Kenneth Quon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked at Zagg InvisibleShield and had roles at Howroyd Wright Employment Agency Inc Apple One. 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.

Todd Melillo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Ladenburg Thalmann Asset Management Inc. Melillo is also involved in family business entities for tax and investment purposes outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting, supported by in-house and third-party research and advanced portfolio management technologies.

Max Levy is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics without managing client portfolios directly.

Spencer Williams is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients identify their priorities and develop strategies to achieve their financial objectives. Spencer's approach centers on uncovering what matters most to clients and their families to inform tailored financial planning. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Spencer earned his Bachelor's Degree from Harvard University.

Ki Hyung Ryow is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with Axa Advisors. Outside of his advisory role, Ryow is involved in several community and nonprofit organizations, serving as a director of the Krossland Foundation, president and secretary of Saint Gabriel Korean School Inc., and a board member of the Korean American Chamber of Commerce Los Angeles and the Korean Institute of Southern California. He is also a restaurant owner and a member of the Los Angeles Koreatown Lions Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Susan Kakiki is a financial advisor with Edward Jones in Santa Clarita, CA, holding a Series 66 designation and with three years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Scott Grove is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Grove has been with Mass Mutual Investors Services since 2002 and has worked with MassMutual Life Insurance Company since 2001. Outside of his advisory role, he consults on life insurance and premium financing portfolios and owns an LLC that holds personal investments and private placements. Mass Mutual 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 structures financial planning as an annual, collaborative process using firm-approved analytical tools and offers a range of programs including money-manager solutions and educational seminars.

Chelsea Crowder Luke is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining J.P. Morgan, she worked at Goldman Sachs for six years. Outside of her advisory role, she is involved in community and entrepreneurial activities, including ownership of an indoor play center for young children and a health and wellness platform connecting families with mental health resources. She also serves on the advisory council for AMP and is a director on the investment committee of the YMCA of Metropolitan Los Angeles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process that integrates quantitative modeling and ESG criteria.

Melinda Beard is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She provides personalized guidance and strategies to help clients work toward reaching their financial goals with confidence. Prior to her current position, Melinda has held various roles at Fidelity Investments, including Investment Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative in 2022. She also worked as a Relationship Manager at JP Morgan & Chase Bank from 2021 to 2022. Melinda holds a California Insurance License, supporting her expertise in financial and insurance services. Outside of her professional career, she enjoys spending time at the beach, exploring culinary experiences as a foodie, caring for her pets, practicing Pilates, and reading.

Richard Stevens is a financial advisor with Wells Fargo Clearing in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Robert Carrington III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Bank of the West. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Jonathan Magana is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Morgan Stanley, J.P. Morgan Securities LLC/Chase Bank, and Bank of America. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of products and services beyond typical managed account offerings.

Anterias Nerses Hindoyan is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America and BLOM Bank. 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 wide range of clients including individuals, high-net-worth clients, and institutional investors.

Armen Terhakopian is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and with eight years of industry experience. His prior work includes roles at Ararat Terhacopian and California Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Samantha Angueira is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining RBC in 2020, she worked at Morgan Stanley for four years. Outside of her advisory role, she is involved in dog walking and sitting as an independent contractor and operates a YouTube channel focused on restaurant reviews and unboxing videos. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management through a combination of in-house and third-party investment managers.

Beatriz Ponton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Wells Fargo entities since 2012, with a brief tenure at Ameriprise Financial Services, Inc. from 2019 to 2020. 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 supported by research from Wells Fargo Investment Institute and external sources.

Lorena Sarco is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2013. Outside of advisory work, Sarco is involved in real estate sales and serves as the Community Outreach Director for the National Association of Hispanic Real Estate Professionals, collaborating with Habitat for Humanity on events. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform with a range of program options and affiliations.

Parvene Barimani is a financial advisor with Charles Schwab in Los Angeles, CA, holding a Series 66 license and two years of industry experience. Prior to joining Schwab, Barimani worked at Blue Shield of California and held positions related to Pepperdine University and Pepperdine Graziadio Business School. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory programs and discretionary separately managed accounts managed by affiliated entities. Schwab’s integrated structure supports a large client base with centralized operational and supervisory services.

Sarkis Ardjian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he has been involved with Primerica Financial Services since 2023 and owns Salifex Marketing, a non-investment related business. He also receives compensation for referrals of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and oversees portfolio implementation with an emphasis on tiered wrap fees and independent manager due diligence.

Valeriano Parayao is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 25 years of experience from his tenure at Bank of America and Merrill Lynch. Val serves a diverse clientele including active and retired business owners, corporate executives, individuals in the creative and entertainment fields, as well as many same-sex couples and other members of the LGBTQ community. His practice focuses on family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, tax minimization, and socially responsible investing. During his career, Val has developed expertise in identifying needs and opportunities on both sides of clients' balance sheets—assets and liabilities—while leveraging internal resources such as small business bankers and trust specialists. He emphasizes establishing a comfortable rapport with clients to facilitate productive conversations, and he collaborates with clients' CPAs and attorneys to design tax-minimization and estate-planning strategies. Val's professional credentials include a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from the California State University system. Val is involved in community organizations such as Advancing Justice LA and Project Angel Food and is a member of the American Red Cross. He grew up in the Philippines and moved to the United States as a teenager. While attending California State University, he worked for Bank of America, later joining the bank full-time until he transitioned to Merrill in 2017. Val resides in West Hollywood and enjoys biking, hiking, music, running, spending time with family, traveling, and yoga.