Majid Taheran is a financial advisor with Cetera, holding Series 65 and Series 63 designations and bringing 31 years of industry experience. His background includes prior roles at Avantax Advisory Services and extensive entrepreneurial activities, including ownership and leadership positions in tax preparation, insurance, real estate, and legal services. He also teaches financial accounting and mathematics at the University of Phoenix. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm employs a multi-manager platform allowing flexible investment strategies, with over $256 billion in assets under management and more than 10,000 advisors.

Cornel Catrina is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. In this role, he works with individuals and their families to develop customized financial plans, focusing on retirement planning, income strategies, and tax-efficient investing. His approach is centered on helping clients achieve their personal and financial goals. Prior to his current role, Cornel served as a Financial Advisor at Merrill Lynch from 2016 to 2017. He also held the position of Regional Manager at GL Advisor between 2010 and 2014, and was a Registered Representative with Datek and Heartland Securities from 1996 to 2002. Cornel holds a California Insurance License. Outside of his professional work, Cornel enjoys biking, running, swimming, and tennis.

Guillermo Salas is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 17 years of industry experience, including over a decade at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He is based in Montebello, California. 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 institutional advisory services with affiliated brokerage and investment management capabilities.

Harout Garabedian is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes 15 years at TD Ameritrade before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base, primarily 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Johnny Le is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he assists clients in developing personalized financial strategies that align with their individual ambitions and family goals. He focuses on areas such as planning for education funding, retirement lifestyle, and potential healthcare costs. Johnny's approach involves simplifying investment complexities and fostering transparent communication to guide clients through their financial planning journey. Johnny holds the designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Fullerton Union High School. His professional philosophy centers on identifying what matters most to clients and their families to create effective financial strategies.

Hsin Yen Neilon is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Neilon has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Hovhannes Markosyan is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. He has worked at Bank of America, JP Morgan Securities, and Equitable Advisors. Outside of his advisory role, he serves as Director of Armerica, a nonprofit focused on promoting Armenian culture and community, and owns a consulting firm that advises businesses on operations and marketing. 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, offering model-based and discretionary investment strategies for a range of individuals and institutional clients.

Joanna Correa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on understanding clients’ financial situations and priorities to design, implement, and review customized approaches aimed at pursuing their personal financial goals while managing investment risk. Joanna leverages the investment insights of Merrill Lynch and the banking and lending solutions of Bank of America to provide a comprehensive approach to wealth management. Joanna holds a Bachelor's Degree from the University of California system and is a Personal Investment Advisor (PIA). She is fluent in both Korean and English. Joanna is actively involved in her community and professional organizations, including participation in the Irvine Chamber of Commerce. Her volunteer work includes supporting groups such as Boxes of Love, Dalit Freedom Network, St. Jude, Susan G. Komen, and the Youth Action Team.

Audrey Chang is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2018 and RBC Capital Markets since 2014. Outside of her advisory work, she is the owner and landlord of a rental property in Alhambra, California. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to assist clients but generally acts in an advisory capacity rather than as a fiduciary for retirement accounts unless separately agreed upon.

Lilta Talavat is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at UBS Financial Services and First Republic Securities Company. She also serves as a Notary Public, providing document notarization services for clients. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to provide a comprehensive range of financial services.

Beverlee Chenault is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Outside of her advisory role, she works as an independent distributor and serves as a notary and loan document agent. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail, institutional, and specialized investment services.

Annie Yu is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Gerard Brass is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2016 and has prior experience at Meredith Lodging and Eastridge Workforce Solutions. Outside of advisory work, he is involved with Translations Galore LLC, a business he has operated since 2011. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

William Hoa is a financial advisor with J.P. Morgan Securities in Monterey Park, CA, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan in various roles since 2010. Outside of his advisory work, he operates an online resale business specializing in rare merchandise and secondhand items. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a program that emphasizes quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework.

Juan De La Rama is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to client goals.

Qing He is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cetera Investment Services, East West Bank, and Bank of America, as well as work with Easy Ways USA LLC. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools but does not provide individual security recommendations as part of standalone plans.

Khushwant Thandi is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 designations and bringing 13 years of industry experience. He has previously worked with CUNA Brokerage Services, Inc. and SchoolsFirst FCU, where he currently serves as a retirement plan representative. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Wendy Wei is a financial advisor at Merrill with 18 years of experience. She holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2012. Outside of her advisory role, she is a general partner and managing member of two single-member LLCs involved in real estate activities in California and Nevada. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Tomlinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of areas including legacy planning, college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel works closely with individuals, couples, and businesses to develop personalized financial strategies aligned with their long-term goals. Daniel holds a Bachelor’s Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). He is affiliated with the Irvine Chamber of Commerce and draws on his background as a former Marine to build strong, trust-based relationships with clients. His approach emphasizes understanding what matters most to clients and collaborating with them to navigate financial decisions throughout different stages of life. Outside of his professional work, Daniel enjoys spending time with his family, watching movies, and playing baseball. He also actively participates in his community through volunteering, reflecting his commitment to service both personally and professionally.

Kelly Alexander is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2025. In this role, Kelly focuses on supporting businesses, individuals, and families to align their financial momentum with their future goals. Kelly has accumulated extensive experience in the financial services industry, having held positions such as Senior Relationship Manager at E*Trade from Morgan Stanley at Work (2018-2025), Private Client Investment Consultant at TD Ameritrade (2015-2018), and Investment Consultant roles at Charles Schwab (2013-2015) and Morgan Stanley Smith Barney (2005-2012). Prior to that, Kelly worked as an Institutional Fixed Income Assistant at Bear Stearns from 1995 to 2005. Kelly holds a California Insurance License. Outside of work, Kelly enjoys camping, cooking and baking, outdoor adventures, volunteering, and writing.