Franklin Chelebian is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 license and six years of industry experience. His prior work includes roles at Chapman University, Hudson Pacific Properties, Trinium Technologies, and for Congressman Duncan Hunter. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

Bruce Horowitz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. His prior firms include Commonwealth Financial Network and Osaic FA, Inc. He is also president and co-owner of Wealth Advocates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Usha Cervantes is a financial advisor at LPL Financial with 16 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, she worked at Transamerica Financial Advisors, Inc. for 10 years. Cervantes is also the author of the book "Over 100 First Samoan Words" and owns a business called Lochytocker Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided by a large network of investment adviser representatives.

Evan Pantucci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Pantucci Bonvechio team, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. This recognition is based on criteria including best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management, and firm-generated revenue. Evan and his team focus on developing long-term relationships with clients by understanding their priorities and financial goals. They provide experienced investment advice and guidance for high-net-worth families and institutional investors. Their services include access to Bank of America banking and coordination with Merrill Lynch's network of specialists and strategists. Evan's client focus areas include Corporate Executive Services, Divorce Transition Planning, Executive and Equity Compensation Services, Institutional and Corporate Benefit Services, and Legacy Planning, among others. The team continues to enhance their expertise through advanced industry designations and continuing education. Evan holds a Bachelor's Degree from Loyola Marymount University and professional designations including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is proficient in both English and Spanish. Outside of his professional work, Evan enjoys adventure sports, fishing, football, music, racquetball, running, scuba diving, spending time with his family, surfing, and traveling.

Robert Claros is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, and Bank of America. He is involved in Novus Wealth Group, a DBA related to his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives who utilize both proprietary research models and third-party strategies.

Benjamin Ashkinos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and its affiliated entities since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process supporting its recommendations.

Nhan Le is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2015. Outside of his advisory work, Le co-owns GML Design, a resale product sourcing business operated with his spouse. Wells Fargo Advisors is a national securities firm delivering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions, serving over 14,000 advisors and managing approximately $671 billion in assets.

Michael Johnson is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at SPC and Sigma Financial Corporation, both from 2016 to 2025, and operated his own tax preparation business, Michael Johnson & Co LLC, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Debbie Chen is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2017, following four years at HSBC Securities and a total of ten years with HSBC-affiliated institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Daniel Orosco Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked in education and retail, including positions at the University of La Verne, Lululemon, and Dick's Sporting Goods. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.

Myung Choe is a Series 65-licensed financial advisor with Equitable Advisors, based in Los Angeles, CA, and has 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as chairperson of the Korean Chamber of Commerce of Los Angeles and is an officer of the Los Angeles Central Lions Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses both in-house and third-party programs to tailor investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tony Kim is a financial advisor with J.P. Morgan Securities in San Gabriel, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at various J.P. Morgan entities since 2008, including JPMorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Curtis Young is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Charles Schwab, where he worked from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and capital market assumptions to tailor strategies to client goals and risk tolerances.

Philip Gleason is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and transitioned to Cetera in 2023. Outside of advisory work, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Michael Co is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Wynne I is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, Wynne serves as a successor trustee for the David I Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research and capital markets solutions through its integrated platform.

Leo Rein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has held multiple roles at Merrill since 2019 and has prior experience working with nonprofit organizations such as Children's Institute, Inc. and Operation HOPE. Merrill, along 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 using model-based and discretionary strategies developed by internal and third-party managers.

Joseph Polwrek is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Monte Vista Christian School for five years and Newell Brands for three years. He operates Polwrek Financial as a DBA for his LPL business. 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 portfolio programs, and access to third-party asset management, supported by extensive technology and a broad array of affiliated financial services.

Ranjit Hayhre is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. since 2011. 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 selection, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where appropriate.

Chad Beck is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Grove Point Investments, LLC and Grove Point Advisors, LLC, and he led H.Beck, Inc. for ten years. 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 services including financial planning, wrap and model portfolio programs, access to third-party asset managers, and institutional platforms, utilizing various investment strategies and operational tools.