Mathew Watt is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and its predecessor entities since 2006, with prior roles including positions at Waddell & Reed and Thrivent Investment Management. Watt also operates Mathew Watt Financial Planning Services as a separate business entity. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by extensive operational and research tools.

Douglas Dyakon is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 license and 23 years of industry experience. He worked at UBS Financial Services for ten years before joining Morgan Stanley in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

Yingshu Jiang is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. Jiang has worked at multiple firms including W&S Brokerage, Western & Southern Life, and Keller Williams. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Wilson Tien is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Di Jin is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Pasadena, California. In this role, she manages wealth for high-net-worth individuals and families, assisting them in achieving their investment and wealth transfer goals. She also collaborates with private business owners on financing, business growth, employee benefits, and pre-transaction planning. Before joining Merrill Lynch Wealth Management, Di Jin worked as a financial advisory director at CITIC Securities in Beijing, China and served as an Investor Relations director at Aquila Capital in China. Her experience includes consulting, financial planning, financial modeling, and business analysis. She provides advice on various wealth management issues including retirement, liquidity, and philanthropy. Di Jin focuses on clients' individual financial situations and develops tailored strategies based on risk tolerance, time horizon, liquidity needs, and overall investment objectives. She also works particularly with Chinese-speaking clients, especially first-generation Americans. Di Jin holds a Bachelor's degree in International Finance from the University of International Business and Economics and an MBA from China Europe International Business School. She has earned the professional designations of Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In her personal time, she enjoys traveling, yoga, playing piano, and swimming.

Miguel Sanchez is a Senior Financial Advisor and founder of the ST Wealth Management Group at Merrill Lynch Wealth Management in Los Angeles. With over 25 years of experience at Bank of America/Merrill, he provides financial advice and guidance to high-net-worth individuals, families, and businesses, focusing on areas such as family wealth management, retirement planning, investment consulting, tax minimization, and wealth transfer. He has developed long-term relationships within the Latin business community, supporting clients in managing both personal and professional financial aspects. Born and raised in Los Angeles, Miguel values building strong relationships and encourages clients to actively participate in managing their wealth by thoroughly explaining available options. He began his career at the firm as a Teller and progressed through various roles before becoming a Financial Advisor in 2003, leveraging his knowledge and network to address a range of client needs. Miguel leads a team that includes his daughter, Jessalyn Escalante, to provide attentive and responsive service. Miguel holds a High School Diploma/GED from California Technical University and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. Outside of work, he enjoys spending time with his family, coaching his son's football team, and playing golf.

Jonathan Corob is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member and treasurer for The Oaks Homeowners Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

Jiahui Xu is a financial advisor at Cetera with six years of industry experience. Xu has worked with several firms, including J.P. Morgan Securities and Wells Fargo, before joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Christopher Fisher is a financial advisor at J.P. Morgan Securities based in Los Angeles, CA, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Merrill and Bank of America, as well as experience with JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Niccolas Hernandez is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Equitable Advisors LLC and involvement in the hospitality and entertainment sectors. Hernandez also has outside business activities in insurance sales through Lenox Advisors, Inc. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.

Zachary Snyder is a Series 65-licensed financial advisor with Fisher Investments in Los Angeles, CA, where he has worked for 16 years. He has 12 years of industry experience. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Jacek Holzwieser is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Todd Goldsworthy is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior roles include working at Goldsworthy Financial Services LLC and Klatch Coffee Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors nationwide.

Fwu Chian Tsai is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been associated with Cetera since 2004 and owns Lotus Accountancy Company, a CPA firm providing bookkeeping, tax preparation, business management consultation, and tax planning services. He also serves as president of a market consulting firm unrelated to investment activities. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets for approximately 800,000 clients.

Li Sun is a financial advisor at Merrill with 22 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. 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.

David Jakl is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of finance, he serves as head coach for a nonprofit swim team, the Manta Rays Parent Association. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide array of investment programs delivered via affiliated broker-dealer and RIA relationships.

Matthew Wong is a financial advisor with Merrill in Pasadena, CA, holding the Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is involved in managing several rental properties as a sole proprietor. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Amy Peng is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2010. Her prior experience includes roles at Barclays Capital Inc. and Lehman Brothers Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Mustapha Fawal is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He specializes in delivering tailored advice and strategic financial plans that align with the unique goals and aspirations of his clients. Mustapha is committed to a client-centric approach, emphasizing transparency and personalized service to foster lasting relationships and support individuals in achieving financial security and confidence. Born and raised in Los Angeles, Mustapha focuses on impacting clients within his community and throughout the city. He is passionate about helping individuals identify what matters most to them and developing financial literacy among youth. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA), and he is fluent in both English and Spanish. Mustapha earned a High School Diploma from Eagle Rock High School. Outside of his professional work, Mustapha enjoys adventure sports, biking, bowling, camping, fishing, golfing, hiking, pickleball, skiing, and spending time with his family.

Vikram Sheth is a financial advisor at Mass Mutual Investors Services with 52 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes long tenure at Metlife Securities Inc. and experience at MassMutual Life Insurance Company. He also works as an independent insurance agent specializing in dental and group disability income, life settlement, and property and casualty 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, focusing on collaborative, goal-based planning and event-driven services like estate settlement and divorce planning.