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.

Sarah Seo is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2025 and has prior work experience in various roles including at In Home Supportive Services and Acuity Eye Group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers comprehensive investment and advisory solutions across multiple asset classes.

James Miller is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with Royal Alliance Associates, Inc. and has prior experience spanning 45 years at Signator Investors, Inc. Miller also operates a sole proprietorship focused on insurance sales in Fullerton, CA. He works through Osaic Wealth, Inc., which serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using sophisticated asset-allocation tools and offers access to various investment vehicles and third-party management solutions.

Roberto De Leon Gonzalez is a financial advisor at LPL Financial with six years of experience at the firm and a Series 66 designation. His prior roles include positions at Robert Half, Macy's, AMC Theaters, and the University of California San Diego. He is also a co-owner of Hecho En Casa LLC, a home-based business. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Stringer is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services from 2017 to 2022 and was affiliated with Chapman University from 2015 to 2018. Outside of his advisory work, he collects and sells baseball cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

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.

Denise Wang is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including HSBC Securities and New York Life Insurance Company. Outside of finance, she has provided beauty and bridal styling services through Kohnur Luxurious Bridal Beauty and Chiali Meng Artistry. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence, with recommendations including ESG considerations.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Geoffrey Shrager is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Hung Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Kai Yuan Hu is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Ameriprise Financial Services, and JP Morgan Securities, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Pengxin Fang is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 2022. Prior to that, he has been associated with Bank of America, N.A. since 2016. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erika Sahagun is a financial advisor at Charles Schwab with a Series 66 designation and several years of experience in the banking and financial services industry. Her prior work includes roles at California Bank & Trust, First Republic Bank, Farmers and Merchants Bank, First Citizens Bank, and Chase Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 discretionary separately managed accounts and operates a large-scale integrated platform offering advisory, brokerage, custody, and cash-sweep services.

Franc Burzotta is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and having 10 years of industry experience. His prior experience includes roles at Morgan Stanley, Charles Schwab, USAA, and J.P. Morgan. He is also the sole member of HEX3N LLC, a publishing business based in Norwalk, California. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sylvia Lee is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Coldwell Banker New Century. Outside of advisory work, she is also licensed as a real estate broker and insurance broker. Mass Mutual Investors Services, a subsidiary of MassMutual, 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 a range of programs including wrap and money-manager services, as well as educational seminars.

Taoran Li is a Financial Advisor with Merrill Lynch Wealth Management. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Master's Degree from the California State University System. In his role, Taoran provides financial advice and wealth management services, leveraging his specialized certifications to serve clients with retirement planning and investment needs, including those in sports and entertainment industries.

Brooke Zasadny is a financial advisor with LPL Financial and holds a Series 66 designation. She has experience at Edward Jones from 2021 to 2023 and has been with LPL Financial and Verdugo Wealth Management since 2023. Prior to her financial career, she spent five years in full-time education and was involved with the ACT Volleyball Club for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wei Han Jack Chang is a CFP® with 13 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2019. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Strategic Advisers LLC. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services 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 investment strategies.

Rodzl De Los Reyes is a financial advisor with Merrill in Baldwin Park, CA, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has worked at Merrill since 2016 and is also affiliated with the California Military Department and Bank of America, N.A. Outside of advising, he serves as an officer, director, and owner of Rexxons Holdings, Inc., a real estate property management company. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.