Seasoned financial advisors working with doctors and medical professionals in Los Angeles, CA

Pamela Linderman is a financial advisor at Financial Coaching Partners LLC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Sagepoint Financial, INC. Pamela also owns an insurance agency and provides estate planning services. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates as a fee-only adviser, focusing on Modern Portfolio Theory and efficient market principles while avoiding direct portfolio management.

Sarah Branstetter is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her prior roles include working at Crux Wealth Advisors and her ongoing tenure at Raymond James Financial Services, Inc. She also supports transitions for new advisors through an independent contractor role with Noble Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, providing tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

Jeffrey Wolman is a financial advisor at WWM Advisory Inc. with 14 years of industry experience and holds a Series 65 designation. He has been with Wolman Wealth Management since 1995, where he provides both business management and investment advisory services, primarily for clients in the entertainment industry. Approximately 20% of his time is devoted to investment advisory work, with the remainder focused on business management. WWM Advisory Inc. offers investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and pension or profit-sharing plans associated with its affiliated business-management practice. The firm emphasizes asset allocation and mutual fund/ETF analysis to create tailored portfolios, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.

Imad Sharan is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies that align with their unique goals and priorities. His approach includes helping clients plan for key milestones such as funding education, planning for retirement, managing healthcare costs, and addressing unexpected financial needs. Imad holds a Bachelor's Degree from the University of California system and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in both Spanish and English, he emphasizes a client-centered process that brings simplicity and transparency to wealth management. Imad is also involved in community initiatives such as Better Money Habits.

Itziar Ramos is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. Her prior work includes over two decades at Gold Coast Securities, Inc., followed by brief tenures at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Ramos also works as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines traditional portfolio management and fiduciary services with a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.