Hanna Weintraub is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Schwab, she worked at Spinnaker Investment Group, LLC and held roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Before entering the financial industry, she was involved with Original Chop Shop, Point B Realty, and Upward Projects. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by due diligence from its Schwab Center for Financial Research.

Simran Singh is a financial advisor with J.P. Morgan Securities in Torrance, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2017, Singh worked at Principal Financial Group and Principal Securities, Inc. from 2016 to 2017. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

Alden Landis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Target and studied at California State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers model portfolios and advisory services to registered investment companies.

Brian Rossney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nathan Lee is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads portfolio management and asset allocation development for the Lee & Yodowitz Group. He specializes in wealth planning, estate and legacy planning, money management, corporate retirement plans, and alternative investment strategies. Nathan works closely with business owners on cash management, financing for growth and acquisitions, and succession planning. With over 21 years of industry experience, Nathan joined Merrill Lynch in 2004 after working at UBS Financial Services. He holds a Bachelor's and Master's degree in Finance from Texas Tech University, with an emphasis on asset pricing models and option strategies. Nathan has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nathan is active in community organizations such as the Boys & Girls Club of Long Beach and the National Eagle Scout Association chapter in Los Angeles. He balances his professional commitments with family life, sharing his interests in railroading, antiquing, football, gardening, genealogy, skiing, surfing, and traveling with his wife and three children.

Zarina Sullivan is a financial advisor at Cetera with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been affiliated with various Cetera entities since 2016. Outside of her advisory work, she provides educational presentations on basic financial literacy to military personnel through Zeiders Enterprises. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anusha Sriram is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Bank of America, Merrill, Citigroup, and JP Morgan. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research to tailor strategies based on clients’ goals and risk tolerance.

Steve Hahn is a CFP®-designated financial advisor with Morgan Stanley, bringing 24 years of industry experience. He previously worked at Citigroup Global Markets, Inc. for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment strategies.

Martha Cannady is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial services. She has served as a Portfolio Manager in the firm's Investment Advisory Program and has expertise in Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. Martha joined Merrill Lynch in 2008 after previously working at Morgan Stanley from 1995 to 2008, where she held roles including Vice President and Assistant Branch Manager of the Long Beach Branch. Martha holds a Bachelor's degree in Business Administration with an emphasis in Finance from California State University, Fullerton. She is a CERTIFIED FINANCIAL PLANNER® professional, holds the Certified Plan Fiduciary Advisor (CPFA®) designation, and is a member of the National Association of Plan Advisors. Additionally, she has taught Successful Money Management classes at several community colleges. Fluent in Spanish, Martha is involved in community organizations including serving as a Board Member for the Orange County Hispanic Chamber of Commerce and the California 32nd District Agricultural Association, Orange County Fair Board. She has also held an Executive Board Member position at Alzheimer's Orange County. Martha enjoys cooking, hiking, traveling, and walking the Camino de Santiago. She and her husband, Bruce, reside in Cypress, California, and have two daughters.

Darrin Frankel is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and models in its financial planning process.

Catalina Delgado Ascencio is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been affiliated with Bank of America and Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America’s broader platform to provide access to a wide range of financial products and services.

Cuauhtemoc Garcia is a financial advisor at Morgan Stanley based in Long Beach, CA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Margarita Jones Mexican Restaurant and the University of California, Santa Cruz. Outside of finance, he has experience in education and the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling to support its financial planning process.

Richard Kim is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo Clearing. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vicky Do is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Juliana Yoon is a financial advisor at OSAIC with 23 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 17 years. Outside of her advisory role, she operates a sole proprietorship offering health, long-term care, traditional life insurance, life settlements, and fixed and indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed accounts.

Mark Grimme is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Grimme serves on the Financial Planning Committee for the City of Rancho Palos Verdes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling techniques.

Gabe Taylor is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He specializes in understanding clients' unique financial situations and co-creating detailed plans to help them achieve financial peace of mind. Prior to his current role, Gabe worked as a Financial Consultant at Etrade Financial in 2021, a Senior Financial Consultant at TD Ameritrade from 2015 to 2021, and a Vice President, Financial Consultant at Charles Schwab from 2007 to 2015. Gabe holds a California Insurance License, which supports his ability to provide comprehensive financial consulting services. Outside of his professional work, he has personal interests that include the beach, comedy, music, parenthood, and reading.

James Wheat is a financial advisor with Wells Fargo Clearing in San Pedro, CA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Wheat serves as trustee for family trusts and manages investment-related asset protection 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Johnson Hoang is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at Summit Financial Group and Summit Brokerage Services from 2014 to 2019. Outside of his advisory role, Hoang serves as president and tax preparer for Wise Financial Solutions, a tax preparation and accounting business. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management options.

Yasha Maylamyan is a financial advisor at UBS Financial Services with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining UBS, Yasha worked at U.S. Bank N.A. and has held roles in various sectors including banking and retail in Armenia and the United States. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.