Thomas Lin is a CFP® with 39 years of experience in the financial industry. He has worked at Osaic since 2018 and previously spent 32 years at Signator Investors, Inc. based in Pasadena, CA. Lin continues to receive residuals from a prior health insurance agency role. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and management platforms to construct and oversee customized portfolios across various asset classes.

Tracie Thompson is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a trustee for The Cameron S. Thompson Foundation, overseeing fundraising and scholarship processes, and is a board member and program chair for The Palos Verdes Chapter of The Links, Inc., a community organization focused on education and humanitarian efforts. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Carlos Huizar is a financial advisor at Merrill with 17 years of industry experience. He has been with Bank of America and Merrill since 2009 and holds a Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to diversified products and services.

Armen Shabanian is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His background also includes positions at California State University Northridge, Shake Shack, and the University of Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Agustin Chavez Jr. is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, N.A., and Miguel A Custodio Jr APLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Justin Levy is a financial advisor at Morgan Stanley in Los Angeles, CA, with six years of industry experience. He holds a Series 66 designation and previously worked at Citrix Systems and Extended Travel before joining Morgan Stanley. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and comprehensive advisory programs. The firm manages approximately $2.74 trillion in client assets and incorporates advanced modeling tools in its planning process.

Robert Chanpong is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2000. He specializes in serving a select group of affluent individuals and families, including corporate executives, business owners, and clients in sports and entertainment. Robert's practice focuses on planning and portfolio management, with particular emphasis on personal retirement planning, family wealth management strategies, and assisting clients transitioning into retirement. He works closely with clients and their other trusted advisors to address tax, trust, philanthropic, estate, and corporate financial matters. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor of Science degree in Business Administration from the University of Southern California, with a double emphasis on Finance and Real Estate and a minor in economics. Residing in Pasadena with his wife Lara and their three sons, Robert actively engages in sports and outdoor activities. His personal interests include baseball, basketball, fishing, football, golfing, music, skiing, soccer, traveling, and woodworking.

Jacob Sands is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at OUTFRONT Media, Kidder Matthews, and EP Wealth Advisors. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including tailored financial planning utilizing structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Iris Lee is a financial advisor at Raymond James & Associates in Los Angeles, CA, with 23 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Philip Imhoff is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1995 and has prior experience with Beverly Hills Unified School District and Entertainment Partners/Central Casting. Outside of his advisory role, he serves as the volunteer membership committee chairman for the Canoga Park/Westhills Chamber of Commerce and is a part owner of Talk Peace Farm, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, using a tiered wrap fee structure rather than fixed fees.

Donna Wang is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in real estate ownership and management. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Anahid Luke is a CFP® professional affiliated with Cetera, with 26 years of experience in the financial services industry. Prior to joining Cetera in 2025, she held roles at Avantax and National Planning Corporation, and she is also the owner and president of Luke Services, Inc., a firm offering financial and insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that combines affiliated and unaffiliated third-party managers with various program structures and custodial relationships.

Smansa Chu is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2023, Chu worked at Bancwest Investment Services, Inc. and Bank of the West since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by internal research and third-party resources.

Toan Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and is also the owner of AUCO Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jenny Jung is a financial advisor at Equitable Advisors with 31 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Jenny holds Series 63 and Series 65 licenses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kellen Birdsall is a financial advisor at Morgan Stanley in Beverly Hills, CA, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. His prior experience includes roles at Thrivent Financial, Axa Advisors, SABRE Financial Services, UBS, and Cal Lutheran University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Nancy Wilson is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 66 designation and previously worked at Merrill from 2012 to 2022. Outside of her advisory role, she is a commissioned Notary Public in the State of California. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Magdalina Kouladjian is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Fidelity Brokerage Services LLC. She has been with UBS since 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Don Wyse is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves as co-trustee of his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s investment menus include a broader set of financial products than typical large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Bradley Finnigan is a financial advisor at RBC Capital Markets in Beverly Hills, CA, holding a Series 66 credential with 23 years of industry experience. His prior positions include roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of the Burbank Youth Basketball Foundation, assisting with fundraising and organization to support the local high school basketball program. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with customized portfolio management and financial planning solutions. The firm utilizes both in-house and third-party investment managers and emphasizes a tailored approach based on each client’s risk profile.