Trudy Haussmann is a CFP® with 39 years of industry experience, currently associated with LPL Financial since 2025. Her career includes long tenures at Securities America, Inc. and Haussmann Financial, Inc., where she has worked since 1991 and 1996 respectively. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Dujuan Zhou is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2016. Outside of advisory work, he is a co-owner of multiple family rental properties in Las Vegas, Nevada. 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.

Alex Choi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at CUSO Financial Services for 10 years and at Genesis Wealth Partners for 2 years. Outside of advisory work, he is the business owner of BBTails LLC, a trading-related venture based in Los Angeles. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Leon Chen is a Financial Consultant currently working at Fidelity Investments. He has built a career in the financial industry spanning over a decade, with previous roles including Financial Solutions Advisor at Merrill from 2019 to 2025 and Private Client Banker at JP Morgan Chase from 2011 to 2019. Leon focuses on providing personalized financial planning and guidance tailored to each client's goals and priorities. He holds a California Insurance License, which supports his ability to offer comprehensive financial solutions. Outside of his professional work, Leon enjoys camping, hiking, traveling, and spending time with family and friends through various social activities.

Ryan Mouton is a financial advisor at OSAIC with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining OSAIC, he worked at Woodbury Financial Services Inc. from 2020 to 2024. Outside of finance, he is a co-owner of Mouton's All Purpose Seasoning, an e-commerce seasoning retail business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Jeremy Haneline is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. Since joining Merrill Lynch in 1998, he has focused on developing personalized strategies and advice for individuals, families, and businesses, taking into account their short- and long-term financial objectives. His client expertise includes areas such as college education planning, retirement income, portfolio management, and services tailored for endowments, foundations, and defined benefit and contribution plans. He holds a Bachelor of Arts degree in International Economics from the University of California at Los Angeles. Jeremy has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to client financial well-being, he emphasizes a one-on-one approach to develop personalized financial strategies aligned with each client’s goals. Outside of work, Jeremy is engaged in community volunteer activities consistent with Merrill Lynch’s tradition. He enjoys spending time with his family and pursues interests such as baseball, basketball, biking, boxing, fishing, football, and traveling.

Yun Hao is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Yun Hao provides clients with access to investment insights from Merrill and banking and lending solutions through Bank of America, leveraging a global network of specialists to explore financial possibilities in today's markets. Yun Hao has expertise in areas including corporate benefits, education planning, institutional investment consulting, services for endowments and non-profits, international wealth management, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. Yun Hao serves clients by offering customized financial strategies aligned with their priorities and goals. Yun Hao holds bachelor's and master's degrees from Harbin Engineering University. Fluent in English and Chinese, Yun Hao is also involved in community organizations such as Better Money Habits®/Financial Education, Girl Scouts of Greater Los Angeles and PSILY Foundation, and Pasadena Ronald McDonald House. Outside of professional responsibilities, Yun Hao enjoys hiking, music, reading, traveling, and yoga.

Brian O'Connor is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill since 2011. 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, and various institutional accounts.

James Mc Cabe is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at Alps Distributors, PRIMECAP Management, RBC Capital Markets, and Oppenheimer. 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, model portfolio programs, and access to third-party asset managers, supporting a variety of investment approaches and operational tools.

Saba Jahanian is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Bank of the West and BancWest Investment Services since 2016, Morgan Stanley from 2012 to 2016, and Merrill from 2011 to 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including third-party asset management and institutional platforms, supported by technology tools and oversight of more than $819 billion in discretionary assets.

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her work history includes roles at Mark A Shuster, Hub International, and Shuster Financial Group, LLC. Outside of her advisory duties, she is the managing partner of Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Vartges Markarian is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 21 years of industry experience. He previously worked at Ascent Capital Management and U.S. Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers customized, non-discretionary advisory services.

Wai Shing Stephen Law is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Bank of America and East West Bank, as well as ownership of a design and decoration company. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services.

Kyle Colburn is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Western Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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 investment strategies.

Petra Frisina is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has held various roles within Wells Fargo-affiliated firms since 2006. Petra participates as a game show contestant alongside her family in Hollywood, CA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Robert Brock is a financial professional with 32 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has been associated with various Cetera entities since 2013. Outside of his advisory role, he serves as the financial officer for Warm and Loving Ministries, a counseling and training center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party investment strategies and program options suited to various client needs.

Eddie Richard is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at BLAZR Inc and Hyatt Corporation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a broad network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Joann Lee is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JP Morgan Chase Bank since 2016. Outside of her advisory role, she is a part owner of K & J Essentials LLC, an e-commerce family business focused on Amazon online selling, with limited involvement. 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 an ESG eligibility framework.

Tyler Wong is a CFP® with seven years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked at JPMorgan Securities LLC and Securities America Advisors. In addition to his advisory role, he operates a financial planning and advising business and is a licensed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managed-account solutions across various investment types.

Kelly Nelson is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2018, Nelson worked at Augusta Precious Metals and the United States Postal Service. Outside of advising, Nelson is a self-published fiction author and operates as an independent contractor reseller on various online retail platforms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery conversations, firm-approved tools, and modeling techniques, while clients are responsible for plan implementation.