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 at J.P. Morgan Chase N.A., Edward Jones, and JP Morgan Securities in various capacities since 2014. J.P. Morgan Securities LLC 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 to support non-discretionary client decision-making.

Maria Pilar Pettys is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms, including U.S. Bank Private Wealth Management, Comerica Securities, Wells Fargo Investments, and Natcity Investments. She is based in Pasadena, CA. J.P. Morgan Securities LLC 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.

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.

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.

Colin Babb is a Wealth Management Advisor with Merrill Lynch Wealth Management. He rejoined Merrill Lynch in 2016 and brings a professional commitment to defining financial goals and coordinating assets and liabilities to help clients achieve those goals. His approach emphasizes honest and transparent discussions, analytical rigor, and attention to detail to provide customized planning techniques. Since 2007, Colin has provided financial and wealth management advice, specializing in portfolio construction, wealth planning, retirement planning, special needs planning, liability management, and a range of client focus areas including legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. He is part of the Crow Babb Hulley Group, a team with over 100 years of combined financial services experience that employs a comprehensive goals-based approach to wealth management. Colin holds a Bachelor's degree from the University of Southern California. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Colin enjoys golfing, music, spending time with his family, and traveling.

Christian Li is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including over three decades at FSC Securities Corporation and a long tenure at TAG Financial Inc. based in Diamond Bar, CA. 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, and institutional platforms, supported by various investment strategies and advisor tools.

Shannon Drobny is a financial advisor at LPL Financial with 17 years of industry experience and holds a Series 66 designation. Her career includes roles at Union Bank of California, Wells Fargo Advisors, and CUSO Financial Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

Joseph Pates is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing Preferred Wealth Management, a corporation focused on office expense management and staff administration. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, algorithm-supported recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Ronald Coleman is a financial advisor with LPL Financial in Claremont, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at LPL Financial since 2013 and previously held positions at Crowell, Weedon & Co., Morgan Stanley, and Citigroup Global Markets. 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 portfolios, third-party asset management, and institutional platforms.

Yohan Chung is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Crown Wealth Management and Biola University. Outside of his advisory roles, he has been involved with the Orange County Children's Therapeutic Arts Center for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment approaches, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.