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.

Winnie Leong is a financial advisor with LPL Financial based in Fullerton, CA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. Her prior roles include positions at Securities America Advisors, Voya Financial Advisors, American General Financial Advisors, Valic Financial Advisors, and Citigroup Global Markets. Outside of her advisory work, she is also an artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools.

Erica Pitrone is a Series 66-credentialed financial advisor with Merrill in Brea, CA, where she has worked since 2015. She has 11 years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Li is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of finance, he is involved in Cashow LLC, a cosmetics business specializing in acrylic and gel nail products. 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. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

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.

Brad Chi is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Pasadena, California. He works primarily with established professionals, business owners, retirees, and families in Southern California whose financial lives have grown more complex. Brad assists clients during career transitions, approaching retirement, or when personal, family, and business priorities overlap, helping clarify what matters and establishing an organized plan for their financial decisions. Brad's expertise includes retirement planning, investment strategy, liquidity management, and coordinating with clients' tax, legal, and other advisors. His approach involves understanding each client's priorities and accounts, evaluating recommendations, and overseeing implementation and ongoing review. He also collaborates with specialists across Merrill and Bank of America when additional resources are needed. He holds a bachelor's degree from the University of Arizona and carries the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations. Brad is involved with the University of Arizona Alumni Association and Zeta Beta Tau Fraternity. His community involvement includes participation with the American Cancer Society, Children's Miracle Network Hospitals, and Junior Achievement of South California.

Jing Sun is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Financial, she worked at Daisy Financial Group for eight years and at Unity Professional Insurance Services Inc for fourteen years. Outside of advisory work, she is involved with Apiary Partners Inc, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, combining extensive advisory services with a broad range of financial products and partnerships.

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.

Boyuan Zhou is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has also worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts, combining internal and third-party management with comprehensive trading and custody support.

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.

Alisa J. Chanpong is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been with the firm since 1999. Alisa works with affluent individuals, their families, and closely held businesses, focusing on areas such as asset allocation, investment management, retirement income, wealth transfer planning, and overall strategy development. She holds a B.S. Degree in Business Administration with emphases in Entrepreneurship and Business Communication from the Marshall School of Business at the University of Southern California, earned in 1994. Throughout her career, Alisa has achieved several professional designations, including the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning, and holds Series 7, 66, and 31 FINRA Registrations. Alisa lives with her husband and their two daughters. In addition to her professional work, she is active in community organizations such as the Pasadena Showcase House for the Arts, the Pasadena Tournament of Roses, USC Town and Gown, and the USC Trojan League of Los Angeles. She also enjoys traveling and considers herself a "foodie."

Wayne Sellar is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Merrill, Santander Securities, and several credit unions in Southern California. He is involved in mortgage and real estate services through Real Estate Ebroker Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform with discretionary and non-discretionary investment strategies.

Jordan Berry is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Compass from 2018 to 2020 and Deasy Penner & Partners from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Natalie Beaini is a financial advisor with J.P. Morgan Securities in Buena Park, CA, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has prior experience with JPMorgan Chase Bank, N.A., LPL Financial, and Antelope Valley College. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and strategies through its Institutional Consulting Services program.

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.

Matthew Serret is a Financial Advisor with Merrill Lynch Wealth Management, based in Ontario, California. He has more than 15 years of experience in the financial services industry and specializes in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, and sports & entertainment. Matthew's professional background includes banking, lending, mortgages, business banking, and wealth management, providing him with a comprehensive perspective for developing financial strategies tailored to his clients' goals. Matthew earned both his Bachelor's degree and Master of Business Administration (MBA) from the University of La Verne, completing his MBA in 2015. Over the course of his career, he has built meaningful client relationships by delivering personalized guidance and helping clients make informed financial decisions aligned with their values and long-term aspirations. Outside of his professional work, Matthew resides in Claremont, California, with his wife and three sons. He is actively involved in the local community, specifically through coaching baseball with the Claremont Little League, where he focuses on mentoring young athletes and teaching values such as teamwork, accountability, perseverance, and character. Matthew also enjoys traveling with his family, providing opportunities for them to experience diverse cultures and perspectives.

Shuru Han is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked in various roles at JPMorgan Chase Bank and Cathay Bank. Outside of financial services, she owns two charcuterie businesses, Woof and Whisk and Shuruterie, both focused on creating curated food offerings. 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 applying an ESG eligibility framework in its recommendations.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.