Rachael Aspaturian is a financial advisor with RBC Capital Markets in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Bank of America N.A. and Merrill from 2022 to 2024, as well as prior positions outside finance such as work at Nordstrom and involvement with the Boys and Girls Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies using a range of in-house and third-party managers and emphasizes integrated capital-markets capabilities.

Jay Lometillo is a financial advisor with Merrill in Pasadena, CA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2016. Previously, he was employed by Banc of America Investment Services, Inc. from 2003 to 2009. Merrill, along 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams and supports trading, account administration, and custody functions.

Shahab Makanvand is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at IHSS/State of CA, PFS Investments Inc., Wavestream Corp., and Primerica Financial Services. Outside of advising, he is involved in sales of loan products and home services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts, using a tiered wrap-fee structure and third-party asset managers.

Gabriela Torres Luvianos is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and two years of industry experience. She previously worked at Bank of America for 12 years before joining Merrill. Gabriela is in the early stages of co-hosting a lifestyle podcast focused on Latina culture. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edgar Whitmore III is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 32 years of industry experience and has been with MassMutual and its affiliated entities since 2008. Outside of his advisory role, he is also an insurance agent. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Leonardo Aguilar is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments. Aguilar is also involved as an insurance agent through NLA Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, and third-party asset management, supporting advisors with various investment strategies and technology tools.

Mathew Watt is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and its predecessor entities since 2006, with prior roles including positions at Waddell & Reed and Thrivent Investment Management. Watt also operates Mathew Watt Financial Planning Services as a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

Douglas Dyakon is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 license and 23 years of industry experience. He worked at UBS Financial Services for ten years before joining Morgan Stanley in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by 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.

Yingshu Jiang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. Jiang has worked at multiple firms including W&S Brokerage, Western & Southern Life, and Keller Williams. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Wilson Tien is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Di Jin is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Pasadena, California. In this role, she manages wealth for high-net-worth individuals and families, assisting them in achieving their investment and wealth transfer goals. She also collaborates with private business owners on financing, business growth, employee benefits, and pre-transaction planning. Before joining Merrill Lynch Wealth Management, Di Jin worked as a financial advisory director at CITIC Securities in Beijing, China and served as an Investor Relations director at Aquila Capital in China. Her experience includes consulting, financial planning, financial modeling, and business analysis. She provides advice on various wealth management issues including retirement, liquidity, and philanthropy. Di Jin focuses on clients' individual financial situations and develops tailored strategies based on risk tolerance, time horizon, liquidity needs, and overall investment objectives. She also works particularly with Chinese-speaking clients, especially first-generation Americans. Di Jin holds a Bachelor's degree in International Finance from the University of International Business and Economics and an MBA from China Europe International Business School. She has earned the professional designations of Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In her personal time, she enjoys traveling, yoga, playing piano, and swimming.

Miguel Sanchez is a Senior Financial Advisor and founder of the ST Wealth Management Group at Merrill Lynch Wealth Management in Los Angeles. With over 25 years of experience at Bank of America/Merrill, he provides financial advice and guidance to high-net-worth individuals, families, and businesses, focusing on areas such as family wealth management, retirement planning, investment consulting, tax minimization, and wealth transfer. He has developed long-term relationships within the Latin business community, supporting clients in managing both personal and professional financial aspects. Born and raised in Los Angeles, Miguel values building strong relationships and encourages clients to actively participate in managing their wealth by thoroughly explaining available options. He began his career at the firm as a Teller and progressed through various roles before becoming a Financial Advisor in 2003, leveraging his knowledge and network to address a range of client needs. Miguel leads a team that includes his daughter, Jessalyn Escalante, to provide attentive and responsive service. Miguel holds a High School Diploma/GED from California Technical University and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. Outside of work, he enjoys spending time with his family, coaching his son's football team, and playing golf.

Jonathan Corob is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member and treasurer for The Oaks Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jiahui Xu is a financial advisor at Cetera with five years of industry experience. Xu holds Series 63 and Series 65 credentials and has previous experience at J.P. Morgan Securities and Wells Fargo. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, ranging from model portfolios to bespoke strategies, and oversees more than $256 billion in assets with over 10,000 advisors nationwide.

Christopher Fisher is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Niccolas Hernandez is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Equitable Advisors LLC and involvement in the hospitality and entertainment sectors. Hernandez also has outside business activities in insurance sales through Lenox Advisors, Inc. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.

Zachary Snyder is a Series 65-licensed financial advisor with Fisher Investments in Los Angeles, CA, where he has worked for 16 years. He has 12 years of industry experience. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Kevin Cheng is a financial advisor with Wells Fargo Clearing in Chino Hills, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 both brokerage and advisory solutions.

Jacek Holzwieser is a financial advisor with LPL Financial in Covina, CA, holding Series 63 and Series 66 registrations and having 11 years of industry experience. His work history includes roles at Bank of the West, BancWest Investment Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology tools while managing over $819 billion in discretionary assets through its extensive network.

Todd Goldsworthy is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior roles include working at Goldsworthy Financial Services LLC and Klatch Coffee Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors nationwide.