Magdalina Kouladjian is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Fidelity Brokerage Services LLC from 2016 to 2018 before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets and research-driven solutions.

Juan Campos is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® certification. He has been working in the financial services industry since 2008, focusing on helping individuals and families understand their financial situations and make informed decisions. Juan works closely with clients to clarify their goals and create personalized financial plans that can adapt as their lives and needs evolve. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Juan's approach involves breaking down complex financial topics into clear, practical guidance to support client confidence. Juan holds a Bachelor's Degree from California State Polytechnic University. He is based in Southern California and speaks both English and Spanish. Outside of his professional work, Juan enjoys activities including baseball, boxing, dancing, hiking, horseback riding, reading, spending time with family, and traveling.

Bradley Finnigan is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at City National Bank, Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. He serves on the board of the Burbank Youth Basketball Foundation, supporting the Burbank High School Basketball Team through fundraising and program organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented via in-house and third-party managers, supported by RBC’s capital markets and asset management capabilities.

Barrett Jackson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and is a Certified Financial Planner (CFP®) professional, as well as holding designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barrett partners with the NCD Group at Merrill Lynch, focusing on delivering customized wealth planning solutions tailored to clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and associated costs. Barrett graduated from the California State University system with a Bachelor's degree, majoring in Business-Finance and minoring in Economics. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He is affiliated with the professional organization Western Hills Country Club and is involved in the community through groups such as the 26.2 Club. Outside of his professional work, Barrett enjoys participating in activities such as baseball, basketball, fishing, golfing, running marathons, skiing, wood working, and spending time with his family. He resides in La Habra with his wife, Darlene, and their two daughters. They engage in volunteering and community service through churches and various running organizations.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 1997 to 2003. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Choi is a financial advisor with Merrill in Hollywood, CA. He holds Series 66 and Series 63 licenses and has been in the financial industry since 2025, previously working at USBancorp from 2017 to 2025. Outside of his advisory role, he is co-owner of a rental property in Garden Grove, California. 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, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies.

Cau Min Li is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. 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.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Craig Vassell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2015 and focuses on helping clients pursue their wealth management goals through tailored strategies aimed at achieving both short- and long-term objectives. Craig works closely with clients to understand their specific situations, including their time horizon, risk tolerance, and investment personality, in order to develop and implement appropriate financial plans. He offers personalized advice and access to specialized investment services designed for sophisticated investors. He holds a Bachelor of Science degree in Psychology from the University of Florida and has completed executive education in Sustainable Finance & Investment at Yale School of Management, as well as a Senior Executive Program in Venture Capital & Private Equity at Columbia Business School. Craig holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Investment Management Analyst® designation, and is a Personal Investment Advisor. He is also affiliated with Alpha Phi Alpha Fraternity, Inc.

Cynthia Bollinger is a CFP® with 22 years of experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she teaches weekend yoga and meditation classes for the City of Walnut Recreation Department. Edward Jones is a wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Eric Smutko is a financial advisor with Wells Fargo Advisors in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked for Ameriprise Financial Services, Inc. from 2003 to 2026. Outside of his advisory role, he is a co-owner of A-1G Skyraider, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose how to implement those recommendations.

Grant Sclafani is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He leads Sclafani Wealth Advisors, a financial services firm operating since 2018. Cetera Investment Advisers serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm features a multi-manager platform that provides access to affiliated and third-party managers, supporting diverse investment strategies and program structures.

Cecil Ho is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jeffrey Felix is a CFP®-designated financial advisor with 11 years of industry experience, currently with LPL Financial in Pasadena, CA. His prior roles include positions at BMO Harris Bank, Citigroup, M&T Bank, Cetera Investment Services, Wells Fargo, and U.S. Bancorp Advisors. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party management, supported by advisor-facing technology and a broad suite of financial products.

Stephen Hekimian is a Certified Financial Planner (CFP®) at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an instructor at the University of Phoenix’s Center for Professional Development. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and strategies, including modeling techniques such as Monte Carlo simulations.

Vincent Wei is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their goals and objectives. He focuses on understanding each client's current financial position to implement strategies designed for their future stability. Vincent has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2023. Prior to joining Fidelity, he worked as a Premier Banker at OneWest Bank from 2016 to 2020. He holds a California Insurance License.

Bruno Esquivel Paz is a financial advisor at Edward Jones based in Arcadia, CA. He holds a Series 66 designation and has 14 years of industry experience, all of which have been at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Linsco/Private Ledger since 2003. Outside of his advisory role, he developed the ARM Sling, a device designed to help individuals with paralyzed arms engage in sports activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Yun Bai is a financial advisor at Cetera with seven years of industry experience. Bai holds Series 63 and Series 66 licenses and has worked previously at institutions including Citigroup, UBS Financial Services, Wells Fargo, HSBC, J.P. Morgan, and Bank of America. Bai is based in City of Industry, California. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party strategies.

Yuritzi Chavez is a financial advisor with Merrill based in Sun Valley, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill, she worked at J.P. Morgan Securities and Wells Fargo Clearing Services LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.