Gary Potter is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. He also serves as a trustee for a fiduciary entity in Whittier, California. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Henry Lau is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to his current role since 2016, he worked at Merrill and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Youssef is a financial advisor with Fidelity Investments, holding a Series 66 designation and 16 years of industry experience. He has worked at Fidelity in various capacities since 2010, including seven years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, Youssef serves as a board member for the Hidden Canyon Community Association. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those involving multi-manager and fund-of-funds structures.

Stanford Baer is a Wealth Management Advisor at Merrill Lynch Wealth Management in Pasadena. He has been in the financial services industry since 1986 and serves high net worth individuals, families, charitable organizations, and business entities. His approach centers on "full balance sheet" wealth management, providing advice and recommendations tailored to each client’s unique needs and financial situations. Stan’s expertise spans multiple disciplines, including banking and investment management, commercial lending and cash flow analysis, estate planning services, and tax minimization strategies. He focuses on areas such as executive compensation, family wealth management strategies, legacy planning, retirement planning, portfolio management, small business strategies, and both individual and corporate investment strategy. His client base includes business owners, professionals in the entertainment industry, and multi-generational families. He holds a Bachelor’s Degree from the University of California, Los Angeles, and maintains the professional designation of Personal Investment Advisor (PIA). Stan has lived in the greater Los Angeles area since 1980 and currently resides in Sierra Madre with his wife and children. Outside of work, he enjoys antiquing, baseball, fishing, football, and spending time with his family.

Nataly Brito is a financial advisor with J.P. Morgan Securities in Whittier, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2014, including prior roles at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Thomas Sandkamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, Merrill, Morgan Stanley, and Prudential Equity Group. 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 portfolios, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Vartan Grigoryan is a financial advisor with LPL Financial in Brea, California, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at Waddell & Reed, Foresters Financial, and various insurance carriers. He also maintains an ongoing business, Satenik Grigoryan, since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 advisor-facing technology and extensive non-advisory financial activities.

Rick Murga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012, with prior experience at Wm Financial Services, Inc. and Morgan Stanley Dw Inc. Outside of advising, he owns and manages rental real estate properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates a range of investment strategies, including ESG considerations.

Aaron Smith Sr. is a financial advisor with Smith Company Financial Advisors / Fusion Funds, holding a Series 66 designation and 24 years of industry experience. He has worked at Securities Service Network, Inc. since 2003 and Private Wealth Asset Management since 2002. Fusion Advisor, operating as Smith Company Financial Advisors / Fusion Funds, is a California-registered investment adviser providing non-discretionary investment advisory services to individual clients. The firm focuses on asset allocation analysis and portfolio construction, offering tailored guidance without exercising discretionary authority.

Bradley Griffiths II is a financial advisor with XYPN Sapphire, holding a Series 66 credential and nine years of industry experience. His career includes roles at several firms such as Royal Alliance Associates, SagePoint Financial, and KCS Wealth Advisory. Outside of his advisory work, he operates a vintage goods retail and consulting business and serves as a board member for a charitable organization focused on philanthropic causes. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and offers diversified portfolios, financial planning, and sponsored TAMP services, supporting nearly 50 affiliated advisors under a single corporate RIA structure.