Marc Rodriguez is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles at UnionBanc Investment Services and MUFG Union Bank. Outside of his advisory career, he serves as a board member for the La Verne Girls Softball Association, a community organization focused on youth sports. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages extensive client assets and employs structured planning processes supported by firm-approved tools.

Nathan Logan is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets, Inc. since 2009 and 2008 respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market-based simulations.

Robert Albert is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret Grant & Co, Inc. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved with business entities related to his LPL practice, including Novus Wealth Group and Sage Planning Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jorge Cabrera is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2006. Outside of his advisory role, he owns and operates a party and event planning business in North Hollywood, California. Wells Fargo Advisors is a national securities firm providing 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.

Noella Rae Yap is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 and Series 63 licenses and has previously worked at Charles Schwab, td ameritrade, Tiffany & Co., and Omega. 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.

Nora Li is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked at AIA, SCOR, and Conning Central. She is based in Pasadena, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Armine Nazaryan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill and Bank of America since 2006. Outside of her advisory role, she operates a TikTok cooking demonstration account and participates in the Amazon Influencer Program, sharing cooking and baking product recommendations. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Devin Robinson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. He serves as a board member for the South Pasadena Chamber of Commerce, participating in activities to support local businesses. 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 an ESG eligibility framework in its Institutional Consulting Services program.

Sophia Liu is a Financial Advisor currently with Merrill Lynch Wealth Management. She has over 19 years of experience in the financial industry, having also worked at Morgan Stanley and UBS. Sophia holds a Bachelor's Degree from the University of Southern California (USC) Marshall School of Business, with an emphasis in Finance. She is a Personal Investment Advisor (PIA) and is fluent in English, Chinese, and Taiwanese. Sophia works with individuals from diverse backgrounds to help develop strategies for achieving short-, mid-, and long-term financial goals. She provides guidance on general investing, retirement planning, and saving for unexpected events. Additionally, she offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Sophia emphasizes building long-term relationships based on trust, clarity, and care. Outside of her professional work, Sophia enjoys dancing, music, painting, singing, spending time with her family, traveling, and practicing yoga.

Cory Justus is a financial advisor with Edward Jones in Chino Hills, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent 12 years at Azusa Pacific University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Gay Benn is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2019, Benn worked at Merrill Lynch and 1 St Global Capital, Corp., among other firms. Outside of advisory work, Benn is involved in a rental property business. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and advanced modeling techniques, serving clients through both direct and employer-sponsored financial planning arrangements.

Alexandra Awad is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2000. Prior to joining Merrill Lynch, she served as an economic research analyst for a Latin American central bank. Alexandra holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. and has earned both her Bachelor's and Master's degrees in Economics from the Universidad de los Andes in Bogotá, Colombia. In her role, Alexandra works closely with clients to develop customized wealth management strategies tailored to their individual needs and priorities. She focuses on client development, portfolio construction, relationship management, and comprehensive wealth management planning. Her expertise encompasses areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible investing, and services for endowments, foundations, and non-profits. Fluent in Spanish and English, Alexandra is committed to understanding all aspects of her clients' lives and priorities to help them achieve their financial goals. Outside of her professional duties, she enjoys cooking, dancing, hiking, music, reading, spending time with her family, traveling, and watching movies.

Rebecca Dickson is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alma Araceli Alvarez is a financial advisor with Primerica Advisors in Whittier, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior work includes positions at Mike's Pizza and California State University, Long Beach. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based, tiered wrap fees and ongoing oversight of its investment models.

Samantha Ammari is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Gorjana, Banana Republic–GAP Inc., and University of California, Merced. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kaleem Ansari is a Benefits & Planning Consultant within the Executive Services Group at Fidelity Investments. In this role, he focuses on assisting executives in understanding their available benefits and simplifying complex investment strategies into clear, actionable plans tailored to each client's unique goals and objectives. Prior to this position, Kaleem served as an Investment Management Consultant at Fidelity Investments from 2021 to 2025. Throughout his tenure at Fidelity Investments, Kaleem has worked closely with clients to develop comprehensive financial plans that support their decision-making processes. His approach emphasizes clarity and customization to help clients navigate complex financial landscapes. Outside of his professional work, Kaleem has interests in baseball, comedy, social events with friends, movies, traveling, and volunteering.

Jong Ho Lee is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Before his advisory career, he was involved in educational roles at Valor Academy High School and Vaughn Next Century Learning Center. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Serge Melkizian is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory work, he serves as the president of the board for the nonprofit Cancer Support Community Greater San Gabriel Valley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and other providers.

Peyton Lindman Marshall is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has prior experience at Lincoln Financial Group and a role with the Ministerio de Educacion in Spain. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers a broad range of investment advisory and brokerage services with portfolio construction supported by asset-allocation tools and access to third-party managed accounts.

Binh Tran is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2013. Outside of his advisory role, he is a general partner managing an online succulent 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.