Beverlee Chenault is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Outside of her advisory role, she works as an independent distributor and serves as a notary and loan document agent. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail, institutional, and specialized investment services.

Annie Yu is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual 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 both direct and employer-based financial planning services.

William Hoa is a financial advisor with J.P. Morgan Securities in Monterey Park, CA, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan in various roles since 2010. Outside of his advisory work, he operates an online resale business specializing in rare merchandise and secondhand items. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a program that emphasizes quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework.

Juan De La Rama is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to client goals.

Qing He is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cetera Investment Services, East West Bank, and Bank of America, as well as work with Easy Ways USA LLC. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools but does not provide individual security recommendations as part of standalone plans.

Khushwant Thandi is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 designations and bringing 13 years of industry experience. He has previously worked with CUNA Brokerage Services, Inc. and SchoolsFirst FCU, where he currently serves as a retirement plan representative. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Wendy Wei is a financial advisor at Merrill with 18 years of experience. She holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2012. Outside of her advisory role, she is a general partner and managing member of two single-member LLCs involved in real estate activities in California and Nevada. 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. The firm offers both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Tomlinson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of areas including legacy planning, college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel works closely with individuals, couples, and businesses to develop personalized financial strategies aligned with their long-term goals. Daniel holds a Bachelor’s Degree from Southern Methodist University and is a Personal Investment Advisor (PIA). He is affiliated with the Irvine Chamber of Commerce and draws on his background as a former Marine to build strong, trust-based relationships with clients. His approach emphasizes understanding what matters most to clients and collaborating with them to navigate financial decisions throughout different stages of life. Outside of his professional work, Daniel enjoys spending time with his family, watching movies, and playing baseball. He also actively participates in his community through volunteering, reflecting his commitment to service both personally and professionally.

Kelly Alexander is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2025. In this role, Kelly focuses on supporting businesses, individuals, and families to align their financial momentum with their future goals. Kelly has accumulated extensive experience in the financial services industry, having held positions such as Senior Relationship Manager at E*Trade from Morgan Stanley at Work (2018-2025), Private Client Investment Consultant at TD Ameritrade (2015-2018), and Investment Consultant roles at Charles Schwab (2013-2015) and Morgan Stanley Smith Barney (2005-2012). Prior to that, Kelly worked as an Institutional Fixed Income Assistant at Bear Stearns from 1995 to 2005. Kelly holds a California Insurance License. Outside of work, Kelly enjoys camping, cooking and baking, outdoor adventures, volunteering, and writing.

Isaac Diaz is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2017. Prior to his career in finance, he was employed at In-N-Out Burger for three years. 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 an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its unique regulatory registrations.

Nieke Ritonga is a financial advisor with LPL Financial, holding a Series 66 designation and eleven years of industry experience. Prior to joining LPL Financial in 2025, Ritonga worked for Western International Securities, Inc. for sixteen years and Coordinated Wealth Management, LLC for ten years. Outside of advisory work, Ritonga is involved in tax preparation and accounting services through a related business activity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Narek Tagmizyan is a financial advisor with Wells Fargo Clearing in South Pasadena, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America N.A. and Merrill before joining Wells Fargo Bank and Wells Fargo Clearing in 2021. Outside of his advisory role, he has a business selling collectibles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jacques Kalanjian is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and 20 years of industry experience. He previously worked at TD Ameritrade for 13 years before joining Charles Schwab and Charles Schwab Bank, SSB in 2022. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Anson Li is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2016. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lukas Thiemann is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and academic involvement at the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support client decision-making.

Jeffrey Ma is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA in various capacities from 2016 to 2024. Outside of his advisory role, he owns and operates a cleaning business in Temple City, CA. 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, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Stephanie Nyce is a CFP® with 21 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering 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 sources.

Brandon Dunn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Dana Miglino is a financial advisor with Wells Fargo Clearing in Santa Monica, CA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. She also has over two decades of experience with Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services ranging from investment policy statement preparation to performance reporting and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary plan-level investment selection and a broad array of financial products beyond typical institutional offerings.

Yingli Lu is a financial advisor with LPL Enterprise and holds the Series 66 designation. Lu has no prior industry experience and has been with LPL Enterprise since 2026. Their background includes studies at Boston University and the University of Southern California. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutions through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products.