Diana Reyes is a financial advisor at Edward Jones with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2004. The firm serves over four million individual and institutional clients, offering a wide range of wealth management services through both discretionary and non-discretionary strategies. Edward Jones manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Roman Christian Laus is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable Financial Life Insurance and Equitable Advisors. He has also served as a live-in caregiver through In Home Supportive Services since 2021 and was a United States Marine Corps member from 2017 to 2021. 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 in its investment recommendations.

Michelle Marquez is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc., Bank of America, N.A., and Merrill. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and institutional consulting.

Christopher Ceciliane is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Chase. Outside of his advisory work, he pursues a personal hobby involving the buying, selling, and trading of athletic sneakers. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Monique Morris is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory process.

Sandra Martin Stelmasek is a financial advisor with Merrill in Pasadena, CA, holding the Series 63 and Series 66 designations and bringing 44 years of industry experience. She has been with Merrill since 2002 and is also affiliated with Bank of America, N.A. 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 broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America enables access to a wide range of products and services.

Richard Hsieh is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. His prior experience includes nearly 15 years with First Allied Securities and concurrent leadership of Kasih Financial Advisors since 2003. Outside of his advisory work, he serves as a volunteer for the Rafiki Foundation and holds fiduciary responsibilities as co-executor of an estate. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, enabling advisors to implement diverse investment strategies with discretionary and non-discretionary authority.

Gregory Seigel is a CFP® with 32 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years and has operated his own accounting and tax planning practice since 1988. He also holds a position as an insurance agent selling life insurance and annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment products.

Thomas Britain is a financial advisor with Primerica Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at IHSS In Home Support Services, PFS Investments Inc., and a long tenure with The Salvation Army's Southern California Division. He is also a co-owner of Precious Quality Home Care, a home caregiving services business. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients, offering a wrap-fee asset management program that utilizes model-driven strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services focused on model recommendations and supported by custodial and trade execution services.

Genaro Padilla is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Serina Yuan is a financial advisor at UBS Financial Services with four years of industry experience. She holds the CFA® designation and Series 63 license. Prior to joining UBS in 2019, she focused on homemaking for over a decade. Outside of her advisory role, Yuan serves as president of the ABC Unified School District Education Foundation, a charity supporting student needs in the district. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kevin World Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, LPL Financial, and Fire Fighters First Credit Union. He is also involved in offering investment products and services through LPL Financial under the trade name Firehouse Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Devon Lewis is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Glendale, CA, and has one year of industry experience. Prior to joining Thrivent, he held various roles including positions at Cal Lutheran and in community settings. Outside of his advisory work, Devon founded a clothing brand called Inercritic and occasionally trains youth in basketball. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed-account services, maintaining separation between these offerings.

Gregory Bonanno is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Wm Financial Services, Inc. since 1999. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager 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, offering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Jason Edmond is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including prior roles at Farmers Financial Solutions and The Prudential Insurance Company of America. Edmond also operates the Jason Edmond Insurance Agency, where he is involved in health, property, and casualty insurance sales and services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with active insurance sales.

Diane Hart is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with UBS since 2010. Diane is a trustee of a family revocable trust established in 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and financial planning services.

Jing Wang is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 license with four years of industry experience. Prior to joining Morgan Stanley in 2023, Wang worked at UBS from 2021 to 2023 and held roles in various organizations including LanguageLine Solutions and the University of California, Irvine's Center for Virus Research. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in financial goal modeling.

Zhenyu Li is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in Pasadena, CA, Li worked at UBS AG Singapore Branch and held positions at Trafigura entities and Hays Talent Solutions LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Ara Mekhitarian is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2011 and 2022. Mekhitarian is involved in several business activities including financial advising with Lion Street Private Client Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jordan Yoshitake is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers with the Hawaii Tax Institute Foundation, assisting with networking for their annual conference. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, utilizing a mix of discretionary and non-discretionary investment approaches.