Jay Lometillo is a financial advisor with Merrill in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Shahab Makanvand is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at IHSS/State of CA, PFS Investments Inc., Wavestream Corp., and Primerica Financial Services. Outside of advising, he is involved in sales of loan products and home services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts, using a tiered wrap-fee structure and third-party asset managers.

Gabriela Torres Luvianos is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and two years of industry experience. She previously worked at Bank of America for 12 years before joining Merrill. Gabriela is in the early stages of co-hosting a lifestyle podcast focused on Latina culture. 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 and profit-sharing plans, corporations, and charitable organizations.

Edgar Whitmore III is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding the ChFC® designation and Series 63 and 66 licenses. He has 32 years of industry experience and has been with MassMutual and its affiliated entities since 2008. Outside of his advisory role, he is also an insurance agent. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Leonardo Aguilar is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Aguilar also acts as an agent for non-variable insurance through NLA Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Mathew Watt is a financial advisor with LPL Financial in Los Angeles, CA, holding a Series 66 designation and over 21 years of industry experience. He has worked at LPL Financial since 2006 and also has experience with Waddell & Reed, INC. and various insurance carriers. Outside of his advisory role, he operates Mathew Watt Financial Planning Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual, institutional, and charitable clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Shu Yuan Lai is a financial advisor at Cetera with the Series 66 designation and 23 years of industry experience. Their work history includes long-term roles at Cetera and Cathay Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that supports various investment strategies and program structures.

Douglas Dyakon is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 license and with 22 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs and tailored financial planning services supported by structured planning tools and proprietary investment models.

Yingshu Jiang is a financial advisor at Cetera with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including W&S Brokerage, Western & Southern Life, and Keller Williams. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Wilson Tien is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Di Jin is a Wealth Management Advisor with Merrill Lynch Wealth Management in Pasadena, CA. She manages wealth for high-net-worth individuals and families to support their investment, wealth transfer, and legacy planning objectives. Di also works with private business owners on financing, business growth, employee benefits, and pre-transaction planning, leveraging a broad range of financial services and strategies delivered through a team of specialists and analysts. Di has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2017. Prior to Merrill Lynch, she held roles as a financial advisory director at CITIC Securities and as an Investor Relations director at Aquila Capital in Beijing, China. Her areas of expertise include college education planning, family wealth management, managing new wealth, legacy planning, and addressing the financial needs of Chinese-speaking clients, particularly first-generation Americans. Di holds a Bachelor’s degree in International Finance from the University of International Business and Economics, and an MBA from China Europe International Business School. She has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) credentials. Fluent in English and Mandarin, Di enjoys traveling, yoga, playing piano, and swimming in her spare time.

Miguel Sanchez is a Senior Financial Advisor and founder of the ST Wealth Management Group at Merrill Lynch Wealth Management in Los Angeles. With over 25 years of experience at Bank of America/Merrill, he provides financial advice and guidance to high-net-worth individuals, families, and businesses, focusing on areas such as family wealth management, retirement planning, investment consulting, tax minimization, and wealth transfer. He has developed long-term relationships within the Latin business community, supporting clients in managing both personal and professional financial aspects. Born and raised in Los Angeles, Miguel values building strong relationships and encourages clients to actively participate in managing their wealth by thoroughly explaining available options. He began his career at the firm as a Teller and progressed through various roles before becoming a Financial Advisor in 2003, leveraging his knowledge and network to address a range of client needs. Miguel leads a team that includes his daughter, Jessalyn Escalante, to provide attentive and responsive service. Miguel holds a High School Diploma/GED from California Technical University and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. Outside of work, he enjoys spending time with his family, coaching his son's football team, and playing golf.

Jonathan Corob is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member and treasurer for The Oaks Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Fisher is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank. Prior to his financial services career, he was employed at Dr Eye Phone and the University of California, Davis. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework when recommending strategies.

Tatsuji Suzuki is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and Cetera Wealth Services, LLC since 2013. His other business activities include the sale of fixed insurance products such as life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing diverse investment options and program structures.

Shahen Mansourian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Mansourian also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.

Niccolas Hernandez is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Equitable Advisors LLC and involvement in the hospitality and entertainment sectors. Hernandez also has outside business activities in insurance sales through Lenox Advisors, Inc. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.

Zachary Snyder is a Series 65-licensed financial advisor with Fisher Investments in Los Angeles, CA, where he has worked for 16 years. He has 12 years of industry experience. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to manage diversified portfolios with tax-aware strategies and risk management techniques.

Jacek Holzwieser is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, Wells Fargo Clearing, and Wells Fargo Advisors. He is also a co-owner of The Holzwieser Trust, a family investment entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research from LPL Research and third-party subadvisors to provide both discretionary and non-discretionary portfolio management.

Todd Goldsworthy is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior roles include working at Goldsworthy Financial Services LLC and Klatch Coffee Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors nationwide.