David Hernandez is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and previously worked at Dickinson Graham Capital Management before joining Merrill and Bank of America in 2018. Merrill 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 to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jackson Bliss is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. He has held roles at several firms including Ameriprise Financial Services and WestPac Wealth Partners. Outside of finance, he is a professional author and musician who occasionally participates in book reading tours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across multi-manager and fund-of-fund strategies.

Lorenzo Detoma is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2005 and holds the title of Senior Vice President. Lorenzo's work focuses on building long-term relationships with individuals, multigenerational families, and business owners. He has over 13 years of experience in the financial services industry, providing guidance in areas such as college education planning, corporate executive services, executive compensation, family wealth management, retirement income, and portfolio management services. Lorenzo utilizes Merrill Lynch's resources and collaborates with internal specialists as well as clients' attorneys and accountants to address tax, trust, estate, and wealth transfer matters. Lorenzo holds a Bachelor's Degree from San Diego State University and is designated as a Personal Investment Advisor (PIA). Outside of his professional responsibilities, he spends time cooking, traveling, and being with his family.

Trudy Haussmann is a CFP®-certified financial advisor with 38 years of industry experience. She is currently with LPL Financial and has previously worked at Securities America, Inc. and OSAIC. Haussmann has operated her own firms, Haussmann Financial, Inc. and Double H Properties, for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Dujuan Zhou is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill and Bank of America since 2016. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Alex Choi is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at CUSO Financial Services and Genesis Wealth Partners, where he also operates an entrepreneurial venture, BBTails LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and various advisory programs, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Leon Chen is a Financial Consultant currently working at Fidelity Investments. He has built a career in the financial industry spanning over a decade, with previous roles including Financial Solutions Advisor at Merrill from 2019 to 2025 and Private Client Banker at JP Morgan Chase from 2011 to 2019. Leon focuses on providing personalized financial planning and guidance tailored to each client's goals and priorities. He holds a California Insurance License, which supports his ability to offer comprehensive financial solutions. Outside of his professional work, Leon enjoys camping, hiking, traveling, and spending time with family and friends through various social activities.

Karlo Tajian is an advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A. and several other roles outside the financial industry. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Yun Hao is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Yun Hao provides clients with access to investment insights from Merrill and banking and lending solutions through Bank of America, leveraging a global network of specialists to explore financial possibilities in today's markets. Yun Hao has expertise in areas including corporate benefits, education planning, institutional investment consulting, services for endowments and non-profits, international wealth management, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. Yun Hao serves clients by offering customized financial strategies aligned with their priorities and goals. Yun Hao holds bachelor's and master's degrees from Harbin Engineering University. Fluent in English and Chinese, Yun Hao is also involved in community organizations such as Better Money Habits®/Financial Education, Girl Scouts of Greater Los Angeles and PSILY Foundation, and Pasadena Ronald McDonald House. Outside of professional responsibilities, Yun Hao enjoys hiking, music, reading, traveling, and yoga.

James Mc Cabe is a CFP® with 26 years of experience in the financial industry. He is currently with LPL Financial, having joined in 2024, and has prior experience at firms including Alps Distributors, PRIMECAP Management, RBC Capital Markets, and Oppenheimer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes research and technology to support diversified investment strategies.

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 LPL Financial since 2023. Her prior experience includes roles at Bank of the West and BancWest Investment Services starting in 2016. 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, with access to model portfolios, research, and various investment strategies.

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She previously worked at Shuster Financial Group, LLC and Hub International. Outside of her advisory role, she is a managing partner in Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

David Krupp Jr. is a financial advisor with LPL Financial in Valencia, CA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2018 and has worked concurrently at INVEST Financial Corp since 2009. Outside of his advisory role, he serves as Scholarship Chairman for the Far West Ski Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides research and model portfolios through an extensive network of investment adviser representatives.

Joseph Gitto is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior experience includes roles at Transamerica Financial Advisors, Woodbury Financial Services, and operating his own consulting firm, JCG Consulting Corp. Additionally, he teaches adult financial literacy classes at the Burbank Adult School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate entities, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branches nationwide.

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.

Joshua Radford is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 licenses. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

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.

Shayan Savoji is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2008. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of a specialty exotic car business and co-ownership of a pharmacy company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Wesley Dunn is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has authored five books, including children’s books, a religious book titled "Tools for the Journey," and a financial education book called "Roadmap to Your Financial Freedom," which has been licensed for video adaptation. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, charitable organizations, and government entities, offering tailored, non-discretionary advisory services supported by a broad institutional network.

Pablo Lozano is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2020. His prior experience includes roles at Snap-On Tools and Uber. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment due diligence process.