James Mc Cabe is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at Alps Distributors, PRIMECAP Management, RBC Capital Markets, and Oppenheimer. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supporting a variety of investment approaches and operational tools.

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 firms including Morgan Stanley and Merrill. Jahanian has also been affiliated with Bank of the West and BancWest Investment Services. 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 portfolios, third-party asset management, and institutional platforms.

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her work history includes roles at Mark A Shuster, Hub International, and Shuster Financial Group, LLC. Outside of her advisory duties, she is the managing partner of Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

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.

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 at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities, and T3 Trading Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at various Wells Fargo entities since 2006. Outside of her advisory role, she participates as a game show contestant with her family. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through a network of more than 4,000 advisors.

Robert Brock is a financial professional with 32 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has been associated with various Cetera entities since 2013. Outside of his advisory role, he serves as the financial officer for Warm and Loving Ministries, a counseling and training center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party investment strategies and program options suited to various client needs.

Eddie Richard is a financial advisor with LPL Enterprise LLC holding a Series 66 designation and no prior industry experience. His professional background includes roles at BLAZR Inc and Hyatt Corporation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutions, utilizing model-driven investment implementation and access to third-party asset managers and insurance products through affiliated entities.

Joann Lee is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JP Morgan Chase Bank since 2016. Outside of her advisory role, she is a part owner of K & J Essentials LLC, an e-commerce family business focused on Amazon online selling, with limited involvement. 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.

Tyler Wong is a CFP® with seven years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked at JPMorgan Securities LLC and Securities America Advisors. In addition to his advisory role, he operates a financial planning and advising business and is a licensed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managed-account solutions across various investment types.

Esteban Munoz is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services Inc for nine years prior to joining OSAIC. Munoz is also involved in portfolio management and insurance services through his sole proprietorship, M&A Investment Services, where he serves as president and vice president. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of financial advisers. The firm offers a range of advisory and brokerage services utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

Kelly Nelson is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2018, Nelson worked at Augusta Precious Metals and the United States Postal Service. Outside of advising, Nelson is a self-published fiction author and operates as an independent contractor reseller on various online retail platforms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery conversations, firm-approved tools, and modeling techniques, while clients are responsible for plan implementation.

Kai Kang is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Laidlaw Wealth Management during his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Sabrina Verduzco is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Her prior experience includes roles at Northwestern Mutual, an AI technology startup called Callo, and personal investment management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Brandon Chhan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Cetera and its affiliates since 2017 and has prior experience at Foresters Financial Services. Outside of advising, he serves as a creative manager for the Los Angeles chapter of Project by Project, a nonprofit focused on video production and editing, and also works as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors, utilizing multiple program structures and a range of third-party and affiliated investment options.

Jeffrey Grant is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.