Woong Roh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various roles within J.P. Morgan entities since 2014, with a two-year tenure at Edward Jones from 2019 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a broad range of advisory and brokerage services.

Nathaniel Nesbitt is a financial advisor at UBS Financial Services with 46 years of industry experience, having worked at UBS since 1980. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Civil Air Patrol in search and rescue operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Linh Nguyen is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 license and eight years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2017, and previously at Citibank N.A. for one year. 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 and supports a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Grace Mekikian is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on working closely with clients to understand their financial goals and develop strategies to help them pursue objectives across short-, mid-, and long-term horizons. Grace provides advice on general investing, retirement planning, and saving for unexpected expenses, in addition to connecting clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Chicago. Grace aims to serve as an ongoing resource and guide, assisting clients as their financial needs evolve over time.

Rhonda Cano is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked with Avantax firms for a decade and operates Cano Income Tax, a tax-related business she has maintained since 1989. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to third-party managers and customized investment solutions.

Mane Aslanian is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2015 to 2018. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Mark Tschinkel is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 63 designation and 27 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 16 years. Outside of finance, he is a freelance musician based in San Dimas, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and has been providing financial and wealth management advice and services since 2007. Colin is part of The Crow Babb Hulley Group, a team with over 100 years of combined experience, which employs a comprehensive, goals-based approach to wealth management. Colin's areas of expertise include portfolio construction, wealth planning, retirement planning, special needs planning, liability management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the University of Southern California. Outside of his professional work, Colin is involved in various alumni and charitable organizations. He lives in Huntington Beach with his wife, Kira, and their two daughters. His personal interests include golfing, music, spending time with his family, and traveling.

Christian Li is a Certified Financial Planner® (CFP®) with 38 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TAG Financial Inc. and FSC Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.

Shannon Drobny is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Their prior roles include positions at CUSO Financial Services, OSAIC, The Ameriflex Group, SagePoint Financial, UnionBanc Investment Services, Wells Fargo Advisors, and Union Bank of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from internal and third-party sources.

Carlos De La O Rivera is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that align with clients' individual goals and adapt to changing market conditions. Carlos offers access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Carlos holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from Universidad del Sagrado Corazon. He is committed to working closely with clients to develop individualized financial strategies focused on pursuing long-term objectives. Additionally, Carlos participates in community volunteer activities, reflecting the Merrill tradition of engagement in the communities served.

Julie Forman is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a trustee and co-trustee for investment-related trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory approach.

Matthew Brunner is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at California State University Channel Islands and Pier 1 Imports. Outside of his advisory role, he serves as Executive Vice President of Strategy and is a member of the Board of Directors for the Pasadena Junior Chamber of Commerce. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Frank Epinger is a financial advisor with Raymond James & Associates in Pasadena, CA. He holds Series 63 and Series 65 credentials and has 35 years of industry experience, including prior roles at Wedbush Securities, JPMorgan Chase Bank, and J.P. Morgan Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programmatic and institutional services.

Cole Teague is a financial advisor at LPL Financial, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at TeamViewer, Ripple Street, Emotive, and the Spanish Ministry of Education, Culture, and Sport. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by model portfolios, research, and various portfolio management options.

Edward Malicdem is a Wealth Management Advisor and Senior Vice President at Merrill Lynch in Pasadena, California. In this role, he works with families and businesses to develop wealth management strategies, utilizing Merrill's tools to create dynamic and flexible plans. He collaborates closely with clients' attorneys, CPAs, and family members to address estate planning and retirement strategies holistically. Edward earned dual degrees in Political Science and History from the University of California at Berkeley and studied law at Whittier College School of Law before transitioning into financial services. He holds the Personal Investment Advisor (PIA) designation and serves on the Merrill Lynch Financial Advisor Advisory Council to Management. A native of Southern California, Edward is active in his community through his role as President of the Board of Trustees at Search to Involve Pilipino Americans and his involvement in St. Dominic Parish. He resides in Eagle Rock with his wife, Monique, and has two adult children. In his leisure time, he enjoys travel, attending theatre and sporting events.

Victor Correa is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator and adviser to multiple registered investment companies.

Marcos Lacson is a financial advisor at Merrill with Series 63 and Series 66 designations and 30 years of industry experience. He has been with Merrill since 1994. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Swanner is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Kestra Private Wealth Services, Hilltop Securities, and Mira Costa Community College. His background includes roles spanning wealth management and financial services. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Basilio is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. Their approach includes asset allocation advice and customized performance reporting delivered through a centralized due-diligence framework.