Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angellokyiu Wong is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Wong has held roles in education at The Music Key School, University of California, Los Angeles, Citrus College, and Yuen Long Public Secondary School. Outside of finance, Wong has been involved with La Bella Laser & Slimming since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Mark Nordbrock is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Equitable Advisors since 2000, including a prior affiliation when the firm was known as Axa Advisors. In addition to his advisory work, Nordbrock is an attorney operating the Law Offices of Mark Nordbrock and serves as a trustee for an immediate family trust. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to deliver tailored investment solutions.

Kin Fung Chan is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Grandway Asset Management, Inc. from 2012 to 2020. Outside of his advisory role, he is the sole proprietor of Kins Asset Management, Inc., a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that uses firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Kevin Martin is a financial advisor at Morgan Stanley in Los Angeles, CA, holding the CFP® designation with 38 years of industry experience. He has worked with Morgan Stanley since 2018 and previously spent nine years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Ryan Tunnell is a CFA® charterholder with 10 years of industry experience, currently affiliated with Wells Fargo Advisors. He has prior experience at Ameriprise, Comerica, Unionbanc Investment Services, Matrix Private Capital Group, and City National Rochdale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using firm research, planning tools, and simulation models to deliver tailored recommendations across a broad range of planning areas.

Norma Cunanan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked at Morgan Stanley and Western International Securities, Inc. Norma is based in Pasadena, CA. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a network of more than 22,800 advisors.

Nicole Shao is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. Her prior positions include roles at JP Morgan Chase Bank and City National Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Taylor Marrone is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. He has worked at Merrill since 2019 and has held roles outside finance, including clerical work at his family’s plumbing business and tutoring. Merrill, along 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Madina Boland is a financial advisor with J.P. Morgan Securities in San Marino, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank for 18 years, and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018. In addition to her financial advisory role, she serves as a language consultant for the U.S. Department of Defense. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria, with implementation facilitated by affiliated investment-management entities.

Jared Goldman is a CFP® professional with seven years of industry experience, currently affiliated with J.P. Morgan Securities in Los Angeles, CA. His prior experience includes roles at First Investment Management, Inc, First Republic Securities Company, LLC, and UBS Financial Services. He also played baseball for UCLA Athletics during his college years. 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 within a non-discretionary advisory framework.

Tina Ranjbar is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. She has held roles at Merrill since 2020 and previously worked at Collection 18, Chick Fil-A, IT'SUGAR, and was involved with Baruch College and Active Kidz Long Island. Merrill, along 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 investment strategies for a range of individual and institutional clients.

Diane Doyle is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, previously spending three years at DWS Investments Distributors, 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bakha Komak is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 63 and Series 66 designations. Komak has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Fidelity Investments. Fidelity’s subsidiary Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, multi-manager fund advisory, and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Alexander Miller is a Planning Consultant at Fidelity Investments, where he partners with clients to help them work towards their financial goals. He collaborates with each client individually to create plans tailored to their specific financial needs. He has been with Fidelity Investments since 2021, progressing from Central Relationship Manager to Relationship Manager before assuming his current role as Planning Consultant in 2023. Prior to joining Fidelity, he was a Registered Associate at Turczan Investment Consulting Group from 2020 to 2022. Alexander holds a California Insurance License. Outside of his professional work, he enjoys spending time at the beach, fitness activities, social events with friends, hiking, movies, and music.

Olga Kapitskaya is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers a range of investment strategies using both in-house and third-party managers, supported by RBC’s extensive capital-markets resources.

John Cleator is a financial advisor at Morgan Stanley with 54 years of industry experience. He holds the Series 63 designation and has worked at various Morgan Stanley entities since 2007. Outside of his advisory role, he is involved as a fundraiser for the Doheny Eye Institute. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Sun Tung Van is a CFP® professional with nine years of industry experience, currently advising at Ameriprise since 2020. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, JP Morgan Securities, and JP Morgan Chase Bank. He is also an Enrolled Agent since 2022, although he does not engage in tax preparation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Elizabeth Canales is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a total of 12 years of experience working with Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.