Arthur Kang is a financial advisor with Merrill in Santa Clarita, California, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Bank of America, SchoolsFirst, and CUNA Brokerage Services. Outside of his financial career, he is listed as the owner of a spouse-operated beauty business, Skindulge Aesthetics, though he does not participate in its operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Matthew Brunner is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at California State University Channel Islands and Pier 1 Imports. Outside of his advisory role, he serves as Executive Vice President of Strategy and is a member of the Board of Directors for the Pasadena Junior Chamber of Commerce. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Oscar Soriano is a Financial Advisor with Merrill Lynch Wealth Management, bringing 13 years of experience in the financial industry. Based in Los Angeles, he focuses on providing clients with personalized wealth planning strategies that align with their unique perspectives and priorities. His areas of expertise include education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment, and retirement income. A proud alumnus of California State University Northridge, Oscar holds a Bachelor of Science degree in Business and the Personal Investment Advisor (PIA) designation. He is bilingual in English and Spanish, which enables him to serve a diverse clientele effectively. Motivated by his own financial experiences and those of people close to him, Oscar is dedicated to helping clients develop and adjust wealth plans that support their financial goals. Outside of his professional career, Oscar enjoys spending time with his family, including his wife and four-year-old son. He has a passion for sports such as baseball, basketball, football, golf, pickleball, skiing, and soccer, and he appreciates exploring the food scene in Los Angeles.

Michael Gallagher is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop investment plans tailored to their specific needs and goals. He utilizes Fidelity's extensive resources to create these plans and conducts regular meetings to monitor progress and make adjustments as necessary. Michael has progressively advanced in his career at Fidelity Investments, holding positions such as Planning Consultant, Relationship Manager, and Financial Representative from 2021 to the present. Prior to joining Fidelity, he worked as a Financial Advisor at Equitable from 2020 to 2021. He holds a California Insurance License.

Savannah Casanova is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in media production at Bunim Murray Productions and held roles in the restaurant and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Brian Basilio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and supports a range of investment strategies including an ESG eligibility framework.

Gregory Ashjian is a financial advisor with Merrill in Glendale, CA, holding a Series 66 credential and four years of industry experience. He previously worked at Byblos and spent six years in full-time education before joining Merrill and Bank of America in 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Bednar is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Uber Technologies, Inc. Aside from his advisory role, he has worked as an Uber Eats driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Suzanna Soriano is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with DoTerra International and Young Living, participating in sales and marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Patricia Preciado is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial product offerings and referral channels.

Derek Van Der Wal is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also associated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Maryam Zarin Ozv is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2020, also working with JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Chawwadee Rompothong is a Series 66 licensed financial advisor at J.P. Morgan Securities with six years of industry experience. She has held roles within J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020. Outside of finance, she provides individual golf lessons. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Michael Chan is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1999 to 2009. Morgan Stanley Wealth Management serves 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 a structured planning process supported by firm-approved tools and analysis methods.

Kevin Whitten is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Ameriprise since 2015, currently working at the Burbank, CA office. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC, an investment-related business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports through a centralized consulting team.

Andrew Roth is a financial advisor at LPL Financial with 33 years of industry experience. He has held his current position since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Roth spends 15% of his time as a musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services utilizing both proprietary research and third-party strategies.

Steven Chen is a financial advisor with Primerica Advisors in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2015 and previously held roles at the Milken School and Viewpoint School. Outside of his advisory role, he is involved in sales of investment-related products and also participates in referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Sophie W is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work includes roles at Bank of America and US Bank. Outside of her advisory work, she provides part-time digital community management services for Levellr Ltd, where she moderates user interactions and supports online engagement. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Desanto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at firms such as Raymond James & Associates, Citigroup Global Markets, and UBS Financial Services. She is also involved with Logix FCU, where she has worked since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Juan La Riva is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.