Eduardo Mora Donato is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at SURA Asset Management and held academic positions at California State University - Channel Islands and California Lutheran University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Daniel Tauberg is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Prior to this, he held positions at JPMorgan Chase Bank, Ameriprise, and Wamu Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and incorporating an ESG eligibility framework.

Jill Kasen is a CFP® and ChFC® with 40 years of industry experience. She is currently with Ameriprise Financial Services, LLC and has held roles at several firms including 1st Global Advisors Inc and Kasen Investment Services, INC. She is also the owner of CentsSense.com, a consulting business unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice.

Jeannette Harris is a Financial Advisor at Merrill Lynch Wealth Management, where she works with individuals and families who have built meaningful wealth and seek clarity on their financial future. She focuses on providing thoughtful financial planning and investment guidance to help clients make informed decisions about retirement, tax-aware planning, and investing. Her areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Jeannette holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jeannette earned an Executive MBA and a Master of Science in Finance from Saint Mary's College of California, and a Bachelor of Science in Business Administration with a concentration in Management from San Jose State University. She is also involved in the Junior League of Los Angeles. Outside of work, her interests include dancing, gardening, horseback riding, pickleball, reading, spending time with her family, and traveling.

James Frew is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. His prior firms include Western International Securities and Financial West Group. He maintains involvement in small business entities related to investment and insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Eric Silvestre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Western International Securities, J.P. Morgan Chase Bank, J.P. Morgan Securities, and Chase Investment Services. Silvestre also has involvement with Libra Financial, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alexander Burum is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at PlanMember Securities Corporation for eight years and has been self-employed as an independent contractor since 2013. Outside of his advisory role, Burum dedicates time as a caregiver to his father. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and brokerage and insurance product facilitation through affiliated entities.

David Belkin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Western International Securities, Inc. for eight years and Financial West Group for nine years. Outside of his advisory role, he serves as CFO and business owner of Continental Chemical. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Khoury is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and CitiBank prior to joining his current firm. Outside of finance, he has experience working at California Lutheran University and Urbane Cafe. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Hratch Agazaryan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high-net-worth individuals, retirees, business owners, and foundations, focusing on a comprehensive range of wealth management strategies. These include investment guidance and risk management, lending and liability management, retirement income planning, asset preservation, wealth transfer and tax minimization, as well as charitable and estate planning. With over 21 years of experience, Hratch brings a seasoned perspective as a qualified Portfolio Manager. He leverages the resources and services of a large investment firm to provide a customized approach tailored to each client’s financial objectives. Committed to lifelong learning, he holds multiple advanced professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®). Hratch earned a Master’s degree with a concentration in finance and completes continuing professional education annually. Hratch resides in Glendale, California, with his wife Olga and their three children. Outside of his professional pursuits, he enjoys spending time with his family and engaging in activities such as yoga, cycling, golfing, skiing, and photography. He is fluent in Armenian, Russian, and English.

Juan Hoke is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including The Vanguard Group and QuikTrip. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Terry Gordy Sr. is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at SagePoint Financial, Inc. and Independent Capital Management, Inc. Outside of his advisory role, he is involved in investment management and insurance sales through his business, Terry Gordy/TJ Whitney Co., which also facilitates client referrals to trust personnel. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services across various programs, utilizing a model-based investment process with a focus on asset allocation, portfolio optimization, and risk management.

Scott Hansen is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He has also worked with Wells Fargo Bank since 2008 and Banc of America Investment Services, Inc. from 2002 to 2008. Outside of his advisory role, he serves as a baseball umpire for Little League District 63 in Ventura, California. 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 a broad range of brokerage and advisory solutions.

Steve Felsen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he teaches financial literacy to students through local recreation and park districts and a nonprofit organization. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions across various product types.

Jordan Swift is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop customized financial plans aimed at meeting their personal goals. His services include comprehensive retirement plan assistance and portfolio management. Jordan began his career at Bank of America in 2008, moved to Merrill Lynch Wealth Management in 2010, and joined the Bachman-Herron group in 2014. He has over ten years of experience in areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, philanthropic planning, tax minimization, and retirement income. Jordan holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He graduated from the University of California, Channel Islands, with a bachelor's degree in applied mathematics. Jordan lives in Simi Valley, California, with his wife and son. He enjoys spending time with his family and is active in his local church.

Oscar Alvarenga Menjivar is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. From 2014 to 2018, he was involved with Laughing Buddha. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Bobbi Barbera is a financial advisor at LPL Financial with 30 years of industry experience. She holds the Series 63 designation and has previously worked with Waddell & Reed, Inc., as well as multiple insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and various institutional platforms.

David Lazar is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes over two decades at Avantax and his own accounting firm, Lazar and Company Certified Public Accountants, which provides tax preparation and accounting services. Outside of his advisory role, he serves as president of CPayroll, Inc. and holds board responsibilities for Guardians of RHD, where he manages financial recordkeeping and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform that combines affiliated and third-party managers across various program structures and custodial relationships.

Alexander Ary is a financial advisor with Wells Fargo Clearing in Thousand Oaks, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, EZ-NetTools, and Brigham Young University - Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.