John Choi is a financial advisor with Merrill in Hollywood, CA, holding Series 66 and Series 63 credentials. He has eight years of prior experience at USBancorp and has been associated with Merrill and Bank of America since 2025. Outside of his advisory roles, he is a co-owner of a rental property in Garden Grove, California. 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 diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Susan Colletta is a financial advisor at Morgan Stanley in Valencia, CA, holding Series 63 and Series 65 licenses with 3 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at DAUM Commercial Real Estate Service and SCV Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Grant Sclafani is a financial advisor with Cetera in Glendale, CA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with Cetera Financial Specialists since 2016 and operates Sclafani Wealth Advisors, a financial services DBA, since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Cecil Ho is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jeffrey Felix is a financial advisor at LPL Financial with 11 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Citigroup, M&T Bank, Cetera Investment Services, East West Bank, and Wells Fargo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, research, and various technology platforms.

Stephen Hekimian is a Certified Financial Planner (CFP®) at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an instructor at the University of Phoenix’s Center for Professional Development. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and strategies, including modeling techniques such as Monte Carlo simulations.

Maribel Cobian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo in various capacities since 2013, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning across a broad range of areas, utilizing its research and tools, and integrates advisory services with other financial products and referral channels.

Vincent Wei is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their goals and objectives. He focuses on understanding each client's current financial position to implement strategies designed for their future stability. Vincent has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2023. Prior to joining Fidelity, he worked as a Premier Banker at OneWest Bank from 2016 to 2020. He holds a California Insurance License.

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Linsco/Private Ledger since 2003. Outside of advisory work, he developed an arm sling designed to help individuals with paralyses engage in sports activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Yuritzi Chavez is a financial advisor with Merrill in Sun Valley, CA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo in various roles. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s broader platform, providing access to a wide set of products and services.

Robert Kaplan is a financial advisor with LPL Financial in Encino, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Physicians Accounting Management and LPL Financial since 2001. Kaplan has also been involved in selling life, health, and disability insurance for over 18 years through his affiliated insurance service businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, research from LPL and third parties, and various technology tools.

Olga Gurevich is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 designations and bringing five years of industry experience. Her prior roles include positions at Eskulap Solutions and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Richard Chun is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. He is also the General Partner, President, and CEO of Rtec Group Inc., a private S corporation. 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 brokerage, distribution, and investment management capabilities.

Lizbeth Perez is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2011 to 2023. 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 team 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.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Kaosheng Lin is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at LPL Financial and Cathay Bank, where he has worked since 2015. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Shujun Wu is a financial advisor at UBS Financial Services with 17 years of industry experience. Prior to joining UBS Financial Services in 2025, Wu worked at UBS AG and Morgan Stanley Smith Barney LLC. Wu holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services to support client strategies.

Mical Pyeatt is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 designations and over 43 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she is a partner in Darwin the Story LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, with investment strategies delivered primarily through model portfolios managed by unaffiliated asset managers.

Dayne Comrie is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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 guide investment recommendations.