Anahid Luke is a CFP® with 27 years of industry experience and is currently affiliated with Cetera. She has held roles at Avantax and National Planning Corporation and is the owner and president of Luke Services, Inc., operating Comprehensive Financial Services. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jenny Jung is a financial advisor at Equitable Advisors with 31 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Jenny holds Series 63 and Series 65 licenses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Daphne Peng is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, following a one-year tenure at UBS Financial Services Inc. based in Los Angeles, CA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kellen Birdsall is a financial advisor at Morgan Stanley in Beverly Hills, CA, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. His prior experience includes roles at Thrivent Financial, Axa Advisors, SABRE Financial Services, UBS, and Cal Lutheran University. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Anna Farzam Pourdavoud is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley, RBC Capital Markets, and JPMorgan Chase Bank. Outside of her advisory role, she is an owner and partner of Eli Fox Hills, LLC, a real estate business. 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.

Keith Ellen is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 37 years of industry experience. His career includes longstanding roles at American Financial Network Advisory Services and Securities America Advisors, where he worked for over 20 years. Ellen is also the owner of KGE Wealth Management, an investment-related business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and multiple third-party platforms to manage portfolios with various investment options.

Nancy Wilson is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2012 to 2022. Outside of her advisory role, she is a commissioned Notary Public in the State of California. Morgan Stanley Wealth Management serves 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 structured planning tools to support its advisory services.

Mingjie Xu is a Senior Financial Advisor with Merrill Lynch Wealth Management who joined the Waarbroek-Lin Group in 2018. She provides clients with access to Merrill’s investment resources and the banking services of Bank of America, assisting with a broad range of financial needs including portfolio management, personal retirement planning, and corporate benefits. Ms. Xu has been in the financial services industry since 2013 and previously worked with LPL Financial. Her areas of focus include corporate benefits, family wealth management, institutional and corporate benefit services, international wealth management, and women and wealth strategies. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in Applied Mathematics from the University of California, Los Angeles, and a Master of Science in Applied Finance from Pepperdine University. Mingjie speaks English and Mandarin. Outside of work, she enjoys hiking, swimming, and traveling.

Magdalina Kouladjian is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Fidelity Brokerage Services LLC. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Reagan Whitney is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Whitney worked at UBS Financial Services, Inc. and US Tech Solutions. Outside of finance, Whitney is involved with Rose Bowl Aquatics. 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.

Samantha Bloom is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has worked in various roles across multiple industries, including media and education, prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary capital market research and model-based asset allocation to tailor financial plans according to clients’ goals and risk tolerances. The firm also operates with institutional trading capabilities alongside wealth management services.

Kwamina Ngissah is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Melisse for seven years, where he also advised on wine buying and cellar curation. Based in Los Angeles, CA, he holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans and portfolio management.

Don Wyse is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves as co-trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s investment menus include a broader set of financial products than typical large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Joshua Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Merrill, Bank of America, US Bank, and CitiBank. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Bill is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Stifel Nicolaus & Co., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves as a director of the Southern California Youth Athletic Educational Association, which provides athletic education and training for youth. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 sources.

Conner Stone is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Truist Advisory Services, Sun Trust Investment Services, and JPMorgan Chase Bank, N.A. Outside of finance, he works as a talent and model with Extreme Reach, participating in photo shoots, voice-over work, and commercials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bradley Finnigan is a financial advisor at RBC Capital Markets in Beverly Hills, CA, holding a Series 66 credential with 23 years of industry experience. His prior positions include roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of the Burbank Youth Basketball Foundation, assisting with fundraising and organization to support the local high school basketball program. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with customized portfolio management and financial planning solutions. The firm utilizes both in-house and third-party investment managers and emphasizes a tailored approach based on each client’s risk profile.

Thomas Maltese is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank National Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Trevor Colby is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jonathan Luis is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services, Inc. from 2022 to 2025 and has experience in technology-related roles, including positions at Nuro AI, Inc. and The Coding School-Quantum Computing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach relies on structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations within standalone planning programs.