Steven Chen is a financial advisor with Primerica Advisors in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2015 and previously held roles at the Milken School and Viewpoint School. Outside of his advisory role, he is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Anasheh Baghoomian is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in partnering with clients to develop financial strategies that align with their unique goals and values, with a focus on college education planning, legacy planning, personal retirement planning, portfolio management, and investment strategies for individuals, corporations, and small businesses. She also works with clients in specific areas including services for endowments, foundations, non-profits, women and wealth, as well as sports and entertainment sectors. Anasheh holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She completed her education at Glendale Community College. She is fluent in Farsi, Armenian, and English. Outside of her professional work, Anasheh enjoys basketball, cooking, hiking, music, reading, running, soccer, swimming, traveling, and spending time with her family.

Sophie W is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work includes roles at Bank of America and US Bank. Outside of her advisory work, she provides part-time digital community management services for Levellr Ltd, where she moderates user interactions and supports online engagement. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Durant is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2019 to 2023. Kyle focuses on helping his clients and their families work toward achieving their life goals by collaborating with them to develop personalized financial plans aimed at growing and protecting their wealth. He holds a California Insurance License, supporting his ability to provide comprehensive financial advice and insurance solutions. Kyle's professional experience spans investment consultation and financial advising, enabling him to address various client needs in wealth management.

Dennis Yim is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with UBS since 2016. He serves on the board of a trade association, OKTA S.C., where he participates in quarterly meetings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Ernest Arnold is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, RJJ Pasadena Securities, and B.B. Graham & Company. He is also licensed as an agent for accident and health, life, and variable insurance products. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Jennifer Desanto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at firms such as Raymond James & Associates, Citigroup Global Markets, and UBS Financial Services. She is also involved with Logix FCU, where she has worked since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Juan La Riva is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill and Bank of America since 2017. 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 strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Vanessa Escobar is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at various J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Josue Flores is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Citigroup Global Markets and World Financial Group. Flores is involved in entrepreneurial ventures through Flores Financial Development 8:28. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alex Khoshnam is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Thrivent Financial, and US Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Valerie Campadonia is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at 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 advisory options grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment offerings include insurance-related vehicles and bank deposit sweep options, which broaden the typical range of products available to institutional clients.

Veronica Zamora is a financial advisor with Stifel, holding a Series 66 designation and 12 years of industry experience. She has worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing in multiple roles since 2008. 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.

Deepak Danavar is a financial advisor with UBS Financial Services in Tarzana, CA, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a silent partner in IBOS Inc., a healthcare business focused on medical record electronic chart indexing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dylan Juca is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior experience includes roles at Reliance Partners LLC and Matthews Real Estate Investment Services, as well as work in the hospitality and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment models.

Mark Suffredini is a financial advisor at Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and approved methodologies to support its advisory services.

Andrea Vien is a Series 66 licensed advisor with Cetera based in Pasadena, CA. She has been in the industry since 2026 and previously worked at the office of Arthur C. Hsieh, CFP, from 2007 to 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and provides various program structures and custodial relationships.

Terry Lin is a financial advisor with LPL Financial in South Pasadena, CA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at East West Bank for nine years before joining LPL Financial and Ronald Tanaka, CFP, where he has been since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and technology tools to support advisors.

Cynthia Keverian is a Financial Consultant currently employed at Fidelity Investments since 2025. In this role, she collaborates with clients to develop personalized financial strategies that align with their goals and motivations, supporting them in making informed decisions throughout their life journey. Prior to her current position, Cynthia served as a Financial Solution Advisor at Merrill Lynch from 2015 to 2025. She holds a California Insurance License, which complements her expertise in providing comprehensive financial advice. Outside of her professional work, Cynthia enjoys outdoor activities such as hiking, kayaking, and spending time at the beach and lake. She also values family activities and caring for her pets.

Arthur Chalekian is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and 65 licenses and possessing 28 years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at Western International Securities, Elite Financial Partners, and Arthur Chalekian Insurance. Outside of his advisory work, he serves as a board member of the Artsakh Arts and Cultural Foundation. 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 services, including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supported by both proprietary research models and third-party strategies.