Cameron Coe is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2023. He has also been affiliated with Pitzer College since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Keith Morris is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 63 designation and 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models, with approximately $2.74 trillion in client assets under management.

Neal Jenkins is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients for over 40 years. He specializes in college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Neal helps clients develop personalized financial strategies, often managing portfolios on a discretionary basis that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He works in partnership with a team of specialists to provide comprehensive advice and guidance. Neal holds a Bachelor of Science degree in Finance and Business Economics from the University of Southern California’s Marshall School of Business and has completed executive training at the Wharton School of Business. He earned the Chartered Retirement Planning Counselor (CRPC®) designation and is a qualified Portfolio Manager. Neal’s approach focuses on establishing clear financial objectives through understanding clients’ goals, conducting regular reviews, and adjusting strategies as needed. A native of Pasadena, Neal currently resides in San Marino with his wife, Helene, and their four children. Outside of his professional responsibilities, he enjoys spending time with his family, golf, running marathons, music, traveling, and watching movies.

Johan Kim is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Cambridge International Advisory Group and Kinecta Federal Credit Union. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Feliks Reytblat is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. His prior roles include working with Waddell and Reed, various insurance carriers, and Linda Polwrek. In addition to advising, he is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a wide range of advisory programs and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Sarah Flick is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch and Bank of America for over 17 and 8 years, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victoria Catanese is an Investment Consultant at Fidelity Investments, where she provides guidance and support to clients by understanding their unique financial goals and partnering with them to develop personalized strategies. She has been in this role since 2025. Prior to her current position, Victoria worked as a Relationship Manager at Fidelity Investments from 2023 to 2025, and as a Financial Representative at the same firm from 2022 to 2023. Her career began at JP Morgan Chase, where she was a Relationship Banker from 2019 to 2022. Victoria holds a California Insurance License. Outside of her professional work, Victoria enjoys cooking and baking, fitness activities, exploring culinary experiences as a foodie, solving puzzles, reading, and traveling.

Xiaoxiao Cui is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Cui worked at Tea Bar Azusa and has an academic background with positions at Cal Poly Pomona and Citrus Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Ariel Santana is a Series 66-licensed financial advisor with Morgan Stanley in Claremont, CA, with seven years of industry experience. He previously worked at Dewey, McDonald & Carrillo from 2015 to 2017 before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques such as Monte Carlo simulations.

Madison Anderson is a CFP® professional based in Pasadena, CA, with five years of industry experience. They have worked at LPL Financial since 2025 and previously held roles at OSAIC and Securities America, Inc. Outside of advisory work, Madison was involved in the restaurant industry, including positions at Katella Grill and Mulberry St Ristorante. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and financial planning services supported by model portfolios and research from multiple sources.

Alisa Avakian is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 19 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Yihao He is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he worked at Dunlop Sports Americas and TCL North America, following several years at the University of California, Riverside and IMG Academy. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it operates a variety of investment activities including private funds and principal trading.

Elizabeth Keshishian is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining RBC in 2022, she worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2014 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through multiple investment managers and emphasizes integrated capital markets and affiliated asset management capabilities.

Kimberly Condon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously spent six years at 5 Star Martial Arts. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

William Jones III is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His background includes roles at Charles Schwab Bank, SSB and Louisiana State University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and comprehensive alternative investment due diligence.

Daniel Mc Elderry is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has been involved with Cam Caddie since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial arrangements.

Thomas Hays Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients who have busy lives and shifting priorities to bring organization, confidence, and security to their financial lives. Thomas emphasizes putting his clients' interests first and upholding high ethical standards, considering himself a personal stakeholder in his clients' lives. Growing up, Thomas observed how financial decisions can impact opportunities for generations. He now helps successful individuals and families make informed decisions with their serious money and addresses important financial questions they may not have considered. His expertise centers on creating strategies that align with what matters most to his clients and their families. Thomas holds a Bachelor's Degree from Chapman University and a High School Diploma from Loyola High School. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His personal interests include golfing, reading, and tennis.

Terence Lo is a financial advisor with Wells Fargo Advisors in South Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles within various Wells Fargo entities dating back to 2011. He also holds a real estate license in California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu. The firm combines advisory services with other financial products and referral channels, serving clients who meet certain net-worth thresholds.

Helmut Garcia is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CUSO Financial Services, Wescom Financial Services, and MassMutual Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and discretionary and non-discretionary management options.

Mark Moroni is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James Financial Services Advisors, Mainstream Capital Management, and JPMorgan Chase Bank. His background also includes roles outside financial services at Tesla and Apple, as well as a period of employment at San Jose State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied in its recommendations.