Christopher Ellis is a CFP® professional with 13 years of experience in the financial services industry. He is currently with LPL Financial in Burbank, CA, having previously worked at Wedbush Securities and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to a variety of investment programs and model portfolios.

Francisco Lim is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He has one year of industry experience and has previously worked in educational roles at several schools and community organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

Christopher Steer is a financial advisor with LPL Financial in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Cesar Garcia is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in creating personalized wealth management strategies tailored to clients' financial goals and circumstances. He focuses on a range of client needs including executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Garcia holds a Bachelor's Degree from the University of Southern California and holds the Personal Investment Advisor (PIA) designation. He is also involved in the professional community through participation in organizations such as USC Boxing. Fluent in both Spanish and English, he emphasizes understanding clients through one-on-one conversations to provide holistic solutions based on risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Outside of his professional role, Garcia values family and personal interests including working on building a '68 Camaro with his father and training for amateur boxing fights. He is accessible for consultations via phone or email to discuss how he can assist with wealth management.

Helen Shue is a financial advisor at UBS Financial Services in Pasadena, CA, holding a Series 66 designation with 17 years of industry experience. She has worked at UBS since 2018 and previously at HSBC Bank USA NA from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Luke Petrarca is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alisa J. Chanpong is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been with the firm since 1999. Alisa works with affluent individuals, their families, and closely held businesses, focusing on areas such as asset allocation, investment management, retirement income, wealth transfer planning, and overall strategy development. She holds a B.S. Degree in Business Administration with emphases in Entrepreneurship and Business Communication from the Marshall School of Business at the University of Southern California, earned in 1994. Throughout her career, Alisa has achieved several professional designations, including the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning, and holds Series 7, 66, and 31 FINRA Registrations. Alisa lives with her husband and their two daughters. In addition to her professional work, she is active in community organizations such as the Pasadena Showcase House for the Arts, the Pasadena Tournament of Roses, USC Town and Gown, and the USC Trojan League of Los Angeles. She also enjoys traveling and considers herself a "foodie."

Paul Allen is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while providing access to fiduciary financial planning and a broad platform of capital markets services.

Joseph Ramirez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at TD Ameritrade, Fidelity Brokerage Services, and J.P. Morgan Chase. He also worked at California State University Los Angeles for six years before entering the financial services sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment services with multi-asset model portfolios and centralized operational support.

Wayne Sellar is a financial advisor with LPL Financial in Whittier, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked at several institutions including Credit Union of Southern California and Santander Securities, LLC. Outside of his advisory role, he is involved with Real Estate Ebroker Inc, a mortgage and real estate services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Asuka Sonoda is a Series 66-licensed financial advisor with two years of industry experience, currently with Ameriprise in Los Angeles. Prior to joining Ameriprise in 2024, she worked at Kondo Wealth Advisor and Yamada & Partners. She volunteers with the Volunteer Income Tax Assistance (VITA) program at the Little Tokyo Service Center, providing free tax preparation services to underserved individuals. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-efficient strategies and Social Security options. The firm combines research and modeling with algorithmic automation to support its advisory process while providing a broad range of brokerage and insurance solutions.

Jordan Berry is a financial advisor with Raymond James & Associates in Pasadena, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Compass from 2018 to 2020 and Deasy Penner & Partners from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Lee Dunayer is a financial advisor with Morgan Stanley in Los Angeles, CA, holding the Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Sherine Saade is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages fund-of-funds and model portfolios while maintaining oversight of sub-advisers and applying systematic investment methodologies.

Kevin Hanley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1983 after graduating from the University of California at San Diego. With over three decades of experience, he specializes in managing assets for high net-worth individuals and families. Kevin holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Market Technician (CMT), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He is also a qualified Portfolio Manager capable of developing and managing personalized investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies, and may manage these on a discretionary basis through the firm's Investment Advisory Program. Kevin has completed executive programs at esteemed institutions including the Stanford University Graduate School of Business, the Wharton School of Business, the Yale School of Management, Dartmouth's Tuck School of Business, Harvard University, the Haas School of Business at University of California Berkeley, and the USC School of Gerontology. He formerly served on the Executive Committee Board for the Los Angeles World Affairs Council & Town Hall. Kevin also participates in community activities and is associated with Malibu State Park.

Yvette Sanchez is a Financial Advisor with Merrill Lynch Wealth Management, where she serves as a Financial Solutions Advisor. Her role involves working closely with clients to understand their financial priorities and help develop short-, mid-, and long-term goals. Her expertise covers a range of areas including retirement planning, education planning, family wealth management strategies, small business strategies, and women and wealth. Yvette provides support for general investing, retirement income, and unexpected financial needs. She also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Yvette holds a Bachelor's Degree from the University of Southern California and is accredited as a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, she enjoys dancing, hiking, music, singing, spending time with her family, traveling, and watching movies.

Susan Edwards is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of experience in guiding clients through financial strategies related to significant life transitions. She and her team manage total assets of approximately $458 million as of May 2023. Susan’s expertise spans equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and portfolio management services. Throughout her career, Susan has focused on supporting pre-retirees, business sales, career transitions, and wealth transfer planning. She has specialized experience working with tax-sensitive investors and strategies involving restricted stock and executive stock compensation. Susan collaborates closely with clients' trusted advisors to develop comprehensive wealth management approaches tailored to individual needs. Susan earned her Bachelor of Arts degree in History with a minor in Economics from the University of California, Berkeley, and completed post-graduate studies in International Business at Oxford University. She holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, Susan is active in her church community and, along with her family, supports initiatives related to homelessness and foster care youth. Her personal interests include skiing, camping, cooking, fishing, hiking, and spending time with her family.

Uriel Orozco serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. Uriel focuses on client areas such as legacy planning, personal retirement planning, portfolio management services, and tax minimization, developing financial strategies that respond to evolving market conditions. Uriel’s approach involves a comprehensive understanding of each client’s full financial picture and access to the investment insights of Merrill alongside the banking and lending solutions of Bank of America. He follows the Merrill tradition of active community participation, volunteering with organizations in the local community. Outside of his professional responsibilities, Uriel enjoys camping, cooking, gardening, and spending time with his family. His personal philosophy centers on working closely with clients one-on-one to create tailored strategies that align with their individual goals.

Shuru Han is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2020, Han worked at JPMorgan Chase Bank, N.A. and Cathay Bank. Outside of finance, Han owns and operates two charcuterie businesses, Woof and Whisk and Shuruterie, focusing on locally sourced ingredients and supporting local animal shelters. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Erick Gabler is a financial advisor with Morgan Stanley in Brea, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Gabler also serves as a trustee and co-trustee for a trust based in Fullerton, California. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its services.