Omar Ching is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Bank of America, NYLIFE Securities, New York Life Insurance Company, and Vitality International. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Pantucci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Pantucci Bonvechio team, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. This recognition is based on criteria including best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management, and firm-generated revenue. Evan and his team focus on developing long-term relationships with clients by understanding their priorities and financial goals. They provide experienced investment advice and guidance for high-net-worth families and institutional investors. Their services include access to Bank of America banking and coordination with Merrill Lynch's network of specialists and strategists. Evan's client focus areas include Corporate Executive Services, Divorce Transition Planning, Executive and Equity Compensation Services, Institutional and Corporate Benefit Services, and Legacy Planning, among others. The team continues to enhance their expertise through advanced industry designations and continuing education. Evan holds a Bachelor's Degree from Loyola Marymount University and professional designations including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is proficient in both English and Spanish. Outside of his professional work, Evan enjoys adventure sports, fishing, football, music, racquetball, running, scuba diving, spending time with his family, surfing, and traveling.

James Kefalas III is a financial advisor with Raymond James Financial in Brea, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2009 and has prior experience in non-variable insurance from 2010 to 2018. Additionally, he is the owner of Kefalasfoley Investment Services Inc., a support company unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs and municipal advisory services.

Suzy Zeng is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She focuses on assisting professionals, business owners, and retirees in developing financial confidence through personalized and comprehensive strategies. Suzy utilizes Merrill and Bank of America's resources, including Personal Wealth Analysis planning tools, the Chief Investment Office, and specialized teams dedicated to loans, banking, and alternative investments, to offer disciplined and insight-driven financial guidance. She holds the FINRA Series 6, 7, 63, and 65 registrations, life and health insurance licenses, and the Personal Investment Advisor (PIA) designation. Prior to her career in financial services starting in 2018, Suzy held global corporate roles at companies including PepsiCo, Kraft Foods, and Danone/WhiteWave, where she led business and product innovation initiatives and joint venture due diligence. Her background in financial services, corporate leadership, and entrepreneurial ventures informs her multidimensional approach to wealth planning, business growth, and tax-efficient decision-making. She advises clients in areas such as wealth management strategies, retirement planning, business investments, family protection, and tax minimization. Suzy earned a Master's Degree from the University of Minnesota Twin Cities and a Bachelor's Degree from Beijing Normal University. She is fluent in both English and Chinese. In her personal time, she enjoys badminton, cooking, pickleball, table tennis, yoga, and spending time with her family. Additionally, Suzy is engaged with the University of Colorado Boulder, Leeds School of Business, and the University of Denver, Daniels College of Business.

Krista Johnson is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their family needs and goals, helping to develop and adjust financial strategies accordingly. She has been with Fidelity since 2019, initially serving as a Financial Consultant before assuming her current role in 2025. Her professional experience spans multiple roles in the financial services industry, including positions as an Investment Consultant at Transamerica Financial Advisors and Pacific Advisors from 2016 to 2019, Sales Development Group Manager at The Private Bank, MUFG Union Bank from 2012 to 2015, Nonprofit Business Development Manager at The American Funds Group from 1999 to 2009, and Client Relationship Manager at Capital Research and Management Company from 1992 to 1999. She holds a California Insurance License. Outside of her professional work, Krista enjoys attending concerts, playing golf, spending time with pets, reading, singing, and skiing.

Timothy Denton is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with MML Investors Services Inc. since 2009 and associated with Mass Mutual since 2008. In addition to his advisory role, he is an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships without discretionary authority.

Jonathan Ford is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Chuck Ives is a Wealth Management Advisor based in Brea, California, leading a close-knit team dedicated to supporting individuals, families, and businesses in making informed decisions about their wealth. He works within Merrill Lynch Wealth Management and offers a client experience that values each person as an individual with unique priorities and aspirations. With over 25 years of experience, Chuck specializes in helping clients navigate significant life transitions such as retirement planning, business sales, home acquisitions, and coping with the death of a loved one. His focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is persistent and proactive in advancing client priorities, capitalizing on resources enterprise wide. Chuck holds a Master's Degree from Southern Methodist University and a Bachelor's Degree from the University of Florida. He carries several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he enjoys playing tennis and golf and has an interest in traveling and engaging with diverse cultures, experiences shaped by spending much of his upbringing abroad.

Eric Frontino is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at SchoolsFirst FCU and CUNA Brokerage Services, Inc. Prior to joining LPL Financial in 2022, he spent several years affiliated with SchoolsFirst FCU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies.

Mengying Huang is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera, Huang worked at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers through its multi-manager platform.

Nora Semerjian is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co., Inc. since 2020, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Dane Braunecker is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones for three years and has over a decade of experience with Murad LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carly Peck is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to helping clients pursue their vision of financial success. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, Branch Leader, and now Vice President, Branch Leader. Prior to joining Fidelity Investments, Carly worked as an Assistant National Account Executive at Celtic Commercial Finance from 2018 to 2019. She holds a California Insurance License, supporting her expertise in financial and insurance services.

Jordan Opre is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he was involved with Bandcamp LLC for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Leo Rein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has held multiple roles at Merrill since 2019 and has prior experience working with nonprofit organizations such as Children's Institute, Inc. and Operation HOPE. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Jamie White is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Robin Morishita is a financial advisor with Ameriprise in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory work, she is involved in independent insurance brokering with United Healthcare Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to create and tailor retirement income plans, while offering a broad range of advisory, brokerage, and insurance solutions.

Alison Sabran is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 18 years of industry experience. She has held positions at several firms including Cetera and EP Wealth Advisors before joining LPL Financial in 2018. Outside of her advisory role, Alison is involved in tax preparation and accounting as a CPA/PFS and has a minority interest in an insurance services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Mary Schroeder is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with MML Investor Services, Lenox Advisors, and Mass Mutual Life Insurance Company since 2011. Outside of advisory roles, she is active as an insurance agent involved in life, health, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored financial planning, asset management, and educational seminars, utilizing firm-approved software and structured, collaborative annual planning engagements.

Khanh Nguyen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024, Nguyen worked at Bank of America for four years and has experience in the food service industry. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services delivered by Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.