Bryan Kang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp since 2012. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Andre Sevilla is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding the Series 66 designation and two years of industry experience. Prior to joining MassMutual, he studied at the University of California, Santa Barbara. Outside of his advisory role, he works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Kevin Coyle is a CFP® with 14 years of experience in the financial industry, currently serving at Morgan Stanley since 2017. Prior to this, he worked at Merrill from 2011 to 2017. He holds the Series 66 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process emphasizes structured discovery and firm-approved tools, while clients retain responsibility for plan implementation and updates.

Gary Tsou is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Bank of America, Merrill, Nylife Securities LLC, and New York Life Insurance Company. He has also held positions at California State College Fullerton and Mountain San Antonio College. 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 offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sandy Gage is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings extensive experience in wealth management, specializing in helping high-net-worth individuals preserve their principal through tax-efficient strategies and facilitating effective wealth transfers. Sandy's practice emphasizes personalized financial planning tailored to clients' unique goals, including family wealth management, legacy planning, tax minimization, and retirement income strategies. Her career began in 1985 on the trading floor of Security Pacific Bank, where she focused on tax-free bond portfolios. Following a series of mergers, her firm became part of Bank of America and later Merrill Lynch Wealth Management. Sandy completed executive education at Wharton in 2003, enhancing her expertise in financial advisory services. She holds the Personal Investment Advisor (PIA) designation and has maintained a focus on client-centric strategies throughout her career. Outside of her professional endeavors, Sandy is actively involved in her community through St. Paul The Apostle Church and supports Dana Farber Cancer Research. An avid runner, she has completed marathons across all seven continents, the six World Marathon Majors, all 50 states, and several 100-mile ultra marathons. She balances her career with family life, sharing her passion for running and philanthropy with her husband and four adult children.

Daniel Lasker is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2011 and 2015, respectively. He is based in Long Beach, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning, utilizing firm-approved tools and scenarios developed by its Global Investment Committee.

Akhil Pruthi is a financial advisor at Edward Jones in Orange, CA, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase for seven years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds.

Esperanza Padilla Gomez is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Wells Fargo Clearing. Outside of her advisory work, she owns The Creperee LA, a business in the food industry and dog boarding. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Zhuang Tantiwasadakran is a financial advisor with LPL Financial in Walnut, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2007 and previously at 1717 Capital Management Company for five years. Outside of advisory work, he is involved in an independent fixed insurance business focusing on life, health, disability, fixed annuity, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a large advisory network with a range of non-advisory financial services.

Ralph Pan is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Covina, CA, and has 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions. The firm combines large-scale resources and research-driven investment strategies to serve a broad client base with both brokerage and advisory solutions.

Kevin Marumoto is a financial advisor with Ameriprise in Irvine, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he sublets office space to other advisors under a master lease arrangement. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Chou is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique ambitions and develop personalized financial strategies to address their short-, mid-, and long-term goals. His services encompass a wide range of areas including family wealth management, institutional investment consulting, philanthropic planning, retirement income, and small business strategies. John also provides access to specialists in banking, credit, home financing, and small business solutions through Bank of America. John holds a Bachelor's Degree from the California State University System and a Master of Business Administration (MBA) from the University of Southern California. He is a Personal Investment Advisor (PIA) and is registered under NMLS#2466564. In addition to his professional work, John serves as a City Council Member for the City of San Marino. Outside of his professional and community roles, John enjoys golfing, hiking, and spending time with his family.

Pierre Biscaichipy is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the advisory board and finance committee of the Devil Pups Foundation, a nonprofit focused on children and youth, where he is involved in fundraising, marketing, and administrative duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and research.

Vera Daikovich is a financial advisor with LPL Financial in Orange, CA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience and has been with LPL Financial since 2012. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad non-advisory financial services network.

Jonathan Park is a financial advisor with Thrivent Investment Management in Los Angeles, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Janus Cam for six years before joining Thrivent in 2019. Outside of his advisory role, he manages and oversees operations for an Airbnb rental through his LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial topics. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed account services via a consolidated billing option.

Antonios Lee is a Series 66-licensed financial advisor with 38 years of industry experience. He has worked at Cetera since 2025 and previously was with Avantax Investment Services and Avantax Insurance Agency for a combined 33 years. Outside of his advisory role, he is involved in managing rental real estate through several partnerships. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with both affiliated and unaffiliated third-party managers.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Bank of America and Merrill. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Brian Chan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for nine years. In addition to his advisory role, Brian operates a tax preparation sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization, offering brokerage and advisory services across various account programs and utilizes a broad affiliate network to support its offerings.

Jennifer Wolfslau is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked in various roles at Morgan Stanley entities since 2016. Her background includes a year at the Segerstrom Center for the Arts and four years at Chapman University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques in its planning process, providing advisory services without individual security recommendations as part of standalone plans.

John Von Buren is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Pruco Securities LLC, and Keller Williams Realty-Sunset. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.