Winnie Leong is a financial advisor with LPL Financial based in Fullerton, CA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. Her prior roles include positions at Securities America Advisors, Voya Financial Advisors, American General Financial Advisors, Valic Financial Advisors, and Citigroup Global Markets. Outside of her advisory work, she is also an artist. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools.

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.

Erica Pitrone is a Series 66-credentialed financial advisor with Merrill in Brea, CA, where she has worked since 2015. She has 11 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Jean Paul Afif is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Private Bank. Outside of finance, he has a longstanding involvement with the Screen Actors Guild as an executive producer and actor, and he is the developer of a technology app through Star of the Sea NIL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and in collaboration with employer-based financial planning arrangements.

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.

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.

Eddie Rivera Jr. is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, Rivera worked at PFS InvestmentS Inc and Primerica Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence.

Helen Shue is a financial advisor at UBS Financial Services in Pasadena, CA, holding a Series 66 designation with 17 years of industry experience. She has worked at UBS since 2018 and previously at HSBC Bank USA NA from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Alisa J. Chanpong is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been with the firm since 1999. Alisa works with affluent individuals, their families, and closely held businesses, focusing on areas such as asset allocation, investment management, retirement income, wealth transfer planning, and overall strategy development. She holds a B.S. Degree in Business Administration with emphases in Entrepreneurship and Business Communication from the Marshall School of Business at the University of Southern California, earned in 1994. Throughout her career, Alisa has achieved several professional designations, including the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning, and holds Series 7, 66, and 31 FINRA Registrations. Alisa lives with her husband and their two daughters. In addition to her professional work, she is active in community organizations such as the Pasadena Showcase House for the Arts, the Pasadena Tournament of Roses, USC Town and Gown, and the USC Trojan League of Los Angeles. She also enjoys traveling and considers herself a "foodie."

Allison Fujimoto is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2017, following a one-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Wayne Sellar is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial. His career includes roles at Merrill, Santander Securities, and several credit unions in Southern California. He is involved in mortgage and real estate services through Real Estate Ebroker Inc. 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 various advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform with discretionary and non-discretionary investment strategies.

Jordan Berry is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Compass from 2018 to 2020 and Deasy Penner & Partners from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Natalie Beaini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with J.P. Morgan Securities since 2021 and also has experience at JPMorgan Chase Bank, N.A. and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities through various regulatory registrations.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.