Jared Carter is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His prior experience includes roles at Equitable Advisors and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, using a combination of fundamental research and quantitative analysis to develop systematic, model-based portfolio strategies including multi-manager and fund-of-funds structures.

Stephen Boyle is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2025, he worked at CUSO Financial Service, LP and Wescom Financial Services, LLC, each for six years, and The Capital Group for three years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ting Zhang is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Zhang worked eight years at Hubei Changli Industrial Development Co., Ltd. in China. Zhang holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kardia Pinckney is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2004. Pinckney also serves as President of Ideal Youth Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Jenny Ngo is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ngo serves as the treasurer for Arcadia Toastmasters, a social and recreational organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Tammy Hospodar is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and offering 33 years of industry experience. Her work history includes roles at Cetera Wealth Services, OSAIC, Park Wealth West, Park Wealth Advisors, FSC Securities Corp, and Unionbanc Investment Services. She is also the Chief Investment Officer of Park Wealth Advisors, where she discusses long-term care, life insurance, health insurance, and fixed annuities as part of financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies and third-party managers.

Victor Luke is a Series 66-registered financial advisor with Cetera, bringing six years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services from 2023 to 2025. In addition to his financial advisory role, he maintains a part-time legal practice focused on estate planning and small business advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Victor De Lucie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group, alongside a career as an actor and broadcaster. Outside of advising, he is also involved as a consultant and engages in music as an artist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, supported by in-house and third-party research and diverse portfolio management strategies.

Louis Silva is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 63 designation and 34 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Silva serves as a board member of the Kiwanis organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and various advisory programs.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 19 years of industry experience. Her career includes roles at Wedbush Securities, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She also serves as Vice President, Investments and Financial Consultant for The Lighthouse Group, a DBA for Wedbush Securities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets with more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base that includes individuals, pension plans, corporations, and government entities, offering non-discretionary, comprehensive financial planning and portfolio recommendations.

Grant Khechumyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, socially responsible, values based, and ESG investing, individual and corporate investment strategy, and retirement income. Grant holds a Bachelor's Degree from the University of Southern California and has earned the Professional Investment Advisor (PIA) designation. Outside of his professional role, he has interests in basketball, music, and reading.

Cory Bloom is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s analyses.

Mike Lo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at CitiGroup Global Markets Inc. for nine years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Angel Aguinaldo Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Aguinaldo has served as an insurance agent and is active in community service as a board director of the LA True-Blue Lions Club and a 4th Degree Knight of the Knights of Columbus. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, with substantial tenure at Wells Fargo Bank. Additionally, she is a licensed notary in the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing various model portfolios and research resources.

Yi Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yi worked at Citigroup/Citibank for 15 years. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Victoria Valle is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 registrations and 28 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent time at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Petik Petrosyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, retirees, and business owners by helping them meet their financial and personal goals through various wealth management strategies. His areas of focus include investment guidance, risk management, asset preservation strategies, wealth transfer, and tax minimization. Petik holds a Master's Degree from the Russian State University of Humanities and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Fluent in Russian, Armenian, and English, he brings a multicultural perspective to his advisory services. Outside of his professional role, Petik has personal interests in basketball, dancing, photography, soccer, and volleyball.

Junia Pan Li is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at HSBC Securities, Capital Group Private Client Services, and JP Morgan Chase. Outside of finance, she serves as president of The Meaning of Travel, a small private business related to travel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, tax management, and responsible investing options.

Jessica Quinn is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Wedbush Securities, Inc. for two years and has a background in education with positions at Immaculate Heart High School, La Canada High School, and Mayfield Senior School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets, serving a diverse client base including individuals, institutions, and governmental entities. The firm offers wealth advisory planning, investment consulting, and institutional services, providing recommendations on a non-discretionary basis and maintaining capabilities in municipal and public finance alongside an extensive affiliate network.