Berta Gordon is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with LPL Financial and holds a senior private client advisor role at BMO Bank NA. Her prior experience includes positions at BancWest Investment Services, Bank of America, and Merrill. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Friedman is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the Board of Trustees for The Wesley School in North Hollywood. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Clara Park is a CFP®-certified financial advisor with 16 years of industry experience, currently with LPL Enterprise. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Prentice Parr Jr. is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 credential and 10 years of industry experience. He previously worked at Bank of America, Merrill, and JPMorgan over the past decade. Outside of his advisory role, he manages a personal real estate trust as an owner and partner. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting with a broad range of brokerage and advisory solutions.

Elton Villanueva is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 2012. Outside of his advisory role, he is a self-employed notary and has experience in home security and automation product referrals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and offers discretionary separately managed accounts supported by custodial and trade execution services.

Fred Khalil is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at the Qatar Finance and Business Academy from 2015 to 2021. 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.

Man Ying Cheung is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2018, Cheung worked at Toyo Success (Hong Kong) Limited and Omron Software. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both individual and corporate financial planning arrangements.

Makenzie Smith is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2015 and at Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Deyanira Gutierrez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2013. Outside of her advisory role, she was involved with DJA Investment LLC DBA Ciao Pizzeria Bar from 2023 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Anthony Akhverdyan is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. His background includes roles at California State University, Northridge, and Berolina Bakery. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Daniel Tauberg is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and is also involved with Tauberg Holdings, LLC as a general partner. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Jill Kasen is a CFP® and ChFC® with over 40 years of experience in the financial services industry. She has been with Ameriprise since 2016, following prior roles at 1st Global Insurance Services and related entities. Outside of advising, she owns CentsSense.com, a consulting business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficient strategies to deliver tailored recommendation reports, emphasizing managed accounts and algorithmic support.

Tom Wang is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized investment strategies that align with their financial goals. His work includes advising on liquidity management, personal retirement planning, and retirement income, providing access to investment advice as well as banking and lending services through Bank of America. With a Bachelor's Degree from the California State University System, Tom holds the Personal Investment Advisor (PIA) designation. He is affiliated with professional organizations such as the Pasadena Rotary Club. His approach involves understanding the individual priorities of clients to create tailored financial plans. Outside of his professional role, Tom participates in community activities including Habitat for Humanity, Pasadena Rotary Club, and Union Station Homeless Services. His personal interests include billiards, bowling, football, golfing, and running.

Amy Fang is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with the firm since 1997 and works alongside a team of investment industry professionals to provide comprehensive wealth management services to individuals and families. Amy’s expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. She helps clients incorporate these corporate benefits into long-term financial strategies that emphasize risk management. Amy focuses on various client areas including college education planning, divorce transition planning, family wealth management strategies, retirement income, and investment consulting for defined contribution plans. She works collaboratively with clients and their other professional advisors to develop personalized, lifelong relationships, aiming to understand each client’s unique situation and goals. Amy is particularly dedicated to addressing the financial planning needs of women, helping them grow and preserve wealth while building confidence in managing their finances. She holds a Bachelor’s Degree from Ming Chuan University and several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional work, Amy’s personal interests include antiquing, painting, reading, spending time with her family, and practicing yoga.

Lynda Lorimer is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 36 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Davy Kwok is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at MassMutual Life Insurance Co, W&S Brokerage Services, and Massachusetts Mutual Life Insurance Company. 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 programs, providing collaborative and detailed planning engagements focused on client goals.

John Herrera is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at JP Morgan Chase Bank, Wells Fargo, and CUSO Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services supported by a large nationwide network of independent advisors.

Kathleen Roshay is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has worked at Raymond James since 2017 and previously was with D.A. Davidson & Co. from 2013 to 2017. She holds a Series 66 designation. Roshay co-owns and manages rental real estate properties with her daughter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and advisory services utilizing various portfolio management styles and extensive affiliated research resources.

Alexander Burum is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 designations and bringing eight years of industry experience. His prior roles include eight years at PlanMember Securities Corporation and over a decade of self-employment, including fixed insurance sales and caregiving. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and insurance products, delivering investment advice primarily through its network of investment adviser representatives.

Jose Morales is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Pasadena, California. He has been serving clients in banking and wealth management since 2002, providing guidance in areas such as investing, legacy planning, business succession, higher education savings, retirement strategy, and cash-flow analysis. Jose works closely with clients and their families to understand their experiences, values, priorities, and financial goals, helping them develop and execute personalized financial strategies. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Granada Hills High School and is fluent in English and Spanish. Jose's client focus areas include education planning, family wealth management strategies, defined benefit plans, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Jose is married and has two teenage daughters. Outside of work, he enjoys spending time with his family, traveling, and engaging in outdoor activities such as running, fishing, and playing basketball. He is committed to his clients and values the relationships he builds with them, aiming to contribute to their financial futures with dedication and attentive service.