Angele Ohannessian is a financial advisor with J.P. Morgan Securities in Pasadena, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at JPMORGAN Chase Bank, Equitable Advisors, and Express. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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 at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he spent one year at Citigroup Global Markets, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through structured discovery and modeling techniques.

Robert Albert is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and four years of industry experience. He has previously worked at Cadaret Grant & Co, Inc. and Morgan Stanley Smith Barney LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors and utilizes various investment strategies, including model portfolios, third-party subadvisors, and customized allocations.

Jorge Cabrera is a financial advisor at Wells Fargo Clearing in Pasadena, CA, with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, after a tenure at Wells Fargo Bank, N.A. beginning in 2006. Outside of his advisory role, he owns a party and event planning business called Sincerely By Me. 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 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 Series 66 and Series 63 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Tiffany & Co. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Nora Li is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2022 and previously held positions at AIA and SCOR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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 Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the gaming and entertainment industries, including a role at EZ Gaming. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers affiliated trust custody, insurance agency services, and lending programs.

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 at Merrill Lynch Wealth Management. She has over 19 years of experience in the financial industry, specializing in finance and investment strategies. Fluent in English, Chinese, and Taiwanese, she effectively serves clients from diverse backgrounds. Sophia graduated from the University of Southern California Marshall School of Business with a bachelor's degree, emphasizing finance. Her career includes roles at Merrill Lynch Wealth Management, Morgan Stanley, and UBS. She holds the Personal Investment Advisor (PIA) designation. 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 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.

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.