George Seitz IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes six years with Prudential Equity Group, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Wei Teh Chen is a financial advisor with Charles Schwab in Arcadia, CA. He holds a Series 66 designation and has 18 years of industry experience. Since 2015, he has been affiliated with both Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves 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 operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and supervisory services.

Jenny Yung is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she manages a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools designed around its Global Investment Committee’s return estimates and scenario modeling.

David Norris is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery conversations and firm-approved tools, with planning services that generally act in an advisory capacity without individual security recommendations.

Kyle Nakano is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Ameriprise Financial Services since 2013 and previously held roles at Hilltop Securities Inc. and M.L. Stern & Co., LLC. Outside of advisory services, he holds a limited partnership in a real estate investment entity. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm combines proprietary research and third-party data to provide tailored, tax-aware retirement strategies within a defined investment framework.

Chase Jenkins is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Jenkins Group Wealth Management Team. He provides personalized wealth management strategies and access to investment insights from Merrill, as well as banking and lending solutions from Bank of America. His approach emphasizes building relationships to understand clients' needs and goals before developing tailored financial strategies and roadmaps. Jenkins holds a Bachelor of Arts degree in Economics from Loyola Marymount University and maintains several professional credentials, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is registered with the SIE, Series 7, and Series 66 FINRA licenses and holds the California Life, Health & Accident Insurance License. Outside of his professional role, Jenkins is committed to an active and purpose-driven lifestyle. He values faith, fitness, and family, and enjoys activities such as off-roading, playing guitar, soccer, golf, and spending time at the beach. He also engages in community involvement through volunteering.

Ifeanyi Ukatu is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

Alice Baick is a financial advisor with Edward Jones in Yorba Linda, CA, holding a Series 66 designation and three years of industry experience. She previously worked at TK Elevator for eight years before joining Edward Jones. She serves as a board member for the Wind Rivers Condominium Association in Saratoga, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Steven Duenas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MassMutual and various positions associated with the University of California, Irvine. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Lara Chanpong is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2016 and serves as a relationship manager for the team, focusing on business development and client interaction. Lara brings 15 years of national and regional corporate management experience from a Fortune 500 company, providing her with an understanding of business needs, client relationships, and the development and execution of goals-based plans. Her expertise includes portfolio management, asset allocation, risk management, wealth and retirement planning, education planning, estate planning services, liability management, business banking and treasury management services, and 401k asset preservation. Lara is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from the University of Southern California. Lara is involved with the Network of Executive Women SoCal Chapter and previously served as a board member for TEDxPasadena / Words to Action. Outside of her professional life, she enjoys adventure sports, baseball, football, music, painting, reading, soccer, traveling, yoga, and spending time with her family.

Moyin Choi is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and advanced modeling tools but does not offer individual security recommendations as part of standalone financial planning.

Sara Uribe is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-planning advice focused on income sources and tax-aware withdrawal strategies.

Yoon Ji Park is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and holds a Series 66 designation. Prior to her advisory career, she spent four years as a homemaker. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Tina Hwang is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Cetera since 2016 and also has experience at East West Bank, where she serves as a manager and leader to branches. Outside of her advisory role, she is involved in several community organizations, including serving on the finance committee of the East Los Angeles College Foundation, the oversight board for the City of Arcadia, the LA Chinese-American Sheriff's Advisory Council, and the board of directors for the West San Gabriel Valley Boys and Girls Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, managing over $256 billion in assets through a network of more than 10,000 advisors.

Dominic Hart is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior roles include positions at UBS and Aico Innovation Corp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eric Beatty is a Series 66 licensed financial advisor with three years of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Sanctuary Wealth, Beatty & Myers LLP, and Stanford University. Outside of his advisory work, he is involved in semi-professional volleyball as a player and coaches volleyball at a local club. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions.

Charles Chang is a financial advisor at Morgan Stanley in Brea, California, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

Steven Cross is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1987. Outside of advisory work, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on a tiered wrap fee structure.

Albert Shih is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Shih serves on the board of directors for Habitat for Humanity Los Angeles Young Professionals, focusing on philanthropy and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supporting clients through proprietary research and diverse investment solutions.

Frank Kallman is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Prudential Equity Group, LLC from 1999 to 2003. 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 provides both brokerage and advisory solutions.