John Fullerton is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Before joining UBS in 2017, he worked at Uber from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations tailored to client goals.

Michael Yang is a CFP® with 23 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE SECURITIES Inc. He is also the CFO and owner of DoOn Asset Inc. MML Investors Services, LLC, where he is based, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Sonya Doshi Mccarthy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and offering 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, utilizing an IPS-driven approach based on modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Erica White is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2022, following seven years at Clifford Swan Investment Counsel. 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 brokerage and investment management capabilities, delivering a non-discretionary program where clients retain final decision-making authority.

Jonathan Goldstone is a financial advisor at Wells Fargo Advisors in Pasadena, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, Wells Fargo Advisors LLC from 2011 to 2016, and Wells Fargo Bank, N.A. since 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Michael Hou is a financial advisor at Charles Schwab with eight years of industry experience and a Series 66 designation. His prior work includes roles at Fidelity Investments, Merrill, and Bank of America. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and a range of multi-asset investment solutions.

Dena Izumigawa is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2012. She maintains roles with Scarborough Financial Group, LLC, and Zen Planning Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs, financial planning services, and retirement plan consulting.

Julia Pearl is a financial advisor at Ameriprise in Los Angeles, CA, with one year of industry experience. She holds the Series 66 designation. Prior to her current role, she worked at Ameriprise from 2019 to 2025 and spent seven years at Bob Smith Toyota. Outside of her advisory role, she is involved with BRAHHVO LLC, an investment-related LLC formed by her Ameriprise franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide ongoing, non-discretionary recommendations.

Cong Wang is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Cetera, HSBC, Avantax Advisory Services, Bohai Securities, and Everbright Securities. In addition to his advisory role, he is active as an insurance agent selling fixed insurance products and serves as a wealth management associate at TYWL Wealth Advisors, LLC. 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 combines internal research and third-party analytics to support investment decisions and offers a broad range of brokerage and advisory solutions across a large national platform.

Sanae Garcia is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Raymond James in 2025, she spent 14 years at UBS Financial Services Inc. Outside of her advisory role, she owns Nose Wiggle Productions, Inc., a company established for her occasional photography and video sales. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Anastasia Zarov is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2005. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Andrea Atanay is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of her advisory role, she is a partner at Open Heart Studio LLC, an online retail business focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to support its clients' financial goals.

Henry Wong is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank SSB since 2010. 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 client advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Jose Flores Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and has held a long-term position at Bank of America since 2002. Outside of his advisory role, he owns a rental property in San Jacinto, California. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Anthony Rodriguez is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at City National Securities, City National Bank, and Wells Fargo, spanning a combined total of eight years before joining Raymond James. In addition to his financial career, he briefly owned and operated La Grande Orange Cafe. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis, with a notable presence in municipal and public finance markets.

Yijia Guan is a financial advisor at UBS Financial Services with 10 years of industry experience. Prior to joining UBS in 2023, Yijia worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing from 2021 to 2023, and at HSBC Securities (USA) Inc and HSBC Bank USA, N.A. from 2015 to 2021. Yijia holds Series 63 and Series 66 designations. 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 provides access to proprietary research and a range of capital markets solutions.

Neal Eckerlin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2018. Prior to joining Edward Jones, he spent 12 years with Young Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient investment solutions.

Elizabeth Johnston is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2021. Her prior roles include positions at Beacon Pointe Insurance Services, Beacon Pointe Advisors, City National Bank, Bank of America, and Merrill. Outside of her advisory work, she is involved in several personal ventures including acting, operating a motherhood blog, managing an Etsy store specializing in embroidered items, and assisting at a wedding dress salon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Catherine Solange Gueneau is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 65 and Series 66 credentials and previously worked at Goldman, Sachs & Co. for 11 years and Duo for a Job for one year. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Juan Escobar Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a role at JPMorgan Chase Bank, N.A. since 2020. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 multiple market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.