Valerio Chiarotti is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill, Paulson Investment Company, and Bank of America. Outside of his advisory role, he is the owner of Terrarossa LLC, a wine service company, and serves as a board member and CFO for the Italian Heritage Culture Foundation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a risk-assessment approach to match clients with advisory models and third-party asset managers, providing a range of investment options including mutual funds, ETFs, and select alternative investments.

Nancy Molina is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 license and 20 years of industry experience. She has worked with Morgan Stanley since 2016, with a brief tenure at UBS Financial Services in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Annie Chen is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has worked at Bank of America and AXA Advisors. Outside of her advisory role, Chen is a general partner and managing member of BA and TB Succulents LLC, which is not investment related. 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.

John Fitzgerald is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools.

Haeseong Shin is a Series 66-licensed financial advisor at Merrill with five years of industry experience. Prior to joining Merrill in 2025, he worked at Morgan Stanley and Fidelity Investments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Standish is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves business owners, executives, and entertainment professionals. In his role, he acts as a planner and Senior Portfolio Advisor, providing investment management, retirement and legacy planning, insurance, lending and credit, as well as banking services through Bank of America. His approach begins with a comprehensive assessment of clients' financial situations to develop personalized and disciplined strategies that emphasize diversification and balance. James has been dedicated to financial advising since 2011, drawing upon his background in business ownership and banking alongside formal education in economics and financial planning. His expertise includes education planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and services for defined benefit plans. He holds a Bachelor of Arts in Economics from the University of Denver and a Master of Arts in Economics from California State University at Long Beach. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). James resides in Hancock Park with his wife and four children.

Sukhjinder Thind is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Glendale, CA. He has been with Ameriprise since 2016. Outside of his advisory role, he holds a real estate license and is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Giovanni Alvarez Mena is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 15 years before joining Equitable Advisors. Outside of his advisory role, he is involved as a registered team member with The Group WOWM, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party program sponsors to deliver investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Scofield is a financial advisor with RBC Capital Markets in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Morgan Stanley. He serves on the boards of Education Through Music Los Angeles and the Boys and Girls Club of Pasadena, and is an officer with the Pasadena Breakfast Forum. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and emphasizes integrated solutions through its capital markets and affiliated capabilities.

Anthony Valazza is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He is also involved in community service as a board member of the Race Track Chaplaincy of California and serves as secretary for the Race Track Chaplaincy of America, organizations that provide spiritual and material support to the race track community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary trading authority, and supports ongoing plan reviews through a network of financial advisors.

Michael Tidik is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds a Series 63 designation and has been with UBS since 2015. Outside of his advisory role, Tidik is a limited partner and investor in real estate investment funds and commercial real estate partnerships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Kiesha Earle is a CFA® charterholder with 19 years of industry experience. She is currently with Edward Jones and has previously worked at Vanguard and Capital Group Companies - American Funds Distributors, Inc. Earle owns and manages condo rental properties in Brooklyn, New York. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Sean Lavin is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jared Grimes is a financial advisor at Morgan Stanley in Los Angeles, CA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in two periods totaling nine years, as well as at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. His background also includes involvement with Impact Events & Displays in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Marcos Montenegro is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services since 2018, also maintaining a role at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Roxanna Martinez is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. Her work history also includes a position at Chase Investment Services Corp. She is the owner of a real estate rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence combining quantitative and qualitative research.

Maria Uribe is a financial advisor with LPL Financial in Burbank, CA, holding the CFP® and Series 66 credentials and having seven years of industry experience. She previously worked at Ameriprise for several years and is also employed outside the investment industry with 4Life Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management.

Brandi Zimmerman is a Series 66 licensed financial advisor with Morgan Stanley, based in Pasadena, CA. She has nine years of industry experience, including roles at Morgan Stanley Private Bank and Sun Life Financial. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a range of advisory programs supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Brian Vo is a financial advisor at Ameriprise with six years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2016. Outside of his advisory role, he owns and manages Brahhvo LLC, a business unrelated to investment activities. 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 ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Francis Chan is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.