Derenik Sardarimasihi is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo, he worked at HSBC Securities (USA) Inc., Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., Bank of the West, and Courtesy Electric. Outside of his advisory role, he serves as an in-home care provider for his parents. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Bradley Scott is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and having 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he manages and leads a team through Hudson Highland LLC, which supports certain operational aspects of his financial planning practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Peter Chow is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets, East West Bank, U.S. Bancorp Investments, and Edward Jones. Outside of his advisory role, he is president and owner of Family Paws Resort LLC, a dog daycare and boarding business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeremy Hui is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at J.P. Morgan Securities, NYLife Securities, and Tutton Insurance Services. Hui holds Series 66 and Series 63 licenses and is based in Fullerton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of advisors and branch offices.

Charssy Zhang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. Zhang has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lachlan Cameron is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior experience includes roles at Cameron, Murphy & Spangler, Inc., where he was involved both before and during his tenure at Ameriprise. Outside of advising, he has a minority interest in a bakery business and serves as a varsity soccer coach at Mayfield Senior School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement-income planning recommendations and ongoing advice.

Curtis Wolfslau is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2018. He is also affiliated with Chapman University since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dat Nguyen is a financial advisor at Fidelity with Series 65 and Series 66 credentials and two years of industry experience. His prior roles include positions at Western Governors University and Logic Wealth Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Ross Klafter is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Adviser LLC and Cetera Investment Services LLC since 2019. Prior to that, he was with Foresters Advisory Services and Foresters Financial Service in Los Angeles from 2008 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Nita Ma is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney LLC since 2013. Based in Pasadena, CA, her career has been focused within the Morgan Stanley network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Mark Givenrod is a Series 66-licensed financial advisor with LPL Financial, based in Cerritos, CA, and has 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 15 years and has been involved with SchoolsFirst Federal Credit Union for 20 years. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Lin is a CFP® professional with 39 years of industry experience, currently serving at Osaic Wealth since 2018. Prior to this, he spent 32 years at Signator Investors, Inc. He holds Series 63 and Series 65 licenses. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various analytical tools and discretionary strategies.

Armen Shabanian is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His background also includes positions at California State University Northridge, Shake Shack, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 services through both direct client relationships and corporate agreements.

Robert Chanpong is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2000. He specializes in serving a select group of affluent individuals and families, including corporate executives, business owners, and clients in sports and entertainment. Robert's practice focuses on planning and portfolio management, with particular emphasis on personal retirement planning, family wealth management strategies, and assisting clients transitioning into retirement. He works closely with clients and their other trusted advisors to address tax, trust, philanthropic, estate, and corporate financial matters. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of Southern California, with a double emphasis on Finance and Real Estate and a minor in economics. Residing in Pasadena with his wife Lara and their three sons, Robert actively engages in sports and outdoor activities. His personal interests include baseball, basketball, fishing, football, golfing, music, skiing, soccer, traveling, and woodworking.

Donna Wang is a financial advisor with J.P. Morgan Securities based in Alhambra, CA, holding Series 63 and Series 66 licenses and with 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she owns and manages real estate properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Saurin Munshaw is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of advising, Munshaw owns a photography business and serves as president and CEO of Sterling Wealth Management, LLC. He is also a co-trustee of an immediate family trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and investment options.

Eva Choi is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions. The firm utilizes internal and third-party investment models and offers strategic asset allocation with tax-aware options.

Kimberly Jaso is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Kimberly is also a commissioned notary in California. 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, third-party asset management, and institutional platforms.

Jeffrey Sharpe is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Charles Schwab and related entities since 2002, including Charles Schwab Bank since 2005. Based in Upland, CA, his long tenure at Schwab spans more than two decades. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm operates a large, integrated platform combining non-discretionary advisory relationships with access to discretionary portfolios and alternative investment options.

Smansa Chu is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Bancwest Investment Services, Inc., and BANK OF THE WEST. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.