Evan Pantucci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Pantucci Bonvechio team, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. This recognition is based on criteria including best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management, and firm-generated revenue. Evan and his team focus on developing long-term relationships with clients by understanding their priorities and financial goals. They provide experienced investment advice and guidance for high-net-worth families and institutional investors. Their services include access to Bank of America banking and coordination with Merrill Lynch's network of specialists and strategists. Evan's client focus areas include Corporate Executive Services, Divorce Transition Planning, Executive and Equity Compensation Services, Institutional and Corporate Benefit Services, and Legacy Planning, among others. The team continues to enhance their expertise through advanced industry designations and continuing education. Evan holds a Bachelor's Degree from Loyola Marymount University and professional designations including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is proficient in both English and Spanish. Outside of his professional work, Evan enjoys adventure sports, fishing, football, music, racquetball, running, scuba diving, spending time with his family, surfing, and traveling.

James Kefalas III is a financial advisor with Raymond James Financial in Brea, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2009 and has prior experience in non-variable insurance from 2010 to 2018. Additionally, he is the owner of Kefalasfoley Investment Services Inc., a support company unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal advisory services.

Robert Claros is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, and Bank of America. He is involved in Novus Wealth Group, a DBA related to his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives who utilize both proprietary research models and third-party strategies.

Benjamin Ashkinos is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nhan Le is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Outside of his advisory role, he co-owns GML Design, a business involved in resale products for online retail commerce. 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 combines research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Denise Winkelman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked at various Fidelity divisions since 2008 and was previously employed at Postmates and Farmers Financial Solutions. Outside of finance, Denise is also active as a comedian, actor, and writer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Debbie Chen is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association, spanning from 2010 to the present. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management.

Chuck Ives is a Wealth Management Advisor based in Brea, California, leading a close-knit team dedicated to supporting individuals, families, and businesses in making informed decisions about their wealth. He works within Merrill Lynch Wealth Management and offers a client experience that values each person as an individual with unique priorities and aspirations. With over 25 years of experience, Chuck specializes in helping clients navigate significant life transitions such as retirement planning, business sales, home acquisitions, and coping with the death of a loved one. His focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is persistent and proactive in advancing client priorities, capitalizing on resources enterprise wide. Chuck holds a Master's Degree from Southern Methodist University and a Bachelor's Degree from the University of Florida. He carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he enjoys playing tennis and golf and has an interest in traveling and engaging with diverse cultures, experiences shaped by spending much of his upbringing abroad.

Myung Choe is a Series 65-licensed financial advisor with Equitable Advisors, based in Los Angeles, CA, and has 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as chairperson of the Korean Chamber of Commerce of Los Angeles and is an officer of the Los Angeles Central Lions Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses both in-house and third-party programs to tailor investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tony Kim is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in San Gabriel, CA, with 18 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 broker-dealer and investment adviser registrations, delivering a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Curtis Young is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Charles Schwab, where he worked from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and capital market assumptions to tailor strategies to client goals and risk tolerances.

Philip Gleason is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and transitioned to Cetera in 2023. Outside of advisory work, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Michael Co is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Mengying Huang is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera, Huang worked at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers through its multi-manager platform.

Dane Braunecker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones for three years and has over a decade of experience with Murad LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carly Peck is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients pursue their vision of financial success. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, Branch Leader, and now Vice President, Branch Leader. Prior to joining Fidelity Investments, Carly worked as an Assistant National Account Executive at Celtic Commercial Finance from 2018 to 2019. She holds a California Insurance License, supporting her expertise in financial and insurance services.

Wynne I is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, Wynne serves as a successor trustee for the David I Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through 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 offers research and capital markets solutions through its integrated platform.

Leo Rein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has held multiple roles at Merrill since 2019 and has prior experience working with nonprofit organizations such as Children's Institute, Inc. and Operation HOPE. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Jamie White is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Joseph Polwrek is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Monte Vista Christian School for five years and Newell Brands for three years. He operates Polwrek Financial as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive technology and a broad array of affiliated financial services.