Bonnie Yan is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, she worked at American First National Bank for three years. Outside of her advisory role, she is involved in a residential real estate investment business co-owned with her husband. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad platform of capital markets services.

Jordan Hayes is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Lason Chang is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab in 2025, he worked at Bank of America and East West Bank, and was involved in an entrepreneurial venture with Half & Half Tea Express. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Carson Jenkins is a Financial Advisor - ADP II with Merrill Lynch Wealth Management. In this role, he focuses on assisting individuals and families with building and preserving wealth through personalized financial strategies. He specializes in areas such as retirement planning, wealth accumulation, legacy and estate planning, and long-term financial goal setting. His approach is centered on creating plans that support clients' financial futures and help establish meaningful legacies for future generations. Carson holds a Bachelor's Degree from the University of Southern California and has earned the Personal Investment Advisor (PIA) designation. He is proficient in both English and Spanish. Outside of his professional work, he has interests including basketball, cooking, golfing, music, photography, reading, running, soccer, swimming, and tennis.

Wesley Watanabe is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and nine years of industry experience. His background includes roles at Bank of America, Merrill, Wells Fargo, J.P. Morgan, and positions within the University of Redlands and University of California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight controls.

Michelle Moore is a financial advisor with Raymond James & Associates in Downey, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has worked with the Los Angeles School District since 1998 and with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and asset-allocation analyses, serving both retail and municipal clients with a range of advisory and institutional services.

Quenten Kirby is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. Prior to his advisory career, he worked in the restaurant and hospitality sectors. Outside of finance, he is an actor who performs in television and film productions, primarily in independent projects. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships and serves institutional clients with specialized fiduciary solutions.

Gerard Wei Zhang is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies tailored to meet their short-, mid-, and long-term goals. He offers guidance in areas ranging from investing and retirement planning to managing unforeseen financial needs. Additionally, Gerard provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gerard holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Retirement Income Certified Professional (RICP). He earned a Master's degree from the University of Aberdeen and a Bachelor's degree from the Shanghai Institute of Urban Construction. Gerard is a member of multiple professional organizations such as the CFP Board, Professional Engineers Ontario (PEO), The American College of Financial Services Alumni, The University of Aberdeen Alumni Relations, and Tongji University Alumni. Fluent in English and Chinese, Gerard is dedicated to providing personalized financial advice to help clients define and pursue their financial goals, adapting strategies as clients' situations evolve.

Christine Pando is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 1998, beginning her career as a Financial Advisor with Banc of America Investment Service, Inc. Over the years, Christine has built a wealth management practice focused on helping clients pursue their short- and long-term financial goals through personalized strategies tailored to their individual needs. Christine specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. She holds a Bachelor's Degree in Communications from the University of Southern California, earned in 1994. Christine has also attained professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Christine is engaged in community involvement, following the Merrill tradition of volunteering with local organizations. She lives in Pasadena with her husband, Rafael, and their two children. Her personal interests include baseball, cooking, dancing, fishing, music, spending time with family, and traveling.

Jonathan Tanaka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Tanaka is involved in iPhone app development and serves as an executive producer for a film project. 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, incorporates modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Shao Ying Wang is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab in 2023, Wang held positions at Yulu Trading Inc, Shing Tech Electronics Co. Ltd, and Seville Classics Inc. Wang also worked at the University of the West from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base mainly consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Susan Knox is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018, and previously at The Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2018. Outside of her advisory work, she is involved in the online sales of consumer goods through Kukana Ana LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations in collaborative annual engagements.

Edson Arroyo is a financial advisor with Merrill in La Verne, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Bank of America, Merrill, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo. Outside of advising, he provides accounting and bookkeeping consulting for a small landscape design company. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, which delivers model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Katie Pan is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2010 after 14 years in the financial services and accounting industry. She has served as the Resident Director of the Merrill Lynch Wealth Management Arcadia office from 2014 to 2016. Katie focuses on managing portfolios tailored to each high net-worth client's risk tolerance, time horizon, and liquidity needs. She advises family foundations, medical doctors, business owners, and high net-worth clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. Katie offers a comprehensive range of services including portfolio development, foundation management, retirement and education planning, liability management, asset preservation, and sophisticated strategies related to concentrated stock positions and company stock options. She holds multiple professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™). Katie earned both her Bachelor of Business Administration and Master of Taxation degrees from Baylor University. Katie is a native of China and is fluent in English and Chinese. She has been involved with professional organizations such as the Peking University Alumni Association and the Wenzhou University Alumni Association. Outside her professional work, Katie's interests include interior decorating, knitting and crocheting, pickleball, spending time with her family, swimming, traveling, watching movies, and practicing yoga.

Damian Flanigan is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Raymond James, he worked at Ameriprise Financial Services LLC and has been involved with ultraHealth Agency since 2019. Outside of advising, he serves as CEO of ultraHealth Agency, managing two residential properties. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, pension plans, corporations, charitable organizations, and government entities, offering a range of firm-sponsored programs and institutional consulting services.

Antonio Gonzalez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, Gonzalez is involved in real estate investment as a sole owner and co-owner of rental properties. 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 a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Blethen II is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2020, he worked at Axa-Advisors and Northwestern Mutual. Outside of his advisory role, he owns and develops products for a retail clothing brand and has experience coaching high school JV and varsity midfield soccer players. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

Ruitong Wang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Wang held roles at JPMorgan Chase Bank, American International Group, and China Minsheng Banking Corp., Ltd. Wang also attended the University of Southern California from 2021 to 2024. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, combining large institutional operations with multiple market-facing registrations.

Carlos Rojas Jr. is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alejandro Medina Kennedy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities LLC and JPMC BANK NA (Southwest). 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 applying an ESG eligibility framework when recommending strategies.