Albert Singleterry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2018, as well as prior experience at Wm Financial Services Inc. from 2005 to 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Shana Amster is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at SagePoint Financial and Luxe Financial and Investment Services. Outside of her advisory role, she is the owner of Luxe Financial and Investment Services Corporation and also performs administrative work for a CPA firm. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and offering access to third-party money managers and managed-account solutions.

James Warren is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at LPL Financial and Level Four Advisory Services. He owns a non-investment-related business entity, JPW and Associates, which does not generate revenue or require time commitments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Katherine Brody is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Pedro Cisneros is a Series 66-licensed financial advisor with LPL Financial, based in Pasadena, CA, and has 14 years of industry experience. He previously worked at Firefighters First Credit Union and CUSO Financial Services, Lp. He is also involved with Firehouse Financial, a business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier positions outside the financial sector. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and custodians, overseeing approximately $15.5 billion in assets under management.

Ronny Liu is a financial advisor at Equitable Advisors with 39 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Equitable Advisors in 2024, he spent 38 years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an independent agent involved in fixed insurance sales and holds a property and casualty insurance license. 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 asset managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to client goals and risk tolerance.

David Cheng is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, Fidelity Brokerage Services, U.S. Bancorp Investments, and Bancwest Investment Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Jimenez is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Merrill since 2021 and previously spent six years at Morgan Stanley. Jennifer also has experience with Pasadena City College. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Richard Lousararian is a financial advisor with LPL Financial in South Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research to support diversified and alternative investment strategies.

Yvonne Qi is a financial advisor with Merrill in Hacienda Heights, CA. She holds Series 63 and Series 65 licenses and has been with Merrill since 2017, including prior experience with Bank of America, N.A. 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.

Tomik Sarkissian is a Financial Advisor with Merrill Lynch Wealth Management, focused on helping clients manage their financial resources to achieve their short-, mid-, and long-term goals. He works one-on-one with clients to understand their priorities and develop tailored portfolio strategies. His services include general investing, retirement planning, and saving for unexpected events, as well as providing access to Bank of America specialists for banking, credit, home financing, and small business solutions. With an emphasis on ongoing advice and guidance, Tomik adapts clients' portfolios as their situations change. He holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from Islamic Azad University. Tomik communicates fluently in English, Armenian, and Farsi.

Jonathan Bratincevic is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and leveraging firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

Gloria Chen is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, BMO Bank NA, Citigroup, and JP Morgan Securities. Outside of her financial career, she tutors children in violin through her music tutoring business, Chen's Music. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach and offers both brokerage and advisory solutions.

Jay Ding is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Common Capital LLC and Westinghouse Electronics and currently serves as an associate director and career strategist at the University of Southern California, where he coaches mid-career MBA candidates. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and provides specialized programs including divorce and estate-settlement planning.

Mehrnaz Nourbakhsh is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2023, previously serving as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Prior to joining Fidelity Investments, she worked as a Relationship Banker at Wells Fargo from 2018 to 2023. Her approach to client services and financial planning focuses on building strong, trusting relationships and developing personalized, strategic strategies that align with each client's unique goals. She emphasizes understanding each client's story as essential for creating their financial roadmap. Mehrnaz holds a California Insurance License. Outside of her professional career, Mehrnaz enjoys cooking and baking, participating in family activities, fitness, hiking, and watching movies.

Linh Nguyen is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 license and eight years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2017, and previously at Citibank N.A. for one year. 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 and supports a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Grace Mekikian is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on working closely with clients to understand their financial goals and develop strategies to help them pursue objectives across short-, mid-, and long-term horizons. Grace provides advice on general investing, retirement planning, and saving for unexpected expenses, in addition to connecting clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Chicago. Grace aims to serve as an ongoing resource and guide, assisting clients as their financial needs evolve over time.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Mark Tschinkel is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Ameriprise. Outside of finance, he is a freelance musician based in San Dimas, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.