Adrian Curran is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he was involved with Charlemagne for 14 years, where he owned and operated an online import and distribution business specializing in wine, confectionary, and coffee. 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 an ESG eligibility framework to deliver customized, non-discretionary advice.

Simon Rawlinson is a CFP® professional with 17 years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to this, he worked at Unionbanc Investment Services and MUFG Union Bank from 2015 to 2022. He holds a minority equity stake in a private equity technology start-up, The Quantum Storey Company, Inc. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal services.

Peter Castillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent three years at Citigroup. Castillo is also involved in insurance services through Castillo Consulting Group Insurance Services and CCG Adelante Insurance Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

Wasaf Ali is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Aaron Liu is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and at Morgan Stanley Private Bank, N.A. since 2026. Prior to joining Morgan Stanley, he was self-employed and studied at the Massachusetts Institute of Technology from 2018 to 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Steven Kerstein is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. He serves as a FINRA arbitrator in addition to his advisory role. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, supporting asset allocation and financial planning analyses.

Sherif Salib is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Lisa Silva is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Woodbury Financial Services and Lincoln Financial Securities Corporation. Outside of financial advisory, she is the broker and owner of Strategix Realty Inc., a real estate brokerage firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated financial services through a large network of advisors, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Andrew Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, Sanchez is the owner and co-designer of Rivalry Clothing Co., where he creates and sells graphic design work. 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.

Roberta Armijo is a financial advisor at Ameriprise with 36 years of industry experience. She holds the Series 63 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is involved in independent insurance brokering. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm emphasizes managing a significant portion of assets within its platform and uses algorithmic tools overseen by specialized committees to support its advice.

Kiersten Oliva is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with J.P. Morgan Securities since 2018 and has a total of ten years of experience with JPMorgan Chase Bank. 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.

Mark Tolan is a financial advisor with Ameriprise in Murrieta, California, holding a Series 63 license and bringing 48 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Tolan serves as secretary on the Holy Name of Mary Parish Finance Committee and coaches youth basketball for the City of La Verne. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Emmanuel Gonzalez Ruiz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies, working one-on-one with individuals, families, and business owners to understand their financial objectives and develop tailored financial plans. His client focus areas include corporate benefits, executive and equity compensation services, family wealth management strategies, employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Emmanuel holds a Bachelor's Degree from the California State University System and is a Personal Investment Advisor (PIA). He is proficient in both Spanish and English and is a member of professional organizations such as the Finance Management Association, Mercedes Club of America, and Porsche Club of America. His community involvement includes volunteering with Wellnest, a private, non-profit, community-based mental health clinic. Outside of his professional work, Emmanuel enjoys biking, cooking, golfing, hiking, music, and spending time with his wife and two young boys. He has a passion for food and wine, stemming from his previous experience as a Sommelier, and enjoys hosting wine and food parties as well as participating in cars and coffee events. His interests also include mid-century architecture and furniture, cycling, craft coffee shops, HiFi audio, and driving with his family in their 1983 Mercedes 300D station wagon.

Moses Lin is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Flagstar Advisors, Signature Securities, and HSBC Bank USA. Since June 2024, he also serves as Group Director Investments – Senior Vice President at New York Community Bancorp. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Avedis Shanlian is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, business owners, and retirees make informed financial decisions through customized wealth management and personalized financial planning. His client focus areas include college education planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, and retirement income planning. With over 11 years of experience, Avedis holds the Accredited Wealth Management Advisor (AWMA) designation and the Certified Divorce Financial Analyst (CDFA) credential. He earned his Bachelor's Degree from the California State University System. Avedis is committed to providing personalized strategies and trusted guidance tailored to each client's unique goals, values, and vision for the future. Born and raised in Pasadena, Avedis is proud to serve the community where he lives and works. Outside of his professional role, his personal interests include basketball, cooking, football, golfing, reading, soccer, spending time with family, tennis, traveling, and watching movies.

Brian Roush is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Financial Advisors, J.P. Morgan Securities, Merrill, and Bank of America. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports a wide array of investment products and managed-account solutions.

Cheryl Roberts is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory work, Cheryl owns and operates Camicakes, a baked goods supply business, and provides animal boarding services through Rover. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for clients.

Josie Chuang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase and its affiliates since 2014. 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Vickie Tanabe is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she serves as co-trustee for her parent's trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo’s research and tools.

Shaquawn Schasa is a financial advisor with Cetera, holding a Series 66 designation and over 20 years of industry experience. He has worked previously at firms including Pruco Securities LLC, The Prudential Insurance Company of America, and Securian Financial Services Inc. Schasa serves as board chair for the Los Angeles Community Development Foundation and volunteers with the Rich Heritage Foundation, which supports HBCU athletes through basketball conferences. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.