Robert Hom is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Warner Pacific Insurance Services, 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 a range of brokerage and insurance products, supported by an integrated platform combining advisory services with insurance sales and lending programs.

Bailey Harrison is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and two years of industry experience. Prior to his current role, he has worked in media and investigative consulting, including positions at Fox News Media and USC Annenberg. Outside of finance, he is involved with Peak Models and Talent, a modeling agency where he acts as a fit model. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools to help outline financial outcomes, serving a broad range of clients through its diverse retail and institutional offerings.

Christopher Andrews is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Merrill since 2009, having a concurrent affiliation with Bank of America since 1997. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tirso De Anda is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Axa-Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jason Hughley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Cetera since 2019 and previously spent 10 years with Foresters Financial Services. Outside of his advisory role, he provides educational seminars as a retirement specialist and serves as a team-based model consultant. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Philip Emchick is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bois Capital and Boustead Securities. Emchick is currently associated with Zapata Private Wealth Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management options.

Ricardo Ortiz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at PFS Investments Inc. for 11 years and has been affiliated with Primerica Financial Services since 2008. His other business activities include the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Ken Park is a Wealth Management Advisor with Merrill Lynch Wealth Management. He emphasizes a disciplined approach that begins with understanding each client's unique needs, concerns, and priorities. Ken holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the CHARTERED FINANCIAL CONSULTANT (ChFC) designation, and is recognized as a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Virginia. His professional philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

Melinda Le is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2012 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Christopher Laubach is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as a director and treasurer on a nonprofit board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Howard Doan is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at UBS Financial Services. Outside of his advisory role, he is an owner of Acorn Lodging Partners LLC, a lodging-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Brent Gage is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2013 and 2015, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Thomas is a financial advisor at Charles Schwab with 33 years of industry experience. He holds a Series 63 designation and has worked at Charles Schwab since 1993, including a tenure at Charles Schwab Bank starting in 2005, and previously spent two years at TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 operates as both a broker-dealer and investment adviser, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts via multi-asset model portfolios and alternative investment options.

Armine Babayan is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, following a year as a self-employed advisor. Based in Pasadena, CA, she provides advisory services through one of the largest financial institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Albert Singleterry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2018, as well as prior experience at Wm Financial Services Inc. from 2005 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kenneth Stewart is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include work at Children's HopeChest and Biola University. Edward Jones is a full-service wealth management firm catering to over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

James Warren is a financial advisor with Ameriprise in San Dimas, CA, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at LPL Financial and Level Four Advisory Services. He owns a non-investment-related business entity, JPW and Associates, which does not generate revenue or require time commitments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Katherine Brody is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Gonzalez is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier positions outside the financial sector. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and custodians, overseeing approximately $15.5 billion in assets under management.

Ronny Liu is a financial advisor with Equitable Advisors, holding the ChFC® and Series 66 designations and bringing 40 years of industry experience. He worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1986 to 2024 before joining Equitable Advisors in 2024. Liu also operates as an independent agent involved in fixed insurance sales and property and casualty insurance. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a combination of firm-offered and third-party advisory programs.