Andrew Orr is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Outside of his advisory role, he maintains ownership interests in two investment-related LLCs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven, diversified investment approaches while offering a broad range of brokerage and advisory solutions.

Steven Dauglash is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and having three years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2022. In addition to his advisory role, he works as a relationship manager involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to analyze client goals and offers event-driven planning programs alongside educational seminars.

Victoria Valle is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in two separate periods (2010–2016 and 2017–present), as well as at UBS Financial Services and RBC Capital Markets. 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 and financial planning services, utilizing structured planning tools and models to support client outcomes.

Petik Petrosyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, retirees, and business owners by helping them meet their financial and personal goals through various wealth management strategies. His areas of focus include investment guidance, risk management, asset preservation strategies, wealth transfer, and tax minimization. Petik holds a Master's Degree from the Russian State University of Humanities and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Fluent in Russian, Armenian, and English, he brings a multicultural perspective to his advisory services. Outside of his professional role, Petik has personal interests in basketball, dancing, photography, soccer, and volleyball.

Junia Pan Li is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities (USA) Inc., Capital Group Private Client Services, Inc., and JP Morgan Chase. Outside of her advisory role, she is president of The Meaning of Travel, a small private venture related to travel gear and website expenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs that combine discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to clients’ risk profiles.

Jessica Quinn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Wedbush Securities, Inc. from 2024 to 2026. Quinn has a background that includes several roles in educational institutions before entering the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Stephen Sheffield Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of The Sheffield Group. He provides customized investment, lending, and estate planning services to a diverse clientele, including affluent families, working professionals, non-profits, foundations, and institutional 401(k) plans. His focus is on developing and implementing personalized wealth management strategies for individuals, trusts and estates, and businesses. Stephen began his career at Bank of America in 2005 and joined Merrill Lynch Wealth Management in 2010. Prior to Merrill Lynch, he worked as a Mortgage Loan Officer and Client Relationship Manager with Bank of America Global Wealth and Investment Management. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor of Arts degree from the University of Southern California and a Master of Business Administration from Pepperdine University. Stephen is also a member of Sigma Phi Epsilon. Outside of his professional work, he enjoys adventure sports such as biking, camping, cooking, reading, soccer, surfing, swimming, traveling, and yoga.

Kunal Sharma is a Financial Consultant currently with Fidelity Investments since 2024. He partners with families to develop personalized financial strategies that assist them in working toward their financial goals, providing clarity and confidence throughout the decision-making process. He has held several roles in the financial services industry, including Business Growth Strategy Consultant at Wells Fargo Advisors from 2022 to 2023, Private Client Advisor at JP Morgan from 2018 to 2022, and Private Client Banker at JP Morgan Chase from 2007 to 2018. Kunal holds a California Insurance License. Outside of his professional work, Kunal has interests in fitness, food, football, movies, museums, and pets.

Terry Tang is a financial advisor at Morgan Stanley in Pasadena, CA, with one year of industry experience. He holds a Series 66 designation. His work history includes roles at Industrial Securities and academic positions at the University of California, San Diego, as well as involvement with Bounceback Tutoring. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual 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 uses structured planning tools and models to support its financial planning process.

Cameron Hooshivar is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Cameron is also affiliated with California Bank & Trust and has been involved with California State University, Fullerton since 2017. 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, utilizing a variety of investment strategies and technology tools to support its network of over 22,800 advisors.

Kenneth Ulrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2010, following prior roles at NRP Advisors, Inc., NRP Financial, Inc., and Walnut Street Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, including model portfolios, third-party asset management, and institutional platforms.

Jennifer Ho is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2015, following six years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary market research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Tony Tat Yan Lam is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Bank of the West, Bancwest Investment Services, U.S. Bancorp Investments, J.P. Morgan Securities, Chase Investment Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Ji Yim is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Ji collaborates with clients to develop tailored financial strategies aimed at helping them achieve their individual goals. Clients benefit from the global investment resources of Merrill, as well as access to credit, lending, and banking services through Bank of America. Ji holds a Bachelor's Degree from the University of Colorado System, a Master's Degree from the University of North Texas, and a second Master's Degree from Indiana University. Ji has earned the Personal Investment Advisor (PIA) designation and communicates professionally in both English and Korean.

Chadwick Goldberg is a financial advisor with LPL Financial based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Armey, Bushey and Associates Wealth Management and Mogul, as well as employment with Amazon and Graphiq Inc. Outside of finance, he has experience in the music industry with Venice Music. 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 a wide range of advisory and brokerage services through a large network of representatives and supports diverse investment strategies including model portfolios, third-party management, and customized allocations.

Richard Moon III is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Advisory Services and RMA Wealth Advisors. He is also a partner and manager of Richard Moon & Associates Accountancy Corp, an accounting services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Scott Chen is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Apple and spent three years at the University of Southern California. Equitable Advisors serves a diverse client base that includes individuals across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves risk assessment and matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Howard Raff is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, at H. Beck, Inc. from 2007 to 2021, and at DSI Advisers, Inc. from 2005 to 2007. He is also involved with BGA Premier Insurance Solutions, Inc. in a non-variable insurance capacity. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing tools and a broad network of over 22,800 advisors.

Kaitlyn Baltz is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at both Wells Fargo and JPMorgan Chase Bank, N.A. prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with quantitative and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.

Imhyun Cho is a financial advisor at Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he manages a car wash business and serves as co-trustee of a personal family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs through a network of Investment Adviser Representatives and utilizes third-party sponsors for advisory model implementation.