Maxwell Stanley is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and TEC Newport Beach LLC. Outside of finance, he operated a kayak rental business for two years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and a collaborative planning process to deliver tailored recommendations, with options for clients to implement strategies through separate brokerage or insurance arrangements.

Irina Bykova is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Bank NA since 1997, joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vincent Chu is a financial advisor with Wells Fargo Clearing in Arcadia, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and operated his own advisory practice since 2009. Outside of his advisory work, Vincent serves on the finance and administration committee of Kindle Hill Church in Ontario, CA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Zhen Rong Yu is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was employed by Bank of America, N.A. from 2014 to 2017. Outside of his advisory role, he is a co-owner of a family rental property in Rosemead, California. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephan Shatynski is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He has previously worked at Merrill for 12 years before joining Wells Fargo in 2016. Outside of his advisory role, he is involved with the Naval Academy Information Officer Program, overseeing admissions outreach to Orange County schools, and receives residual payments from prior work as a former actor with the Screen Actors Guild. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics to offer diversified investment solutions while providing a range of financial products through its bank and insurance affiliates.

Blessing Rodriguez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Samantha Power is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 10 years of industry experience, all with Wells Fargo since 2016. Outside of her advisory role, she owns APRICITY LLC, a potential candle business based in Studio City. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Eliz Shahverdyan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Union Bank Investment Services, Bank of the West, and Firefighters First Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Erik Mattern is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following eight years at Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. She also spent a year working for the County of Orange. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and the use of a forward-looking capital market framework.

David Lumiqued is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years and Independent Capital Management, Inc. for 21 years. He is also involved in nonprofit educational activities, serving as president of the West Covina chapter of the Society for Financial Awareness, where he presents seminars to the public. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Donald Crane is a financial advisor with Cetera, holding the CFP® and CFA® designations and over 17 years of industry experience. He is the owner of Crane Advisory LLC dba Crane & Associates Wealth Management and also operates DSC Advisory LLC. Crane is licensed to sell fixed insurance products, including life and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Donald Crane is a CFP® with 42 years of industry experience, currently affiliated with Cetera. He has operated his own firms, including Crane Advisory LLC and Crane & Associates, where he provides financial planning and asset management services. He also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Preston Dawson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked with Cubist LLC and Little Dot Studios. Outside of his advisory role, he serves as a creative consultant for Cubist, providing services such as email marketing and social media management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Leonor Zamora is a financial advisor with J.P. Morgan Securities in Downey, California, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with J.P. Morgan Securities and affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Philip Chang is a financial advisor with J.P. Morgan Securities in Monterey Park, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, CTBC Bank, Cetera Investment Services, East West Bank, Grand Pacific Financing Corp, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Arnaud Berry is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Inc., Transamerica Financial Advisors, and Ameriprise. Berry is also involved with Zahorik Financial & Insurance Services in a principal capacity. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Pamela McKenzie is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Guardian Life, Eagle Strategies (NY Life), and Ameriprise. Pamela also operates McKenzie Wealth Management, Inc., an affiliated business related to her advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by proprietary research and technology tools.

Jamye Moore is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Moore also has over three decades of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.