Tiffany Wenzel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA, US Bancorp Investments Inc, and JPMorgan Securities LLC. Outside of finance, she was involved in a personal business venture, T Wenzel Beauty, LLC, from 2018 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Shujuan Yan is a financial advisor at Ameriprise with 10 years of industry experience, including six years at Edward Jones and four years at Ameriprise. She holds a Series 66 designation. Outside of advisory work, she is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Joon Kim is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2022 and was previously with TD Ameritrade Inc. from 2012 to 2022. Charles Schwab & Co., Inc. serves a large client base, primarily 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 with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative-investment process.

Rhonda Sasse is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 1991. 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 that utilize structured discovery processes and modeling tools, managing approximately $2.74 trillion in client assets.

Yuran Liu is a financial advisor at Merrill with one year of industry experience. Liu holds a Series 66 designation and has previous work history at Bank of America, Cathay Bank, and Ajisen Ramen. Outside of financial advising, Liu serves as a California Notary Public. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader corporate platform, enabling access to a wide range of products and services.

Madelyn Brass is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her work history includes roles at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015, as well as a two-year period at Hidden Oaks Retreat. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-driven investment strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Frank Lee is a CFA® charterholder with 10 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Pasadena, CA. His career includes over 16 years at Payden & Rygel and two years at Miracle Mile Advisors, LLC. He is also a board member of the Foundation for the Los Angeles Community Colleges, a nonprofit organization supporting higher education initiatives. 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 employing an ESG eligibility framework in its investment recommendations.

Jeannie Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, Bank of America, LPL Financial, BMO Harris Bank, and JPMorgan Chase Bank. 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 additional brokerage and investment management capabilities.

Arthur Chen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Western and Southern Life. Outside of his advisory work, he is a co-owner of a rental property managed by a third party. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Robert Baraga is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.

Dana Go is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2022, Dana worked at Securities America, Inc. and Credit Union of Southern California, among other firms. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jennifer Schroer is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and 4 years of industry experience. She has been with Merrill since 2004. Outside of her advising duties, she is an author of children's picture books and receives royalties from this work. 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 plans, charitable organizations, and corporate fiduciaries.

Wendy Behner is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding a CFP® designation and Series 63 and 65 licenses. She has 36 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations.

Kevin Lee is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked as a self-employed advisor for seven years. He is based in Pasadena, CA. UBS Financial Services 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 strategies.

Lily Cai is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured planning tools and market models to develop client plans and offers various investment and trading activities alongside its advisory services.

Nalendra Perera is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is an owner of rental properties. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Roland Cruz is a Wealth Management Planning Consultant with Fidelity Private Wealth Management. In this role, he works with affluent clients and their families to develop multi-generational strategies, focusing on comprehensive wealth planning that emphasizes growth, preservation, and the transfer of wealth. Roland's experience includes positions at Fidelity Investments such as Planning Consultant (2024-2026), Relationship Manager (2022-2024), and Financial Representative (2021-2022). Prior to this, he worked in Treasury Management Operations at City National Bank from 2016 to 2019. He holds a California Insurance License. Outside of his professional work, Roland has interests in baseball, fitness, food, football, golf, and traveling.

Charmaine Chow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ben Johnson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1989. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Lindy Bell is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms including Transamerica Financial Advisors, Inc. and Net Law. Bell serves on the board of the nonprofit Grace Lion Clug. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.