Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch Wealth Management since 1998. Scott works with families and businesses to help them meet their financial goals while managing risk according to their comfort level. He also assists corporate executives with complex concentrated stock options and deferred compensation strategies, utilizing Rule 144 filings and 10b-5 plans. Scott is a graduate of California State University, Fullerton, and holds the Personal Investment Advisor (PIA) designation. His advisory approach focuses on understanding clients' goals and priorities, with particular attention to the liability aspects of personal and business balance sheets. He engages clients by asking detailed questions and listening carefully to understand their current financial position and future objectives without taking unnecessary risks. Scott lives in Newport Beach and enjoys surfing and riding his bike along the boardwalk during his free time.

Natasha Pirozko is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2022 and concurrently serves clients through Cuna Brokerage Services, Inc. and SchoolsFirst Federal Credit Union, where she has been involved since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and diversified investment strategies.

David Schmidt is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at PRO8 Media for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulation techniques.

Taehoon Gang is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of advising, he serves as a board member for the Los Angeles chapter of the Asian Real Estate Association of America and is a silent partner in a restaurant. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a variety of investment strategies and program platforms.

Robert Cruz is a financial advisor at UBS Financial Services in Pasadena, CA, with 13 years of industry experience. He holds a Series 66 designation and has been with UBS Financial Services since 2013. Outside of his advisory role, he serves as a board member and treasurer for the National Association of Latino Independent Producers, an organization that supports individuals pursuing careers in the entertainment industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates various capital markets and banking platforms.

Mark Wong is a financial advisor at Fidelity with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Advisors and the Federal Bureau of Investigation. Fidelity’s investment management affiliate, Strategic Advisers LLC, serves retail and institutional clients with discretionary and non-discretionary portfolio management, fund advisory, and model portfolio services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic construction in its investment approach, and it is notable for its use of AI and formal advisory roles to multiple registered investment companies.

Jennifer Overby is a financial advisor with Morgan Stanley in Claremont, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for eight years at Fidelity Brokerage Services. Outside of her advisory role, she provides contract services for technology platforms Uber Technologies, Inc. and DoorDash. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with financial planning centered on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Sean Gomez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Archimedes Gomez is a financial advisor with LPL Financial in Lakewood, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His career includes roles at BMO Bank NA, Wells Fargo Clearing, JP Morgan Chase Bank, and other financial institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and a variety of investment strategies.

Matthew Brady is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Citigroup and Wells Fargo in various roles. He serves as chair of the board of directors for the Saint Francis Foundation, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with Bank of America’s broader corporate platform and offers access to a wide range of products and services.

Tony Chou is a financial advisor at UBS Financial Services with eight years of industry experience. He previously worked at Oak Family Investments for seven years and LPL Financial for one year. Outside of his advisory work, Chou serves as a San Marino City Councilman, coaches varsity volleyball, and owns a tea store through an absentee-run holding company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations.

Eddie Rubio is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at CUSO Financial Services, Wescom Financial Services, Wescom Credit Union, and Wells Fargo in various roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Gohar Tumanian Balyan is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. She has been with Merrill since 1996 and operates a non-investment-related business, G&G Properties & Consulting, LLC, with her husband. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chad Mortenson is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. He is also CEO of Mortenson Financial Services, Inc., a financial advisory support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services, as well as specialized SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Jingwei Zhang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including JPMorgan Chase Bank, N.A. and The Prudential Insurance Company of America. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services through a select group of Wealth Advisors.

Yooni Chang is a financial advisor at LPL Financial with 36 years of industry experience and holds Series 63 and Series 65 designations. She has been with LPL Financial since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Mamie Lai is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Cantella & Co., and Raymond James & Associates before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Phillip Lehman is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. His prior work includes positions at Advanced Energy Solutions and Bank of America, as well as studies at the University of Arizona. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America enables access to a wide range of products and services beyond typical investment management.

Tiffany Wenzel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA, US Bancorp Investments Inc, and JPMorgan Securities LLC. Outside of finance, she was involved in a personal business venture, T Wenzel Beauty, LLC, from 2018 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.