Serina Yuan is a financial advisor at UBS Financial Services with four years of industry experience. She holds the CFA® designation and Series 63 license. Prior to joining UBS in 2019, she focused on homemaking for over a decade. Outside of her advisory role, Yuan serves as president of the ABC Unified School District Education Foundation, a charity supporting student needs in the district. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kevin World Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, LPL Financial, and Fire Fighters First Credit Union. He is also involved in offering investment products and services through LPL Financial under the trade name Firehouse Financial. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Bonanno is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and Wm Financial Services, Inc. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory program combines systematic quantitative screens with qualitative research to build model asset allocations and incorporates a proprietary ESG eligibility framework.

Diane Hart is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with UBS since 2010. Diane is a trustee of a family revocable trust established in 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and financial planning services.

Jing Wang is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 license with four years of industry experience. Prior to joining Morgan Stanley in 2023, Wang worked at UBS from 2021 to 2023 and held roles in various organizations including LanguageLine Solutions and the University of California, Irvine's Center for Virus Research. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in financial goal modeling.

Zhenyu Li is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in Pasadena, CA, Li worked at UBS AG Singapore Branch and held positions at Trafigura entities and Hays Talent Solutions LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Dennis Buenaventura is a financial advisor with J.P. Morgan Securities in Downey, CA, holding a Series 66 designation and 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and includes an ESG eligibility framework in certain recommendations.

Samuel Kim is a CFA® charterholder with 20 years of experience currently serving at J.P. Morgan Securities in Los Angeles, CA. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Outside of finance, he is involved with Very Good Light, a cosmetics and skincare company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process integrates quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Arnetta Tolley is a financial advisor with Edward Jones in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Jenny Lee is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she is the sole proprietor of SEJI Management LLC, a real estate property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Derenik Sardarimasihi is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked at HSBC Securities (USA) Inc., Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., Bank of the West, and Courtesy Electric. Outside of his advisory role, he serves as an in-home care provider for his parents. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Bradley Scott is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and having 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he manages and leads a team through Hudson Highland LLC, which supports certain operational aspects of his financial planning practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Peter Chow is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets, East West Bank, U.S. Bancorp Investments, and Edward Jones. Outside of his advisory role, he is president and owner of Family Paws Resort LLC, a dog daycare and boarding business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeremy Hui is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services. Hui holds Series 66 and Series 63 licenses and is based in Fullerton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Charssy Zhang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. Zhang has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lachlan Cameron is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior experience includes roles at Cameron, Murphy & Spangler, Inc., where he was involved both before and during his tenure at Ameriprise. Outside of advising, he has a minority interest in a bakery business and serves as a varsity soccer coach at Mayfield Senior School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement-income planning recommendations and ongoing advice.

Ross Klafter is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Adviser LLC and Cetera Investment Services LLC since 2019. Prior to that, he was with Foresters Advisory Services and Foresters Financial Service in Los Angeles from 2008 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Nita Ma is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney LLC since 2013. Based in Pasadena, CA, her career has been focused within the Morgan Stanley network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Mark Givenrod is a Series 66-licensed financial advisor with LPL Financial, based in Cerritos, CA, and has 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been involved with SchoolsFirst Federal Credit Union for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Lin is a CFP® professional with 39 years of industry experience, currently serving at Osaic Wealth since 2018. Prior to this, he spent 32 years at Signator Investors, Inc. He holds Series 63 and Series 65 licenses. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various analytical tools and discretionary strategies.