Tekeisha Wilcox is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Los Angeles, CA, and has 18 years of industry experience. She has worked within various Wells Fargo entities since 2008. Outside of her advisory role, Wilcox serves as treasurer for the La Canada PTA Council and La Canada School PTSA and is a notary public in California. 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 integrates research and analytics from Wells Fargo Investment Institute along with third-party data to evaluate investment options using diversification principles and modern portfolio theory.

Ryan Wong is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera in Rosemead, CA. He has worked at Avantax Advisory Services and co-manages a CPA practice, Thong, Yu, Wong & Lee, LLP. Wong serves as president of Friends of the Chinatown Library, a nonprofit organization supporting the Chinatown Los Angeles library and providing scholarships to high school students. Cetera Investment Advisers LLC is a large SEC-registered advisory firm offering a multi-manager platform with discretionary and non-discretionary portfolio management, serving a broad client base including individuals, retirement plans, corporations, and charities. The firm provides access to model portfolios, third-party managers, and various program structures with ongoing supervision and client reviews.

Robert Yeh is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has worked at Wells Fargo bank since 2008 and has been with Wells Fargo Clearing since 2016. He holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy development, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Roy Seto is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Clinomics and involvement with Friends of Santa Ana Zoo. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Adrian Nunez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at KPMG LLP and Ernst & Young LLP. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Dominick Divine is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at JP Morgan Securities and INVEST Financial Corp. He also manages an advisory business with California Credit Union. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning and ongoing advice focused on income reliability and tax-aware strategies.

Yesenia Partida is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2013, including a prior role at City National Bank. Outside of her advisory role, she is involved in a luxury car service business, handling appointment scheduling and occasional administrative tasks. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garo Barbarian is a Certified Financial Planner (CFP®) with 13 years of experience, currently serving as an advisor at J.P. Morgan Securities since 2013. He has also been associated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Liu is a financial advisor with Charles Schwab in Pasadena, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 provides a range of integrated brokerage, custody, and advisory services.

Sandra Holguin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes roles at Wescom Financial Services, LLC, CUSO Financial Services, LP, Infinex Investments, Inc., and Banc of California. She offers investment products and services through LPL Financial under the Wescom Wealth Management trade name. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven approaches.

Keith Feinberg is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerance.

David Neiman is a financial advisor with LPL Financial in West Covina, CA, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Irene Kogan is a financial advisor at Cetera with 38 years of industry experience. She has held roles at Cetera and its affiliates since 2013 and has worked with Financial Network Advisory Corp. since 1992. She holds the Series 63 designation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

David Lee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Prudential Advisors, Bank of America, Merrill, and AXA Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Tiara Gentry is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alvaro Valverde is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Bio Terra Corporation. He is associated with a power of attorney entity based in La Puente, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

William Janney is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and two years of industry experience. His prior work includes roles at DB Fitzpatrick and Co., Wolf One Farms, The College of Idaho, and Pacific Palisades High School. 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 operates a hybrid referral and implementation model that offers both advisory and brokerage/insurance channels to implement client recommendations.

Mark Fowler is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, Bank of the West, and BancWest Investment Services. J.P. Morgan Securities LLC 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.

Maria Klahejian is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. She has been with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. She is based in Pasadena, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles among its investment offerings.