Lisa Quach is a CFP®-certified financial advisor with 17 years of industry experience. She has been with J.P. Morgan Securities LLC since 2016. Outside of her advisory role, she is a co-owner and partner in a small real estate business, which she manages through hired property managers. J.P. Morgan Securities LLC 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.

Daniel Rothenberg is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, as well as at City National Bank and UBS Financial Services. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Huntington Library, Art Museum and Botanical Gardens, and acts as president of the One Arroyo Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and customizes investment strategies using both in-house and third-party managers, with access to capital markets capabilities and alternative investments.

Dylan Mac Laren is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he held various roles including a contractor position with California Cryobank. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services.

Eden Joy Tuplano is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has previously worked at the Orange County Auditor-Controller and UCLA Transportation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Carlos Kennedy is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His previous experience includes six years at Bancwest Investment Services, Inc. before joining Fidelity. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and serves as an adviser to registered investment companies.

Alia Mitchell is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform that includes custody, brokerage, and cash-sweep services.

Andrew Li is a financial advisor at Cetera with 48 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at VOYA Financial Advisors and running a long-standing insurance brokerage. He also operates as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to a broad range of investment strategies and program structures.

Mui Fan Graca is a financial advisor with Merrill in Pasadena, CA, holding Series 65 and Series 66 licenses and having 26 years of industry experience. She has been with Merrill since 2015. 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, and institutions.

Ira Candib is a CFP® professional with over 32 years of experience in the financial services industry. He is affiliated with LPL Financial and has worked there since 2011, alongside a 13-year tenure at California Financial Partners, Inc. His professional activities include a role in non-variable insurance products. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by proprietary and third-party research and technology-driven strategies.

Andre Sevilla is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding the Series 66 designation and two years of industry experience. Prior to joining MassMutual, he studied at the University of California, Santa Barbara. Outside of his advisory role, he works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Chiahwei Ku serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been since 2022. She has been active in the financial services industry since 2005, focusing on areas such as college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Born in Taipei, Taiwan, and raised in Southern California, Ku is fluent in Mandarin and English. She holds a Bachelor's degree in Business Economics with a minor in Business Administration from the University of California, Riverside. Ku maintains several professional credentials, including the Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, she holds Series 7, 63, and 65 FINRA registrations and the California Life and Health Insurance license. Ku emphasizes building long-lasting relationships with clients and providing personalized financial strategies tailored to their long-term goals. Outside of her professional role, she enjoys traveling, cooking, spending time with her family, and watching movies.

Chun Gu is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advisory work, he operates an e-commerce business selling crafts, accessories, and T-shirts through platforms such as Amazon, TikTok, and eBay. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with over $256 billion in assets under management.

Zhuang Tantiwasadakran is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Linsco/Private Ledger Corp. since 2007. He is also involved in an independent fixed insurance business specializing in life, health, disability, fixed annuity, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Ralph Pan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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.

Jonathan Park is a financial advisor with Thrivent Investment Management in Los Angeles, California, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Janus Cam from 2013 to 2019 before joining Thrivent. Outside his advisory role, he manages operations for an Airbnb rental through his LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and broad financial planning recommendations without discretionary trading authority. The firm offers combined planning and managed-account services under a consolidated billing option called “WealthPlan.”

Sean Kennally is a financial advisor at Morgan Stanley with Series 63 and Series 65 registrations and 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Kennally serves as a member of the USC Athletics Board of Counselors and is on the Trojan Board of Directors for the USC Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its advisory process.

Robert Miller is a CFP® with nine years of industry experience and is currently an advisor at Ameriprise in Glendale, CA. He previously worked at Merrill and Bank of America, N.A., among other firms. Miller is also employed outside the industry at Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to deliver customized recommendations.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Bank of America and Merrill from 2014 to 2023. Outside of her advisory role, she is an owner of a non-agent real estate investment property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a centralized operational structure supporting a large client base.

Isabelle Chang is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. She has one year of industry experience and has held a variety of roles outside the finance sector, including in food-related businesses such as Tifa Chocolate & Gelato. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Ted Inagaki is a financial advisor at Osaic with 19 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial for 11 years. In addition to his advisory role, he is involved with LA Private Wealth, where he offers non-variable insurance products through a field marketing organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple managed account platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.