Lindy Bell is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Net Law. Bell serves as a board member for the nonprofit Grace Lion Clug and is involved with the Association of Certified College Fund Specialists and the National Association of Social Security Analysts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and insurance product facilitation.

Quan Lee is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank SSB, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. prior to his current role. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Clifford Robbins III is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at BMO Harris Bank, BancWest Investment Services, Bank of the West, and HSBC Bank USA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and operational tools, and supports a large network of advisors managing substantial discretionary assets.

Cristina Rivera Loya is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2002 and holds Series 63 and Series 66 designations. Merrill, along 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Davin Chen is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he serves as a shadow board member for Pacific Academy, providing insight on financial matters such as budgeting and lending. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, with its financial planning centered on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Sevan Karakesisian is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Simon Lui is a financial advisor with Wells Fargo Clearing based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience, including seven years at J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Aaron Henry is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at BMO, Wells Fargo Bank, Union Bank, Merrill, Fidelity, and the Householder Group, with multiple years at LPL Financial across his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 various portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Edwin Sanchez is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including the use of economic models and simulations, to support its advisory services.

Alexander Arensburger is a Planning Consultant at Fidelity Investments, where he has been working since 2026. He specializes in developing customized financial plans for clients in the Pasadena area, focusing on strategies that align with individual goals. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026 and was the Director of Financial Planning at Osaic from 2022 to 2025. Alexander holds a California Insurance License. Outside of his professional work, he enjoys running and surfing.

Ronald Sosa is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Lenox Advisors, Inc., MassMutual Life Insurance Co, and MML Investors Services, LLC. Outside of advising, he is also an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that utilize firm-approved tools to analyze client goals and deliver written recommendations.

William Tung is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Cetera since 2018. Prior to that, he was employed by U.S. Bancorp Investments and U.S. Bank. Tung also serves as a program manager for East West Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and oversees over $256 billion in assets under management.

Hong Taing is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2005 to 2011. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Strauss Cooperstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and UBS, and has previous experience with WI Harper and Tencent Cloud. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Deirdre Hilario is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 18 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a corporate secretary and incorporator of a family-owned waxing salon business, Lay Bare, though she is not involved in its daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gregory Alle is a Financial Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He provides personalized financial advice and guidance, focusing on helping clients achieve their short and long-term financial objectives. His expertise includes college education planning, retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Alle earned a Bachelor of Arts in Business Management Economics from the University of California at Santa Cruz. His career in financial services encompasses experience in wire operations, cashier services, and roles supporting high-net-worth clients. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, he has emphasized crafting custom financial plans tailored to his clients' needs and goals. Outside of his professional work, Gregory Alle is involved with the Sierra Madre Community Foundation and the Sierra Madre Rotary Club. He enjoys hiking, running, and playing tennis.

Gina Welch is a financial advisor with Wells Fargo Advisors in Brea, CA, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Merrill and Banc of America Investment Services prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and tools, delivering tailored recommendations through meetings and client summary letters, with implementation options available through various brokerage and advisory programs.

Jessie Chen is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc., Morgan Stanley, and Merrill. 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 financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Mary Rilloraza is a financial advisor with Primerica Advisors in Glendora, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure.

Antonio Caballero is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Cetera and Foresters Financial Services. Caballero previously worked at Regents Capital Corporation before joining Cetera. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with discretionary and non-discretionary account options.