Adam Fallert is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and Prudential. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, with multiple investment platforms and both proprietary and third-party strategies.

Christian Cruz is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving families in the Los Angeles and Orange County areas. He works closely with clients including business owners, executives, and teachers, developing customized financial strategies that encompass investment and retirement planning, liability management, debt consolidation, and legacy planning. Christian collaborates with clients' CPAs and attorneys to align tax-minimization and estate planning strategies, and leverages resources such as Bank of America N.A. for residential and securities-based lending. He utilizes guidance from the firm's Chief Investment Office and award-winning research to diversify portfolios with equities, bonds, cash, and alternative investments while considering tax consequences. Christian adapts his communication approach to client preferences and meets with clients in various settings including homes, businesses, or his office. Christian holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Accredited Wealth Management Advisor™ (AWMA™) designation, and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He earned a Bachelor of Business Administration degree from California State University, Los Angeles. His career began at Washington Mutual in 2006 before joining Merrill Lynch in 2012. Raised in a lower-income family in Southern California, Christian's interest in wealth management was influenced by a mentor during his high school soccer years. Outside of work, he holds a Black Belt in Brazilian Jiu Jitsu and enjoys spending time with his wife Evelyn, their children Olivia and Enzo, and their dog Loki.

Logan Fritze is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop holistic financial plans and investment strategies. Prior to his current position, Logan held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Associate from 2021 to 2023. He holds a California Insurance License.

Mikko Sperber is a financial advisor at Edward Jones in Burbank, CA, holding a Series 66 designation with one year of industry experience. His prior roles include work at Pluto Partners and the Santa Monica Education Foundation. Sperber is also the founder and of counsel for Fundamental Strategy, a nonprofit management advisory where he mentors nonprofit executives and consultants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Kevin McCarthy is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2012. Outside of his advisory work, he engages in a TV consulting hobby related to soccer and hockey advertising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a variety of portfolio management styles and affiliated research.

Catalina Delgado Ascencio is a Series 66 licensed financial advisor with Merrill, based in Cerritos, CA. She has six years of industry experience and has been affiliated with Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Stern is a financial advisor at Cetera with 12 years of industry experience. He holds the CFP® and PFS™ designations and has worked at several firms, including Massachusetts Mutual Life Insurance Company and Pruco Securities LLC. Outside of advising, Stern is also involved in the sale of fixed insurance products and serves as a limited agent managing a fiduciary role for his father's brokerage accounts. Cetera Investment Advisers LLC is a nationwide SEC-registered investment advisor serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with a broad range of program options and over $256 billion in assets under management.

Emily Chon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in the financial needs of affluent clients and their families. She has more than 17 years of experience in the financial industry, including nearly a decade as a wealth manager at Citibank. Emily has worked with hundreds of families both internationally and globally, assisting them in achieving their financial goals through personalized strategies. Born in a small town in China, Emily immigrated to the United States over 20 years ago. She earned a Bachelor's Degree from the California State University System while working various jobs, including her first role at a local bank where she developed her passion for financial services. Throughout her career, Emily has tailored financial products to meet the unique needs of individuals and families across various areas, such as retirement planning, funding education, home purchasing, business transactions, and estate and trust planning. Emily holds the Personal Investment Advisor (PIA) designation and is fluent in Mandarin, Chinese, Yue (Cantonese), and English. Outside of work, she enjoys cooking, golfing, hiking, painting, spending time with her family, and traveling.

Adalina Gonzalez is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Misunderstood Genius for six years and held positions at Forever21 Inc and Onestop Internet. Outside of her advisory role, she occasionally provides dog sitting services for friends and family. Morgan Stanley Wealth Management serves both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Yasha Maylamyan is a financial advisor at UBS Financial Services with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining UBS, Yasha worked at U.S. Bank N.A. and has held roles in various sectors including banking and retail in Armenia and the United States. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Huiying Jiang is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Her work history includes roles at East West Bank, Cathay Bank, and Cetera Investment Services LLC. Outside of advising, she also works as a DoorDash driver. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Xiao Chun Yu is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and bringing 25 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals and risk tolerances.

Derek Johnson is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. Outside of his advisory work, he serves as Treasurer for the Interfaith Food Center, a nonprofit focused on food distribution for homeless and less fortunate families. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Kyle Rayder is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Equitable Advisors, AXA Advisors, and running the Rayder Law Firm. He also serves as a relationship manager in life and health insurance sales through Lenox Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as estate settlement and divorce planning.

Andrew Yoon is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Fidelity Brokerage Services, JP Morgan Chase Bank, and Bank of America. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Wei Chen is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2014, including over 11 years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns and manages rental properties in Encinitas, California. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools without offering individual security recommendations in standalone plans.

Anthony Sanchez is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in legacy planning, personal retirement planning, and portfolio management services, focusing on creating tailored strategies that align with his clients' unique needs and aspirations. He holds a Bachelor's Degree from California State University Fullerton and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Throughout his career, Anthony has guided clients through complex financial landscapes, emphasizing clear communication, transparency, and empowering clients with knowledge to make informed financial decisions. Outside of his professional role, Anthony is actively involved in his community, volunteering as a coach for youth sports including AYSO Soccer, Pony Baseball, and Youth Basketball. He enjoys football, spending time with his family, and traveling.

Michael Rodriguez is a financial advisor with Fidelity in Los Angeles, CA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo and Chase Bank, spanning a total of 15 years in the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in formal advisory roles to multiple registered investment companies.

Daniel Hwang is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Vicky Rangsuebsin is a financial advisor with Ameriprise in Arcadia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a co-owner of Pumpkin Spice Latte, LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of brokerage and insurance solutions through its affiliated companies.