Madina Boland is a financial advisor with J.P. Morgan Securities in San Marino, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Charles Schwab and J.P. Morgan, and currently serves as a language consultant for the U.S. Department of Defense’s Language National Security Education Office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework.

Jared Goldman is a CFP® with seven years of industry experience currently serving as a financial advisor at J.P. Morgan Securities in Los Angeles, CA. He has previously worked at UBS Financial Services, First Republic Securities Company, and First Investment Management, Inc. Prior to his financial career, he was involved with UCLA Athletics as a member of the UCLA Baseball team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized manager-solutions team. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Diane Doyle is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, previously spending three years at DWS Investments Distributors, Inc. 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.

Bakha Komak is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 63 and Series 66 designations. Komak has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Fidelity Investments. Fidelity’s subsidiary Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, multi-manager fund advisory, and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methodologies.

Marshall Conrad is a Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2016, including Investment Consultant and Relationship Manager. His approach to financial planning emphasizes listening and simplifying complex decisions to help clients focus on their priorities. Marshall holds a California Insurance License. Outside of his professional work, he has interests in comedy, fitness, golf, surfing, traveling, and volunteering.

Donny Nguyen is a financial advisor with Charles Schwab in Brea, CA, holding a Series 66 designation and one year of industry experience. His background includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as time spent in full-time education and a position at Quantumvest. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm’s scale and integrated structure enable it to provide centralized custody and order-routing services alongside multi-asset model portfolios and alternative investment options.

Benjamin Norrie is a Resident Director at Merrill, where he applies his expertise as a CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). In his role, he focuses on helping clients build long-term wealth through thoughtfully designed wealth plans. Benjamin's areas of experience include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, ESG investing, tax minimization, and retirement income. He works to provide financial guidance that empowers clients to pursue the lifestyle they desire with confidence. He holds a Bachelor's Degree from Purdue University and is involved with Covenant House of California. Outside of his professional pursuits, Benjamin enjoys biking, boating, cooking, hiking, spending time with his family, and traveling.

Alexander Miller is a Planning Consultant at Fidelity Investments, where he partners with clients to help them work towards their financial goals. He collaborates with each client individually to create plans tailored to their specific financial needs. He has been with Fidelity Investments since 2021, progressing from Central Relationship Manager to Relationship Manager before assuming his current role as Planning Consultant in 2023. Prior to joining Fidelity, he was a Registered Associate at Turczan Investment Consulting Group from 2020 to 2022. Alexander holds a California Insurance License. Outside of his professional work, he enjoys spending time at the beach, fitness activities, social events with friends, hiking, movies, and music.

Christopher George is a financial advisor at Cetera with 30 years of industry experience. He holds a Series 63 designation and has held roles at Cetera since 2013, including his current position since 2023, as well as prior experience at Quantum Econometrics, LLC. Outside of advising, he serves as a voluntary board member of the Credit Union of Southern California and owns George's Collectibles LLC, a business focused on selling die cast cars. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, combining scale and diverse product affiliations.

John Cleator is a financial advisor at Morgan Stanley with 54 years of industry experience. He holds the Series 63 designation and has worked at various Morgan Stanley entities since 2007. Outside of his advisory role, he is involved as a fundraiser for the Doheny Eye Institute. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Carissa Main is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for a combined ten years before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and plan benchmarking services. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes discretionary options and a broader set of financial product offerings than typical for large institutional advisers.

Isaac Kim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Morgan Stanley, Ares Management LLC, and several other financial firms. 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 to support customized investment recommendations.

Sun Tung Van is a CFP® professional with nine years of industry experience, currently advising at Ameriprise since 2020. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, JP Morgan Securities, and JP Morgan Chase Bank. He is also an Enrolled Agent since 2022, although he does not engage in tax preparation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized team that collaborates with advisors to provide written recommendations and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Elizabeth Canales is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 10 years of industry experience. She has worked with Wells Fargo Clearing and affiliated entities since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment approach.

Lori Sherman is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at various firms including Purshe Kaplan Sterling Investments and Thrivent Advisor Network. In addition to her advisory role, she is a senior events specialist at Kitces.com, where she runs internal personal retreats and produces virtual content. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

William Johnson is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, he worked at UBS Financial Services Inc. and Civic Financial Services. Outside of his advisory role, he is involved with Vice Elite Basketball LLC in a contractor capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis methods.

Samuel Chi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with various Cetera entities since 2013, including Cetera Wealth Services, LLC and Cetera Investment Services LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment solutions.

Howard Wen is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in rental property management in Pasadena, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model financial outcomes.

Reece Roubic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Fund Evaluation Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of topics including retirement, tax, and estate planning. The firm emphasizes goal-based analyses and periodic reviews, delivering planning and managed-account services separately.

Wai Cheung is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.