Avedis Shanlian is a Financial Advisor with Merrill Lynch Wealth Management. He provides customized wealth management and personalized financial planning services to individuals, families, business owners, and retirees. With over 11 years of experience, Avedis specializes in areas including retirement planning, family wealth management strategies, individual and corporate investment strategies, managing life's transitions such as divorce, and planning for future generations. He holds a Bachelor's Degree from the California State University System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Avedis leverages his expertise in wealth management and financial planning to deliver objective advice aimed at simplifying financial complexity and supporting clients in achieving their goals. Born and raised in Pasadena, Avedis serves the local community and clients across multiple generations. Outside of his professional duties, his personal interests include basketball, cooking, football, golfing, reading, soccer, spending time with his family, tennis, traveling, and watching movies.

Karen Kline is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she held positions as an Investment Consultant and Financial Representative at Fidelity Investments from 2021 to 2024. She also has experience as a Financial Market Analyst at ThetaRay from 2020 to 2021. Karen works with clients to understand their unique needs and create holistic financial plans. She assists clients with a range of investment experience, from those who have never invested to experienced self-directed investors, emphasizing the importance of long-term financial planning. She holds insurance licenses in Arkansas and California. Outside of work, Karen enjoys attending concerts, exploring culinary experiences, hiking, practicing Pilates and yoga, and traveling.

Brian Roush is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Advisors, J.P. Morgan Securities, Merrill, and Bank of America. Outside of financial services, he has worked in retail roles at Bass Pro Shops and in embroidery at Hancocks Embroidery. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager programs.

Cheryl Roberts is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and briefly at Prudential Equity Group. Outside of her advisory role, she owns a baked goods business and operates an animal boarding service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services that include retirement, education, and business-owner transition planning, among others. Advisors develop tailored recommendations using firm research and tools, with clients having the option to implement these through various brokerage or advisory programs.

Josie Chuang is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various entities within JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Karen Burneff is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Cetera Wealth Services, LLC since 2013 and was previously with Quantum Econometrics from 2004 to 2023. Burneff serves as a non-public arbitrator in industry dispute hearings. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and a multi-manager platform to deliver customizable investment strategies.

Vickie Tanabe is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. She also serves as co-trustee for her parents' trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and tools to develop tailored recommendations, delivering them through meetings and written summaries.

Shaquawn Schasa is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has worked previously at firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Securian Financial Services Inc. Schasa serves as board chair for the Los Angeles Community Development Foundation and volunteers with the Rich Heritage Foundation, which supports HBCU athletes through basketball conferences. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Lulu Lo is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities since 2019 and previously spent seven years with KinFine USA, Inc. and time at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Nicole Ryan is a financial advisor with Cetera, holding a CFP® designation and Series 63 and 65 licenses, and has 30 years of industry experience. She has been associated with Cetera since 2013 and currently operates under Grace Wealth Group and Grace Wealth Management. Additionally, she serves as a representative for fixed insurance products, including life and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services, overseeing more than $256 billion in assets under management.

Steve Lee is a financial advisor with Cetera based in Pasadena, CA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at East West Bank, Citigroup, JP Morgan Chase Bank, U.S. Bancorp Investments, and Bank of the West. 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 various portfolio management solutions, including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers.

Teresa Ping Liu is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process.

Eunjeong Lee is a Series 66-licensed financial advisor with UBS Financial Services in Pasadena, CA, where she has worked since 2016. She has 12 years of industry experience. Outside of her advisory role, she is involved in managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Rene Saenz is a financial advisor with Charles Schwab based in Pasadena, CA, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with Charles Schwab since 2015 and Charles Schwab Bank since 2017. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Steven Townsend is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Morgan Stanley DW Inc. for 11 years before joining Wells Fargo in 2016. Townsend serves on the finance and investment committees of Union Station Homeless Services in Pasadena, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages about $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Garza is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Joseph has a bachelor's degree from the California State University System. Further details about his experience, specific expertise areas, or personal interests have not been provided.

Duc Tran is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and its affiliated entities since 2012. Tran serves as secretary on the board of directors for the Arrow Heights Homeowners Association. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ivan Munoz is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. He previously worked at In-N-Out Burger before joining Morgan Stanley, where he has held various roles since 2021. Munoz is based in Pasadena, CA. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Bhadresh Shah is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2012. Shah serves on the board of a nonprofit foundation focused on mentoring in organizational, marketing, and strategic areas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supporting clients with proprietary research and a range of capital markets solutions.

Brett Sanner is a financial advisor with Raymond James Financial in Upland, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Raymond James since 2001 and operates his own firms, Sanner Capital Management and Sanner Financial Services. Outside of advising, he is involved in insurance planning, including indexed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA employer consulting.