John Chou is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique ambitions and develop personalized financial strategies to address their short-, mid-, and long-term goals. His services encompass a wide range of areas including family wealth management, institutional investment consulting, philanthropic planning, retirement income, and small business strategies. John also provides access to specialists in banking, credit, home financing, and small business solutions through Bank of America. John holds a Bachelor's Degree from the California State University System and a Master of Business Administration (MBA) from the University of Southern California. He is a Personal Investment Advisor (PIA) and is registered under NMLS#2466564. In addition to his professional work, John serves as a City Council Member for the City of San Marino. Outside of his professional and community roles, John enjoys golfing, hiking, and spending time with his family.

Jonathan Park is a financial advisor with Thrivent Investment Management in Los Angeles, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Janus Cam for six years before joining Thrivent in 2019. Outside of his advisory role, he manages and oversees operations for an Airbnb rental through his LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations on a broad range of financial topics. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed account services via a consolidated billing option.

Sean Kennally is a financial advisor at Morgan Stanley with Series 63 and Series 65 registrations and 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Kennally serves as a member of the USC Athletics Board of Counselors and is on the Trojan Board of Directors for the USC Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its advisory process.

Robert Miller is a CFP® with nine years of industry experience and is currently an advisor at Ameriprise in Glendale, CA. He previously worked at Merrill and Bank of America, N.A., among other firms. Miller is also employed outside the industry at Insperity PEO Services L.P. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to deliver customized recommendations.

Peggy Tong is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Bank of America and Merrill. Charles Schwab serves a large client base, 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Isabelle Chang is a financial advisor with Wells Fargo Clearing holding a Series 66 designation. She has one year of industry experience and has held a variety of roles outside the finance sector, including in food-related businesses such as Tifa Chocolate & Gelato. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Ted Inagaki is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at SagePoint Financial, LPL Financial, and Wamu Investments. Outside of his advisory role, he manages an investment consulting business focusing on portfolio construction and analysis tailored to client objectives. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools, delivering strategies through multiple affiliated broker-dealer and RIA relationships.

Sung Park is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at MetLife Securities, MSI Financial Services, and Equitable Advisors. Outside of his advisory role, he is also an insurance agent specializing in health and group health insurance. 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, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved tools and emphasizes collaborative, ongoing relationships with clients.

Brian Chan is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for nine years. In addition to his advisory role, Brian operates a tax preparation sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization, offering brokerage and advisory services across various account programs and utilizes a broad affiliate network to support its offerings.

John Von Buren is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Pruco Securities LLC, and Keller Williams Realty-Sunset. Fidelity’s Strategic Advisers LLC provides 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Kiang is a CFP® and Series 66-licensed financial advisor with over 13 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2017, and previously worked at Morgan Stanley. Outside of his advisory role, he is an owner and partner of NELA Living Properties LLC, a real estate investment entity. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research to build model portfolios and offers a program that integrates ESG considerations and advanced derivatives capabilities.

Irana De Haven is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. since 2018. Her prior experience includes roles at Northwestern Mutual Investment Services LLC, Bottega Louis, Northwestern Mutual Life Insurance Company, and Drago Centro. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kingsley Wong is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His background includes roles at JP Morgan Chase, Northwestern Mutual Investment Services LLC, and Purshe Kaplan Sterling Investments. Outside of advising, he volunteers as a sound and lighting engineer at his church. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Kambiz Tangestanifar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. 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.

Timothy Stratz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Lincoln Financial Securities and Axiom Advisors LLC, and he has operated Startz & Company since 1995. Outside of advising, he serves on the investment committee for Maryvale and is a board member of Neuro-Cycling, a non-public entity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Duvan Chiang is a financial advisor with Ameriprise who holds a Series 63 designation and has 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Lily Li is a financial advisor with Wells Fargo Clearing in Alhambra, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes roles at Wells Fargo Investments, Citigroup Global Markets, and Citicorp Investment Services. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Alexander Derghazian is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, JPMorgan Chase, and Logix Federal Credit Union. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Erin Cottom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Charles Schwab & Co., Inc., RBC Capital Markets, Neuberger Berman BD LLC, and Morgan Stanley DW Inc. Erin is currently based in Burbank, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG considerations within its recommended strategies.

Setareh Kavosi is a financial advisor at Edward Jones in Los Angeles, CA, holding a Series 66 credential. She has one year of industry experience and a background as a psychologist and marriage and family therapist since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.