Jordan Berry is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked previously at Compass and Deasy Penner & Partners. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.

Uriel Orozco serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. Uriel focuses on client areas such as legacy planning, personal retirement planning, portfolio management services, and tax minimization, developing financial strategies that respond to evolving market conditions. Uriel’s approach involves a comprehensive understanding of each client’s full financial picture and access to the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of active community participation, volunteering with organizations in the local community. Outside of his professional responsibilities, Uriel enjoys camping, cooking, gardening, and spending time with his family. His personal philosophy centers on working closely with clients one-on-one to create tailored strategies that align with their individual goals.

Shuru Han is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Han worked at JPMorgan Chase Bank, N.A. and Cathay Bank. Outside of finance, Han owns and operates two charcuterie businesses, Woof and Whisk and Shuruterie, focusing on locally sourced ingredients and supporting local animal shelters. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ryan Wong is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera in Rosemead, CA. He has worked at Avantax Advisory Services and co-manages a CPA practice, Thong, Yu, Wong & Lee, LLP. Wong serves as president of Friends of the Chinatown Library, a nonprofit organization supporting the Chinatown Los Angeles library and providing scholarships to high school students. Cetera Investment Advisers LLC is a large SEC-registered advisory firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a broad client base including individuals, retirement plans, corporations, and charities. The firm provides access to model portfolios, third-party managers, and various program structures with ongoing supervision and client reviews.

Robert Yeh is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has worked at Wells Fargo bank since 2008 and has been with Wells Fargo Clearing since 2016. He holds the Series 66 designation. 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 grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Fong is a financial advisor with UBS Financial Services in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with UBS Financial Services since 1981. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Garo Barbarian is a Certified Financial Planner (CFP®) with 13 years of experience, currently serving as an advisor at J.P. Morgan Securities since 2013. He has also been associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Liu is a financial advisor with Charles Schwab in Pasadena, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Keith Feinberg is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerance.

David Neiman is a financial advisor with LPL Financial in West Covina, CA, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Tiara Gentry is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Alvaro Valverde is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s corporate platform, providing access to a wide set of products and services.

Mark Fowler is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, Bank of the West, and BancWest Investment Services. 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 applying an ESG eligibility framework in its recommendations.

Maria Klahejian is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. She is based in Pasadena, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles among its investment offerings.

Benjamin Shen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Schwab and its affiliated entities since 2018 and previously spent 14 years at Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

Brian Hioe is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with nine years of industry experience. He previously worked at Western International Securities, Inc. from 2015 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMC Bank NA since 2013. J.P. Morgan Securities 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 advisory process.

Gabriel Castellanos is a financial advisor at Wells Fargo Clearing with 4 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo and U.S. Bank in various capacities since 2016. 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.

Aida Babayan is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.