Cynthia Sherman is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various roles since 2005. Outside of her advisory work, she serves as the trustee of her deceased mother's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Xuemei Wei is a Series 66 licensed financial advisor with UBS Financial Services in Pasadena, CA, where she has worked since 2016. She has 20 years of industry experience. Wei serves as Treasurer on the board of the Chinese-American Engineers and Scientists Association of Southern California, a nonprofit professional organization focused on technical development and networking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Harutune Hamassian is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 credential and has worked with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2001. In addition to his advisory role, he is a Certified Public Accountant providing tax preparation services since 1980. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using firm-approved analytical tools and provides a range of event-driven planning programs.

Diego Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Citigroup, and multiple Wells Fargo entities. 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.

Jonathan Solis is a Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial planning and investment management services to individuals, families, and business owners. He focuses on helping busy professionals and business owners coordinate investments, retirement planning, cash flow management, insurance needs, and tax-efficient wealth building through long-term financial strategies. With expertise in education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income, Jonathan offers personalized guidance to help clients achieve their financial goals. He holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the California State University System and an MBA from The University of Arizona Global Campus. Outside of his professional role, Jonathan enjoys outdoor activities such as hiking in the San Gabriel Mountains, biking, camping, gardening, and traveling. He is involved in the community through organizations like the Monrovia Historical Society and Pasadena Beautiful. Jonathan is bilingual, speaking both English and Spanish.

Kim Pang is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and PIMCO Investments LLC. 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. Schwab offers both non-discretionary and discretionary investment options, combining broad-scale client coverage with centralized supervisory, custody, and order-routing services.

Julie Nhan is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Nhan is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Raffi Hamassian is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at MML Investors Services LLC since 2024 and is also associated with Harutune Hamassian CPA APC, a CPA accounting firm providing tax preparation and bookkeeping services. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

Alexander Lee is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at The Leaders Group Inc and Ascendant LLP, where he is a one-third owner in a law practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and a large nationwide network of advisors.

Michael Foley is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides written recommendations within annual, collaborative financial planning engagements.

Anthony Centineo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His career includes roles at Mass Mutual Investors Services, New York Life Insurance Company, Axa Advisors, and various J.P. Morgan entities. Outside of finance, he was involved with Central Hospitality from 2018 to 2020. 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 investment recommendations.

Brad Chi is a Financial Advisor with Merrill Lynch Wealth Management based in Pasadena, California. He works primarily with established professionals, business owners, retirees, and families throughout Southern California. His advisory approach focuses on simplifying complex financial situations, improving coordination among various decisions, and helping clients move forward with clarity during career transitions and life changes. Brad assists clients whose financial lives have grown more complex over time, often managing retirement assets, investment accounts, concentrated stock positions, cash flow needs, and family priorities that developed at different times. His process involves understanding clients' priorities, accounts, and concerns; analyzing their broader financial picture; evaluating potential recommendations; and coordinating with other professionals such as tax advisors and specialists across Merrill and Bank of America when necessary. He holds a bachelor's degree from the University of Arizona and has earned the Accredited Wealth Management Advisor™ (AWMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA) designations. Brad is involved with several professional and community organizations, including the University of Arizona Alumni Association, Zeta Beta Tau Fraternity, American Cancer Society, Children's Miracle Network Hospitals, and Junior Achievement of South California.

Christopher Brown serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in capital markets, beginning his career on Wall Street and combining his institutional trading insight with tailored client service. Brown's areas of expertise include college education planning, executive compensation, portfolio management services, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Purdue University. In addition to his professional work, Brown is a board member of the MAGIC Charities Foundation. He is an avid outdoor sports enthusiast with interests in adventure sports, marathon running, and skiing. Brown lives in New Hope, PA with his wife and three children.

Angela Bagwell is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as the primary point of contact for Private Wealth Management investors and their families. In this role, she focuses on forming strong relationships and providing personalized service to build and maintain client trust. She has been with Fidelity Investments since 2006, holding various positions including Wealth Management Planning Consultant, Branch Service Manager, and Relationship Manager. Prior to Fidelity, Angela worked as an Associate at Ameriprise Financial Services, Inc. in 2006. She holds a California Insurance License. Outside of her professional work, Angela's interests include family activities, parenthood, pets, and traveling.

Jing Sun is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 10 years of industry experience. Prior to rejoining LPL Financial in 2023, Sun worked for Daisy Financial Group and Unity Professional Insurance Services Inc. Outside of advising, Sun is involved with Apiary Partners Inc, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by model portfolios, research, and various portfolio management technologies.

Doo Hong is a CFP®-designated financial advisor with 29 years of industry experience, currently with Cetera since 2022. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he owns an insurance business focused on health and Medicare insurance and serves on the board of Hangeul Camp USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management options, third-party money managers, and various program structures.

Lusine Gabrielyan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, Wells Fargo Bank, N.A., and BMO Harris Bank. She is also a co-owner of Brightside Home Health Care, a home health care business located in Northridge, CA. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Christopher Ellis is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial in Burbank, CA, having previously worked at Wedbush Securities and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to a variety of investment programs and model portfolios.

Christopher Steer is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Helen Shue is a financial advisor at UBS Financial Services in Pasadena, CA, holding a Series 66 designation with 17 years of industry experience. She has worked at UBS since 2018 and previously at HSBC Bank USA NA from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.