Kevin Lee is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked as a self-employed advisor for seven years. He is based in Pasadena, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Alexander Folken is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has worked at multiple firms including Fidelity, NY Life, and Avantax. Folken is also involved with Husami & Associates, where he assists with wealth management, tax, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Lily Cai is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured planning tools and market models to develop client plans and offers various investment and trading activities alongside its advisory services.

Nalendra Perera is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is an owner of rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Talal Abdo is a Financial Consultant currently working at Fidelity Investments since 2025. He has over 17 years of experience in the financial services industry, previously serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2008 to 2025. His approach to financial planning is personalized and goals-based, emphasizing trust, transparency, and clear communication to understand clients' priorities and provide thoughtful guidance. Talal holds a California Insurance License, which supports his work in financial consultation. Outside of his professional duties, he engages in activities such as biking, family activities, golf, motorcycles, parenthood, and tennis.

Roland Cruz is a Wealth Management Planning Consultant with Fidelity Private Wealth Management. In this role, he works with affluent clients and their families to develop multi-generational strategies, focusing on comprehensive wealth planning that emphasizes growth, preservation, and the transfer of wealth. Roland's experience includes positions at Fidelity Investments such as Planning Consultant (2024-2026), Relationship Manager (2022-2024), and Financial Representative (2021-2022). Prior to this, he worked in Treasury Management Operations at City National Bank from 2016 to 2019. He holds a California Insurance License. Outside of his professional work, Roland has interests in baseball, fitness, food, football, golf, and traveling.

Shahryar Shaikh is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Bank NA. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charmaine Chow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Sliemers is a CFP® professional with 20 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2018. Prior to joining Osaic, he spent 12 years at Sii. He is also involved as a life and health insurance broker and operates a sole proprietorship focused on securities sales, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to provide portfolio management across various investment types.

Katsuko Yamabe is a financial advisor with Primerica Advisors in Cerritos, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Primerica Advisors since 1999 and also works as a partner at Yamada & Nakata CPA, an accounting firm. In addition to her advisory role, she is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Charles Rathmell II is a financial advisor with Morgan Stanley in Brea, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Rathmell serves as a director of the Brea Rotary Club and is involved with the Team Up for Down Syndrome advisory council, the CSU College of Business & Economics Executive Council, and the board of directors for the Intervention Center for Early Childhood. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and the Estate Planning Strategies Group.

Stacy Stryker is a financial advisor with Wells Fargo Clearing in Brea, CA, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She also serves as a co-trustee for her father's trust. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment principles and provides both brokerage and advisory solutions.

Ben Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is model-driven, offering access to third-party asset managers and a variety of financial planning and consulting services.

Stephanie Elias is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked with Bank of America since 2022 and has prior experience at USC Credit Union and the University of Southern California. Outside of her advisory role, she is the sole owner of a rental property business. Merrill, together 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 strategies supported by internal and third-party managers for a range of individual and institutional investors.

Mahsa Nobakht Fard is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. She holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Lindy Bell is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Transamerica Financial Advisors and Net Law. Bell serves as a board member for the nonprofit Grace Lion Clug and is involved with the Association of Certified College Fund Specialists and the National Association of Social Security Analysts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and insurance product facilitation.

Quan Lee is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank SSB, CHARLES SCHWAB and CO., INC., TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. prior to his current role. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Clifford Robbins III is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at BMO Harris Bank, BancWest Investment Services, Bank of the West, and HSBC Bank USA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and operational tools, and supports a large network of advisors managing substantial discretionary assets.

Davin Chen is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he serves as a shadow board member for Pacific Academy, providing insight on financial matters such as budgeting and lending. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, with its financial planning centered on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and estate strategies.

Sevan Karakesisian is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.