Baldwin Chin is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1992 following his graduation from UCLA, he has held various office management leadership roles within the firm. Baldwin’s expertise encompasses a wide range of client focus areas including education planning, family wealth management strategies, liquidity management, retirement income, socially responsible and values-based investing, tax minimization, and serving clients in sports and entertainment. Baldwin holds a Bachelor's Degree in Economics and Political Science from UCLA and maintains professional designations as a Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and in Sports & Entertainment (SE). He is committed to developing personalized financial strategies designed to help clients pursue their long-term goals through a detailed understanding of each client’s unique financial picture. In addition to his advisory work, Baldwin participates actively in community organizations such as Brentwood School, Culver City Rotary, and Jonathon Club. Outside of work, he enjoys spending time outdoors with his family and engages in activities including baseball, basketball, football, golfing, gymnastics, skiing, and softball.

Carissa Main is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for a combined ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking services. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader set of financial product offerings than typical for large institutional advisers.

Isaac Kim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley, Ares Management LLC, and several other financial firms. 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 to support customized investment recommendations.

Ryan Botsford is a financial advisor with J.P. Morgan Securities in Santa Monica, CA, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager 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.

Concela Tarver is a financial advisor with Mass Mutual Investors Services in El Segundo, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Mass Mutual, Tarver worked with New York Life Insurance and NYLIFE Securities, as well as Bank of America for ten years. Outside of financial services, Tarver is involved with the Pacific Coast Regional Small Business Development Center. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative annual planning engagements and event-driven services such as estate-settlement and employer-sponsored planning.

Louis Santoro is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2009 and also operates Certified Tax & Financial Service, which provides tax preparation, bookkeeping, and payroll services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and drawing on research from internal and third-party sources.

Samuel Chi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with various Cetera entities since 2013, including Cetera Wealth Services, LLC and Cetera Investment Services LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.

Tristin Redmon is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for 13 years at J.P. Morgan Securities. 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 through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house research and third-party strategies.

John Annas is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. He previously worked at SoundHaven Capital Management from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Hayden Hunt is a financial advisor at Edward Jones in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles in forensic accounting and a professional accountancy corporation, as well as a brief period pursuing opportunities in professional football. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Kornguth is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Todd earned his Bachelor's Degree from the University of California. He applies his education and credentials to support clients in managing their financial portfolios.

Dawn Kim is a financial advisor with Charles Schwab in Torrance, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Her prior roles include positions at Bank of America, Merrill, UnionBanc Investment Services, Kinecta Financial & Insurance Services, and LPL Financial. 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, utilizing multi-asset model portfolios and a centralized operational structure.

John Mulcahy is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized wealth management strategies tailored to clients' individual financial goals. He leverages insights from Merrill and the banking services of Bank of America to create flexible approaches that adapt to changing market conditions. John holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Georgetown University. He is also engaged in community activities, dedicating time to volunteering with local organizations in line with Merrill’s tradition of community involvement.

Jose Fernandez Ramirez is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at American Income Life, Pennymac, Prudential, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves in an advisory capacity to multiple funds while employing systematic investment methodologies.

Chauthy Pham is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2013. Pham is also a partner at Rathbun Sargent Insurance & Financial Services, where she is involved in life, health, and employee benefits sales and service. Cetera Investment Advisers LLC is a nationwide, SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting a broad range of investment strategies and program structures.

Trevor DePriest is a Financial Consultant currently working with Fidelity Investments since 2022. He holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner and specializes in helping clients grow and preserve their wealth through thoughtful, tax-efficient strategies. Trevor takes a holistic approach to financial planning, partnering with clients to build personalized plans that align with their lifestyle, long-term goals, risk tolerance, and overall financial picture. Prior to his current role, Trevor served as a Private Client Advisor at JP Morgan from 2021 to 2022 and as a Senior Financial Consultant at TD Ameritrade from 2017 to 2021. He holds a California Insurance License. Outside of his professional work, Trevor enjoys traveling, having visited all 50 states. He is also an avid road-tripper and enjoys spending time on the golf course. His personal interests include the beach, comedy, concerts, and traveling.

Daniel Curtis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bancorp Investments, U.S. Bank, and Wells Fargo in various capacities. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Pamela Knight is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at BlackRock Investments, Franklin Templeton, Legg Mason Investor Services, and American Independent Securities Group. Outside of her advisory work, she is co-owner of Scratchfoto, LLC, a photography app connecting photographers. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

Erika Noble is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she was involved with Shisha Sisters LLC for three years. 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 applying an ESG eligibility framework in its recommendations.

Alec Hoag is a CFP® certificant with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Advisors for eight years and briefly at Keenan Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm provides various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.