Eddie Rubio is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at CUSO Financial Services, Wescom Financial Services, Wescom Credit Union, and Wells Fargo. Rubio is based in Pasadena, CA. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gohar Tumanian Balyan is a financial advisor at Merrill with the Series 66 designation and six years of industry experience. She has been affiliated with Merrill since 1996. Outside of her advisory role, she co-operates a non-investment business with her husband focused on property management. 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, offering model-based and discretionary investment strategies for a diverse range of clients including individuals, pension plans, and charitable organizations.

Gabriel Choo is a financial advisor at Edward Jones in Orange, CA, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with Alpha Academy starting in 2015. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds.

Chad Mortenson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. Outside of his advisory work, Mortenson serves as CEO of Mortenson Financial Services, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a client-centered approach using risk profiling and probabilistic modeling and supports a broad advisor network along with specialized municipal and retirement plan advisory services.

Jingwei Zhang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including JPMorgan Chase Bank, N.A. and The Prudential Insurance Company of America. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services through a select group of Wealth Advisors.

Yooni Chang is a financial advisor at LPL Financial with 36 years of industry experience. She has been with LPL Financial since 2000 and holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Mamie Lai is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Cantella & Co., and Raymond James & Associates before joining Morgan Stanley in 2019. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Phillip Lehman is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His work history includes roles at Bank of America and Advanced Energy Solutions, as well as experience at the University of Arizona. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Koehlinger is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Vice President of the Majors Division for the Lakewood Village Little League, organizing games and coordinating league activities. 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 focused on a broad range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Tiffany Wenzel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank NA, US Bancorp Investments Inc, and JPMorgan Securities LLC. Outside of finance, she was involved in a personal business venture, T Wenzel Beauty, LLC, from 2018 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Ludinila Pangan is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Douglas Norman is a financial advisor with LPL Financial in Brea, California, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. He is also commissioned in fixed insurance and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Angelica Estrada is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shujuan Yan is a financial advisor at Ameriprise with 10 years of industry experience, including six years at Edward Jones and four years at Ameriprise. She holds a Series 66 designation. Outside of advisory work, she is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Joon Kim is a financial advisor with Charles Schwab in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2022 and was previously with TD Ameritrade Inc. from 2012 to 2022. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a formal alternative-investment process.

Cody Hale is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, his work history includes roles in automotive sales and detailing as well as experience at the University of California, Irvine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations across various planning areas without implementation. The firm offers a holistic, goal-based approach and separates its planning and managed-account services while maintaining periodic reviews of client plans.

Rhonda Sasse is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 1991. 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 modeling tools, managing approximately $2.74 trillion in client assets.

Yuran Liu is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to Merrill, they worked at Cathay Bank and Bank of America, N.A. Liu also serves as a California Notary Public, providing notary services since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies developed by internal and third-party managers for a range of individual and institutional clients.

Frank Lee is a CFA® charterholder with 10 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities. His prior experience includes roles at Payden & Rygel and Miracle Mile Advisors, LLC. Lee is a board member of the Foundation for the Los Angeles Community Colleges, a nonprofit organization supporting higher education in the Los Angeles Community College District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jeannie Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, Bank of America, LPL Financial, BMO Harris Bank, and JPMorgan Chase Bank. 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. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.