Fernando Camacho is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans tailored to the unique ambitions and priorities of his clients. Fernando engages with clients to understand their family goals and creates strategies that address aspects such as funding children's education, retirement planning including potential health care costs, and long-term family objectives. Fernando holds a Bachelor's Degree from the University of California System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates in both English and Spanish, facilitating effective relationship-building and guidance through the wealth management process. Fernando emphasizes a dynamic and transparent approach to financial planning, aiming to simplify the complexities of investing. He seeks to establish partnerships that reflect clients' values and provide confidence through every stage of life.

Armen Terhakopian is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and with eight years of industry experience. His prior work includes roles at Ararat Terhacopian and California Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mark Mooney is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment guidance from its Global Investment Committee.

Maria Ang Laigo is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Merrill 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. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Lorena Sarco is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2013. Outside of advisory work, Sarco is involved in real estate sales and serves as the Community Outreach Director for the National Association of Hispanic Real Estate Professionals, collaborating with Habitat for Humanity on events. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform with a range of program options and affiliations.

Patricia Valenzuela is a financial advisor with Raymond James & Associates, holding Series 63 and 66 designations and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney for a decade before joining Raymond James. Outside of finance, she works part-time as a cake maker and decorator. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, supported by extensive research and a broad affiliate network.

Sarah Seo is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2025 and has prior work experience in various roles including at In Home Supportive Services and Acuity Eye Group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, and it offers comprehensive investment and advisory solutions across multiple asset classes.

Kimberly Orlando is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Orlando is based in Los Angeles, CA. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Roberto De Leon Gonzalez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Robert Half and various service positions before joining LPL Financial in 2020. Outside of his advisory role, he is a co-owner of Hecho En Casa LLC, a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by extensive research and technology solutions.

Brian Stringer is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 credential and eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services from 2017 to 2022 and was affiliated with Chapman University from 2015 to 2018. Outside of his advisory work, he collects and sells baseball cards. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Bryan Thomas is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nour Jaber is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, Nour worked at UBS Financial Services Inc. for four years and JPMorgan Securities LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Denise Wang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at HSBC Securities, New York Life Insurance Company, and K1 Packaging Group. Outside of finance, she provides bridal styling beauty services through Kohnur Luxurious Bridal Beauty. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting alongside affiliated brokerage and investment management capabilities.

Glenn Wiessner is a financial advisor with Morgan Stanley in Brea, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 27 years of industry experience, including 12 years at UBS Financial Services before joining Morgan Stanley in 2016. Outside of his advisory role, he is a limited partner in an agricultural partnership inherited from a family member but does not have management involvement. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and firm-approved methodologies.

Geoffrey Shrager is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Jermaine Jamison is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in financial literacy education through his ownership of Know Money LLC, which focuses on underserved communities, and serves as Chapter Treasurer for the NFLPA Los Angeles Chapter. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations supported by a centralized consulting team.

Kevin Scott is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to create flexible wealth management plans tailored to each client’s unique financial situation. Kevin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Southern California. He also follows the Merrill tradition of community involvement, dedicating time to volunteer with local organizations.

Irena Ngo is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously at CBRE and Team ABC, LLC. Ngo is also employed by Insperity PEO Services L.P., which provides employment compensation services for franchise advisors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Kai Yuan Hu is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Ameriprise Financial Services, and JP Morgan Securities, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset model portfolios and alternative investment options.