Todd Porter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

Christopher Andres is a financial advisor with Merrill in West Covina, CA. He holds Series 66 and Series 65 designations and has three years of industry experience. His prior work includes a 13-year tenure at T-Mobile USA before joining Bank of America N.A. and Merrill in 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Randy Wang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, and previously spent 19 years at Bank of America and Merrill. Outside of finance, he owns and operates a sole proprietorship focused on the purchase and sale of apparel and shoes. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Shawn Ecklund is a financial advisor with Raymond James Financial in Upland, CA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2008. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration through tailored financial plans and a range of advisory and implementation services.

Devlin Chung is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to that, he worked at All County Property Management West and has been involved with Knotico LLC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Derek Iger is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Pasadena, CA. He has one year of industry experience, including roles in finance and technology, as well as ownership of Noble Films LLC. He has previous experience in the entertainment and storytelling sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that incorporates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Yipeng Hsu is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes positions at Cathay Private Equity Co., Ltd and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Diane Grohulski is a Senior Vice President and Wealth Management Advisor based in the Pasadena, California Merrill Lynch Wealth Management office. She has been an investor since 1983 and has worked with Merrill since 1990. In her role, Diane focuses on total wealth management and strategies for multidimensional personal and business finance. She utilizes a defined process that involves understanding each client's specific situation, establishing objectives, recommending appropriate strategies, and reviewing progress toward those goals to provide personalized advice and access to specialized investment services for sophisticated investors. Diane holds a Bachelor's Degree from City University of New York and an MBA from the University of Southern California Marshall School of Business. She earned the Chartered Retirement Planning Counselor (CRPC™) designation in 2010 and also holds the Personal Investment Advisor (PIA) designation. Her expertise spans client focus areas including college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. In addition to her professional work, Diane is active in her community. She has served as a Trustee of the LA County Arboretum and has participated on various boards and committees, including A Noise Within Theater, USC Marshall Partners, the executive committee of the Girl Scouts Mt. Wilson Council, South Lake Business Association, Historic Highlands Neighborhood Association, and USC Trojan Affiliates. She speaks both French and English.

William Porter is a Wealth Management Advisor specializing in providing wealth management services to large institutions, nonprofit organizations, employee benefit plans, and high-net-worth individuals. He offers expertise in corporate benefits, divorce transition planning, institutional consulting, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, philanthropic planning, and retirement income. Porter holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He began his financial services career in 1996 and joined Merrill Lynch in 2013, where he is among a select group of advisors approved to provide investment consulting services to institutional clients with complex defined-contribution investment needs. He completed his high school education at Beech High School and attended Western Kentucky University without obtaining a degree. Porter is a board member of Reaching 360, a faith-based humanitarian organization, and is involved with Cornerstone Church in a leadership capacity. He is also a member of the Tennessee Beekeepers Association.

James Christiansen is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ke Zhang is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Steven Peterson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2009 after serving 24 years as an officer at a boutique money management firm in Southern California. Steven holds a Bachelor of Science degree in Finance from California State University, Los Angeles. He earned the Chartered Financial Consultant® (ChFC) and Chartered Retirement Planning Counselor™ (CRPC) designations and holds Series 7 and Series 66 FINRA registrations. His expertise includes family wealth management strategies, defined benefit and contribution plans, personal retirement planning, portfolio management, special needs planning, and tax minimization. Steven works closely with individuals and local businesses to develop comprehensive wealth plans that incorporate retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and executive planning. He regularly meets with clients to review and adjust their financial plans according to their evolving needs. Steven is also engaged in community activities and volunteers with local organizations. Outside of his professional work, he enjoys cooking, music, soccer, spending time with his family, traveling, and woodworking.

Roland Vonwinckelmann is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 provides research-driven, model-based asset allocation tailored to client goals.

Alonzo Bahena is a Series 66-licensed financial advisor with Merrill in Pasadena, CA, with one year of industry experience. He previously worked at Bank of America and served in the United States Marine Corps for ten years. Outside of finance, he is involved in media production as the managing member of Delta Visions Media Company, LLC, which provides photography and videography services, including automotive sponsorship projects and youth sports media. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Manuel Vega is a financial advisor with LPL Financial in Claremont, CA, holding a Series 66 designation and three years of industry experience. He previously worked at Western International Securities, National Planning Corp., and other firms. His background includes roles at Stark Wealth Management and Artless Corporation. 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 broad range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Gabriel Lynn is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Tamar Barnaba is a Financial Advisor with Merrill Lynch Wealth Management in Pasadena, California. She advises individuals, families, and businesses, helping clients clarify their financial goals and advance those objectives through customized strategies. Tamar works with a diverse client base, including business owners, executives, professionals, and retirees, providing guidance on areas such as retirement income, executive compensation, family wealth management, and legacy planning. She emphasizes attentive listening and collaboration, coordinating with clients’ external tax and legal advisors when appropriate. With over fifteen years of experience in financial services, Tamar began her career at Citi, where she held roles including Wealth Relationship Manager and Personal Banker. She holds the Series 6, 7, and 66 FINRA registrations, along with life and health insurance licenses. Additionally, Tamar has earned professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English, Arabic, Armenian, and Turkish. Tamar is a first-generation American who values the opportunity represented by the American dream. Outside of her professional duties, she enjoys spending time with her husband and son, engaging in cooking, baking, family traditions, traveling, and beach outings. She has a personal philosophy focused on developing individualized financial strategies tailored to each client’s long-term goals.

Christian Hernandez Jacobo is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2026. 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, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, including lending, custody, and trading capabilities.

Dylan Garcia is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for eight years. His earlier background includes roles at the University of Southern California and Arizona State University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through various programs and institutional services.

Jason Chau is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of finance, he has experience with law enforcement through his prior role at the San Gabriel Police Department. J.P. Morgan Securities LLC 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 in its investment recommendations.