Ira Candib is a CFP® professional with over 32 years of experience in the financial services industry. He is affiliated with LPL Financial and has worked there since 2011, alongside a 13-year tenure at California Financial Partners, Inc. His professional activities include a role in non-variable insurance products. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by proprietary and third-party research and technology-driven strategies.

Chiahwei Ku serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been since 2022. She has been active in the financial services industry since 2005, focusing on areas such as college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Born in Taipei, Taiwan, and raised in Southern California, Ku is fluent in Mandarin and English. She holds a Bachelor's degree in Business Economics with a minor in Business Administration from the University of California, Riverside. Ku maintains several professional credentials, including the Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she holds Series 7, 63, and 65 FINRA registrations and the California Life and Health Insurance license. Ku emphasizes building long-lasting relationships with clients and providing personalized financial strategies tailored to their long-term goals. Outside of her professional role, she enjoys traveling, cooking, spending time with her family, and watching movies.

Chun Gu is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Prior to joining Cetera, Gu worked at Bank of America, N.A. and Merrill for nine years each, among other positions. Outside of advisory work, Gu owns and operates an e-commerce business selling crafts, accessories, and T-shirts through platforms such as Amazon, TikTok, and eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Andrew Hewitt is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Sports USA Media, and Lyft. Outside of finance, Hewitt works as a technical producer for Sports USA, focusing on radio, TV, and podcast production. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios alongside third-party asset management and a range of brokerage and insurance products.

Sean Kennally is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Kennally serves as a member of the USC Athletics Board of Counselors and sits on the Trojan Board of Directors for the USC Athletic Department. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Robert Miller is a CFP® with nine years of industry experience and is currently an advisor at Ameriprise in Glendale, CA. He previously worked at Merrill and Bank of America, N.A., among other firms. Miller is also employed outside the industry at Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to deliver customized recommendations.

Isabelle Chang is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. She has one year of industry experience and has held a variety of roles outside the finance sector, including in food-related businesses such as Tifa Chocolate & Gelato. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Ted Inagaki is a financial advisor at Osaic with 19 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial for 11 years. In addition to his advisory role, he is involved with LA Private Wealth, where he offers non-variable insurance products through a field marketing organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple managed account platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Yuvraj Kataria is a financial advisor with Merrill and holds a Series 66 designation. He has two years of industry experience, including roles at NYLIFE Securities, New York Life Insurance Co., and Private Money Solutions, Inc. He is based in Glendale, CA. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Jessie Chipps is a Wealth Management Advisor and partner at The Chipps Group at Merrill Lynch Wealth Management. She co-leads the team alongside Judith Chipps and focuses on assisting clients who have recently come into wealth through inheritance or sale of a business. Jessie helps these individuals create a value system and lifelong plan around their money and delivers a comprehensive approach to managing wealth that begins with listening to clients' needs. Jessie holds a bachelor's degree from Lewis & Clark College and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She and her team serve high net worth individuals and families, providing advice and guidance tailored to major life events and financial decisions. A longtime resident of Los Angeles, Jessie enjoys cooking, drawing/sketching, interior decorating, reading, singing, spending time with her family, swimming, traveling, watching movies, and yoga.

Austin Buhtz is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes positions at LPL Financial and several other firms since 2024, as well as outside experience in accounting services and music. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Michael Kiang is a CFP® professional with 13 years of industry experience, currently serving at J.P. Morgan Securities. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also an owner and partner of NELA Living Properties LLC, a real estate investment venture. 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 applying an ESG eligibility framework in its investment recommendations.

Jolie Thai is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Kingsley Wong is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His background includes roles at JP Morgan Chase, Northwestern Mutual Investment Services LLC, and Purshe Kaplan Sterling Investments. Outside of advising, he volunteers as a sound and lighting engineer at his church. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Kambiz Tangestanifar is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Wells Fargo Clearing and affiliated entities since 2016. 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 backed by research and analytics from Wells Fargo Investment Institute and third parties.

Timothy Stratz is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Lincoln Financial Securities and Axiom Advisors LLC. Stratz also serves as an investment committee member for Maryvale and is a board member of Neuro-Cycling. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Matthew Johnson is a financial advisor with Charles Schwab in Encino, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Gartner Digital Markets and Macy's. Charles Schwab & Co., Inc. serves a large client base primarily 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing.

Alexander Derghazian is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America NA, and JPMorgan Chase. 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 range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management supported by internal and third-party research.

Erin Cottom is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and RBC Wealth Management. 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 brokerage, distribution, and investment management capabilities.

Hal Sussman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He leads the Sussman Wealth Strategies Group, his financial advisory practice affiliated with Raymond James, and serves as a board member and finance committee member for the Young Musicians Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed client interviews and uses a range of implementation options while maintaining a significant portion of assets under non-discretionary advisory arrangements.