Gerard Wei Zhang is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies tailored to meet their short-, mid-, and long-term goals. He offers guidance in areas ranging from investing and retirement planning to managing unforeseen financial needs. Additionally, Gerard provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Gerard holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Retirement Income Certified Professional (RICP). He earned a Master's degree from the University of Aberdeen and a Bachelor's degree from the Shanghai Institute of Urban Construction. Gerard is a member of multiple professional organizations such as the CFP Board, Professional Engineers Ontario (PEO), The American College of Financial Services Alumni, The University of Aberdeen Alumni Relations, and Tongji University Alumni. Fluent in English and Chinese, Gerard is dedicated to providing personalized financial advice to help clients define and pursue their financial goals, adapting strategies as clients' situations evolve.

Christine Pando is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 1998, beginning her career as a Financial Advisor with Banc of America Investment Service, Inc. Over the years, Christine has built a wealth management practice focused on helping clients pursue their short- and long-term financial goals through personalized strategies tailored to their individual needs. Christine specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. She holds a Bachelor's Degree in Communications from the University of Southern California, earned in 1994. Christine has also attained professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Christine is engaged in community involvement, following the Merrill tradition of volunteering with local organizations. She lives in Pasadena with her husband, Rafael, and their two children. Her personal interests include baseball, cooking, dancing, fishing, music, spending time with family, and traveling.

Jonathan Tanaka is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Tanaka is involved in iPhone app development and serves as an executive producer for a film project. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Swathy Satyamurti is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Pruco Securities, LLC and the Consumers Association of India. She also worked at Sattvic Yoga Studio, indicating involvement outside traditional financial services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Susan Knox is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018, and previously at The Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2018. Outside of her advisory work, she is involved in the online sales of consumer goods through Kukana Ana LLC. MassMutual 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 tools to provide written recommendations in collaborative annual engagements.

Katie Pan is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2010 after 14 years in the financial services and accounting industry. She has served as the Resident Director of the Merrill Lynch Wealth Management Arcadia office from 2014 to 2016. Katie focuses on managing portfolios tailored to each high net-worth client's risk tolerance, time horizon, and liquidity needs. She advises family foundations, medical doctors, business owners, and high net-worth clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. Katie offers a comprehensive range of services including portfolio development, foundation management, retirement and education planning, liability management, asset preservation, and sophisticated strategies related to concentrated stock positions and company stock options. She holds multiple professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™). Katie earned both her Bachelor of Business Administration and Master of Taxation degrees from Baylor University. Katie is a native of China and is fluent in English and Chinese. She has been involved with professional organizations such as the Peking University Alumni Association and the Wenzhou University Alumni Association. Outside her professional work, Katie's interests include interior decorating, knitting and crocheting, pickleball, spending time with her family, swimming, traveling, watching movies, and practicing yoga.

Damian Flanigan is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Ameriprise Financial Services LLC for one year and is also the CEO of ultraHealth Agency, a business involved in managing residential properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a non-discretionary approach, drawing on a range of portfolio management styles and affiliated research.

Tyler Jacobi is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in trading roles at Trader Bo's and held various positions including at Irvine America and in hospitality. Fidelity’s 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 to manage diversified model portfolios.

Antonio Gonzalez is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and four years of industry experience. He has been associated with Bank of America and Merrill since 2010. Outside of his advisory role, Gonzalez is a sole owner and co-owner of family rental property businesses. Merrill, along 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 clients including individuals, high-net-worth clients, and institutions.

Robert Blethen II is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at AXA Advisors and Northwestern Mutual. Outside of his advisory role, he is the proprietor and designer of a retail clothing brand and has coaching experience as an assistant coach for high school JV and varsity midfield players. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Sophia Solouk is a Planning Consultant at Fidelity Investments, where she assists advisors in collaborating with clients to develop sustainable financial plans. She utilizes Fidelity's resources to efficiently gather data and aims to build trusting relationships by creating a comfortable environment for clients to share material information. Sophia's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as an Insurance Agent at New York Life. She holds a California Insurance License. Outside of her professional work, Sophia enjoys food, social events with friends, spending time with pets, and practicing Pilates, running, and yoga.

William Winkelmann is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Ruitong Wang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, Wang held roles at JPMorgan Chase Bank, American International Group, and China Minsheng Banking Corp., Ltd. Wang also attended the University of Southern California from 2021 to 2024. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, combining large institutional operations with multiple market-facing registrations.

Alejandro Medina Kennedy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities LLC and JPMC BANK NA (Southwest). 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 applying an ESG eligibility framework when recommending strategies.

David Spiegel is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with UBS Financial Services since 1973. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Thomas Harlan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has been with Raymond James Financial since 2009 and also works as a vessel operator for Blue & Gold Fleet. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm utilizes non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique advisory affiliation.

Nevin Samuy is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. In addition to his advisory work, Samuy owns a tax preparation business providing federal and state tax services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Ani Nahmias is a Series 66 licensed financial advisor with Morgan Stanley in Pasadena, CA, where she has worked since 2009. She has 26 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory planning with execution options across a broad array of financial products.

Jamie Benavides is a financial advisor with Primerica Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role, he worked at Amazon and has been involved in education roles at Pomona Diving Academy, Pomona College, and Upland High School. He also participates in the sale of home security and automation products, as well as loan products, through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and maintains approximately $15.5 billion in assets under management.

Bonny Lee is a CFP® professional with 31 years of industry experience, currently advising through LPL Financial since 2025. She previously worked for 29 years at Western International Securities, Inc. Lee serves as a board member of the Arcadia Performing Arts Foundation and volunteers with the San Gabriel Presbyterian Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.