Omar Ching is a financial advisor at Merrill with Series 65 and Series 63 credentials and two years of industry experience. His work history includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Co., and Orion Metal Exchange. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Franklin Chelebian is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Chapman University, Hudson Pacific Properties, Trinium Technologies, Congressman Duncan Hunter’s office, and Stockwell, Harris, Wolverton & Muehl. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a dual-registered model and partners extensively with LPL-sponsored programs and endorsed third-party managers.

Bruce Horowitz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, he spent 21 years with Commonwealth Financial Network. He is also president and co-owner of Wealth Advocates, Inc., a business entity for tax and investment purposes. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and various investment strategies.

Usha Cervantes is a financial advisor with LPL Financial in Covina, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including a decade at Transamerica Financial Advisors and over two years at LPL Financial. In addition to her advisory work, she is the author of the book "Over 100 First Samoan Words" and owns a business called Lochytocker Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

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 career history includes roles at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, LLC, and Bank of America. He is involved with Novus Wealth Group, a DBA under LPL, dedicating significant time to this activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Ashkinos is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework in its recommendations and offers non-discretionary services delivered by a select group of Wealth Advisors.

Nhan Le is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Outside of his advisory role, he co-owns GML Design, a business involved in resale products for online retail commerce. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Denise Winkelman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked at various Fidelity divisions since 2008 and was previously employed at Postmates and Farmers Financial Solutions. Outside of finance, Denise is also active as a comedian, actor, and writer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Debbie Chen is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association, spanning from 2010 to the present. 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 asset allocations to deliver tailored financial planning and portfolio management.

Myung Choe is a financial advisor with Equitable Advisors, holding a Series 65 designation and over 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, Choe serves as chairperson of the Korean Chamber of Commerce of Los Angeles and is an officer and long-standing member of the Los Angeles Central Lions Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers. The firm operates a hybrid referral and implementation model utilizing LPL programs and emphasizes tailored services based on client goals, risk tolerance, and time horizon.

Tony Kim is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in San Gabriel, CA, with 18 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

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 at LPL Financial based in Pasadena, CA, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Monte Vista Christian School and Newell Brands. 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 investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ranjit Hayhre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Chad Beck is a financial advisor with LPL Financial based in Pasadena, CA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at LPL Financial since 2022 and previously operated Grove Point Investments, LLC and Grove Point Advisors, LLC, as well as H.Beck, Inc. for ten years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment approaches.