Strauss Cooperstein is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022, with prior experience at UBS, WI Harper, and Tencent Cloud. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations.

Deirdre Hilario is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 18 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a corporate secretary and incorporator of a family-owned waxing salon business, Lay Bare, though she is not involved in its daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gina Welch is a financial advisor with Wells Fargo Advisors in Brea, CA, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Merrill and Banc of America Investment Services prior to joining Wells Fargo Clearing in 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and tools, delivering tailored recommendations through meetings and client summary letters, with implementation options available through various brokerage and advisory programs.

Jessie Chen is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc., Morgan Stanley, and Merrill. 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 a range of financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Mary Rilloraza is a financial advisor with Primerica Advisors in Glendora, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure.

Antonio Caballero is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Cetera and Foresters Financial Services. Caballero previously worked at Regents Capital Corporation before joining Cetera. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with discretionary and non-discretionary account options.

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.

Kerry Moy is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Western International Securities, Morgan Stanley, and Merrill. Moy is also involved in private investment-related business entities. 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 institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Jenny Ngo is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Ngo serves as Treasurer for Arcadia Toastmasters, a social and recreational organization. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to assist clients in developing tailored financial plans.

Trevor Johnson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cetera and Technology Credit Union. Outside of his advisory role, he serves as a co-trustee of a family trust. 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 a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad range of financial activities.

Louis Silva is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. He has worked at various Morgan Stanley entities since 1997, including Morgan Stanley Private Bank, N.A. since 2015. Silva serves as a board member of the Kiwanis Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mike Lo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Citigroup Global Markets Inc and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and offers access to broader derivatives and commodities capabilities.

Gary Seybold is a financial advisor with LPL Financial, holding a Series 63 license and with 39 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wamu Investments, Inc. from 2006 to 2008. Seybold also engages in non-variable life and health insurance activities. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior employment includes Wells Fargo Clearing and Wells Fargo Bank, NA. She is also a commissioned notary public in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of advisors with various investment strategies and a combination of advisory and non-advisory financial services.

Stacy Eller is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Morgan Stanley. She is also an employee of JPMorgan Chase Bank, enabling her to offer certain bank products and services alongside her advisory role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Yen Chen is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. Chen has been with both Merrill and Bank of America, N.A. since 2016. 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.

Tony Liang is a financial advisor with J.P. Morgan Securities in Alhambra, CA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, and Ameriprise. Liang has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Randy Louie is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc for 27 years. Outside of his advisory role, Louie coaches Muay Thai kickboxing classes several evenings per week at Mythic BJJ, a martial arts fitness gym. OSAIC serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary strategies and third-party manager selection.