Ranjit Hayhre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2011. 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 team of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Chad Beck is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Grove Point Investments, LLC and Grove Point Advisors, LLC, and he led H.Beck, Inc. for ten years. 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, wrap and model portfolio programs, access to third-party asset managers, and institutional platforms, utilizing various investment strategies and operational tools.

Jonathan Holman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes seven years at Oracle Corporation and ongoing roles with PFS Investments Inc. and Primerica Financial Services since 2009. In addition to advisory services, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

John Gudino is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2007. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mason Bryant is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving a diverse clientele that includes hardworking individuals and couples focused on building wealth, saving for milestones such as a first home or a child's education, and planning for comfortable retirement lifestyles. He returned to Southern California after graduating from the University of Pennsylvania, joining Merrill in 2019 to assist clients in overcoming financial challenges with realistic and personalized strategies. Mason brings experience as a former Division I football player and a three-sport scholar-athlete from Monrovia High School. He leverages lessons learned from team leadership and execution in sports to guide his collaborative approach with clients and his support team. He emphasizes educating clients on long-term saving and disciplined investing, tailoring portfolios with diversified investments to maximize returns while managing volatility. His services also include coordination with CPAs and attorneys for tax optimization and estate planning, along with access to lending solutions through Bank of America. In addition to his professional role, Mason is engaged in community and professional organizations including the Black Professional Group at Bank of America, the National Football Foundation's San Gabriel Valley Chapter, and serving as president of the Penn Club of Los Angeles. He participates actively with his church and local community service groups, reflecting his commitment to making a positive impact beyond financial advising.

Mary Schroeder is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with MML Investor Services, Lenox Advisors, and Mass Mutual Life Insurance Company since 2011. Outside of advisory roles, she is active as an insurance agent involved in life, health, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored financial planning, asset management, and educational seminars, utilizing firm-approved software and structured, collaborative annual planning engagements.

James Lo Coco is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, RJJ Pasadena Securities, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he manages a rental property in Monrovia, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Bruno Mendes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and through his own firms, Mendes Wealth Management, LLC and Mendes Consulting Inc. 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 to support client decision-making on a non-discretionary basis.

Alexi Papadopoulos is a Planning Consultant at Fidelity Investments. In this role, Alexi provides clients with clear and transparent guidance to support their long-term financial decisions. Alexi's approach focuses on understanding each client's unique financial journey and prioritizing their interests to deliver honest insight and thoughtful planning, particularly in retirement planning. Alexi's professional experience at Fidelity Investments includes serving as a Financial Representative from 2024 to 2025, then as a Relationship Manager in 2025, before becoming a Planning Consultant in 2025. This progression reflects a breadth of experience in client relationship management and financial planning within the firm.

John Frederich is a financial advisor with Ameriprise in La Canada, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Frederich serves as chairman and president on multiple nonprofit boards, including Cristian Recovery International and Shepherd's Knoll Ministries. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Dora Valles is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab and TD Ameritrade. Outside of her advisory roles, she operated 5 Stars Delivery Service for ten years. J.P. Morgan Securities 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.

Evans Lam is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Lam serves as a director of a nonprofit networking organization and is involved with educational institutions as a trustee and board member supporting scholarship initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of investment products and leveraging proprietary research and capital market insights.

Jennifer Kim is a financial advisor with Equitable Advisors in La Palma, CA, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cetera, Avantax, and Ksga LLP. She is also a partner at Prospera Accountancy Group, where she provides CPA services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Johnny Chi is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Cetera Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. 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 that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rafael Robles is a financial advisor at Merrill with a Series 66 designation and over 20 years of experience, including roles at Bank of America from 2002 to 2025 before joining Merrill in 2025. He is based in Whittier, CA. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Li is a financial advisor at Merrill with 17 years at the firm and 4 years of industry experience. She holds a Series 66 designation and is based in Los Angeles, CA. 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 plans, corporations, and charitable organizations.

Sean Yu is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory work, Yu serves on the board and auditing committee of the Cal Poly Pomona Philanthropic Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Parker Olson is a financial advisor with Thrivent Investment Management in Arcadia, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ares Management Corporation, Purshe Kaplan Sterling Investments, and Northern Trust. He serves on the finance committee at Vintage Church Pasadena, assisting with modeling future church budgets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine financial planning with managed accounts through a consolidated billing option.

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.