Zachary Toering is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C. and Cloverdale Partners, where he also conducted real estate research focused on physical assets. Edelman Financial Engines offers technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online platforms, employing a disciplined investment process overseen by an internal Investment Committee.

Shea Allen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, Shea worked for nine years at Commonwealth Financial Network. Shea is also licensed as a fixed insurance agent in Los Angeles, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Alana Amela is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials. Prior to her advisory role, she worked in various service and retail positions. In addition to her advisory work, she is a part-time personal trainer. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and offers discretionary separately managed accounts.

Daniel Melendez is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fidelity entities since 2005. Outside of his advisory role, he operates Dan Melendez Coaching, providing executive coaching and leadership services. Fidelity’s Strategic Advisers LLC, where he is affiliated, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jacob Espinoza is a financial advisor at Morgan Stanley in Pasadena, CA, with 8 years of experience at the firm and a Series 66 designation. He attended Arizona State University prior to his career at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and incorporates firm-approved planning tools and models into its financial planning process.

Jesse Arian is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2016 and has been with Bank of America, N.A. since 2019. Arian serves as a board member of Oakmont Country Club, a private golf and social club in Glendale, California. 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.

Jun Liao is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 66 and Series 63 credentials and four years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and several companies in retail and production sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking services.

Jason Foster is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. Foster is also associated with Bank of America, N.A., where he has been since 1997. Outside of his advisory role, he co-owns a family rental property business in Truckee, California. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Virginia Tello is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Outside of her advisory role, she has reported involvement in rental property activities in Los Angeles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Vahan Karsian is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at New York Life Insurance Company and as founder of Chronically Creative, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Hernan Martinez is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including roles at American Financial Network and Axa Advisors. Outside of finance, he owns an online recipe business and is an officer at an event venue that hosts weddings and parties. 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 delivered through a select group of Wealth Advisors. The firm operates with a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

Sarah Zhu is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at Bank of America and Wells Fargo. She has also worked at the University of California, Irvine. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dong An is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2025. Prior to joining Merrill in 2026, Dong worked at Morgan Stanley and was involved with the California Culture Festival for several years. 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 a range of client types including individuals, high-net-worth clients, and institutional accounts.

Nazeeh Aranki is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Western International Securities, Inc. for 13 years, as well as spending 27 years at the Jet Propulsion Laboratory. Outside of advising, he is involved with CPS Insurance Services, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Aimee Daniels is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the securities industry since 1998 and focuses on areas including education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. Aimee holds the Chartered Retirement Planning Counselor (CRPC) designation, the Accredited Domestic Partnership Advisor (ADPA) designation, and the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from San Diego State University. She is also involved with professional organizations such as the Merrill Lynch Women's Exchange. In addition to her professional work, Aimee participates in community activities including involvement with Altadena Arts Magnet and Sierra Madre Middle School. Her personal interests include baseball, football, gardening, knitting and crocheting, softball, and spending time with her family.

Salma Zahr is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2017, following a two-year maternity break. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Carmen Ascanio is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she provides elder care services as a caregiver through the Department of Public Social Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on 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 employer-sponsored financial planning services.

Deanna Clark is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Jon Bostrom is a financial advisor with Stifel in Pasadena, CA, holding a Series 63 designation and 52 years of industry experience. He has been with Stifel Nicolaus since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Phillip Thanawiwat is a CFP®-designated financial advisor with Charles Schwab in Pasadena, CA, bringing 14 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.