Daniel Shandling is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Benjamin Shen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked at Schwab and its affiliated entities since 2018 and previously spent 14 years at Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

James Politis is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and The Chefs Warehouse. Outside of advising, he serves as secretary for a homeowners association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning methods to deliver tailored recommendations without investment discretion.

Brian Hioe is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with nine years of industry experience. He previously worked at Western International Securities, Inc. from 2015 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment models.

Preston Edwards is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Nguyen Tran is a financial advisor at OSAIC with 22 years of industry experience. He has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. In addition to his advisory role, he is involved with Win Wealth Solutions, where he provides services related to health, life, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio management tools and supports multiple advisory platforms and legacy program transitions.

Kristine Lee is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMC Bank NA since 2013. 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 an ESG eligibility framework in its advisory process.

Roberto Ugalde is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He focuses on helping clients improve their financial well-being, particularly by supporting confidence and peace of mind before and during retirement. Roberto emphasizes working with clients based on trust and empathy to develop tailored financial strategies that benefit both individuals and their families. His professional experience includes roles as Assistant Vice President and Financial Advisor at Wells Fargo Advisors from 2014 to 2015, and as a Financial Advisor at Merrill Lynch from 2011 to 2013. Roberto holds a California Insurance License, which supports his work in financial consulting.

Tim Phan is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2026, following 15 years at JPMorgan Chase Bank, N.A. 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 an ESG eligibility framework. The firm offers customized, non-discretionary advice delivered by a select group of Wealth Advisors.

Gary Strangis is a CFP® professional with 17 years of industry experience, all of which have been at Edward Jones since 2009. He is based in Burbank, CA. In addition to his financial advisory role, he receives residuals from entertainment industry work, including involvement with companies such as Sony Pictures Entertainment and Walt Disney Pictures. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gabriel Castellanos is a financial advisor at Wells Fargo Clearing with 4 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo and U.S. Bank in various capacities since 2016. 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 offers both brokerage and advisory solutions.

Aida Babayan is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. 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 and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Christopher Kenney is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his advisory roles, he was employed at Harman International Industries and Avascent. 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 and financial planning services that utilize structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jongsik Kim is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he works as an insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering services that include event-driven planning programs and various investment strategy recommendations.

Karen Chan is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 65, Series 63, and Series 66 designations and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016. MML 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 provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that use firm-approved software to deliver written recommendations.

Renee Capellaro is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. She previously worked at First Republic Securities Company and First Republic Investment Management, Inc. from 2010 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client goals.

Michael Choe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that address the full financial picture of his clients. Michael works closely with individuals and families to develop customized strategies that are adaptable to changing market conditions and client needs, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. He focuses on a broad range of financial planning areas including college education planning, family wealth management, legacy planning, managing new wealth, retirement planning and income, philanthropic planning, portfolio management, and small business strategies. Michael holds a Bachelor's Degree from James Madison University and an MBA from the University of Southern California. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Fluent in English and Korean, Michael combines his expertise with a commitment to understanding what matters most to his clients. Outside of his professional work, Michael enjoys biking, cooking, football, horseback riding, ice skating, photography, swimming, traveling, watching movies, and spending time with his family.

Stanley Anderson is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He has been affiliated with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he sells collectible coins from his personal collection on eBay. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jason Lee is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its related entities since 2011. His roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and global market analyses.

H Schloss is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1993 and brings extensive experience in financial advisory services, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. H Schloss holds a Master’s degree in Mathematics from Harvard University, a Master’s degree in Electrical Engineering–Computer Science from the University of Southern California (USC), and a Ph.D. in Electrical Engineering–Communication Sciences from USC. His professional designations include Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Prior to his financial advisory career, he accumulated 30 years of experience in the aerospace industry, including a role as Supervisor Level II of Guidance and Navigation Analysis on the Apollo Lunar Mission with North American Aviation. In addition to his professional work, H Schloss is an active member of several charitable and cultural organizations in Southern California. His personal interests include genealogy, music, reading, traveling, and spending time with his family.