James Canela is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has been with Wells Fargo in various capacities since 2004, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, he owns a residential rental property in Los Angeles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

Kevin Danni is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Danni serves on the Board of Directors for St. Francis High School in La Canada, CA, where he is involved in fundraising efforts. He is also involved in horse breeding and racing through Take One Racing LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm‑approved tools and modeling techniques.

Bonnie Hong is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she is involved as an officer in a real estate-related business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and modeling tools, offering both direct and employer-partnered plans.

Philip Walz is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals. Philip holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from California State University Northridge.

Amy Williams is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America in various roles since 2007. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jia Ni is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Citigroup, HSBC Securities USA, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Kimberly Uymettler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Cetera Advisors LLC since 2013 and Legacy Advisory Services, Inc. from 1999 to 2007. She also operates an insurance business, Kimberly Insurance Services, providing life and health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with diverse investment program options.

Christina Smith is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2020. 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 services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to develop financial plans.

Michelle Kir is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She has worked at Bank of America and Merrill since 2018 and previously spent sixteen years with Wells Fargo Investments. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Byron Duran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2018 and currently serves at Bank of America, N.A. since 2025. Prior to his financial services career, he was employed at MetroPCS and Camino College. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Hineman is a financial advisor with Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and various Morgan Stanley entities dating back to 1997. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including customized 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 estate planning specialists.

Randy Wang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, and previously spent 19 years at Bank of America and Merrill. Outside of finance, he owns and operates a sole proprietorship focused on the purchase and sale of apparel and shoes. 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 brokerage, distribution, and investment management capabilities.

Devlin Chung is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to that, he worked at All County Property Management West and has been involved with Knotico LLC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Derek Iger is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Pasadena, CA. He has one year of industry experience, including roles in finance and technology, as well as ownership of Noble Films LLC. He has previous experience in the entertainment and storytelling sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that incorporates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Yipeng Hsu is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes positions at Cathay Private Equity Co., Ltd and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Diane Grohulski is a Senior Vice President and Wealth Management Advisor based in the Pasadena, California Merrill Lynch Wealth Management office. She has been an investor since 1983 and has worked with Merrill since 1990. In her role, Diane focuses on total wealth management and strategies for multidimensional personal and business finance. She utilizes a defined process that involves understanding each client's specific situation, establishing objectives, recommending appropriate strategies, and reviewing progress toward those goals to provide personalized advice and access to specialized investment services for sophisticated investors. Diane holds a Bachelor's Degree from City University of New York and an MBA from the University of Southern California Marshall School of Business. She earned the Chartered Retirement Planning Counselor (CRPC™) designation in 2010 and also holds the Personal Investment Advisor (PIA) designation. Her expertise spans client focus areas including college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. In addition to her professional work, Diane is active in her community. She has served as a Trustee of the LA County Arboretum and has participated on various boards and committees, including A Noise Within Theater, USC Marshall Partners, the executive committee of the Girl Scouts Mt. Wilson Council, South Lake Business Association, Historic Highlands Neighborhood Association, and USC Trojan Affiliates. She speaks both French and English.

William Porter IV is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at RSM US LLP for eight years before joining Merrill and Bank of America in 2023. Merrill, together with its affiliate Managed Account Advisors LLC, serves Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering managed account services with model-based and discretionary strategies designed by internal and third-party investment teams. The firm supports a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrea Gonzalez is a Series 66-licensed financial advisor with Merrill in Los Angeles, CA. She has one year of industry experience and has worked at Merrill and Bank of America since 2019. 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, and institutions.

Robert Chiranian is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Kojin is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His focus is to provide clients with the knowledge and tools needed to manage their financial lives effectively. Michael holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California System. He follows a personal philosophy centered on helping clients identify what matters to them and their families in order to create strategies aimed at pursuing their financial goals.