David Rodriguez Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to organize their financial lives and plan for the future with confidence. His role involves developing personalized strategies around investments, retirement planning, business financial needs, cash flow management, and wealth preservation. David focuses on building long-term relationships based on trust and thoughtful advice, aiming to provide objective guidance and a disciplined approach to financial decision-making. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David earned a High School Diploma from North Thurston High School and attended South Puget Sound Community College without degree conferral. David serves as a resource for a broad range of financial needs, from general investing to retirement planning and banking solutions, providing ongoing advice and guidance as clients' needs evolve.

Giovanni Alvarez Mena is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 15 years before joining Equitable Advisors. Outside of his advisory role, he is involved as a registered team member with The Group WOWM, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party program sponsors to deliver investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Scofield is a financial advisor with RBC Capital Markets in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Morgan Stanley. He serves on the boards of Education Through Music Los Angeles and the Boys and Girls Club of Pasadena, and is an officer with the Pasadena Breakfast Forum. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and emphasizes integrated solutions through its capital markets and affiliated capabilities.

Anthony Valazza is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He is also involved in community service as a board member of the Race Track Chaplaincy of California and serves as secretary for the Race Track Chaplaincy of America, organizations that provide spiritual and material support to the race track community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary trading authority, and supports ongoing plan reviews through a network of financial advisors.

Michael Tidik is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds a Series 63 designation and has been with UBS since 2015. Outside of his advisory role, Tidik is a limited partner and investor in real estate investment funds and commercial real estate partnerships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Victor Kubo is a financial advisor at Wells Fargo Clearing with 29 years of industry experience and holds Series 63 and Series 66 designations. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

Douglas Morris is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of financial advising, he has been involved in Elite Jewelry at the Vault since 1982. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling to develop financial plans.

Marcos Montenegro is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services since 2018, also maintaining a role at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Roxanna Martinez is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. Her work history also includes a position at Chase Investment Services Corp. She is the owner of a real estate rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence combining quantitative and qualitative research.

Brandi Zimmerman is a Series 66 licensed financial advisor with Morgan Stanley, based in Pasadena, CA. She has nine years of industry experience, including roles at Morgan Stanley Private Bank and Sun Life Financial. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Brian Vo is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and manages Brahhvo LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Francis Chan is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Matthew Franco is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2016, with prior experience at Bank of America, Merrill, and Island Prime/C-Level. 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, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Julia Navarro Sosa is a financial advisor at Merrill Lynch Wealth Management, specializing in personalized financial strategies that reflect the individual goals and dreams of her clients. She focuses on a range of areas including education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management, social responsibility and ESG investing, as well as small business strategies and tax minimization. With more than a decade of experience, Julia brings expertise in financial services, strategic planning, and public service to her client relationships. Prior to her advisory role, she contributed to national strategy initiatives at Merrill Lynch Wealth Management, supporting advisor development, client engagement, and business growth. Her earlier career includes service at the U.S. Department of State and the White House. Julia earned her MBA from the UCLA Anderson School of Management, where she was a Consortium Fellow, and graduated magna cum laude with a B.A. in Political Science from George Washington University. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, along with FINRA Series 7 and Series 66 registrations. Julia is fluent in English and Spanish. In her personal time, she enjoys hiking, camping, road trips, exploring different cuisines, gardening, swimming, traveling, yoga, and spending time with her family.

Christine Yu is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Yu is also CEO of the Sean and Christine Yu Private Foundation, a nonprofit organization focused on education, health, research, and social services. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global investment research in its financial planning process.

Gregory Gutierrez is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior firms include Morgan Stanley and Citigroup Global Markets. Outside of finance, he is involved in music, including receiving passive royalties and performing as a guitarist and singer with the Three O'Clock Band. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Enrique Lomelin is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides various advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Maria Chavez is a financial advisor at RBC Capital Markets with 11 years of industry experience. She previously worked at Oppenheimer for three years and D.A. Davidson & Co. for ten years. She holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes a combination of in-house and third-party managers and model providers.

Na Ren is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as a caregiver for elderly parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Tiedemann is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill since 1997. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.