Shelley Dakan is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016. Outside of her advisory role, she coaches volleyball at Blair High School in Pasadena, CA. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory to guide its investment approaches.

Taehee Lee is a financial advisor at Equitable Advisors in Los Angeles, CA, holding a Series 66 credential with 12 years of prior experience at Hanmi Bank. Lee joined Equitable Advisors in 2025. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Joshua Awuma is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and SagePoint Financial. Outside of advisory roles, he manages a restaurant in Pasadena, California. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and consulting services, utilizing a multi-manager platform with access to various program structures and third-party managers.

Irene Choi is a financial advisor with Charles Schwab in Arcadia, CA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has worked at Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank since 2005. Outside of her advisory role, she has been involved in rental property management since 2006. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a comprehensive, integrated approach to wealth management.

Michael Lee is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. Outside of his advisory role, he is a sole owner and landlord of a rental property in West Covina, California. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Lisa Davis is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 63 designation and bringing 43 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is the owner and inventor of Collar Loc, a service business. 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, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Jeffrey Cote is a financial advisor at Morgan Stanley in Los Angeles, CA, with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2015 to 2018 before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Julie Le is a financial advisor at Morgan Stanley in Los Angeles, CA, with two years of industry experience. She holds a Series 66 designation and has worked previously at D.A. Davidson & Co., AmeriHome Mortgage, and UCLA. Outside of financial advising, she is involved as a social media ambassador with SoulSociety, a program connected to SoulCycle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery conversations and advanced modeling tools.

George Seitz IV is a financial advisor with Wells Fargo Clearing in San Gabriel, CA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options within its investment offerings.

Wei Teh Chen is a financial advisor with Charles Schwab in Arcadia, CA. He holds a Series 66 designation and has 18 years of industry experience. Since 2015, he has been affiliated with both Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and supervisory services.

Jenny Yung is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she manages a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed around its Global Investment Committee’s return estimates and scenario modeling.

Harout Khatchoyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. from 2011 to 2016. Outside of his advisory role, he co-owns a rental property in Glendale, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nishan Paranawitane is a financial advisor at LPL Financial in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has worked at firms including Wells Fargo Advisors, Comerica, Ameriprise, and BMO Harris Bank. Outside of his advisory role, he has ownership involvement in a family trust that holds real estate assets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michael Pierre is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016. Outside of his advisory role, he is employed by Garda, where he works as a camera surveillance and dispatch operator. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Norris is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery conversations and firm-approved tools, with planning services that generally act in an advisory capacity without individual security recommendations.

Rabinder Sekhon is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been associated with Cetera and its affiliates since 2009 and operates Sekhon Advisors as a principal. Outside of his advisory role, he works as a software consultant and is involved as a business analyst at LA Care. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Kyle Nakano is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise in Los Angeles, CA. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is a limited partner in a real estate investment business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to support income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Serge Akopyan is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Masterworks Advisers, Citi, TD Ameritrade, UBS Financial Services, and Prudential. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Chase Jenkins is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Jenkins Group Wealth Management Team. He provides personalized wealth management strategies and access to investment insights from Merrill, as well as banking and lending solutions from Bank of America. His approach emphasizes building relationships to understand clients' needs and goals before developing tailored financial strategies and roadmaps. Jenkins holds a Bachelor of Arts degree in Economics from Loyola Marymount University and maintains several professional credentials, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is registered with the SIE, Series 7, and Series 66 FINRA licenses and holds the California Life, Health & Accident Insurance License. Outside of his professional role, Jenkins is committed to an active and purpose-driven lifestyle. He values faith, fitness, and family, and enjoys activities such as off-roading, playing guitar, soccer, golf, and spending time at the beach. He also engages in community involvement through volunteering.

Ifeanyi Ukatu is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.