June Chow is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining LPL Financial in 2015, she worked at Equity Services, Inc., Ameritas Investment Company, Guardian Life, Lottman Financial Group, SPC, and Woodbury Financial Services. Outside of her advisory role, she is involved in non-variable insurance sales including life, health, long-term care, disability, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad suite of financial products.

Frederick Denitz is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes roles at MassMutual Life Insurance Company and Northwestern Mutual in various capacities from 2009 to 2017. He is also involved in insurance brokerage through Lenox Advisors, Inc., focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools like Monte Carlo simulations and automated asset-allocation to support annual, collaborative client relationships.

Daniel Goodman is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. His prior work includes roles at Beacon Hill Staffing Group, Pepsico, and the University of Arizona. Outside of his advisory role, he operates under the DBA Executive Benefits Financial Group. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Wen Lee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, working with individuals, families, and business owners at various stages of the business cycle. Wen takes time to thoroughly listen to and understand each client's financial situation, preferences, and goals, providing tailored recommendations based on factors such as risk tolerance, time horizon, liquidity needs, and overall investment objectives. In his role, Wen coordinates with clients' trusted partners, including attorneys, accountants, and tax specialists, to ensure comprehensive and customized financial solutions. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Ulysses Grant High. Wen is fluent in English and Mandarin. Outside of his professional work, Wen enjoys golfing with friends and clients.

Amanda Oliai is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2016, with a brief period away from the industry. Prior to her advisory career, she was affiliated with the University of California, Riverside for three years. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Swastik Deshpande is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC and Lenox Advisors. He also serves as a Relationship Manager for Lenox Advisors, Inc., where he is involved in the sale of life, accident, and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs, including divorce and estate-settlement planning.

Omar Ching is a financial advisor at Merrill with Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Co., and Orion Metal Exchange. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Usha Cervantes is a financial advisor at LPL Financial with 16 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, she worked at Transamerica Financial Advisors, Inc. for 10 years. Cervantes is also the author of the book "Over 100 First Samoan Words" and owns a business called Lochytocker Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided by a large network of investment adviser representatives.

Evan Pantucci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Pantucci Bonvechio team, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. This recognition is based on criteria including best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management, and firm-generated revenue. Evan and his team focus on developing long-term relationships with clients by understanding their priorities and financial goals. They provide experienced investment advice and guidance for high-net-worth families and institutional investors. Their services include access to Bank of America banking and coordination with Merrill Lynch's network of specialists and strategists. Evan's client focus areas include Corporate Executive Services, Divorce Transition Planning, Executive and Equity Compensation Services, Institutional and Corporate Benefit Services, and Legacy Planning, among others. The team continues to enhance their expertise through advanced industry designations and continuing education. Evan holds a Bachelor's Degree from Loyola Marymount University and professional designations including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is proficient in both English and Spanish. Outside of his professional work, Evan enjoys adventure sports, fishing, football, music, racquetball, running, scuba diving, spending time with his family, surfing, and traveling.

Robert Claros is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, and Bank of America. He is involved in Novus Wealth Group, a DBA related to his LPL 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives who utilize both proprietary research models and third-party strategies.

Benjamin Ashkinos is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 employs an ESG eligibility framework in its recommendations and offers non-discretionary services delivered by a select group of Wealth Advisors.

Nhan Le is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Outside of his advisory role, he co-owns GML Design, a business involved in resale products for online retail commerce. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Debbie Chen is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association, spanning from 2010 to the present. 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 uses proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management.

Tony Kim is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in San Gabriel, CA, with 18 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Curtis Young is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Charles Schwab, where he worked from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and capital market assumptions to tailor strategies to client goals and risk tolerances.

Philip Gleason is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and transitioned to Cetera in 2023. Outside of advisory work, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Michael Co is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Wynne I is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, Wynne serves as a successor trustee for the David I Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research and capital markets solutions through its integrated platform.

Leo Rein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has held multiple roles at Merrill since 2019 and has prior experience working with nonprofit organizations such as Children's Institute, Inc. and Operation HOPE. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Joseph Polwrek is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Monte Vista Christian School for five years and Newell Brands for three years. He operates Polwrek Financial as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technology and a broad array of affiliated financial services.