Anny Shen is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

Nicolas Monserrat is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020. Prior to that, he held positions in real estate-related firms and was involved with California State University, Fullerton. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Cynthia Stauffer is a CFP® with 29 years of experience in the financial services industry. She has worked at LPL Financial since 2017 and previously spent 15 years at National Planning Corporation. In addition to her advisory role, she provides tax preparation services and works as a TurboTax Tax Expert. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a variety of model portfolios and research resources.

Nolan Dunn is a financial advisor with Charles Schwab in Brea, CA, holding a Series 66 designation. He has one year of industry experience and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2025. His prior work includes roles at Baylor University, Target, and Da Bianca Trattoria. Charles Schwab & Co., Inc. serves 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 a multi-asset model portfolio approach and a centralized operational structure.

Jill Hou is a Financial Advisor at Merrill Lynch Wealth Management. She provides comprehensive wealth planning and wealth management strategies tailored to clients with complex needs, focusing on understanding their goals and life priorities to create custom financial plans. Jill leverages the resources of Merrill Lynch Wealth Management along with the banking services of Bank of America to offer holistic and personalized advice. She holds professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jill earned her Master of Business Administration (MBA) from the University of La Verne. Her expertise encompasses areas such as divorce transition planning, education planning, family wealth management, personal retirement planning, small business strategies, and retirement income. In addition to her professional work, Jill speaks English and Chinese and has personal interests in hiking, tennis, and traveling. Her approach centers on placing clients and their families at the heart of financial decision-making to help them pursue their financial goals.

Danielle Blunt is a CFP®-designated financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2014. She is also the owner of Blunt Wealth Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports various advisory programs and institutional consulting services.

Ruarri Burda is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Based in Claremont, CA, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Brittany Romero is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in La Mirada, CA. She has 10 years of industry experience, including three years at Merrill before joining J.P. Morgan Securities in 2018. 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 broker-dealer and investment advisor functions, delivering recommendations on a non-discretionary basis.

Sharon Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial strategies for business and family finance. She collaborates with a team of specialists to assist clients in retirement planning, investments, banking and credit solutions through Bank of America, and estate planning services. Sharon is a native speaker of Mandarin and Taiwanese and brings over 25 years of experience serving corporate and high net worth clients. Her expertise spans family wealth management, new wealth management, personal retirement and philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Sharon holds a Master’s degree from The Pennsylvania State University and a Bachelor’s degree from National Taiwan University. She also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sharon is actively involved in her community, having volunteered with the Fullerton Chinese School since 2003 and serving as its Principal from 2008 to 2009. Her personal interests include hiking, music, reading, spending time with her family, traveling, and writing.

Ivan Albarran is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Lauren Nettels is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having two years of industry experience. Her prior work includes positions at Capitol Ai and Murphy Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence.

Evan Monroe is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation. He has worked in the financial and commercial real estate sectors since 2019, including three years with Growth Investment Group. Monroe also has prior experience with Marcus & Millichap and participated in the USC JEP ReadersPlus program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and branch offices. The firm offers a range of investment advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shutong Chen is a financial advisor at Cetera with two years of industry experience. Chen holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2023. Prior roles include positions at Cathay Bank, Hsu Yao Tuang & Chiang CPA, and several educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Liz Zhao is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at New York Life, Eagle Strategies, Pacific Century Securities, and AIG. Zhao is based in Pasadena, California. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Roger Mckee is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. His professional designations include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and risk modeling techniques and manages approximately $2.74 trillion in client assets.

Amy Hung is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Merrill for eleven years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary advisory services, employing an IPS-driven process grounded in modern portfolio theory and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Daniel Wang is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Charles Schwab in Pasadena, CA, where he has worked since 2022. Prior to this, he held roles at TransGlobal Advisory LLC, Globalink Securities, and Transpacific Financial. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment guidance with a multi-asset model portfolio approach, backed by centralized custody and operational support.

Joven Arella Jr. is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Since 2020, he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market models.

Gordon Chen is a CFP®-certified financial advisor with 15 years of industry experience, currently working at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank NA 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 its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Steven Flores is a financial advisor at Ameriprise with two years of industry experience. He previously worked at MWA Financial Services and Modern Woodmen of America. Flores serves on the Board of Directors for Unidos Por CHOC, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations.