Ho Sung Byun is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Westlake Village, CA. He is a CERTIFIED FINANCIAL PLANNER® (CFP) practitioner, specializing in providing wealth management services tailored to individual client needs. His client base includes business owners, entrepreneurs, financially independent individuals and families, and corporate professionals, particularly in the healthcare sector. Ho Sung Byun employs a disciplined and multi-pronged approach to wealth management, focusing on understanding client situations, defining both short- and long-term financial goals, crafting dynamic financial roadmaps, and monitoring ongoing progress. His expertise encompasses areas such as college education planning, divorce transition planning, equity compensation services, managing new wealth, personal retirement planning, and socially responsible investing, among others. He holds a bachelor's degree from McGill University and a Master of Business Administration (MBA) from Boston College. In addition to his professional role, he is actively involved in community organizations, serving as a board member of the California Council on Economic Education (CCEE) and Korean American Family Services (KFAM). Ho Sung Byun is also an active supporter of Children International, committing over 20 years to aiding underprivileged children.

Mark Nordbrock is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Equitable Advisors since 2000, including a prior affiliation when the firm was known as Axa Advisors. In addition to his advisory work, Nordbrock is an attorney operating the Law Offices of Mark Nordbrock and serves as a trustee for an immediate family trust. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to deliver tailored investment solutions.

John Mcnamee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. His prior roles include positions at Merrill, Bank of America, First Republic Securities, and JPMorgan Chase Bank. He serves as a director and investment committee member for the Catholic Community Foundation of Los Angeles, a nonprofit organization focused on social and economic change within local communities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research, uses forward-looking capital market assumptions, and may include ESG considerations.

Kendyl Roundtree is a CFP® and Series 66 licensed advisor with Equitable Advisors, bringing nine years of industry experience. Prior to joining Equitable Advisors in 2024, Roundtree worked at Lincoln Financial Advisors and Lincoln Financial from 2015 to 2024. Outside of advising, Roundtree is also an independent agent involved in fixed insurance. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and works with third-party asset managers to implement customized investment solutions.

Ranajay Ghosh is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life. Before entering the financial sector, he worked in various roles including at Barycenter Foods, Guitar Center, Amazon, and Adel Wiggins. 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 employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Brandon Evans is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Tunnell is a CFA® charterholder with 10 years of industry experience, currently affiliated with Wells Fargo Advisors. He has prior experience at Ameriprise, Comerica, Unionbanc Investment Services, Matrix Private Capital Group, and City National Rochdale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using firm research, planning tools, and simulation models to deliver tailored recommendations across a broad range of planning areas.

Brandon Fleming is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at MyCorporation and Kash Chandani & Company. Outside of finance, he has experience in acting. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Kevin Fusco is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following earlier roles at TransPerfect. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Tina Ranjbar is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. She has held roles at Merrill since 2020 and previously worked at Collection 18, Chick Fil-A, IT'SUGAR, and was involved with Baruch College and Active Kidz Long Island. 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 individual and institutional clients.

Cyrus Towliat is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of experience at the firm. She is based in Beverly Hills, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kirk Lombard is a CFP®-designated financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2011. Prior to joining LPL, he worked at Osaic FA, Inc. for five years. He is also involved in non-variable insurance, including life, disability, long-term care, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Joel Simaie is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Versa Capital Inc. and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence supported by a manager solutions team, and it offers differentiated capabilities including futures and security-based swap dealer registrations.

Steven Bailin is a financial advisor with LPL Financial based in Westlake Village, CA, holding a Series 63 designation and 39 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing a variety of investment strategies and supporting over 22,800 advisors.

Olga Kapitskaya is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers a range of investment strategies using both in-house and third-party managers, supported by RBC’s extensive capital-markets resources.

Joseph Pena is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 65 and Series 63 licenses and with five years of industry experience. He previously worked at U.S. Bank and Office Depot before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers both direct client plans and corporate financial planning services.

Cameron Garemani is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior roles include positions at Compass and The Morris Design Group/Morris Home and Estate Management. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and analyses to support client objectives.

Brian Ludwick is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 designations and with 44 years of industry experience. He has been with Merrill since 2000 and also associated with Bank of America, N.A. since 2009. Outside of his advisory role, he is a co-owner of a family rental property. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Narayan Pallavur is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2023, following a decade at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.