Roland Vonwinckelmann is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.

Alonzo Bahena is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously served in the United States Marine Corps for ten years and has held teaching positions at several colleges. Outside of finance, he is involved in media production as a general partner and managing member of Delta Visions Media Company, LLC, and participates in advertising projects including work for Toyota SoCal. 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 a range of individual and institutional clients.

Miguel Hernandez is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He previously worked at Transamerica Financial Advisors LLC and is involved as treasurer for the Theta Delta Chi House Association and the Psi Deuteron Educational Foundation, both nonprofit organizations. In addition to financial advisory, he also works as an agent for Aflac and participates in ridesharing services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, investment management via model portfolios and third-party strategists, and access to a wide range of brokerage and insurance products.

Gabriel Lynn is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Tamar Barnaba is a Financial Advisor with Merrill Lynch Wealth Management in Pasadena, California. She advises individuals, families, and businesses, helping clients clarify their financial goals and advance those objectives through customized strategies. Tamar works with a diverse client base, including business owners, executives, professionals, and retirees, providing guidance on areas such as retirement income, executive compensation, family wealth management, and legacy planning. She emphasizes attentive listening and collaboration, coordinating with clients’ external tax and legal advisors when appropriate. With over fifteen years of experience in financial services, Tamar began her career at Citi, where she held roles including Wealth Relationship Manager and Personal Banker. She holds the Series 6, 7, and 66 FINRA registrations, along with life and health insurance licenses. Additionally, Tamar has earned professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English, Arabic, Armenian, and Turkish. Tamar is a first-generation American who values the opportunity represented by the American dream. Outside of her professional duties, she enjoys spending time with her husband and son, engaging in cooking, baking, family traditions, traveling, and beach outings. She has a personal philosophy focused on developing individualized financial strategies tailored to each client’s long-term goals.

Juan Quintero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail client portfolios rather than institutional or pension plan management.

Christopher Faulk is a financial advisor at LPL Enterprise with six years of industry experience. He holds the ChFC® designation and Series 66, 63, and 65 licenses. Prior to joining LPL Enterprise, he worked at AlphaStar Capital Management, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a financial literacy teacher and financial coach with The Seed House Project and is a member at large on the NAIFA-LA Chapter board. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset managers, and a range of brokerage and insurance products via its integrated platform.

Dylan Garcia is a Series 66 credentialed financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at UBS Financial Services for eight years and has academic experience at the University of Southern California and Arizona State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bret Wims is a financial advisor with Thrivent Investment Management in Santa Clarita, CA. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, and special needs planning. The firm combines goal-based planning with managed-account options under a consolidated billing program while maintaining separate delivery of planning and portfolio management services.

Michael Nazarian is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 50% ownership interest in the Fourmile Fishing Club in Park County, Colorado. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Bonnie Yan is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, she worked at American First National Bank for three years. Outside of her advisory role, she is involved in a residential real estate investment business co-owned with her husband. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad platform of capital markets services.

Jordan Hayes is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Lason Chang is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab in 2025, he worked at Bank of America and East West Bank, and was involved in an entrepreneurial venture with Half & Half Tea Express. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Leilei Chen is a financial advisor with Cetera, holding the Series 66 designation and bringing 10 years of industry experience. Their career includes roles at East West Bank, Morgan Stanley, JP Morgan, Merrill, and Bank of America. Chen also works as a relationship banker at East West Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Carson Jenkins is a Financial Advisor - ADP II with Merrill Lynch Wealth Management. In this role, he focuses on assisting individuals and families with building and preserving wealth through personalized financial strategies. He specializes in areas such as retirement planning, wealth accumulation, legacy and estate planning, and long-term financial goal setting. His approach is centered on creating plans that support clients' financial futures and help establish meaningful legacies for future generations. Carson holds a Bachelor's Degree from the University of Southern California and has earned the Personal Investment Advisor (PIA) designation. He is proficient in both English and Spanish. Outside of his professional work, he has interests including basketball, cooking, golfing, music, photography, reading, running, soccer, swimming, and tennis.

Brian Gonzalez is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. His prior roles include positions at Merrill and Orange County's Credit Union. 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 applying an ESG eligibility framework in its investment recommendations.

Michele Rodriguez is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 15 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools.

Magda Pokorny is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning supported by advanced modeling tools, and manages approximately $2.74 trillion in client assets.

Michelle Moore is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked concurrently at the Los Angeles School District since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Quenten Kirby is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has been with Raymond James in various capacities since 2019. Outside of finance, he works as an actor, appearing in television and film productions, primarily in independent projects. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and in-house research.