Reece Roubic is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and the Fund Evaluation Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of topics including retirement, tax, and estate planning. The firm emphasizes goal-based analyses and periodic reviews, delivering planning and managed-account services separately.

Wai Cheung is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and Bank of America before joining Merrill. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maxwell Stanley is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and TEC Newport Beach LLC. Outside of finance, he operated a kayak rental business for two years. MassMutual Investors Services is 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 employs firm-approved software and a collaborative planning process to deliver tailored recommendations, with options for clients to implement strategies through separate brokerage or insurance arrangements.

Fraser Mcalpine is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2023. With 15 years of experience in the financial services industry, he specializes in helping affluent individuals develop personalized financial strategies by understanding their short- and long-term goals. Fraser’s expertise includes executive compensation, legacy planning, liquidity management, retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and small business strategies. He also offers discretionary management of custom investment strategies using a range of Merrill model portfolios and third-party investment options. Fraser holds a Bachelor’s Degree from Rasmussen College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on guiding clients through the complexities of wealth management by providing financial education and creating tailored plans aligned with clients’ risk tolerance, time horizon, and liquidity needs. Fraser is committed to supporting clients and their families across different stages of life and values the importance of addressing financial challenges related to retirement income and educational funding. In addition to his professional work, Fraser is involved with Able Gamers, reflecting a commitment to community engagement. His personal philosophy centers on uncovering what matters most to clients and helping them create strategies to pursue their financial goals.

Irina Bykova is a financial advisor with Wells Fargo Clearing in Sherman Oaks, CA, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC, along with over two decades at Wells Fargo Bank NA. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Genesis Sanchez is a Financial Advisor at Merrill Lynch Wealth Management, where she works to develop personalized investment strategies tailored to her clients' unique goals. She provides investing advice across a broad range of areas including general investing, retirement planning, and saving for unforeseen circumstances. In her role as a Merrill Financial Solutions Advisor, she also facilitates access to Bank of America services for banking and lending needs. Sanchez holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her Bachelor's degree from California State University of Dominguez Hills. By taking the time to understand what matters most to her clients, she aims to help them pursue their financial objectives through ongoing advice and guidance.

Vincent Chu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo-related firms since 2012 and has been advising clients under his own name since 2009. Chu serves on the finance and administration committee of Kindle Hill Church in Ontario, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through more than 14,000 financial advisors and offers a broad range of brokerage and advisory solutions.

Zhen Rong Yu is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was employed by Bank of America, N.A. from 2014 to 2017. Outside of his advisory role, he is a co-owner of a family rental property in Rosemead, 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.

Samantha Power is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo since 2016. Outside of her advisory role, she owns a company called Apricity LLC, which is a potential candle business. 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.

Eliz Shahverdyan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Union Bank Investment Services, Bank of the West, and Firefighters First Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Pamela Sullivan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo bank since 2001. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional institutional offerings.

Michele Steinberg is a financial advisor with LPL Financial, holding a Series 66 designation and with 22 years of industry experience. She has been with LPL Financial since 2008. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ellen Van Grove is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 designation and has been with Merrill since 2015. Based in Los Angeles, CA, Van Grove's career spans over three decades in financial services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Prichard is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at City National Bank, El Capitan Advisors, and Kayne Anderson Rudnick. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Isabella Marvelli is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, she worked in the produce and food distribution sectors at Charlie's Produce, Sysco, and FreshPoint. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written recommendation reports in partnership with financial advisors.

David Lee is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMORGAN Chase Bank, N.A. since 2010. Outside of his advisory role, he is an owner of a rental property. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jason Kincaid is a financial advisor with Primerica Advisors in Burbank, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Primerica, he has worked with the LA County Sheriff Department since 2015. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Pamela Knight is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at BlackRock Investments, Franklin Templeton, Legg Mason Investor Services, and American Independent Securities Group. Outside of her advisory work, she is co-owner of Scratchfoto, LLC, a photography app connecting photographers. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

Justin Tendler is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, he held roles at Fly By Jing and Earth Island, a company later acquired by Danone. 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, pension plans, corporations, and charitable organizations.

David Lumiqued is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and Independent Capital Management, Inc. In addition to his advisory work, Lumiqued serves as president of the West Covina chapter of the Society for Financial Awareness, where he presents educational seminars. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple advisory platforms to construct diversified portfolios tailored to client risk tolerance and investment goals.