Ryan Mouton is a financial advisor at OSAIC with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Woodbury Financial Services and has a background that includes various roles dating back to 2011. Outside of finance, he is a co-owner of an e-commerce seasoning retail business. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a range of brokerage, advisory, and portfolio management services through a large network of affiliated advisers and platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios incorporating multiple asset types on discretionary or non-discretionary bases.

Jeremy Haneline is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. Since joining Merrill Lynch in 1998, he has focused on developing personalized strategies and advice for individuals, families, and businesses, taking into account their short- and long-term financial objectives. His client expertise includes areas such as college education planning, retirement income, portfolio management, and services tailored for endowments, foundations, and defined benefit and contribution plans. He holds a Bachelor of Arts degree in International Economics from the University of California at Los Angeles. Jeremy has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to client financial well-being, he emphasizes a one-on-one approach to develop personalized financial strategies aligned with each client’s goals. Outside of work, Jeremy is engaged in community volunteer activities consistent with Merrill Lynch’s tradition. He enjoys spending time with his family and pursues interests such as baseball, basketball, biking, boxing, fishing, football, and traveling.

Karlo Tajian is an advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A. and several other roles outside the financial industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Yun Hao is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Yun Hao provides clients with access to investment insights from Merrill and banking and lending solutions through Bank of America, leveraging a global network of specialists to explore financial possibilities in today's markets. Yun Hao has expertise in areas including corporate benefits, education planning, institutional investment consulting, services for endowments and non-profits, international wealth management, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. Yun Hao serves clients by offering customized financial strategies aligned with their priorities and goals. Yun Hao holds bachelor's and master's degrees from Harbin Engineering University. Fluent in English and Chinese, Yun Hao is also involved in community organizations such as Better Money Habits®/Financial Education, Girl Scouts of Greater Los Angeles and PSILY Foundation, and Pasadena Ronald McDonald House. Outside of professional responsibilities, Yun Hao enjoys hiking, music, reading, traveling, and yoga.

Brian O'Connor is a financial advisor with Merrill in Los Angeles, CA. He holds a Series 66 designation and has 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Mc Cabe is a CFP® with 26 years of experience in the financial industry. He is currently with LPL Financial, having joined in 2024, and has prior experience at firms including Alps Distributors, PRIMECAP Management, RBC Capital Markets, and Oppenheimer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes research and technology to support diversified investment strategies.

Saba Jahanian is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2023. Her prior experience includes roles at Bank of the West and BancWest Investment Services starting in 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Ellen Yee is a financial advisor with Equitable Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She previously worked at Shuster Financial Group, LLC and Hub International. Outside of her advisory role, she is a managing partner in Flying Stars Omnimedia, LLC, involved in screenwriting and producing. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robert Rumishek is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Vartges Markarian is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 21 years of industry experience. He previously worked at Ascent Capital Management and U.S. Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers customized, non-discretionary advisory services.

Kelli Martin is a financial advisor with Charles Schwab in Brea, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. Her prior roles include positions at Fidelity Investments and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, combining multi-asset model portfolios and access to alternative investments within an integrated operational structure.

Wai Shing Stephen Law is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and no prior industry experience. His background includes roles at Bank of America and East West Bank, as well as ownership of a design and decoration company. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services.

Anali Elias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at several companies including Mejuri, David Yurman, and Prada. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Kyle Colburn is a financial advisor with J.P. Morgan Securities in Pasadena, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Franklin Distributors, LLC and Western Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Petra Frisina is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within affiliates of Wells Fargo since 2011. Outside of her advisory role, she is involved in an LLC unrelated to investment activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations through the use of proprietary research and planning tools, with optional implementation via brokerage or advisory programs.

Robert Brock is a financial professional with 32 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has been associated with various Cetera entities since 2013. Outside of his advisory role, he serves as the financial officer for Warm and Loving Ministries, a counseling and training center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party investment strategies and program options suited to various client needs.

Eddie Richard is a Series 66-licensed financial advisor with LPL Enterprise, based in Arcadia, CA. He began his advisory career in 2025 after previous roles at BLAZR Inc and Hyatt Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, brokerage products, and access to various managed portfolios through both advisory and brokerage channels.

Joann Lee is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a part owner of K & J Essentials LLC, an e-commerce business focused on Amazon online selling with minimal day-to-day involvement. 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 manager due diligence and an ESG eligibility framework in its recommendations.

Tyler Wong is a CFP® with seven years of industry experience, currently affiliated with Osaic Wealth, Inc. He has previously worked at JPMorgan Securities LLC and Securities America Advisors. In addition to his advisory role, he operates a financial planning and advising business and is a licensed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managed-account solutions across various investment types.

Kelly Nelson is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2018, Nelson worked at Augusta Precious Metals and the United States Postal Service. Outside of advising, Nelson is a self-published fiction author and operates as an independent contractor reseller on various online retail platforms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery conversations, firm-approved tools, and modeling techniques, while clients are responsible for plan implementation.