Winnie Cao is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Morgan Stanley and positions in education at institutions such as the University of California, Los Angeles, Pasadena City College, and Mark Keppel High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

William Tien is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2012. Outside of his advisory role, he is a co-owner and landlord of rental property. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities.

Ho Yan Tam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, Tam is actively involved in managing several restaurant businesses in Claremont, CA, including serving as general manager and authorized signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Klara Dykastova is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Christian Bidolli is a Planning Consultant at Fidelity Investments, where he currently leverages the firm's tools and resources to simplify complex financial decisions and collaborates with clients to develop personalized strategies. His professional journey at Fidelity began as an intern in 2024, followed by roles as a Financial Representative and Relationship Manager before assuming his current position in 2026. Christian holds a California Insurance License. Outside of his professional work, he has interests in cars, fishing, and golf.

Gennaro Disilvio serves as a Private Wealth Advisor at Merrill Private Wealth Management. In this role, he focuses on providing personalized portfolio management and wealth advisory services to both private clients and institutional investors. His approach involves understanding clients' goals, future needs, and risk appetite to manage their capital thoughtfully and pursue optimal risk-adjusted returns. As a Portfolio Manager, Gennaro manages discretionary investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. His expertise encompasses areas such as family wealth management strategies, institutional investment consulting, liquidity management, managing new wealth, portfolio management services, and tax minimization. He also provides services tailored for endowments, foundations, non-profits, small businesses, and clients interested in socially responsible, values-based, and ESG investing. For larger institutional clients, Gennaro utilizes Merrill's resources, including a broad inventory of investment-grade fixed income securities and additional professional oversight related to fiduciary responsibilities and investment policy compliance. Gennaro holds a Bachelor's Degree from Duquesne University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, his personal interests include adventure sports, basketball, billiards, football, golfing, ice hockey, music, skiing, and traveling.

Bryant Tchan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harry Wang is a financial advisor with Morgan Stanley in Pasadena, CA. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining the firm, he worked at Bank of America and New York Life Insurance Company, with intermittent periods dedicated to homemaking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a wide range of advisory programs to both individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and analyses.

Hung Chih Chen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2019 and has prior experience at JES LED Technology and Tech Source International. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angellokyiu Wong is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Wong has held roles in education at The Music Key School, University of California, Los Angeles, Citrus College, and Yuen Long Public Secondary School. Outside of finance, Wong has been involved with La Bella Laser & Slimming since 2020. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Frederick Johnson is a financial advisor at Osaic Wealth, Inc. in Pasadena, CA, with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 22 years at Signator Investors, Inc. and John Hancock Life Insurance Co. Johnson also operates a fixed insurance brokerage as a sole proprietor. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios, and supports multiple advisory platforms including third-party managed accounts and wrap programs.

Mark Nordbrock is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2005, previously working at Axa Advisors. In addition to his advisory role, Nordbrock is an attorney and serves as a trustee for an immediate family trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage services.

John Mcnamee is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Merrill, Bank of America, and First Republic Investment Management. He serves as a director and investment committee member on the board of the Catholic Community Foundation of Los Angeles, a nonprofit organization focused on social and economic change. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a centralized due-diligence framework. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kin Fung Chan is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Grandway Asset Management, Inc. from 2012 to 2020. Outside of his advisory role, he is the sole proprietor of Kins Asset Management, Inc., a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that uses firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through various investment and planning strategies.

Brandon Evans is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Martin is a financial advisor at Morgan Stanley in Los Angeles, CA, holding the CFP® designation with 38 years of industry experience. He has worked with Morgan Stanley since 2018 and previously spent nine years at UBS Financial Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Ryan Tunnell is a CFA® charterholder with 10 years of industry experience, currently affiliated with Wells Fargo Advisors. He has prior experience at Ameriprise, Comerica, Unionbanc Investment Services, Matrix Private Capital Group, and City National Rochdale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using firm research, planning tools, and simulation models to deliver tailored recommendations across a broad range of planning areas.

Norma Cunanan is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Western International Securities, Inc. for 12 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Nicole Shao is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. Her prior positions include roles at JP Morgan Chase Bank and City National Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Taylor Marrone is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. He has worked at Merrill since 2019 and has held roles outside finance, including clerical work at his family’s plumbing business and tutoring. 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, retirement plans, corporations, and charitable organizations.