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.

Han Kyul Kim is a financial advisor with LPL Enterprise and holds a Series 66 designation, bringing five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside the financial sector, he has experience working in the gaming and retail industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management programs, and various brokerage and insurance products through its integrated platform.

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.

Alexander Velto is a financial advisor at UBS Financial Services with 47 years of industry experience. He has been with UBS since 2013. Velto serves as CEO of the Sunny Brown Foundation, which provides scholarships, and is a board member and treasurer of the Keala O Wailea Homeowners Association in Maui, Hawaii. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a wide range of capital markets activities.

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.

Peter Paik is a CFP® professional at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is involved as a partner in a technology firm, Moniak Holdings LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, combining tailored financial planning and investment strategies supported by firm-approved tools and research.

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 credentials and possessing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the owner of The Bekmar Home and Gardens in Monrovia, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and strategies.

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.

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.

Mindy Cutler is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She began her career 25 years ago with Bank of America and has been with Merrill Lynch Wealth Management for the past 2.5 years. Mindy focuses on providing personalized wealth management strategies tailored to clients' unique financial goals and circumstances. Her areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, women and wealth, and retirement income. Mindy is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. She attended Citrus College without obtaining a degree. Outside of her professional role, Mindy is involved with the Second Harvest Food Bank in Irvine, California. In her personal time, she enjoys cooking, baking, gardening, playing pickleball and tennis, and watching movies.

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.

Brian Lee is a CFP® and ChFC® with 30 years of industry experience, currently serving at Mass Mutual Investors Services in Pasadena, CA. He has been with MML Investors Services Inc. and Mass Mutual Life Insurance since 2002. MML Investors Services, LLC 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. The firm offers a range of programs including wrap accounts, money-manager options, and educational seminars, emphasizing collaborative, goal-oriented planning engagements.