Christian Lopez Alavez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to define financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts portfolios as clients' situations change. Christian's areas of focus include education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. He received a High School Diploma from Indian River High School and attended Delaware Tech without earning a degree. Christian is bilingual in English and Spanish. He is involved in his community through organizations such as Food Bank, Hola LA, Hope through Housing, and his church. Outside of work, Christian's interests include boxing, hiking, music, reading, running, soccer, spending time with family, traveling, and watching movies.

Matthew Andre Burns is a financial advisor with Thrivent Investment Management in Brea, CA. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at HP Communications Inc and Northern Arizona University before joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses across a range of financial topics. The firm’s approach separates planning from portfolio management and does not include implementation within its planning service.

Anahid Kyupelyan is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various roles since 2013. Outside of her financial career, she works as a caregiver for the City of Los Angeles In-Home Supportive Services. 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 over $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Mujen Wu is a financial advisor at Morgan Stanley with six years of industry experience. He has held positions at Chun Yu Works and OFCO Industrial Co. before joining Morgan Stanley in 2019. Wu holds a Series 66 designation and is based in Pasadena, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients. Its financial planning services utilize firm-approved tools and a structured discovery process without providing individual security recommendations as part of standalone plans.

David Luna is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal market participants and operates alongside affiliated trust companies and banks.

Jodi Estrada is a Series 66-licensed financial advisor with Morgan Stanley in Brea, California, bringing 24 years of industry experience. She has worked with Morgan Stanley and its affiliated entities since 2006 and was previously employed at Merrill from 2003 to 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning backed by firm-approved tools and methodologies.

Timothy Wong is a financial advisor at OSAIC with 44 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. for 15 years. In addition to his advisory role, he is the sole owner of a law corporation specializing in estate and legacy planning and serves on the board of a nonprofit organization focused on children in Japan. OSAIC serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a diverse set of investment tools and platforms, supporting both discretionary and non-discretionary account management.

Luan Chung is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. Prior to joining Fidelity Investments in 2026, he worked for 13 years at JP Morgan Chase. He also has experience with the Department of Public Social Services (DPSS), where he was employed for 17 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and constructing model portfolios incorporating systematic methodologies and advanced technologies such as AI.

Sam Consos is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2001. Outside of his role at Wells Fargo Advisors, he owns and operates SGC Private Wealth, a financial advisory business based in Pasadena, CA. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, integrating advisory services with other financial products and referral channels.

Caitlin Tolan is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and six years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm’s approach includes a structured recommendation process supported by internal research and third-party data, with enrollment criteria that require a minimum level of investable assets.

Hsiao Chi Wu is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partial owner of a rental property. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Roxana Solorzano is a financial advisor at Ameriprise with 24 years of industry experience. Her prior roles include positions at Urban Wealth Management, Allstate Financial Services, and LPL Financial. She serves as president of the Rotary Club of East Los Angeles and is involved in tax preparation through Legacy Wealth Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Chih Chieh Chang is a CFA® charterholder and holds a Series 66 designation, currently working with Charles Schwab in Arcadia, CA. He has two years of industry experience, including positions at Charles Schwab Bank and previous roles at Cox Automotive Inc. and T3 Trading Group, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment due diligence.

Ocean Ho is a CFP® with 15 years of experience in the financial services industry. He is currently a Wealth Advisor at J.P. Morgan Securities, where he has worked since 2019. His prior experience includes roles at Avantax Advisory Services, TYWL Wealth Advisors, and 1st Global Advisors. 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 its recommendations.

Danny Chen is a financial advisor with J.P. Morgan Securities in Walnut, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Raffi Tutuyan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Stifel Independent Advisors, Wells Fargo Advisors, and Axa Advisors. Outside of his advisory work, he is involved in individual health insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, employing risk profiling and modeling tools to support client goals.

John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.

Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch since 1998, serving clients across various financial planning and investment management needs. Scott holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from California State Fullerton University. Scott works with families and businesses to help them navigate financial market challenges and achieve their goals within comfortable risk levels. He specializes in assisting corporate executives with complex stock options and deferred compensation strategies, including expertise in Rule 144 filings and 10b-5 plans. His approach is goal-based, focusing on understanding clients' priorities and the liability aspects of both personal and business balance sheets. Scott places emphasis on asking insightful questions and thoroughly understanding clients' current financial situations and desired outcomes without exposing them to unnecessary risk. Scott resides in Newport Beach, where he enjoys surfing and riding his bike along the boardwalk during his free time.

David Schmidt is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at PRO8 Media for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulation techniques.

Taehoon Gang is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of advising, he serves as a board member for the Los Angeles chapter of the Asian Real Estate Association of America and is a silent partner in a restaurant. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a variety of investment strategies and program platforms.