Nour Jaber is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, Nour worked at UBS Financial Services Inc. for four years and JPMorgan Securities LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Denise Wang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at HSBC Securities, New York Life Insurance Company, and K1 Packaging Group. Outside of finance, she provides bridal styling beauty services through Kohnur Luxurious Bridal Beauty. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting alongside affiliated brokerage and investment management capabilities.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Geoffrey Shrager is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving 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 affiliated managers.

Nicholas Falk is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Panorama Coordinated Services and SF&B. Outside of finance, he has experience working in educational roles at multiple schools and has been involved in entrepreneurial ventures such as a tiki bar and a hay distribution business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Hung Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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 its program on a non-discretionary basis.

Kai Yuan Hu is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Ameriprise Financial Services, and JP Morgan Securities, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.

Miguel Sotelo Jaime is a financial advisor with Merrill in La Palma, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2014. 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 for individuals, high-net-worth clients, and institutional investors.

Pengxin Fang is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 2022. Prior to that, he has been associated with Bank of America, N.A. since 2016. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erika Sahagun is a financial advisor at Charles Schwab with a Series 66 designation and several years of experience in the banking and financial services industry. Her prior work includes roles at California Bank & Trust, First Republic Bank, Farmers and Merchants Bank, First Citizens Bank, and Chase Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up of 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 discretionary separately managed accounts and operates a large-scale integrated platform offering advisory, brokerage, custody, and cash-sweep services.

John Le Berthon is a financial advisor at Morgan Stanley in Long Beach, CA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of California Irvine and College of the Canyons. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm offerings with less typical activities such as private fund relationships and principal trading.

Franc Burzotta is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and having 10 years of industry experience. His prior experience includes roles at Morgan Stanley, Charles Schwab, USAA, and J.P. Morgan. He is also the sole member of HEX3N LLC, a publishing business based in Norwalk, California. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vivian Chang is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 1996 and holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, utilizing algorithmic tools alongside dedicated oversight committees to generate personalized retirement recommendations.

Sylvia Lee is a financial advisor at MassMutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of her advisory role, Lee is licensed as an insurance broker and has a background in real estate brokerage. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved tools and offers specialized services including estate settlement and employer-sponsored planning.

Lilly Tung is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include five years with HSBC Securities USA and HSBC Bank USA National Association, along with multiple tenures at Cetera and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth levels, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with diverse program options.

Gregory Tobey is a financial advisor with LPL Financial in Orange, California, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2007. In addition to his advisory role, he engages in an independent business focused on generating non-hazardous products online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and access to model portfolios and research from LPL Research and third-party managers.

Taoran Li is a Financial Advisor with Merrill Lynch Wealth Management. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Master's Degree from the California State University System. In his role, Taoran provides financial advice and wealth management services, leveraging his specialized certifications to serve clients with retirement planning and investment needs, including those in sports and entertainment industries.

Brooke Zasadny is a Series 66-licensed financial advisor with LPL Financial in Corona, CA. She has been in the industry since 2021, with prior experience at Edward Jones and Verdugo Wealth Management. Brooke also has a background in education and spent time working with the ACT Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and multiple management approaches.

Wei Han Jack Chang is a CFP® with 13 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2019. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Strategic Advisers LLC. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.