Karina Gevorgyan is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. She previously worked at J.P. Morgan Securities LLC and Bank of America, N.A. Outside of finance, she has been involved with In-Home Supportive Services (IHSS) for the County of Los Angeles. 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 a broad range of clients including individuals, high-net-worth investors, and institutions.

Edrees Andkhoy is a financial advisor at Wells Fargo Advisors in Encino, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2013. Andkhoy has ownership interests in several private companies, including a consulting firm and other non-investment related ventures. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Carolyn Zhao is a financial advisor with UBS Financial Services in Pasadena, CA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at East West Bank, Kcal Insurance Agency, Singh Agency Inc, and Eversafe Insurance Agency. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies.

Mariga Torossian is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012. Prior to her current role, she has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Francesca Fassino is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and five years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at Tillys and California State University Northridge. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Manuel Lozano is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2007. Outside of his advisory role, he is a part owner of an apartment rental property in Highland Park, California. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies that guide asset allocation and financial planning analyses.

Ana Teper is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations and has worked at several firms including Fidelity Investments, Valic Financial Advisors, and Union Bank. Charles Schwab 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and research from the Schwab Center for Financial Research.

Alon Haim is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

Anthony Arriaran is a CFP® professional with eight years of experience in financial advising. He is currently with Edelman Financial Engines and previously worked at The Vanguard Group, Inc. He has held various roles in financial services and education, including positions at Northern Arizona University. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

James Giordano is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with UBS Financial Services in Pasadena, CA since 2002. Outside of his advisory role, he serves as a member of the Declining Enrollment Ad Hoc Committee for the ABC Unified School District, providing recommendations related to school facilities. 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 tailor plans based on proprietary research and capital market assumptions.

Nicholas Pon is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank since 2001, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anzhela Harutyunyan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2005. In addition to her advisory role, she is a Notary Public in California and has been involved with In-Home Support Services for over two decades. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining an operational model focused on tiered wrap fees and ongoing oversight of investment models.

Kamran Hedjasi is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and modeling techniques.

Aleksander Rassekhi is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior experience includes roles at TradeUp Exchange and Industrial Succession Group. Outside of advising, he is involved in a non-variable insurance business based in Pacific Palisades, CA. 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, model portfolios, third-party asset management, and access to a range of financial products including insurance, supported by an integrated platform combining adviser programs with product sales.

Hien Tran is a Financial Consultant currently working at Fidelity Investments since 2021. With many years of experience in the finance and banking industry, Hien has helped clients with investment options, retirement planning, financial planning, college planning, and wealth accumulation. Hien works closely with clients to understand their needs and assist them in achieving their financial goals. Prior to joining Fidelity Investments, Hien held positions as a Financial Advisor at Tamar Securities LLC in 2021, Private Client Advisor at J.P. Morgan Chase from 2018 to 2021, Private Client Banker at J.P. Morgan Chase from 2014 to 2018, Financial Services Professional at New York Life from 2010 to 2014, and Wells Fargo Bank Premier Banker from 2004 to 2010. Hien holds a California Insurance License. Outside of professional commitments, Hien has interests including the beach, cars, concerts, cooking and baking, food, and music.

Nevin Perera is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Premier America Credit Union. He is also involved with Perera Administrative Services, providing administrative support outside the investment industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Leigh Greenberg is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and five years of industry experience. He has previously worked at firms including Secura Financial, Arkadios Capital, and New York Life Insurance Company. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, and institutional clients, offering both advisory and brokerage services supported by research, model portfolios, and third-party strategists.

Linh Ma is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and the Series 63 license, with 34 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Linh worked at Metlife Securities Inc. for 28 years. Outside of advisory work, Linh is co-owner of Bestware Restaurant Supplies, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, annual planning relationships and a range of investment strategies.

Marjan Khazra is a financial advisor at LPL Financial with 33 years of industry experience. She previously worked at Wells Fargo Advisors for 10 years before joining LPL Financial in 2022. Khazra holds a Series 63 designation. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Bunyamanop is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for nearly two decades. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory services with active sales of other financial products.