Carrie Valerio is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for the County of Orange Auditor Controller's office. Outside of finance, she has been an independent cosmetologist and owner of Riggs Salon & Gallery for over 19 years. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and analytical tools to support client goals.

Howard Wess Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2025, following long tenures at FAFCU Service Organization and CUSO Financial Services, L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Lorenzo Detoma is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2005 and holds the title of Senior Vice President. Lorenzo's work focuses on building long-term relationships with individuals, multigenerational families, and business owners. He has over 13 years of experience in the financial services industry, providing guidance in areas such as college education planning, corporate executive services, executive compensation, family wealth management, retirement income, and portfolio management services. Lorenzo utilizes Merrill Lynch's resources and collaborates with internal specialists as well as clients' attorneys and accountants to address tax, trust, estate, and wealth transfer matters. Lorenzo holds a Bachelor's Degree from San Diego State University and is designated as a Personal Investment Advisor (PIA). Outside of his professional responsibilities, he spends time cooking, traveling, and being with his family.

Trudy Haussmann is a CFP®-certified financial advisor with 38 years of industry experience. She is currently with LPL Financial and has previously worked at Securities America, Inc. and OSAIC. Haussmann has operated her own firms, Haussmann Financial, Inc. and Double H Properties, for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Dujuan Zhou is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2016. Outside of advisory work, he is a co-owner of multiple family rental properties in Las Vegas, Nevada. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Choi is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at CUSO Financial Services and Genesis Wealth Partners, where he also operates an entrepreneurial venture, BBTails LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and various advisory programs, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Leon Chen is a Financial Consultant currently working at Fidelity Investments. He has built a career in the financial industry spanning over a decade, with previous roles including Financial Solutions Advisor at Merrill from 2019 to 2025 and Private Client Banker at JP Morgan Chase from 2011 to 2019. Leon focuses on providing personalized financial planning and guidance tailored to each client's goals and priorities. He holds a California Insurance License, which supports his ability to offer comprehensive financial solutions. Outside of his professional work, Leon enjoys camping, hiking, traveling, and spending time with family and friends through various social activities.

Ryan Mouton is a financial advisor at OSAIC with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Woodbury Financial Services and has a background that includes various roles dating back to 2011. Outside of finance, he is a co-owner of an e-commerce seasoning retail business. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage, advisory, and portfolio management services through a large network of affiliated advisers and platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios incorporating multiple asset types on discretionary or non-discretionary bases.

Yun Hao is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Yun Hao provides clients with access to investment insights from Merrill and banking and lending solutions through Bank of America, leveraging a global network of specialists to explore financial possibilities in today's markets. Yun Hao has expertise in areas including corporate benefits, education planning, institutional investment consulting, services for endowments and non-profits, international wealth management, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. Yun Hao serves clients by offering customized financial strategies aligned with their priorities and goals. Yun Hao holds bachelor's and master's degrees from Harbin Engineering University. Fluent in English and Chinese, Yun Hao is also involved in community organizations such as Better Money Habits®/Financial Education, Girl Scouts of Greater Los Angeles and PSILY Foundation, and Pasadena Ronald McDonald House. Outside of professional responsibilities, Yun Hao enjoys hiking, music, reading, traveling, and yoga.

James Mc Cabe is a CFP® with 26 years of experience in the financial industry. He is currently with LPL Financial, having joined in 2024, and has prior experience at firms including Alps Distributors, PRIMECAP Management, RBC Capital Markets, and Oppenheimer. 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. The firm offers a range of advisory programs, financial planning services, and utilizes research and technology to support diversified investment strategies.

Saba Jahanian is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2023. Her prior experience includes roles at Bank of the West and BancWest Investment Services starting in 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, with access to model portfolios, research, and various investment strategies.

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She previously worked at Shuster Financial Group, LLC and Hub International. Outside of her advisory role, she is a managing partner in Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Vartges Markarian is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 21 years of industry experience. He previously worked at Ascent Capital Management and U.S. Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers customized, non-discretionary advisory services.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Wai Shing Stephen Law is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Bank of America and East West Bank, as well as ownership of a design and decoration company. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Tony Lan is a financial advisor with J.P. Morgan Securities in Yorba Linda, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at JP Morgan Chase Bank, MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities, New York Life Insurance Co., and T3 Trading Group. 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 based on a combination of quantitative modeling and centralized due diligence.

Kyle Colburn is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Western Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Petra Frisina is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within affiliates of Wells Fargo since 2011. Outside of her advisory role, she is involved in an LLC unrelated to investment activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations through the use of proprietary research and planning tools, with optional implementation via brokerage or advisory programs.