Alexi Papadopoulos is a Planning Consultant at Fidelity Investments. In this role, Alexi provides clients with clear and transparent guidance to support their long-term financial decisions. Alexi's approach focuses on understanding each client's unique financial journey and prioritizing their interests to deliver honest insight and thoughtful planning, particularly in retirement planning. Alexi's professional experience at Fidelity Investments includes serving as a Financial Representative from 2024 to 2025, then as a Relationship Manager in 2025, before becoming a Planning Consultant in 2025. This progression reflects a breadth of experience in client relationship management and financial planning within the firm.

John Frederich is a financial advisor with Ameriprise in La Canada, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Frederich serves as chairman and president on multiple nonprofit boards, including Cristian Recovery International and Shepherd's Knoll Ministries. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Evans Lam is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2008. Outside of his advisory role, Lam serves as a director for a nonprofit networking organization, is a trustee at the University of Rochester overseeing academic affairs, and sits on the board of the Morning Light Foundation, which provides scholarships in the USA and China. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Angela Ngan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. for 12 years before joining Thrivent in 2021. Outside of her advisory role, she owns a single-family rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, and estate matters. The firm combines goal-based analyses and flexible service options, allowing clients to integrate planning with managed-account programs while keeping these services separate.

Jennifer Kim is a financial advisor with Equitable Advisors in La Palma, CA, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cetera, Avantax, and Ksga LLP. She is also a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Johnny Chi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Cetera Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Gary Charlebois is a financial advisor with OSAIC in La Verne, CA, holding a Series 63 license and over 45 years of industry experience. He has been with OSAIC since 1989 and also operates Pension Portfolios, a sole proprietorship through which he occasionally writes life and health insurance policies. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with a variety of investment platforms and third-party manager options.

Rafael Robles is a financial advisor at Merrill with a Series 66 designation and over 20 years of experience, including roles at Bank of America from 2002 to 2025 before joining Merrill in 2025. He is based in Whittier, CA. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Yu is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory work, Yu serves on the board and auditing committee of the Cal Poly Pomona Philanthropic Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Parker Olson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked previously at firms including Purshe Kaplan Sterling Investments, Ares Management Corporation, and Northern Trust. Outside of his advisory work, he serves on the finance committee of Vintage Church Pasadena, assisting with financial modeling for future church budgets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning delivered through a network of advisors. The firm’s approach separates planning from portfolio management and offers ongoing reviews without discretionary trading authority.

Kirk Sheby is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at National Planning Corporation before joining LPL Financial in 2017. In addition to his advisory role, he provides tax preparation services through Sheby Financial Group. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Norbert Chen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in private tutoring and financial education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives, offering a broad range of advisory programs, retirement plan consulting, and brokerage services.

Johnny Vallejo is a financial advisor with Cambridge Investment Research Advisors in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2011. Outside of his advisory role, Vallejo owns Johnny V Distributing, a business based in Fullerton, CA. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple investment implementation options through proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Alex Lukoff is a financial advisor with Merrill in Placentia, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill and Bank of America since 2015 and has operated The Cigar Guys, a separate business venture, since 2008. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Stephen Blunt is a financial advisor with Raymond James Financial in Anaheim, CA, holding CFP® and CFA® credentials and possessing 18 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2013 and was affiliated with Maeder Wealth Group from 2013 to 2018. He is also the owner of Blunt Financial Planning and Wealth Group, a support company established for tax purposes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools, and it supports a broad advisor network with specialized municipal advisory and SIMPLE IRA consulting services.

Salvador Rodriguez is a Wealth Management Advisor and Senior Vice President based at the Merrill Lynch office in Pasadena. With nearly 25 years in the finance industry, Sal has been with Merrill Lynch since 2004, where he specializes in guiding clients through various aspects of their financial lives to help them achieve their goals. His approach emphasizes understanding clients' life priorities and creating personalized plans that reflect their unique circumstances. Sal holds a bachelor's degree in Economics from UCLA and carries industry credentials including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His professional experience spans back-office operations through trading, providing him with a comprehensive understanding of the investment industry. Sal focuses on areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and special needs planning. He collaborates closely with clients’ attorneys and accountants to address tax, estate, and philanthropic considerations, alongside internal Merrill specialists. A native of Southern California, Sal lives locally with his wife and children. Outside of work, he enjoys adventure sports, golfing, and spending time with his family.

David Pogosyan is a Series 66-licensed financial advisor at Morgan Stanley in Pasadena, CA, with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate property management as a sole proprietor and a partner in related holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee input.

Jaimie Moore is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Moore is the owner of Moore Financial Freedom, LLC, a financial services firm established in 2025. They have previously worked with Cetera Advisors LLC and Steven M. Ditch, CFP. Additionally, Moore provides support services related to tax return preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Doohee Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Commonwealth Business Bank. Lee has been with J.P. Morgan since 2018, serving in various capacities across J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors while maintaining client decision-making authority.

Rich Wang is a financial advisor with Morgan Stanley, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JPMorgan Chase and Fashion City International Corp, as well as teaching positions at the University of California Riverside and Walnut High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.