Eliz Shahverdyan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Union Bank Investment Services, Bank of the West, and Firefighters First Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Cynthia Sayabounthavong is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2008, with a brief tenure at the County of Orange in 2018. She holds Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Lumiqued is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Independent Capital Management, Inc. In addition to his advisory work, Lumiqued serves as president of the West Covina chapter of the Society for Financial Awareness, where he presents educational seminars. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and investment goals.

Donald Crane is a financial advisor with Cetera who holds the CFP® and CFA® designations and has 17 years of industry experience. He also owns Crane Advisory LLC dba Crane & Associates Wealth Management, where he provides financial planning and asset management services. Outside of his advisory roles, Crane sells life and annuities as an insurance agent. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with model portfolios and customized strategies, supporting both discretionary and non-discretionary management across various program structures.

Donald Crane is a CFP® professional with over 40 years of experience in financial planning and asset management. He is currently affiliated with Cetera and operates Crane Advisory LLC dba Crane & Associates Wealth Management. Outside of advising, he is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and custom strategies.

Sinahy Luna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She works closely with clients and families to help them achieve their financial goals, providing access to a trusted brand and a variety of investment and planning tools. Her professional experience includes positions as an Investment Consultant at Fidelity Investments from 2019 to 2021, AVP and Financial Solutions Advisor at Merrill Lynch from 2014 to 2019, and Financial Advisor at JP Morgan Securities from 2012 to 2014. She holds a California Insurance License.

Erika Noble is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she was involved with Shisha Sisters LLC for three years. 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.

Preston Dawson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked with Cubist LLC and Little Dot Studios. Outside of his advisory role, he serves as a creative consultant for Cubist, providing services such as email marketing and social media management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Peter Kokos is a financial advisor with Ameriprise in Glendale, CA, holding a Series 63 designation and over 26 years of industry experience. He was previously with American Express Financial Advisors Inc for 20 years before joining Ameriprise in 2020. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research and third-party data.

Leonor Zamora is a financial advisor with J.P. Morgan Securities LLC in Downey, CA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm focuses on non-discretionary advice through its Institutional Consulting Services program.

Philip Chang is a financial advisor with J.P. Morgan Securities in Monterey Park, CA, holding Series 63 and Series 66 registrations and six years of industry experience. His prior roles include positions at Cetera Investment Services LLC, CTBC Bank, JPMorgan Chase Bank, N.A., East West Bank, and Bank of America. Before entering the financial sector, he worked at Din Tai Fung Restaurant for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework, delivering non-discretionary advice to clients who retain final decision-making authority.

Arnaud Berry is a financial advisor with OSAIC in South Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he is involved as a principal at Zahorik Financial & Insurance Services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services supported by various asset-allocation tools and third-party manager solutions.

Gregory Fields is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Gerber Kawasaki Wealth & Investment Management, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Merrill, and Occupy Digital. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Pamela Mckenzie is a financial advisor with LPL Financial in Cerritos, CA, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2016 and previously worked at Guardian Life. Pamela also operates McKenzie Wealth Management, Inc., a business related to her advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management through a broad array of model portfolios and research resources.

Jamye Moore is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Moore also has over three decades of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

June Chow is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015. Outside of her advisory role, she is involved in non-variable insurance sales, including life, health, long-term care, disability, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Frederick Denitz is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes roles at MassMutual Life Insurance Company and Northwestern Mutual in various capacities from 2009 to 2017. He is also involved in insurance brokerage through Lenox Advisors, Inc., focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools like Monte Carlo simulations and automated asset-allocation to support annual, collaborative client relationships.

Daniel Goodman is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Beacon Hill Staffing Group and Pepsico, and he attended the University of Arizona. He also operates a separate business under the name Executive Benefits Financial Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Wen Lee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, working with individuals, families, and business owners at various stages of the business cycle. Wen takes time to thoroughly listen to and understand each client's financial situation, preferences, and goals, providing tailored recommendations based on factors such as risk tolerance, time horizon, liquidity needs, and overall investment objectives. In his role, Wen coordinates with clients' trusted partners, including attorneys, accountants, and tax specialists, to ensure comprehensive and customized financial solutions. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Ulysses Grant High. Wen is fluent in English and Mandarin. Outside of his professional work, Wen enjoys golfing with friends and clients.

Carol Otters is a Series 66-licensed financial advisor with Edward Jones in La Palma, CA, where she has worked since 2011. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.