ADVISOR BIO

Aaron Cohen is a registered Investment Advisor Representative with Marest Capital, LLC. Aaron is a seasoned professional with experience in the financial industry. He is registered with the state of California. Aaron's current role at Marest Capital, LLC is to provide investment advice to individuals, high-net-worth individuals and corporations. He has previously been employed by TWC Sports, Marcus and Millichap, Partnervest Advisory Services LLC, ChangePath, LLC, and Mir Yeshiva.

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ADVISOR BIO

Aline Vart Haroun is a financial advisor in Tarzana, California, affiliated with Wells Fargo Clearing Services, LLC. Aline has been in the financial services industry since September 27, 2011. Aline holds the Series 6, Series 63 and SIE licenses. Aline has been registered with FINRA since September 23, 2022. Prior to joining Wells Fargo Clearing Services, LLC, Aline worked with J.P. Morgan Securities LLC and Chase Investment Services Corp.

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ADVISOR BIO

Allison Clago is a financial advisor with B. Riley Wealth Advisors, Inc. Allison has been in the industry since 1986 and has experience with a variety of financial products and services. Allison is registered with FINRA and the Securities and Exchange Commission.

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ADVISOR BIO

Arij Ezz eldine chehayeb is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Tarzana, California. Arij has been in the financial services industry for over 7 years and has a Series 66 license and Series 7TO, Series 9, Series 10, and SIE exams. Arij has experience working with individuals, high-net-worth individuals, corporations, and pension plans. Arij's registrations include states like Arizona, California, Florida, Nevada, Oregon, Texas, and Washington.

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ADVISOR BIO

Armine Alvandi is a financial professional with experience in the industry since 2024. Armine is currently registered with J.p. Morgan Securities LLC in California. Armine is also a registered Investment Advisor Representative in California. Armine has Series 7TO, SIE, and Series 66 licenses. Armine provides financial planning, pension consulting, and selection of other advisors services.

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ADVISOR BIO

Benjamin Doran Cohen is an investment advisor representative registered with Marest Capital, LLC. Benjamin is a California-licensed advisor with an active registration in the state. Benjamin holds a Series 65 license and has been in the industry since 2016. Benjamin specializes in providing financial planning services and portfolio management for individuals and businesses. Benjamin has a long history in the real estate industry.

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ADVISOR BIO

Brandon Fleming is a financial advisor with Fidelity Personal And Workplace Advisors. Brandon has been a financial advisor for over two years, with a focus on providing financial planning and investment advice to individuals and businesses. Brandon holds the Series 7, Series 63, and Series 66 licenses.

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ADVISOR BIO

Bruce Gendein is a financial advisor who has been in the industry since 1978. Bruce is currently registered with Osaic Wealth, Inc. Bruce has a broad range of experience and expertise in the financial services industry, including experience with American Express Financial Advisors Inc., IDS Life Insurance Company, Integrated Resources Equity Corporation, and NEL Equity Services Corporation. Bruce has held several designations and licenses, including Series 1, Series 7, Series 24, Series 51, and Series 63, and has been a Chartered Financial Consultant. Bruce is a Registered Representative and Investment Advisor Representative licensed to provide financial advice in California.

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ADVISOR BIO

Christian Torres is a financial advisor with J.p. Morgan Securities LLC. Christian is registered in California and has been in the industry since 2019. Christian specializes in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting, Financial Planning. Christian has Series 63, Series 6TO and SIE licenses. Christian's office is located at 18705 Ventura Blvd, Tarzana, CA 91356.

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ADVISOR BIO

David Lazar is a financial advisor registered with Avantax Advisory Services. David has been in the financial services industry since 1998, and has held licenses to provide financial advice in 17 states. David is a registered investment advisor representative and holds the Series 6, 7 and 65 licenses, and has passed the SIE exam. David has a strong background in tax preparation and accounting. David also provides insurance products, including equity indexed annuities.

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