Strauss Cooperstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and UBS, and has previous experience with WI Harper and Tencent Cloud. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kiran Ahuja is a financial advisor with J.P. Morgan Securities and holds a Series 66 credential. He has 15 years of industry experience, including prior roles at UBS and Morgan Stanley. He is also employed by JPMorgan Bank, enabling him to offer certain deposit and credit products. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Deirdre Hilario is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 18 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a corporate secretary and incorporator of a family-owned waxing salon business, Lay Bare, though she is not involved in its daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gregory Alle is a Financial Advisor with Merrill Lynch Wealth Management, bringing over seven years of experience in the financial services industry. He holds a Bachelor of Arts degree in Business Management Economics from the University of California at Santa Cruz. As a CERTIFIED FINANCIAL PLANNER® professional, he provides personalized and custom financial advice, planning, and strategies tailored to clients' short- and long-term financial objectives. Prior to his advisory role, Gregory worked in financial operations alongside High-Net-Worth and Ultra-High-Net-Worth clients, gaining a ground-level understanding of wealth management. His expertise includes college education planning, personal retirement planning, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. He focuses on bringing clarity to complex financial decisions to help clients proceed with confidence. Gregory is actively involved in his community through the Sierra Madre Community Foundation and the Sierra Madre Rotary Club. His personal interests include hiking, running, and tennis.

Jessie Chen is a financial advisor at LPL Financial with 18 years of industry experience. She previously worked at Morgan Stanley and Western International Securities, Inc. Chen holds a Series 66 designation. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Mary Rilloraza is a financial advisor with Primerica Advisors in Glendora, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure.

Antonio Caballero is a financial advisor at Cetera with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to that, he held positions at Foresters Advisory Services, Foresters Financial Services, and Regents Capital Corporation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party money managers and model portfolios, serving more than 10,000 advisors and approximately 800,000 clients.

Alberto Alvarez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Glendale, CA. He has been with Ameriprise and its related entities since 2005. Alvarez serves on the board of the Los Angeles Mission College Foundation. 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 dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Sandra Caluya is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been associated with Cetera and its affiliated entities since 2013, with prior experience at firms including D.A. Davidson & Co. Cetera Investment Advisers LLC serves individual and institutional clients nationwide, offering a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

Stephen Boyle is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2025, he worked at CUSO Financial Service, LP and Wescom Financial Services, LLC, each for six years, and The Capital Group for three years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ting Zhang is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Zhang worked eight years at Hubei Changli Industrial Development Co., Ltd. in China. Zhang holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kerry Moy is a financial advisor with LPL Financial based in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial in 2025, Moy worked at Western International Securities, Inc. for six years and Morgan Stanley for seven years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by model portfolios, third-party subadvisors, and advanced technologies.

Jenny Ngo is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ngo serves as the treasurer for Arcadia Toastmasters, a social and recreational organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Trevor Johnson is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Cetera and Technology Credit Union. Outside of his advisory duties, he serves as co-trustee of a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Louis Silva is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 63 designation and 34 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Silva serves as a board member of the Kiwanis organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and various advisory programs.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. Raymond James & Associates is a 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 advisory services.

Mike Lo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at CitiGroup Global Markets Inc. for nine years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Angel Aguinaldo Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Aguinaldo has served as an insurance agent and is active in community service as a board director of the LA True-Blue Lions Club and a 4th Degree Knight of the Knights of Columbus. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, with substantial tenure at Wells Fargo Bank. Additionally, she is a licensed notary in the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing various model portfolios and research resources.

Stacy Eller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a previous role at Merrill. In addition to her advisory duties, she is also employed by JPMorgan Bank, allowing her to offer certain banking products and services. 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 recommendations.