Strauss Cooperstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and UBS, and has previous experience with WI Harper and Tencent Cloud. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Deirdre Hilario is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 18 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a corporate secretary and incorporator of a family-owned waxing salon business, Lay Bare, though she is not involved in its daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gregory Alle is a Financial Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He provides personalized financial advice and guidance, focusing on helping clients achieve their short and long-term financial objectives. His expertise includes college education planning, retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Alle earned a Bachelor of Arts in Business Management Economics from the University of California at Santa Cruz. His career in financial services encompasses experience in wire operations, cashier services, and roles supporting high-net-worth clients. He also holds the Personal Investment Advisor (PIA) designation. Throughout his career, he has emphasized crafting custom financial plans tailored to his clients' needs and goals. Outside of his professional work, Gregory Alle is involved with the Sierra Madre Community Foundation and the Sierra Madre Rotary Club. He enjoys hiking, running, and playing tennis.

Jessie Chen is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at Western International Securities, Inc., Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Mary Rilloraza is a financial advisor with Primerica Advisors in Glendora, CA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure.

Antonio Caballero is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Cetera and Foresters Financial Services. Caballero previously worked at Regents Capital Corporation before joining Cetera. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with discretionary and non-discretionary account options.

Alberto Alvarez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Glendale, CA. He has been with Ameriprise and its related entities since 2005. Alvarez serves on the board of the Los Angeles Mission College Foundation. 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 dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Sandra Caluya is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been associated with Cetera and its affiliated entities since 2013, with prior experience at firms including D.A. Davidson & Co. Cetera Investment Advisers LLC serves individual and institutional clients nationwide, offering a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

Stephen Boyle is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines in 2025, he worked at CUSO Financial Service, LP and Wescom Financial Services, LLC, each for six years, and The Capital Group for three years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ting Zhang is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Zhang worked eight years at Hubei Changli Industrial Development Co., Ltd. in China. Zhang holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kerry Moy is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Western International Securities, Morgan Stanley, and Merrill. Moy is also involved in private investment-related business entities. 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

Jenny Ngo is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ngo serves as the treasurer for Arcadia Toastmasters, a social and recreational organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Trevor Johnson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cetera and Technology Credit Union. Outside of his advisory role, he serves as a co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad range of financial activities.

Louis Silva is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. He has worked at various Morgan Stanley entities since 1997, including Morgan Stanley Private Bank, N.A. since 2015. Silva serves as a board member of the Kiwanis Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mike Lo is a financial advisor with J.P. Morgan Securities in Temple City, CA, holding Series 63, Series 65, and Series 66 licenses. He has 16 years of experience in the industry, having worked previously at Citigroup Global Markets Inc and Ameriprise. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Angel Aguinaldo Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Aguinaldo has served as an insurance agent and is active in community service as a board director of the LA True-Blue Lions Club and a 4th Degree Knight of the Knights of Columbus. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. She is also commissioned as a notary in the State of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Stacy Eller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a previous role at Merrill. In addition to her advisory duties, she is also employed by JPMorgan Bank, allowing her to offer certain banking products and services. 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 applying an ESG eligibility framework in its recommendations.

Tony Liang is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including U.S. Bancorp Investments, Chase Investment Services, Wamu Investments, and Ameriprise. Liang has been with J.P. Morgan Securities 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 to support customized investment solutions.