Robert Chung is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley, he spent a decade at TNT Capital Management LLC and has been involved with ARC Capital Management, LLC since 2011. Outside of his advisory role, he manages family investment and real estate holding companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Carolyn Wyatt is a financial advisor at LPL Financial with 26 years of industry experience. She holds a Series 66 designation and has worked previously at Western International Securities, M Stevens Wealth Advisors, Kingswood Capital Partners, Chalice Wealth Advisors, the Women's Symposium of Southern California, and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and supporting diversified and alternative investment strategies.

Sophia Tang is a financial advisor with J.P. Morgan Securities in South Pasadena, CA. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Cathay Bank, and Cetera Investment Services LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Westley Bovee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works with clients and their families to construct and implement complex strategies aimed at supporting long-term investment planning. Prior to his current position, Westley held several roles within Fidelity Investments, including Investment Consultant (2024-2025), Planning Consultant (2022-2024), Relationship Manager (2021-2022), and Financial Representative (2021). Throughout his career at Fidelity Investments, Westley has gained experience in investment consultation, financial planning, client relationship management, and financial representation. He holds a California Insurance License, supporting his capacity to advise clients on insurance-related matters. No additional information regarding education, credentials beyond his insurance license, personal interests, or community involvement was provided.

Erinn Strohm is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. In addition to her advisory role, she is involved in nonprofit activities related to In-Home Support Services, providing care for a special needs individual. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors.

Brian Kim is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2018, following an 18-year tenure at Scottrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

Charles Sailor is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, following a three-year tenure at TD Ameritrade. 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, offering model-based and discretionary strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

Vangie Yeganeh is a Series 66-licensed financial advisor with Merrill based in Pasadena, CA, and has seven years of industry experience. She has worked at both Bank of America, N.A. and Merrill since 2018, and previously gained experience at California State University Los Angeles and a State Farm Insurance Agency. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Rosario Nicho Casas is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Union Bank. Outside of his advisory role, he is an employee of Rover Group Inc., where he provides pet care services on weekends. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.