Mujen Wu is a financial advisor at Morgan Stanley with six years of industry experience. He has held positions at Chun Yu Works and OFCO Industrial Co. before joining Morgan Stanley in 2019. Wu holds a Series 66 designation and is based in Pasadena, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients. Its financial planning services utilize firm-approved tools and a structured discovery process without providing individual security recommendations as part of standalone plans.

David Luna is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal market participants and operates alongside affiliated trust companies and banks.

Herlin Meza is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. His advisory services cover a wide range of needs including general investing, retirement planning, and preparing for unexpected financial challenges. Herlin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Northern Arizona University and is proficient in both English and Spanish. As part of his approach, Herlin emphasizes building a thorough understanding of each client’s unique situation to provide ongoing advice and guidance aligned with their evolving needs.

Luan Chung is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. Prior to joining Fidelity Investments in 2026, he worked for 13 years at JP Morgan Chase. He also has experience with the Department of Public Social Services (DPSS), where he was employed for 17 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and constructing model portfolios incorporating systematic methodologies and advanced technologies such as AI.

Sam Consos is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Wells Fargo Advisors in 2025. He is also the owner of SGC Private Wealth, an independent investment advisory business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, using proprietary research and planning tools to develop customized recommendations.

Chih Chieh Chang is a CFA® charterholder and holds a Series 66 designation, currently working with Charles Schwab in Arcadia, CA. He has two years of industry experience, including positions at Charles Schwab Bank and previous roles at Cox Automotive Inc. and T3 Trading Group, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment due diligence.

Karl Grant Meneses is a Series 66-licensed financial advisor with Thrivent Investment Management in Glendale, CA. He joined Thrivent in 2025 after working in various roles, including positions at California State University, Fullerton, and Mendocino Farms LLC, with no prior industry experience before 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Tavisi Sharma is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Southern California and Purdue University. Outside of finance, Sharma is also a signed model with NTA Model Management and LModelz, working as an independent contractor for commercial and runway assignments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning across various financial topics without including implementation. The firm allows clients to combine planning with managed-account services through a consolidated billing option but does not accept discretionary trading authority for its Dedicated Planning Service.

Pamela Marshall is a CFP®-certified financial advisor with 28 years of industry experience, currently with LPL Financial since 2009. She holds the Series 66 designation and operates out of Studio City, CA. Outside of her role at LPL, she is involved with Marshall Financial Management, a business related to her advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs alongside brokerage services, utilizing proprietary research, third-party model portfolios, and various investment strategies.

David Schmidt is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at PRO8 Media for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulation techniques.

Taehoon Gang is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of advising, he serves as a board member for the Los Angeles chapter of the Asian Real Estate Association of America and is a silent partner in a restaurant. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a variety of investment strategies and program platforms.

Robert Cruz is a financial advisor at UBS Financial Services in Pasadena, CA, with 13 years of industry experience. He holds a Series 66 designation and has been with UBS Financial Services since 2013. Outside of his advisory role, he serves as a board member and treasurer for the National Association of Latino Independent Producers, an organization that supports individuals pursuing careers in the entertainment industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates various capital markets and banking platforms.

Mark Wong is a financial advisor at Fidelity with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Advisors and the Federal Bureau of Investigation. Fidelity’s investment management affiliate, Strategic Advisers LLC, serves retail and institutional clients with discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic construction in its investment approach, and it is notable for its use of AI and formal advisory roles to multiple registered investment companies.

Peter Shu is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. His career in financial services spans over a decade, including roles as Investment Consultant and Senior Relationship Manager at Fidelity Investments, as well as Financial Advisor positions at Bank of the West and Merrill Lynch. Prior to these roles, he worked as a Personal Banker at Bank of America. Peter holds certifications as a Certified Financial Planner® and Chartered Financial Consultant®, and he has earned an MBA. He is licensed to sell insurance in California. Peter emphasizes understanding each client's unique financial situation and views financial planning as a core component of a balanced life.

Sean Gomez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Matthew Brady is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Citigroup and Wells Fargo. He serves as chair of the board of directors for the Saint Francis Foundation, a charitable organization. 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, and institutions.

Tony Chou is a financial advisor at UBS Financial Services with eight years of industry experience. He previously worked at Oak Family Investments for seven years and LPL Financial for one year. Outside of his advisory work, Chou serves as a San Marino City Councilman, coaches varsity volleyball, and owns a tea store through an absentee-run holding company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations.

Eddie Rubio is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at CUSO Financial Services, Wescom Financial Services, Wescom Credit Union, and Wells Fargo in various roles. 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, utilizing model portfolios, third-party research, and technologies such as machine learning.

Gohar Tumanian Balyan is a financial advisor at Merrill with the Series 66 designation and six years of industry experience. She has been affiliated with Merrill since 1996. Outside of her advisory role, she co-operates a non-investment business with her husband focused on property management. Merrill, along 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 a diverse range of clients including individuals, pension plans, and charitable organizations.

Ernest Osorio is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase Bank, and U.S. Bank. He also has experience in marketing and college-level education. Merrill, along with its affiliate Managed Account Advisors LLC, 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 institutions.