood Ranch Country Club. He serves as a board member for NextGen Rotary, Club 5240 in Thousand Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Joseph Blanchette is a financial advisor with Equitable Advisors in Sun Valley, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Cal Poly State University and Los Angeles Mission College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Robert Hunter Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC for 17 years. Hunter also serves as an adjunct professor at California Lutheran University and as online faculty for the College for Financial Planning. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kathryn Conley is a financial advisor with Fidelity Investments in Santa Monica, CA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, she was involved in various roles during her time at the University of California, Berkeley, including the study abroad program and library services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm serves a broad client base with discretionary and non-discretionary advisory services and is noted for its use of quantitative analysis and oversight of affiliated sub-advisers.

Daniel Warren is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including 15 years at Western International Securities, Inc. He operates The Warren Group Wealth Management, Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Farber is a financial advisor with Equitable Advisors, holding a Series 65 credential and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC for 21 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Jason Gorenstein is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He has held positions at Bank of America, Merrill, The WMG Group, YogaWorks, and Keck Hospital of USC. Outside of his advisory role, he is involved in teaching meditation and yoga through his wellness business, J. G. Integrative Wellness. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Jack Murad is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. He operates his own accounting and tax preparation business and serves as a trustee and executor for non-family members, managing related investment decisions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ryan Bartley is a Financial Consultant at Fidelity Investments. He works with clients seeking to enhance their retirement plans, investment strategies, and lifestyles by connecting them with Fidelity's resources tailored to their goals. His tenure at Fidelity Investments began in 2016 as a Financial Representative. He has since held roles including Relationship Manager, Planning Consultant, Investment Consultant, and currently serves as a Financial Consultant since 2025. This progression reflects his experience within various aspects of financial advising and client relationship management. Ryan holds a California Insurance License. Outside of his professional responsibilities, he engages in activities such as baseball, board games, family activities, fitness, and golf.

Ortal Katz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to returning to J.P. Morgan Securities in 2025, Katz worked at Wells Fargo NA and JPMorgan Chase Bank, N.A. Outside of finance, he operates an e-commerce business selling used clothing on the platform Poshmark. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.

Sergio Cabral is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has also worked in real estate and banking roles, including positions at Pinnacle Estate Properties, JP Morgan Chase Bank, and various real estate firms. Outside of his advisory role, Cabral is involved in real estate sales as an assistant with WG Res, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based investment strategies created by third-party asset managers. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Andrew Nakagawa is a financial advisor at J.P. Morgan Securities with 16 years of experience in the industry. He holds a Series 66 designation and has previously worked at LPL Financial, California Bank & Trust, and Wells Fargo in various advisory and banking roles. Nakagawa is based in Westlake Village, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and customized reporting.

Keith Phillips is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a range of investment vehicles including insurance-related products and bank deposit sweep options.

John Andersen is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 18 years of industry experience. His prior firms include Royal Alliance Associates and Wealthcare Alliance. He operates a sole proprietorship, John Andersen Financial, providing financial planning and investment advisory services to individuals and businesses. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment platforms, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Brandon Katz is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on retirement planning and portfolio management, helping clients develop personalized financial strategies tailored to their long-term goals. Brandon is specially qualified as a Portfolio Manager and manages discretionary Personalized or Defined Strategies, incorporating a range of investment options including individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a Bachelor's Degree from the California State University System and the CERTIFIED FINANCIAL PLANNER (CFP) designation. Brandon is committed to disciplined planning processes and provides customized Wealth Outlooks to support his clients' wealth transfer, liability management, and legacy succession needs. A resident of Oak Park and native of the Conejo Valley, Brandon is actively involved in his community. He serves on the board of the Ventura County Medical Resource Foundation and volunteers with Support Our Troops, contributing to efforts that send care packages to deployed service members.

Donna Hicko is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 33 years of industry experience. Her prior roles include positions at Mutual Securities, CETERA Advisor Networks LLC, Argosy Wealth Management, and others. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.

Amanda Harake is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2020. In her role, she collaborates with clients to develop and implement financial plans tailored to their goals, emphasizing strong relationships and communication. Her experience at Fidelity includes positions as Financial Consultant, Relationship Manager, and Financial Representative, building a comprehensive understanding of financial services. Prior to Fidelity, Amanda worked at American Financial Network as a Para-Planner and Data Integration Coordinator. Amanda holds a California Insurance License. Outside of her professional duties, she has interests in movies, museums, music, pets, theater, and traveling.

Brian Krueger is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, Krueger is the sole proprietor of Taycan Farms, LLC, a horse boarding operation, and is a partner at HAKR Group LLC, which is involved in business development. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models but does not provide individual security recommendations as part of its standalone planning services.

Daniel Abankwah is a financial advisor with Ameriprise in Sylmar, CA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a notary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.