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."

Michael Posner is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2022 and previously spent eight years at TD Ameritrade, Inc. His career has focused on wealth management and advisory services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operations.

Jordan Berry is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked previously at Compass and Deasy Penner & Partners. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Antoine Le is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase bank, N.A. and Scottrade in prior roles. Outside of his financial career, he is a co-owner and investor in Viscape Arts, an independent film production company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jeffrey Morgan is a Series 65-registered financial advisor at Cetera with two years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Advisory Services from 2023 to 2025. He also serves as a Tax Manager at Stern, Kory, Sreden and Morgan, an accountancy corporation, where he has been involved in income tax preparation, financial statement preparation, tax planning, and consulting since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a large network of independent advisors, utilizing a multi-manager platform that includes both affiliated and third-party managers.

Shuru Han is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Han worked at JPMorgan Chase Bank, N.A. and Cathay Bank. Outside of finance, Han owns and operates two charcuterie businesses, Woof and Whisk and Shuruterie, focusing on locally sourced ingredients and supporting local animal shelters. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Franklin Taylor is a financial advisor with Mass Mutual Investors Services in Sherman Oaks, CA, holding a Series 66 designation and 41 years of experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1984. Outside of his advisory role, he owns a family and business success planning consulting service focused on succession planning. 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 provides ongoing financial planning and asset management through collaborative, annual engagements.

Hovsep Dermenjian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has previous experience with Universal Capital Financial Center, Purshe Kaplan Sterling Investments, and Voya Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Bryan Steiner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial for Lutherans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Mark Fasano is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with UBS since 1991. Outside of his advisory role, he is an owner and proprietor of a real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a broad range of financial products and solutions.

Adrian Nunez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at KPMG LLP and Ernst & Young LLP. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Garo Barbarian is a Certified Financial Planner (CFP®) with 13 years of experience, currently serving as an advisor at J.P. Morgan Securities since 2013. He has also been associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Liu is a financial advisor with Charles Schwab in Pasadena, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Tho Ngo is a Certified Financial Planner (CFP®) associated with Edward Jones, where he has 16 years of experience, including 15 years in the industry. He has been with Edward Jones since 2010 and holds the Series 66 designation. Ngo is also a partner in McGhee and T LLC, a commercial real estate business in Statesboro, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Sandra Holguin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at Wescom Financial Services, LLC, CUSO Financial Services, LP, Infinex Investments, Inc., and Banc of California. She offers investment products and services through LPL Financial under the Wescom Wealth Management trade name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven approaches.

Keith Feinberg is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerance.

Tiara Gentry is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Francesco Setola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at Tori Samuel, Waddell & Reed, PRUCO Securities, Prudential Insurance Company of America, and Foresters Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management options and research from multiple sources.