Nathan Lee is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He leads the portfolio management and asset allocation development process for the Lee & Yodowitz Group. Nathan has over 21 years of industry experience, guiding clients through complex discussions on wealth planning, estate planning, legacy planning, money management, corporate retirement plans, and alternative investment strategies. Nathan works closely with business owners at all stages of their business life cycle, providing services from cash management for daily operations to financing for capital expansion and acquisition, as well as planning for exit events. His expertise extends to succession planning, private sales of businesses, and group benefit plans. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a Bachelor's degree and a Master's degree in Finance from Texas Tech University System. Nathan is involved in community activities and serves on the board of the Boys & Girls Club of Long Beach. He is also active with the National Eagle Scout Association and the Estate Planning and Trust Council of Long Beach. Nathan is married with three children and maintains interests in antiquing, football, gardening, genealogy, skiing, spending time with his family, surfing, and traveling.

Zarina Sullivan is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 16 years of industry experience. Her prior work includes tenure at Fidelity and multiple Cetera entities since 2016. Outside of her advisory role, she provides basic financial literacy education to military personnel through Zeiders Enterprises. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a network of over 10,000 advisors managing more than $256 billion in assets.

Anusha Sriram is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Bank of America, Merrill, Citigroup, and JP Morgan. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and access to proprietary research to tailor strategies based on clients’ goals and risk tolerance.

Steve Hahn is a CFP®-designated financial advisor with Morgan Stanley, bringing 24 years of industry experience. He previously worked at Citigroup Global Markets, Inc. for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment strategies.

Martha Cannady is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial services. She has served as a Portfolio Manager in the firm's Investment Advisory Program and has expertise in Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Tax Minimization, and Retirement Income. Martha joined Merrill Lynch in 2008 after previously working at Morgan Stanley from 1995 to 2008, where she held roles including Vice President and Assistant Branch Manager of the Long Beach Branch. Martha holds a Bachelor's degree in Business Administration with an emphasis in Finance from California State University, Fullerton. She is a CERTIFIED FINANCIAL PLANNER® professional, holds the Certified Plan Fiduciary Advisor (CPFA®) designation, and is a member of the National Association of Plan Advisors. Additionally, she has taught Successful Money Management classes at several community colleges. Fluent in Spanish, Martha is involved in community organizations including serving as a Board Member for the Orange County Hispanic Chamber of Commerce and the California 32nd District Agricultural Association, Orange County Fair Board. She has also held an Executive Board Member position at Alzheimer's Orange County. Martha enjoys cooking, hiking, traveling, and walking the Camino de Santiago. She and her husband, Bruce, reside in Cypress, California, and have two daughters.

Darrin Frankel is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and models in its financial planning process.

Catalina Delgado Ascencio is a Series 66 licensed financial advisor with Merrill, based in Cerritos, CA. She has six years of industry experience and has been affiliated with Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Cuauhtemoc Garcia is a financial advisor at Morgan Stanley based in Long Beach, CA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Margarita Jones Mexican Restaurant and the University of California, Santa Cruz. Outside of finance, he has experience in education and the food service industry. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling to support its financial planning process.

Richard Kim is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019, following previous roles at Wells Fargo Clearing and Merrill. 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 recommendations.

Vicky Do is a Series 66 credentialed financial advisor with 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support its diversified investment approach.

Juliana Yoon is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation, Countrywide Investment Services, Inc., and Equitable Advisors. Outside of her advisory role, she operates a sole proprietorship offering health, long-term care, traditional life insurance, life settlements, and fixed and indexed annuities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party money managers to construct portfolios across multiple asset classes.

Mark Grimme is a financial advisor with Morgan Stanley in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Grimme serves on the Financial Planning Committee for the City of Rancho Palos Verdes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling techniques.

Gabe Taylor is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He specializes in understanding clients' unique financial situations and co-creating detailed plans to help them achieve financial peace of mind. Prior to his current role, Gabe worked as a Financial Consultant at Etrade Financial in 2021, a Senior Financial Consultant at TD Ameritrade from 2015 to 2021, and a Vice President, Financial Consultant at Charles Schwab from 2007 to 2015. Gabe holds a California Insurance License, which supports his ability to provide comprehensive financial consulting services. Outside of his professional work, he has personal interests that include the beach, comedy, music, parenthood, and reading.

James Wheat is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with A. G. Edwards & Sons, Inc. and Ameriprise Advisor Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics along with a wide range of brokerage and advisory solutions.

Johnson Hoang is a financial advisor with LPL Financial in Huntington Beach, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Summit Financial Group, Summit Brokerage Services, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of his advisory work, he is president and tax preparer at Wise Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, and supports advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Yasha Maylamyan is a financial advisor at UBS Financial Services with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining UBS, Yasha worked at U.S. Bank N.A. and has held roles in various sectors including banking and retail in Armenia and the United States. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Justin Smith is a financial advisor at Edward Jones in Marina Del Rey, CA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and J.P. Morgan. Outside of finance, he owns and operates Apex Fitness & Health LLC, a personal fitness training business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports clients through a large nationwide network of financial advisors and branch offices.

Lauren Phan is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 credential and previously worked at City National Bank and RBC Capital Markets, LLC. Prior to her financial services career, she spent 28 years associated with Rolling Hills Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers to implement portfolios.

James Wong is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Ameriprise, and various insurance carriers. Wong has also operated a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a network of over 22,800 advisors.

Michael Ford is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 65 and Series 66 credentials and seven years of industry experience. His career includes roles at Integrity Financial Corporation and Family Heritage Life before joining MassMutual Life Insurance Co. and MML Investors Services. Outside of his advisory work, he is involved in selling various insurance products and owns a residential investment property. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using advanced software tools and event-driven planning services, including a recent Divorce Planning offering.