Independent financial advisors working with parents in Burbank, CA

Haroutioun Bartanian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining oversight of its investment models.

Mady Yehia is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and over 24 years of industry experience. She has worked at PlanMember since 2010 and operates a separate tax, accounting, and payroll services business under Securitax Financial Services since 2002. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education and support through seminars and personalized retirement planning. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Derek Van Der Wal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, utilizing quantitative modeling and centralized due diligence, along with incorporating an ESG eligibility framework in its recommendations.

Martin Lee is a financial advisor with Wells Fargo Clearing in Burbank, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations across a range of products, performance reporting, and participant education.

Eric Hatfield is a financial advisor with Hatfield Insurance & Financial Services, Inc. in Burbank, CA, holding the ChFC® designation and Series 66 license, with 23 years of industry experience. He has led his firm since 2014. Outside of his advisory role, he serves as a board member of the Santa Monica/Palisades Masonic Lodge #307 and as board member and chair of the Grand Lodge of California Freemasons Investment Committee. Hatfield Insurance & Financial Services provides investment advisory and planning services to individuals, trusts, and employer retirement plans. The firm primarily offers model allocation portfolios composed of mutual funds, conducts quarterly reviews, and may engage independent money managers, typically operating on a non-discretionary basis while also providing insurance products through its licensed representatives.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Daniel Miller is a Private Wealth Manager with Merrill Private Wealth Management, specializing in providing personalized wealth management strategies tailored to each client's unique financial situation and goals. He works closely with families and businesses to navigate complex areas such as family wealth management, estate and legacy planning, executive compensation, retirement income, and portfolio management. Daniel collaborates with specialists from Merrill and Bank of America to deliver comprehensive financial solutions and investment insights. With over 30 years as a Houston resident, Daniel focuses on helping clients, including corporate executives, women, and non-profit organizations, meet their investment objectives through a flexible approach that adapts to changing market conditions. His professional designations include Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds an Accredited Certificate from the College for Financial Planning. Beyond his professional role, Daniel actively contributes to the Houston community through volunteering with organizations such as BeaResource for CPS Kids, Big Brothers Big Sisters Greater Houston, Madison Place Home Owners Association, and Wonders and Worries. He values faith and family, spending time with his wife and two children, and enjoys outdoor activities, music, reading, and traveling.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Steven Elwell is a CFP® professional with 11 years of experience, currently serving at Level Financial Advisors, Inc. in East Amherst, NY. He has been with the firm since 2007. Outside of his advisory role, he is a passive partner in Scott & Main LLC, a brewery and restaurant business. Level Financial Advisors serves individuals, families, trusts, nonprofits, and small-business retirement plans by providing financial planning, discretionary portfolio management, and 401(k) advisory services. The firm utilizes a diversified asset-allocation approach and offers tax-efficient strategies such as direct indexing and technology-assisted account aggregation, along with educational resources and a quarterly newsletter for clients and peers.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.