Humberto Jimenez is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, he worked at Ameriprise, CUSO Financial Services, California Credit Union, and Wescom Financial Services. He is also involved with Logix Federal Credit Union in a financial institution capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 strategies supported by in-house and third-party research.

Caitlin Bloom is a financial advisor at Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at Nomi Health, Mitchell D. Becker MD, and UCLA Anderson School of Management. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Salvador Rodriguez is a Wealth Management Advisor and Senior Vice President based at the Merrill Lynch office in Pasadena. With nearly 25 years in the finance industry, Sal has been with Merrill Lynch since 2004, where he specializes in guiding clients through various aspects of their financial lives to help them achieve their goals. His approach emphasizes understanding clients' life priorities and creating personalized plans that reflect their unique circumstances. Sal holds a bachelor's degree in Economics from UCLA and carries industry credentials including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His professional experience spans back-office operations through trading, providing him with a comprehensive understanding of the investment industry. Sal focuses on areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and special needs planning. He collaborates closely with clients’ attorneys and accountants to address tax, estate, and philanthropic considerations, alongside internal Merrill specialists. A native of Southern California, Sal lives locally with his wife and children. Outside of work, he enjoys adventure sports, golfing, and spending time with his family.

David Pogosyan is a Series 66-licensed financial advisor at Morgan Stanley in Pasadena, CA, with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate property management as a sole proprietor and a partner in related holdings. 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 investment committee input.

Aren Kortoshian is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Nicky Chen is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMC Bank NA since 2019. His prior experience includes roles at CWL LLC and East West Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Nathan Towns is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, including 12 years at Merrill before joining Wells Fargo Clearing in 2026. Outside of his advisory work, he owns a sole proprietorship through which he occasionally buys and sells basketball and football collectibles. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics focused on diversification and modern portfolio theory.

Adam Fallert is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and Prudential. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, with multiple investment platforms and both proprietary and third-party strategies.

Mikko Sperber is a financial advisor at Edward Jones in Burbank, CA, holding a Series 66 designation with one year of industry experience. His prior roles include work at Pluto Partners and the Santa Monica Education Foundation. Sperber is also the founder and of counsel for Fundamental Strategy, a nonprofit management advisory where he mentors nonprofit executives and consultants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Kevin McCarthy is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2012. Outside of his advisory work, he engages in a TV consulting hobby related to soccer and hockey advertising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a variety of portfolio management styles and affiliated research.

Adalina Gonzalez is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Misunderstood Genius for six years and held positions at Forever21 Inc and Onestop Internet. Outside of her advisory role, she occasionally provides dog sitting services for friends and family. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Ramya Sreepathi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and First Republic Investment Management. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Xiao Chun Yu is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 25 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based 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 investment plans to client goals and risk tolerances.

Marjan Hossein Tehrani is a financial advisor with Wells Fargo Clearing in Tarzana, CA, holding a Series 63 designation and three years of industry experience. Prior to joining Wells Fargo, Tehrani held positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of America. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Andrew Yoon is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Fidelity Brokerage Services, JP Morgan Chase Bank, and Bank of America. 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 financial planning process using firm-approved tools and modeling techniques.

Wei Chen is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2014, including over 11 years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns and manages rental properties in Encinitas, California. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools without offering individual security recommendations in standalone plans.

Vicky Rangsuebsin is a financial advisor with Ameriprise in Arcadia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a co-owner of Pumpkin Spice Latte, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of brokerage and insurance solutions through its affiliated companies.

William Petro is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Luis Martinez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been practicing since 2012. With over 13 years of experience in the financial services industry, Luis specializes in managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, and retirement income. He focuses on aligning clients' current and future financial needs with their goals, offering guidance on education planning, retirement planning, and estate planning strategies. He collaborates closely with clients' estate planning attorneys to provide comprehensive advice. Luis earned a Bachelor of Arts degree in Economics from California State University, Long Beach. He holds the Professional Investment Advisor (PIA) designation and communicates fluently in both English and Spanish. In addition to his professional work, Luis has contributed time and effort to fundraising initiatives for the Children’s Hospital of Los Angeles. He has been married for over ten years and is a father of three children. Luis's personal interests include basketball, dancing, music, painting, and spending time with his family.

Gloria Lou is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at CitiGroup and JP Morgan Securities LLC prior to her current roles. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.