Armen Shabanian is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His background also includes positions at California State University Northridge, Shake Shack, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 services through both direct client relationships and corporate agreements.

Agustin Chavez Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, N.A., and legal roles at Miguel A Custodio Jr APLC and Custodio & Dubey LLP. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Levy is a financial advisor at Morgan Stanley in Los Angeles, CA, with six years of industry experience. He holds a Series 66 designation and previously worked at Citrix Systems and Extended Travel before joining Morgan Stanley. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and comprehensive advisory programs. The firm manages approximately $2.74 trillion in client assets and incorporates advanced modeling tools in its planning process.

Robert Chanpong is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2000. He specializes in serving a select group of affluent individuals and families, including corporate executives, business owners, and clients in sports and entertainment. Robert's practice focuses on planning and portfolio management, with particular emphasis on personal retirement planning, family wealth management strategies, and assisting clients transitioning into retirement. He works closely with clients and their other trusted advisors to address tax, trust, philanthropic, estate, and corporate financial matters. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of Southern California, with a double emphasis on Finance and Real Estate and a minor in economics. Residing in Pasadena with his wife Lara and their three sons, Robert actively engages in sports and outdoor activities. His personal interests include baseball, basketball, fishing, football, golfing, music, skiing, soccer, traveling, and woodworking.

Iris Lee is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering services such as financial planning, investment consulting, and institutional fiduciary solutions.

Donna Wang is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in real estate ownership and management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kimberly Jaso is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Kimberly is also a commissioned notary in California. 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 portfolios, third-party asset management, and institutional platforms.

Smansa Chu is a financial advisor with LPL Financial in San Marino, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL Financial in 2023, she worked for Bank of the West and Bancwest Investment Services, Inc. from 2016 onward. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services, including financial planning and institutional platforms.

Toan Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and is also the owner of AUCO Inc. J.P. Morgan Securities 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.

Philip Fried is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Juan Campos is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® certification. He has been working in the financial services industry since 2008, focusing on helping individuals and families understand their financial situations and make informed decisions. Juan works closely with clients to clarify their goals and create personalized financial plans that can adapt as their lives and needs evolve. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, and tax minimization. Juan's approach involves breaking down complex financial topics into clear, practical guidance to support client confidence. Juan holds a Bachelor's Degree from California State Polytechnic University. He is based in Southern California and speaks both English and Spanish. Outside of his professional work, Juan enjoys activities including baseball, boxing, dancing, hiking, horseback riding, reading, spending time with family, and traveling.

Barrett Jackson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and is a Certified Financial Planner (CFP®) professional, as well as holding designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barrett partners with the NCD Group at Merrill Lynch, focusing on delivering customized wealth planning solutions tailored to clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and associated costs. Barrett graduated from the California State University system with a Bachelor's degree, majoring in Business-Finance and minoring in Economics. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, individual and corporate investment strategy, and retirement income. He is affiliated with the professional organization Western Hills Country Club and is involved in the community through groups such as the 26.2 Club. Outside of his professional work, Barrett enjoys participating in activities such as baseball, basketball, fishing, golfing, running marathons, skiing, wood working, and spending time with his family. He resides in La Habra with his wife, Darlene, and their two daughters. They engage in volunteering and community service through churches and various running organizations.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Prudential Equity Group, LLC from 1997 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Peter Attalla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked within various divisions of JPMorgan Chase since 2016, including his current role at J.P. Morgan Securities starting in 2022. 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 institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Cau Min Li is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Cynthia Bollinger is a CFP® with 22 years of experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she teaches weekend yoga and meditation classes for the City of Walnut Recreation Department. Edward Jones is a wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Grant Sclafani is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has operated Sclafani Wealth Advisors since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Cecil Ho is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jeffrey Felix is a CFP®-designated financial advisor with 11 years of industry experience, currently with LPL Financial in Pasadena, CA. His prior roles include positions at BMO Harris Bank, Citigroup, M&T Bank, Cetera Investment Services, Wells Fargo, and U.S. Bancorp Advisors. 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 and access to model portfolios and third-party management, supported by advisor-facing technology and a broad suite of financial products.