Leslie Chang is a CFP® credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services since 2013. She serves on the Board of Directors and the executive committee as Treasurer for the La Canada Flintridge Educational Foundation and volunteers as a grader for the CFA exam. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates with a broad platform that integrates wealth management with institutional trading and capital markets services.

Sophia Shirvanian currently serves as a Branch Leader and has been a Financial Consultant at Fidelity Investments since 2019. She assists clients in making important financial decisions by simplifying financial planning and investing processes. Her approach focuses on supporting clients as they work toward their personal financial goals. Sophia holds a California Insurance License, which supports her advisory role. Further details regarding her education or additional credentials were not provided.

Tianyi Xu is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and having three years of industry experience. Prior to joining Morgan Stanley in 2025, Xu held positions at Bank of America, Merrill, East West Bank, and Cetera. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a wide range of advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools, with a broad offering that includes retail and institutional solutions as well as affiliated investment activities.

Kenneth Robbins is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has worked at Raymond James since 2017 and was previously with D.A. Davidson & Co. from 2013 to 2017. Robbins serves on the Finance and Investment Committee of St. James Episcopal Church, assisting with the selection of investment managers for the church's accounts. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Kevin Yu is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. He serves as a board officer for the Taiwan Benevolent Association of Los Angeles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Patrick Danly is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms, including Securities America, Inc. for 17 years, and maintains active roles at Haussman Financial, Inc. and as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lina Li Ai Fong is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and having 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm‑approved planning process incorporating tools like Monte Carlo simulations.

Jeffrey Stark is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Stark also serves as a trustee on a family account in a fiduciary capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jorge Vasquez Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC 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.

Sarah Wieczorek is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 license and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Prior to joining J.P. Morgan, her background includes roles at Diamond Supply Company, The Allbright, and other businesses. 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 a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jason Tan is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at MML Investors Services LLC since 2015 and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is also active as a real estate agent and loan officer, originating home loans and assisting clients with buying and selling real estate. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved tools and offers specialized programs including divorce planning and estate settlement.

Jacob Herrera is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies aimed at achieving their financial goals across short, mid, and long term horizons. His services include guidance on general investing, retirement planning, and saving for unexpected events. Jacob also facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jacob earned a Bachelor's Degree from the University of Arizona. He offers financial advising services in both English and Spanish.

Kyle Standafer is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 credential and has worked at firms including North Star Resource Group and Minnesota Life Insurance Company. Outside of his financial advisory role, he owns JWK Exotics, a business focused on automotive photography and sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Nina Coyne is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior experience includes roles at Ic Advisory Services, Inc., The Investment Center, Inc., Torry Hill Financial, Inc., and Cadaret, Grant & Co. She serves as a non-profit board member for the Kinneloa Estates Property Owners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diverse investment programs and research.

Patrick Simmerman is a Series 66 licensed advisor with Merrill in Pasadena, CA, and has 10 years of industry experience. He has been with Bank of America and Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Elway Le is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Tyler Elder is a financial advisor with Ameriprise in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously worked at CVS Pharmacy and Citrus College. In addition to his advisory role, he is a registered team member at JM Frederich Group Inc., managing an advisory business outside of investment activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized service team to produce personalized Recommendation Reports and ongoing advice, with investment options influenced by affiliated product relationships.

He Fu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America, Merrill, and Quest Capital Strategies. Outside of his advisory work, he is an officer and investor in Y-NUT Inc., a company selling goods on Amazon. 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.

Suzy Salman is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Derek Tu is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Axa Advisors and worked as an independent contractor for TD Group. Outside of his advisory role, Derek provides caregiving services to his grandmother through the In-Home Supportive Services Program. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside brokerage and investment management capabilities, operating with a centralized due-diligence framework and a non-discretionary advisory model.