Brian Zhu is a financial advisor at Cetera with three years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at East West Bank, Bank of the West, China Southern Airline, and UCLA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting a broad range of account types and investment strategies.

Howard Wess Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2025, following long tenures at FAFCU Service Organization and CUSO Financial Services, L.P. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Daniel Long is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds CFP® and Series 66 designations and has 39 years of industry experience. His prior work includes 22 years at Metlife Securities Inc. and more than a decade at MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative and goal-based planning without investment discretion.

Jackson Bliss is a financial advisor at Fidelity with Series 66 credentials and less than one year of industry experience. He has held roles at several firms including Ameriprise Financial Services and WestPac Wealth Partners. Outside of finance, he is a professional author and musician who occasionally participates in book reading tours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across multi-manager and fund-of-fund strategies.

Lorenzo Detoma is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2005 and holds the title of Senior Vice President. Lorenzo's work focuses on building long-term relationships with individuals, multigenerational families, and business owners. He has over 13 years of experience in the financial services industry, providing guidance in areas such as college education planning, corporate executive services, executive compensation, family wealth management, retirement income, and portfolio management services. Lorenzo utilizes Merrill Lynch's resources and collaborates with internal specialists as well as clients' attorneys and accountants to address tax, trust, estate, and wealth transfer matters. Lorenzo holds a Bachelor's Degree from San Diego State University and is designated as a Personal Investment Advisor (PIA). Outside of his professional responsibilities, he spends time cooking, traveling, and being with his family.

Trudy Haussmann is a CFP®-certified financial advisor with 38 years of industry experience. She is currently with LPL Financial and has previously worked at Securities America, Inc. and OSAIC. Haussmann has operated her own firms, Haussmann Financial, Inc. and Double H Properties, for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Dujuan Zhou is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2016. Outside of advisory work, he is a co-owner of multiple family rental properties in Las Vegas, Nevada. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alex Choi is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at CUSO Financial Services and Genesis Wealth Partners, where he also operates an entrepreneurial venture, BBTails LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and various advisory programs, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Leon Chen is a Financial Consultant currently working at Fidelity Investments. He has built a career in the financial industry spanning over a decade, with previous roles including Financial Solutions Advisor at Merrill from 2019 to 2025 and Private Client Banker at JP Morgan Chase from 2011 to 2019. Leon focuses on providing personalized financial planning and guidance tailored to each client's goals and priorities. He holds a California Insurance License, which supports his ability to offer comprehensive financial solutions. Outside of his professional work, Leon enjoys camping, hiking, traveling, and spending time with family and friends through various social activities.

Ryan Mouton is a financial advisor at OSAIC with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Woodbury Financial Services and has a background that includes various roles dating back to 2011. Outside of finance, he is a co-owner of an e-commerce seasoning retail business. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage, advisory, and portfolio management services through a large network of affiliated advisers and platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios incorporating multiple asset types on discretionary or non-discretionary bases.

Kevin Jung is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Jeremy Haneline is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. Since joining Merrill Lynch in 1998, he has focused on developing personalized strategies and advice for individuals, families, and businesses, taking into account their short- and long-term financial objectives. His client expertise includes areas such as college education planning, retirement income, portfolio management, and services tailored for endowments, foundations, and defined benefit and contribution plans. He holds a Bachelor of Arts degree in International Economics from the University of California at Los Angeles. Jeremy has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to client financial well-being, he emphasizes a one-on-one approach to develop personalized financial strategies aligned with each client’s goals. Outside of work, Jeremy is engaged in community volunteer activities consistent with Merrill Lynch’s tradition. He enjoys spending time with his family and pursues interests such as baseball, basketball, biking, boxing, fishing, football, and traveling.

Karlo Tajian is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill since 2024 and has held prior positions at Bank of America and various other organizations. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Yun Hao is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Yun Hao provides clients with access to investment insights from Merrill and banking and lending solutions through Bank of America, leveraging a global network of specialists to explore financial possibilities in today's markets. Yun Hao has expertise in areas including corporate benefits, education planning, institutional investment consulting, services for endowments and non-profits, international wealth management, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. Yun Hao serves clients by offering customized financial strategies aligned with their priorities and goals. Yun Hao holds bachelor's and master's degrees from Harbin Engineering University. Fluent in English and Chinese, Yun Hao is also involved in community organizations such as Better Money Habits®/Financial Education, Girl Scouts of Greater Los Angeles and PSILY Foundation, and Pasadena Ronald McDonald House. Outside of professional responsibilities, Yun Hao enjoys hiking, music, reading, traveling, and yoga.

Brian O'Connor is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill since 2011. 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 various institutional accounts.

James Mc Cabe is a CFP® with 26 years of experience in the financial industry. He is currently with LPL Financial, having joined in 2024, and has prior experience at firms including Alps Distributors, PRIMECAP Management, RBC Capital Markets, and Oppenheimer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes research and technology to support diversified investment strategies.

Saba Jahanian is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2023. Her prior experience includes roles at Bank of the West and BancWest Investment Services starting in 2016. 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, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She previously worked at Shuster Financial Group, LLC and Hub International. Outside of her advisory role, she is a managing partner in Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Daniel Howard is a financial advisor with Equitable Advisors in Westminster, CA, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors in 2023, he served with the California Highway Patrol for 14 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Joseph Gitto is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior experience includes roles at Transamerica Financial Advisors, Woodbury Financial Services, and operating his own consulting firm, JCG Consulting Corp. Additionally, he teaches adult financial literacy classes at the Burbank Adult School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate entities, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branches nationwide.