Tamara Fischer Larson is a financial advisor at Morgan Stanley in Brea, CA, holding Series 63 and Series 66 registrations with 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns and manages a rental property in Lake Havasu City, Arizona. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Amit Patel is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist clients in managing income and withdrawals.

Johnny Wong is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Cynthia Wong is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She began her career in 1991 with the Los Angeles County Treasurer and Tax Collector's Cash Management Division and joined Merrill in 1993. Cynthia specializes in capital markets, risk-managed investing, long-term wealth planning, and serves a diverse clientele including individuals, families, executives, professionals, business owners, and first responders nearing or in retirement. Her work focuses on helping clients preserve and grow wealth, plan for retirement, fund education for children and grandchildren, navigate life transitions, and prepare for tax-efficient legacy planning. Cynthia holds a bachelor's degree in finance from California State University, Los Angeles, and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Plans Specialist™ (CRPS™) designations. She also maintains FINRA Series 7, 63, and 65 registrations and holds California insurance licenses for life, health, long-term care, and variable contracts. Cynthia contributes to the professional community through her involvement with the CERTIFIED FINANCIAL PLANNER® Scholarship Review Panel and membership in professional organizations such as the Certified Financial Planner Board of Standards Inc. Her approach centers on understanding clients' life priorities and creating personalized financial plans aligned with their goals and aspirations.

Jason Fung is a financial advisor with Merrill in Alhambra, CA, holding a Series 66 designation and eight years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Esha Chandra is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at BrightHouse Financial Insurance Company, MSC Wealth Management, and Nordstrom. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, AI-driven research methods, and its advisory role to multiple registered investment companies.

Joselyn Nordstrom is a financial advisor with Raymond James & Associates in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked with Raymond James & Associates since 2017 and was previously with Triad Advisors, Inc. from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Hur is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. With over a decade of experience in financial services beginning in 2011, Andrew works with individuals, business owners, and non-profit organizations to support wealth accumulation and preservation. His expertise includes banking and lending services through Bank of America, as well as specialized focus areas such as college education planning, family wealth management strategies, small business strategies, retirement income, and portfolio management. Andrew employs a goals-based financial planning approach to address all facets of his clients' financial lives, leveraging the firm’s extensive resources. He emphasizes full transparency and strong communication to foster long-lasting relationships and sees his practice as extending beyond traditional wealth management. Andrew holds a Bachelor of Arts degree in Communication Studies from California State University of Northridge. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Chartered Retirement Planning Counselor™, Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA) designations. He is fluent in Korean. In addition to his professional work, Andrew is involved in community service aligned with Merrill Lynch’s tradition and participates in organizations such as the PV Rotary. Outside of work, he enjoys playing golf, watching sports, and spending time with his wife, Michelle, and their children, Mila and Micah.

Steven Winchell is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and over 20 years of industry experience, primarily with Morgan Stanley and its affiliates. His prior roles include positions at MassMutual Investors Services and MassMutual Life Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through its structured planning process and diverse investment offerings.

Lea Wada is a financial advisor with Merrill in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She has worked at Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Fortman is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity for over 19 years and has a total of 24 years of experience in the financial services industry. In his role, he supports clients in wealth planning, including investment strategies, retirement planning, and income planning. Prior to his current role, Brian held several positions within Fidelity, including Investment Representative and Financial Representative. His experience also includes roles at City National Bank, US Bank, Bank of America, and UBS, where he gained expertise in financial advisory and banking services. He holds a California Insurance License. Outside of his professional career, Brian enjoys spending time at the beach, attending concerts, cooking and baking, participating in family activities, parenthood, and skiing.

Brent Kanitra is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2009. In addition to his advisory role, he is involved in outside insurance activities and operates under the DBA Benchmark Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party subadvisors.

Vivian Monahan is a financial advisor with LPL Financial who holds a Series 66 designation and has five years of industry experience. Her prior experience includes roles at FSC Securities Corporation and The Advisory Group. She is also a notary and acts in a fiduciary capacity through a living trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management approaches.

David Stambaugh is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets starting in 1980. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Diane Doolin is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank since 2015. Outside of her advisory role, she is a co-founder of the Institute for Preparing Heirs, where she assists in developing tools to facilitate wealth transfer conversations and occasionally speaks to professional advisors. She also serves on the board and finance committee of the Adventist Health Glendale Foundation. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved tools to model outcomes, acting primarily in an advisory capacity.

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.

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.

Fernando Camacho is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans tailored to the unique ambitions and priorities of his clients. Fernando engages with clients to understand their family goals and creates strategies that address aspects such as funding children's education, retirement planning including potential health care costs, and long-term family objectives. Fernando holds a Bachelor's Degree from the University of California System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He communicates in both English and Spanish, facilitating effective relationship-building and guidance through the wealth management process. Fernando emphasizes a dynamic and transparent approach to financial planning, aiming to simplify the complexities of investing. He seeks to establish partnerships that reflect clients' values and provide confidence through every stage of life.

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.