Jonathan Solis is a Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial planning and investment management services to individuals, families, and business owners. He focuses on helping busy professionals and business owners coordinate investments, retirement planning, cash flow management, insurance needs, and tax-efficient wealth building through long-term financial strategies. With expertise in education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income, Jonathan offers personalized guidance to help clients achieve their financial goals. He holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the California State University System and an MBA from The University of Arizona Global Campus. Outside of his professional role, Jonathan enjoys outdoor activities such as hiking in the San Gabriel Mountains, biking, camping, gardening, and traveling. He is involved in the community through organizations like the Monrovia Historical Society and Pasadena Beautiful. Jonathan is bilingual, speaking both English and Spanish.

Paul Joseph is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as a trustee for a trust based in Calabasas, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and combines planning services with a variety of investment and financial products.

Kim Pang is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining Schwab, Pang worked at Merrill and PIMCO Investments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Julie Nhan is a Series 66-credentialed financial advisor with Morgan Stanley, based in Pasadena, CA. She has 24 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory work, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured discovery and planning tools without providing individual security recommendations as part of standalone plans.

Jessie M Vargas Gutierrez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Jessie worked at TSG Wealth Management and Tax Rise Inc. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jesus Barboza Gonzalez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill from 2014 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Thomas Li is a financial advisor with J.P. Morgan Securities in San Gabriel, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012 and previously operated LiT LLC from 2020 to 2023. Outside of finance, he is involved in a cosmetics business, Cashow LLC, which sells acrylic and gel nail products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non‑discretionary program focused on asset allocation advice, manager searches, and performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities than many institutional advisors.

Alexander Lee is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at The Leaders Group Inc and Ascendant LLP, where he is a one-third owner in a law practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and a large nationwide network of advisors.

Michael Foley is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides written recommendations within annual, collaborative financial planning engagements.

Henry Narvaez is a financial advisor at Ameriprise with 17 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at several firms including J.P. Morgan Securities, UnionBanc Investment Services, and LPL Financial. Narvaez also serves as a financial advisor with Kinecta Wealth Management. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Brad Chi is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Pasadena, California. He works primarily with established professionals, business owners, retirees, and families in Southern California whose financial lives have grown more complex. Brad assists clients during career transitions, approaching retirement, or when personal, family, and business priorities overlap, helping clarify what matters and establishing an organized plan for their financial decisions. Brad's expertise includes retirement planning, investment strategy, liquidity management, and coordinating with clients' tax, legal, and other advisors. His approach involves understanding each client's priorities and accounts, evaluating recommendations, and overseeing implementation and ongoing review. He also collaborates with specialists across Merrill and Bank of America when additional resources are needed. He holds a bachelor's degree from the University of Arizona and carries the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations. Brad is involved with the University of Arizona Alumni Association and Zeta Beta Tau Fraternity. His community involvement includes participation with the American Cancer Society, Children's Miracle Network Hospitals, and Junior Achievement of South California.

Juan Martin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo Clearing during his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model portfolios and includes capabilities in derivatives and commodities.

Veronika Alekyan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in offering personalized wealth management and investment guidance to professionals, entrepreneurs, and families. She aims to help clients simplify complex financial decisions and develop strategies that balance everyday demands with long-term financial and personal goals. Veronika joined Merrill in 2025 after working as a Private Client Banker at J.P. Morgan Chase and prior experience with a MassMutual affiliate. Before transitioning to her advisory career, she held roles in commercial real estate investment underwriting with real estate development and private equity firms, as well as a global real estate advisory firm. Her responsibilities included managing analytical support for sales and acquisition transactions with total annual valuations exceeding $1 billion. She holds a Master's degree in International Economics and Finance from Brandeis University and a Bachelor's degree from Yerevan State Institute of Economics. Veronika is a Chartered Financial Analyst (CFA) charterholder and an active member of the CFA Society of Los Angeles. Outside of work, she enjoys painting, playing chess, and spending time with family and friends.

Jing Sun is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial, Jing worked at Daisy Financial Group for eight years and Unity Professional Insurance Services Inc for 14 years. Outside of advising, Jing is involved with Apiary Partners Inc, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Doo Hong is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked at Mass Mutual Investors Services, Metlife Securities, and PRUCO Securities. Outside of advisory work, he owns and operates an insurance and Medicare insurance business and serves on the board of Hangeul Camp USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, operating as a multi-manager platform with access to affiliated and third-party investment strategies.

Boyuan Zhou is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has also worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts, combining internal and third-party management with comprehensive trading and custody support.

Christopher Ellis is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Burbank, CA. His work history includes roles at Wedbush Securities, CUSO Financial Services, and Independent Financial Group. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies from discretionary management to direct indexing.

Francisco Lim is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He has one year of industry experience and has previously worked in educational roles at several schools and community organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

Christopher Steer is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with LPL Financial since 2010 and previously worked at NRP Advisors, Inc., NRP Financial, Inc., Ameriprise Advisor Services, Inc., Citicorp Investment Services, and Wells Fargo Clearing. 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 other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Cesar Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in creating personalized wealth management strategies tailored to clients' financial goals and circumstances. He focuses on a range of client needs including executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Garcia holds a Bachelor's Degree from the University of Southern California and holds the Personal Investment Advisor (PIA) designation. He is also involved in the professional community through participation in organizations such as USC Boxing. Fluent in both Spanish and English, he emphasizes understanding clients through one-on-one conversations to provide holistic solutions based on risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Outside of his professional role, Garcia values family and personal interests including working on building a '68 Camaro with his father and training for amateur boxing fights. He is accessible for consultations via phone or email to discuss how he can assist with wealth management.