Thomas Maltese is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank National Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Luis is a financial advisor at Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services, Inc. from 2022 to 2025 and has experience in technology-related roles, including positions at Nuro AI, Inc. and The Coding School-Quantum Computing. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach relies on structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations within standalone planning programs.

Kelly Drinan is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 10 years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Yuan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

John Choi is a financial advisor with Merrill in Hollywood, CA, holding Series 66 and Series 63 credentials. He has eight years of prior experience at USBancorp and has been associated with Merrill and Bank of America since 2025. Outside of his advisory roles, he is a co-owner of a rental property in Garden Grove, California. 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 diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Katherine An is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments, she was associated with Christina Benedict MD Inc and has experience at Bean Sprouts Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Craig Vassell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2015 and focuses on helping clients pursue their wealth management goals through tailored strategies aimed at achieving both short- and long-term objectives. Craig works closely with clients to understand their specific situations, including their time horizon, risk tolerance, and investment personality, in order to develop and implement appropriate financial plans. He offers personalized advice and access to specialized investment services designed for sophisticated investors. He holds a Bachelor of Science degree in Psychology from the University of Florida and has completed executive education in Sustainable Finance & Investment at Yale School of Management, as well as a Senior Executive Program in Venture Capital & Private Equity at Columbia Business School. Craig holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Investment Management Analyst® designation, and is a Personal Investment Advisor. He is also affiliated with Alpha Phi Alpha Fraternity, Inc.

Joy Ogbunamiri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she operates an in-home support services business focused on therapy and medical assistance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an investment policy statement-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cynthia Bollinger is a CFP® with 22 years of experience, currently serving as a financial advisor at Edward Jones since 2004. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she teaches weekend yoga and meditation classes for the City of Walnut Recreation Department. Edward Jones is a wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Grant Sclafani is a financial advisor with Cetera in Glendale, CA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been associated with Cetera Financial Specialists since 2016 and operates Sclafani Wealth Advisors, a financial services DBA, since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Cecil Ho is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management provides a wide 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 offers services both directly and through corporate agreements.

Jeffrey Felix is a financial advisor at LPL Financial with 11 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Citigroup, M&T Bank, Cetera Investment Services, East West Bank, and Wells Fargo. 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 programs and services, including financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, research, and various technology platforms.

Stephen Hekimian is a Certified Financial Planner (CFP®) at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an instructor at the University of Phoenix’s Center for Professional Development. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and strategies, including modeling techniques such as Monte Carlo simulations.

Vincent Wei is a Financial Consultant at Fidelity Investments, where he works with clients to develop tailored financial plans that align with their goals and objectives. He focuses on understanding each client's current financial position to implement strategies designed for their future stability. Vincent has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2023. Prior to joining Fidelity, he worked as a Premier Banker at OneWest Bank from 2016 to 2020. He holds a California Insurance License.

Bruno Esquivel Paz is a financial advisor at Edward Jones based in Arcadia, CA. He holds a Series 66 designation and has 14 years of industry experience, all of which have been at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Aldrich is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Linsco/Private Ledger since 2003. Outside of advisory work, he developed an arm sling designed to help individuals with paralyses engage in sports activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Yuritzi Chavez is a financial advisor with Merrill in Sun Valley, CA, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo in various roles. 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 for individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s broader platform, providing access to a wide set of products and services.

Bryant Scott is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Truist Financial Corporation, Wells Fargo Clearing, and Sheaff Brock Investment Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Marie Goldschmidt is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Fidelity Brokerage Services and Mid Pacific International, where she also serves as a sole proprietor and consultant. Outside of her advisory work, she is involved as CEO of a health care organization and president of a group focused on potential real estate investments. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and asset management with access to extensive resources including firm-approved planning tools and investment strategies.

Scott Sangerman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with CIty National Bank since 2016 and with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.