Thomas Li is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and is also the owner of Cashow LLC, a cosmetics business focused on acrylic and gel nail products. 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 to guide fund and strategy recommendations.

Alexander Lee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Cetera since 2025 and previously spent three years at The Leaders Group Inc. In addition to his advisory work, Lee is a one-third owner of Ascendant LLP, a law practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Michael Foley is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides written recommendations within annual, collaborative financial planning engagements.

Henry Narvaez is a financial advisor with Ameriprise based in Los Angeles, CA, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, UnionBanc Investment Services, and U.S. Bancorp Investments, Inc. He is also engaged outside of Ameriprise as a financial advisor with Kinecta Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, asset allocation, and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Brad Chi is a Financial Advisor with Merrill Lynch Wealth Management based in Pasadena, California. He works primarily with established professionals, business owners, retirees, and families, assisting clients whose financial lives have become increasingly complex. Brad's advisory approach focuses on helping clients clarify their priorities, identify decisions that need attention, and establish an organized sequence for implementation and review. He collaborates with clients' tax, legal, and other professional advisors, as well as specialists within Merrill Lynch and Bank of America when relevant. Brad's expertise covers areas such as retirement planning, investment management, liquidity management, legacy planning, and personal financial decisions related to business ownership. He often begins client relationships during career transitions, retirement preparations, or when financial assets have been accumulated across multiple accounts. Brad's process involves understanding the client's financial picture and concerns, preparing thorough analyses, and discussing tailored recommendations. He holds a bachelor's degree from the University of Arizona and has earned the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations. Brad is affiliated with the University of Arizona Alumni Association and Zeta Beta Tau Fraternity. In addition to his professional work, he is involved with organizations such as the American Cancer Society, Children's Miracle Network Hospitals, and Junior Achievement of Southern California. Brad's personal interests include basketball, cooking, football, running, spending time with his family, traveling, and watching movies.

Jing Sun is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 10 years of industry experience. Prior to rejoining LPL Financial in 2023, Sun worked for Daisy Financial Group and Unity Professional Insurance Services Inc. Outside of advising, Sun is involved with Apiary Partners Inc, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by model portfolios, research, and various portfolio management technologies.

Doo Hong is a CFP®-designated financial advisor with 29 years of industry experience, currently with Cetera since 2022. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he owns an insurance business focused on health and Medicare insurance and serves on the board of Hangeul Camp USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management options, third-party money managers, and various program structures.

Boyuan Zhou is a Series 66-licensed financial advisor with Merrill, based in Hacienda Heights, CA, with six years of industry experience. He has also worked at Bank of America, N.A. since 2016. 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Christopher Steer is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Cesar Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in creating personalized wealth management strategies tailored to clients' financial goals and circumstances. He focuses on a range of client needs including executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Garcia holds a Bachelor's Degree from the University of Southern California and holds the Personal Investment Advisor (PIA) designation. He is also involved in the professional community through participation in organizations such as USC Boxing. Fluent in both Spanish and English, he emphasizes understanding clients through one-on-one conversations to provide holistic solutions based on risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Outside of his professional role, Garcia values family and personal interests including working on building a '68 Camaro with his father and training for amateur boxing fights. He is accessible for consultations via phone or email to discuss how he can assist with wealth management.

Helen Shue is a financial advisor at UBS Financial Services in Pasadena, CA, holding a Series 66 designation with 17 years of industry experience. She has worked at UBS since 2018 and previously at HSBC Bank USA NA from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Alisa J. Chanpong is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been with the firm since 1999. Alisa works with affluent individuals, their families, and closely held businesses, focusing on areas such as asset allocation, investment management, retirement income, wealth transfer planning, and overall strategy development. She holds a B.S. Degree in Business Administration with emphases in Entrepreneurship and Business Communication from the Marshall School of Business at the University of Southern California, earned in 1994. Throughout her career, Alisa has achieved several professional designations, including the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning, and holds Series 7, 66, and 31 FINRA Registrations. Alisa lives with her husband and their two daughters. In addition to her professional work, she is active in community organizations such as the Pasadena Showcase House for the Arts, the Pasadena Tournament of Roses, USC Town and Gown, and the USC Trojan League of Los Angeles. She also enjoys traveling and considers herself a "foodie."

Joseph Ramirez is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at TD Ameritrade, Fidelity Brokerage Services, and J.P. Morgan Chase. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining integrated custody, brokerage, and advisory services.

Wayne Sellar is a financial advisor with LPL Financial in Whittier, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked at several institutions including Credit Union of Southern California and Santander Securities, LLC. Outside of his advisory role, he is involved with Real Estate Ebroker Inc, a mortgage and real estate services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Jordan Berry is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked previously at Compass and Deasy Penner & Partners. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Lee Dunayer is a financial advisor with Morgan Stanley in Los Angeles, CA, holding the Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.

Kevin Hanley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1983 after graduating from the University of California at San Diego. With over three decades of experience, he specializes in managing assets for high net-worth individuals and families. Kevin holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is also a qualified Portfolio Manager capable of developing and managing personalized investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies, and may manage these on a discretionary basis through the firm's Investment Advisory Program. Kevin has completed executive programs at esteemed institutions including the Stanford University Graduate School of Business, the Wharton School of Business, the Yale School of Management, Dartmouth's Tuck School of Business, Harvard University, the Haas School of Business at University of California Berkeley, and the USC School of Gerontology. He formerly served on the Executive Committee Board for the Los Angeles World Affairs Council & Town Hall. Kevin also participates in community activities and is associated with Malibu State Park.

Yvette Sanchez is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Financial Solutions Advisor. Her role involves working closely with clients to understand their financial priorities and help develop short-, mid-, and long-term goals. Her expertise covers a range of areas including retirement planning, education planning, family wealth management strategies, small business strategies, and women and wealth. Yvette provides support for general investing, retirement income, and unexpected financial needs. She also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Yvette holds a Bachelor's Degree from the University of Southern California and is accredited as a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, she enjoys dancing, hiking, music, singing, spending time with her family, traveling, and watching movies.

Uriel Orozco serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. Uriel focuses on client areas such as legacy planning, personal retirement planning, portfolio management services, and tax minimization, developing financial strategies that respond to evolving market conditions. Uriel’s approach involves a comprehensive understanding of each client’s full financial picture and access to the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of active community participation, volunteering with organizations in the local community. Outside of his professional responsibilities, Uriel enjoys camping, cooking, gardening, and spending time with his family. His personal philosophy centers on working closely with clients one-on-one to create tailored strategies that align with their individual goals.