Kevin Chen is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Veltek Inc and JPMorgan Chase Bank. Outside of his advisory work, he is involved with Veltek Inc, a manufacturing business specializing in power transformer parts, where he manages order placement and shipping. 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 an ESG eligibility framework to support client decision-making.

Elly Wong is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Nanda Fernando 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 worked at J.P. Morgan in various capacities since 2016. 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. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework when recommending strategies.

Narvee Intarachote is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Sierra is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cetera since 2019. He previously worked at Foresters Advisory Services and Foresters Financial Services. Sierra is president of the Financial Planning Association of San Gabriel Valley, where he oversees board activities and monthly luncheons. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Zeina Maalouf is a financial advisor at Cetera with six years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Insurance Agency LLC and Avantax Advisory Services. In addition to her advisory role, Maalouf operates a CPA practice providing tax preparation and accounting services to individuals and small businesses and is active as a residential real estate agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.

Mark Ramos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Eagle Strategies (NY Life) and New York Life Insurance Company. Ramos also operated his own consulting service, Ramos Consulting Services, for one year. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Amit Patel is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist clients in managing income and withdrawals.

Johnny Wong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. 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, delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Fung is a financial advisor with Merrill in Alhambra, CA, holding a Series 66 designation and eight years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Mark Mannarelli is a CFP® professional with 27 years of industry experience, currently working at LPL Financial since 2018. Prior to joining LPL, he spent five years at Cetera Advisor Networks LLC. He also operates a tax preparation and accounting service under Mannarelli Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory services through a national network of investment adviser representatives, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Joselyn Nordstrom is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked with Raymond James & Associates since 2017 and was previously with Triad Advisors, Inc. from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Hur is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. With over a decade of experience in financial services beginning in 2011, Andrew works with individuals, business owners, and non-profit organizations to support wealth accumulation and preservation. His expertise includes banking and lending services through Bank of America, as well as specialized focus areas such as college education planning, family wealth management strategies, small business strategies, retirement income, and portfolio management. Andrew employs a goals-based financial planning approach to address all facets of his clients' financial lives, leveraging the firm’s extensive resources. He emphasizes full transparency and strong communication to foster long-lasting relationships and sees his practice as extending beyond traditional wealth management. Andrew holds a Bachelor of Arts degree in Communication Studies from California State University of Northridge. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Chartered Retirement Planning Counselor™, Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA) designations. He is fluent in Korean. In addition to his professional work, Andrew is involved in community service aligned with Merrill Lynch’s tradition and participates in organizations such as the PV Rotary. Outside of work, he enjoys playing golf, watching sports, and spending time with his wife, Michelle, and their children, Mila and Micah.

Steven Winchell is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and over 20 years of industry experience, primarily with Morgan Stanley and its affiliates. His prior roles include positions at MassMutual Investors Services and MassMutual Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through its structured planning process and diverse investment offerings.

Vivian Monahan is a financial advisor with LPL Financial who holds a Series 66 designation and has five years of industry experience. Her prior experience includes roles at FSC Securities Corporation and The Advisory Group. She is also a notary and acts in a fiduciary capacity through a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management approaches.

Diane Doolin is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is a co-founder of the Institute for Preparing Heirs, where she assists in developing tools to facilitate wealth transfer conversations and occasionally speaks to professional advisors. She also serves on the board and finance committee of the Adventist Health Glendale Foundation. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved tools to model outcomes, acting primarily in an advisory capacity.

Fernando Camacho is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans tailored to the unique ambitions and priorities of his clients. Fernando engages with clients to understand their family goals and creates strategies that address aspects such as funding children's education, retirement planning including potential health care costs, and long-term family objectives. Fernando holds a Bachelor's Degree from the University of California System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates in both English and Spanish, facilitating effective relationship-building and guidance through the wealth management process. Fernando emphasizes a dynamic and transparent approach to financial planning, aiming to simplify the complexities of investing. He seeks to establish partnerships that reflect clients' values and provide confidence through every stage of life.

Patricia Valenzuela is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney for 10 years. Outside of her advisory role, she works part-time as a cake maker and decorator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jahule Valuvi is a financial advisor with J.P. Morgan Securities in Claremont, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining JPMorgan Chase Bank, N.A. in 2014, he was involved with Jenlu, LLC, operating the Etsy shop Ladybug And Duke from 2017 to 2018. 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 non-discretionary advisory approach.

Nour Jaber is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, Nour worked at UBS Financial Services Inc. for four years and JPMorgan Securities LLC for two years. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.