Tabitha Noh is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Brian Volpei is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Samuel Pun is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and previously spent two years at Harvard University. Outside of his advisory role, he is involved in managing a rental property as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial advisory services.

Howard Huckins is a financial advisor with Ameriprise in Granada Hills, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with automated and personalized advice, primarily serving clients through a centralized retirement-income consulting team.

Irma Brown is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Outside of her advisory role, she owns Casa Cafe Soap, a business that produces natural soap. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elijah Bicondova is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at ARE Mortgage Group, Inc. and held various roles including positions at Cal State University Los Angeles and Starbucks. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and a centralized operational structure.

Anna Castro is a financial advisor at Edward Jones in Whittier, CA, holding a Series 66 credential with 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Yesica Lemus is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2019, she worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Andrew Ngin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Cetera since 2019 and was previously affiliated with Foresters Financial Service. Outside of advising, he is a one-third owner of ASJ Management Group, which provides restaurant services, and serves on multiple nonprofit and advisory boards focused on education, youth programs, and international relations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary strategies.

Howard Kern is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. He previously worked at Wedbush Securities Inc. and UBS Financial Services Inc. Kern serves on the Board of Governors for the USC General Alumni Association and is a member of the Board of Directors for USC Marshall Partners, involved in fundraising for the USC School of Business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Brent Beverly is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. He has previously worked at FSC Securities Corporation for 32 years and has maintained a long-standing role at TAG Financial Inc. since 2000. His outside activities include work in mortgage and real estate services and non-variable insurance. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Vincent Lawler is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, following seven years at Sanford C. Bernstein & Co., LLC. Lawler serves on the boards of Foothill Family, a nonprofit providing mental health services in the San Gabriel Valley, and the Natural History Museums of Los Angeles County, where he holds several committee leadership roles. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Christine Bolger is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2008, following a brief tenure at Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client strategies.

Julie Sagatelian is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 28 years of industry experience. Her career includes over two decades at Waddell & Reed, Inc., along with ongoing work with various insurance carriers since 1998. Outside of her advisory role, she operates 1998 Associates of Clifton Park, an agency focused on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.

Marcus Hwong is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at J.P. Morgan Securities LLC since 2012, as well as prior positions at firms including UBS Financial Services and Cetera Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured, non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research and incorporates ESG criteria in its recommendations.

George Escobar is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior work includes a decade at Next Financial Group, Inc., as well as roles with Avantax Insurance Agency, LLC and Xavier Consulting, where he provides investment and financial planning as well as tax consulting services. Additionally, he is involved with Firstway Insurance Service Inc., assisting clients with health insurance coverage options. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, enabling advisors to implement diverse investment strategies through varied program structures and custodial relationships.

Gerald Tambe is a financial advisor with LPL Financial in Claremont, CA, holding a Series 63 designation and over 52 years of industry experience. He has worked with LPL Financial since 2008 and previously served at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Joseph Tobin is a financial advisor with LPL Financial, holding a Series 63 designation and 36 years of industry experience. He worked at National Planning Corp for 17 years before joining LPL Financial in 2017. 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 financial planning, model portfolio programs, and various institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Todd Reynolds is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association starting in 2015. Outside of his advisory work, he is also a songwriter and owns the property rights to a song and music video related to Abraham Lincoln. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Ali Rahimi is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. He is also associated with Diamond Health Care Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.