Raffi Tutuyan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Stifel Independent Advisors, Wells Fargo Advisors, and Axa Advisors. Outside of his advisory work, he is involved in individual health insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, employing risk profiling and modeling tools to support client goals.

John Dauphin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1995 and brings 25 years of experience in working with individuals and businesses to develop financial strategies aimed at achieving their goals. John holds professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned a Bachelor's degree in Business Administration from San Jose State University and a Master’s degree in Business Administration from the University of Massachusetts Lowell. His areas of focus include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, and tax minimization. Outside of his professional work, John is a sports enthusiast who enjoys baseball, football, golf, and soccer. He is a soccer dad to his four children and spends time with his wife, Gina. John and his family reside in Yorba Linda.

Scott Macbeth is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Brea, California office. He has been with Merrill Lynch since 1998, serving clients across various financial planning and investment management needs. Scott holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from California State Fullerton University. Scott works with families and businesses to help them navigate financial market challenges and achieve their goals within comfortable risk levels. He specializes in assisting corporate executives with complex stock options and deferred compensation strategies, including expertise in Rule 144 filings and 10b-5 plans. His approach is goal-based, focusing on understanding clients' priorities and the liability aspects of both personal and business balance sheets. Scott places emphasis on asking insightful questions and thoroughly understanding clients' current financial situations and desired outcomes without exposing them to unnecessary risk. Scott resides in Newport Beach, where he 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. Her prior roles include positions at CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Chase Investment Services Corp., and Wamu Investments. She is also active as a retirement plan advisor at SchoolsFirst Federal Credit Union. 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 and model portfolio programs, supported by a network of investment adviser representatives.

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.

Jivan Shirvanian is a financial advisor with Cetera in Los Angeles, CA, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes positions at East West Bank, Fidelity Investments, and Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Wells Fargo Advisors and the Federal Bureau of Investigation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Jennifer Overby is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services for eight years before joining Morgan Stanley in 2023. Outside of advising, she works as a contractor for technology companies Uber Technologies and DoorDash. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

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.

Hsiu Hsin Wu Yao is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held advisory roles at UBS since 2015 and previously worked at Merrill from 2003 to 2015. Her credentials include Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and model-based asset allocations.

Archimedes Gomez is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including BMO Bank NA, Wells Fargo, and JP Morgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.

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 63 and Series 65 credentials and has previously worked at CUSO Financial Services, Wescom Financial Services, Wescom Credit Union, and Wells Fargo. Rubio is based in Pasadena, CA. 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 portfolio programs, third-party asset management, and institutional platforms.

Gohar Tumanian Balyan is a financial advisor at Merrill with the Series 66 designation and six years of industry experience. She has been affiliated with Merrill since 1996. Outside of her advisory role, she co-operates a non-investment business with her husband focused on property management. 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 diverse range of clients including individuals, pension plans, and charitable organizations.

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 who holds a Series 66 designation and has 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. Outside of his advisory work, Mortenson serves as CEO of Mortenson Financial Services, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a client-centered approach using risk profiling and probabilistic modeling and supports a broad advisor network along with specialized municipal and retirement plan advisory services.

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. She has been with LPL Financial since 2000 and holds Series 63 and Series 65 licenses. 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 services including financial planning, portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.