Jesse Glaser is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previous experience at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Frontlight Insurance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Abraham Ebriani is a Financial Advisor with Merrill Lynch Wealth Management. With nearly 15 years of experience in the financial industry, his expertise spans real estate finance across Los Angeles and the West Coast to wealth and investment management on Wall Street. He and his team work closely with clients to build, manage, and preserve their wealth while providing consistent service and integrity. Abraham holds a Bachelor's Degree from UCLA and is credentialed as a Personal Investment Advisor (PIA). He is affiliated with professional organizations including the Jewish Heritage Network. He communicates fluently in English, Hebrew, and Persian. Outside of his professional work, Abraham enjoys cooking, golfing, reading, running, spending time with his family, and traveling.

Corinne Chooey Dizon is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining UBS, she worked at the University of Southern California and spent over a decade at Union Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Thomas Li is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and is also the owner of Cashow LLC, a cosmetics business focused on acrylic and gel nail products. 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 guide fund and strategy recommendations.

Alexander Lee is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at Cetera since 2025 and previously spent three years at The Leaders Group Inc. In addition to his advisory work, Lee is a one-third owner of Ascendant LLP, a law practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Michael Foley is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2015. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and provides written recommendations within annual, collaborative financial planning engagements.

Matthew Ruderman is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1995. Ruderman serves as a board member of the Childrens Burn Foundation, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Henry Narvaez is a financial advisor with Ameriprise based in Los Angeles, CA, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, UnionBanc Investment Services, and U.S. Bancorp Investments, Inc. He is also engaged outside of Ameriprise as a financial advisor with Kinecta Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, asset allocation, and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Brad Chi is a Financial Advisor with Merrill Lynch Wealth Management based in Pasadena, California. He works primarily with established professionals, business owners, retirees, and families, assisting clients whose financial lives have become increasingly complex. Brad's advisory approach focuses on helping clients clarify their priorities, identify decisions that need attention, and establish an organized sequence for implementation and review. He collaborates with clients' tax, legal, and other professional advisors, as well as specialists within Merrill Lynch and Bank of America when relevant. Brad's expertise covers areas such as retirement planning, investment management, liquidity management, legacy planning, and personal financial decisions related to business ownership. He often begins client relationships during career transitions, retirement preparations, or when financial assets have been accumulated across multiple accounts. Brad's process involves understanding the client's financial picture and concerns, preparing thorough analyses, and discussing tailored recommendations. He holds a bachelor's degree from the University of Arizona and has earned the Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™ designations. Brad is affiliated with the University of Arizona Alumni Association and Zeta Beta Tau Fraternity. In addition to his professional work, he is involved with organizations such as the American Cancer Society, Children's Miracle Network Hospitals, and Junior Achievement of Southern California. Brad's personal interests include basketball, cooking, football, running, spending time with his family, traveling, and watching movies.

Jing Sun is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 10 years of industry experience. Prior to rejoining LPL Financial in 2023, Sun worked for Daisy Financial Group and Unity Professional Insurance Services Inc. Outside of advising, Sun is involved with Apiary Partners Inc, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by model portfolios, research, and various portfolio management technologies.

Doo Hong is a CFP®-designated financial advisor with 29 years of industry experience, currently with Cetera since 2022. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he owns an insurance business focused on health and Medicare insurance and serves on the board of Hangeul Camp USA Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management options, third-party money managers, and various program structures.

Christopher Ellis is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial in Burbank, CA, having previously worked at Wedbush Securities and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to a variety of investment programs and model portfolios.

Lynn Alvarado is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and having 41 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 offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm provides tailored financial planning services facilitated by its Financial Advisors and Estate Planning Strategies Group.

Francisco Lim is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He has one year of industry experience and has previously worked in educational roles at several schools and community organizations. Mass Mutual Investors Services 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 collaborative annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

Madison Moore is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and 2018, respectively, and previously worked at Media Arts Lab for one year. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct client plans and Corporate Financial Planning agreements with employers.

Christopher Steer is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Cesar Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in creating personalized wealth management strategies tailored to clients' financial goals and circumstances. He focuses on a range of client needs including executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Garcia holds a Bachelor's Degree from the University of Southern California and holds the Personal Investment Advisor (PIA) designation. He is also involved in the professional community through participation in organizations such as USC Boxing. Fluent in both Spanish and English, he emphasizes understanding clients through one-on-one conversations to provide holistic solutions based on risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Outside of his professional role, Garcia values family and personal interests including working on building a '68 Camaro with his father and training for amateur boxing fights. He is accessible for consultations via phone or email to discuss how he can assist with wealth management.

Helen Shue is a financial advisor at UBS Financial Services in Pasadena, CA, holding a Series 66 designation with 17 years of industry experience. She has worked at UBS since 2018 and previously at HSBC Bank USA NA from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Luke Petrarca is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Alisa J. Chanpong is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been with the firm since 1999. Alisa works with affluent individuals, their families, and closely held businesses, focusing on areas such as asset allocation, investment management, retirement income, wealth transfer planning, and overall strategy development. She holds a B.S. Degree in Business Administration with emphases in Entrepreneurship and Business Communication from the Marshall School of Business at the University of Southern California, earned in 1994. Throughout her career, Alisa has achieved several professional designations, including the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning, and holds Series 7, 66, and 31 FINRA Registrations. Alisa lives with her husband and their two daughters. In addition to her professional work, she is active in community organizations such as the Pasadena Showcase House for the Arts, the Pasadena Tournament of Roses, USC Town and Gown, and the USC Trojan League of Los Angeles. She also enjoys traveling and considers herself a "foodie."