Tavisi Sharma is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Southern California and Purdue University. Outside of finance, Sharma is also a signed model with NTA Model Management and LModelz, working as an independent contractor for commercial and runway assignments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and planning across various financial topics without including implementation. The firm allows clients to combine planning with managed-account services through a consolidated billing option but does not accept discretionary trading authority for its Dedicated Planning Service.

Nanette Salley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Merrill since 2009 and has a concurrent association with Bank of America, N.A. since 2003. Based in Los Angeles, CA, she serves clients through these institutions. 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 a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Sandberg is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, Sandberg serves as a non-public arbitrator for FINRA, occasionally participating on arbitration panels. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

David Schmidt is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at PRO8 Media for 15 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulation techniques.

Jivan Shirvanian is a financial advisor with Cetera in Los Angeles, CA, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes positions at East West Bank, Fidelity Investments, and Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Taehoon Gang is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of advising, he serves as a board member for the Los Angeles chapter of the Asian Real Estate Association of America and is a silent partner in a restaurant. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a variety of investment strategies and program platforms.

Robert Cruz is a financial advisor at UBS Financial Services in Pasadena, CA, with 13 years of industry experience. He holds a Series 66 designation and has been with UBS Financial Services since 2013. Outside of his advisory role, he serves as a board member and treasurer for the National Association of Latino Independent Producers, an organization that supports individuals pursuing careers in the entertainment industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates various capital markets and banking platforms.

Mark Wong is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Advisors and served two years at the Federal Bureau of Investigation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.

Robert Choi is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Sean Gomez is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, following positions at Chase Investment Services, Wells Fargo Clearing, Wells Fargo Investments, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that includes quantitative and qualitative research.

Hsiu Hsin Wu Yao is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. Prior to joining UBS in 2015, she worked at Merrill for 12 years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, integrating proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and proprietary research distribution.

Fanny Iraheta is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Merrill and has been working there since 2006, concurrently with Bank of America N.A. Outside of her advisory role, she is involved in managing a small investment business. 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 institutional investors.

Tony Chou is a financial advisor at UBS Financial Services with eight years of industry experience. He previously worked at Oak Family Investments for seven years and LPL Financial for one year. Outside of his advisory work, Chou serves as a San Marino City Councilman, coaches varsity volleyball, and owns a tea store through an absentee-run holding company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations.

Eddie Rubio is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked with firms including CUSO Financial Services, Wescom Financial Services, Wescom Credit Union, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Gohar Tumanian Balyan is a financial advisor at Merrill with the Series 66 designation and six years of industry experience. She has been affiliated with Merrill since 1996. Outside of her advisory role, she co-operates a non-investment business with her husband focused on property management. 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, offering model-based and discretionary investment strategies for a diverse range of clients including individuals, pension plans, and charitable organizations.

Chad Mortenson is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. Outside of his advisory work, Mortenson serves as CEO of Mortenson Financial Services, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a client-centered approach using risk profiling and probabilistic modeling and supports a broad advisor network along with specialized municipal and retirement plan advisory services.

Jingwei Zhang is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Zhang holds Series 63 and Series 65 licenses and has worked at multiple firms including JPMorgan Chase Bank, W&S Brokerage Services, and The Prudential Insurance Company of America. Based in San Marino, CA, Zhang has been with J.P. Morgan Securities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence and may include ESG criteria in its recommendations.

Maria San Martin is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior work includes roles at Liberty Mutual and Jane Lee State Farm Insurance. 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 strategies designed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yooni Chang is a financial advisor at LPL Financial with 36 years of industry experience. She has been with LPL Financial since 2000 and holds Series 63 and Series 65 licenses. 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 services including financial planning, portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Mamie Lai is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Cantella & Co., and Raymond James & Associates before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.