Bahraam Foroughi is a financial advisor with RBC Capital Markets in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining RBC, he worked at UBS Financial Services for four years. Outside of his advisory role, he has experience in retail operations through his ongoing work at 7-Eleven. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and advisory services through various wrap fee programs. The firm leverages both in-house and third-party investment resources and provides integrated financial solutions.

Andy Cheng is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, Merrill, and Cetera. Cheng is also the owner of a rental services business. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and brokerage services.

Daniel Syrkin is a financial advisor at Morgan Stanley in Pasadena, CA. He holds the Series 66 designation and has recently begun his career in the industry, with previous experience including academic roles at the University of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee resources.

Robin Park is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017, following a year at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sierra Lindman Marshall is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and The Resource Group. Outside of her advisory role, she offers long-term care and traditional life insurance through Marshall Wealth Advisors. OSAIC serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, offering diverse programs including financial planning, Unified Managed Accounts, and retirement plan consulting.

Samantha Gomez is a financial advisor with Merrill in Los Angeles, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Recker is a financial advisor with Fidelity Investments in Pasadena, CA, holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked at Crexi LLC, Keenan Financial, and several other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction in its investment process.

Norman S. Labrador is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill Lynch in 2007. In his current role, Norman focuses on developing financial strategies and providing advice tailored to individuals, families, and businesses, with an emphasis on understanding their short- and long-term financial objectives. His areas of expertise include legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Norman holds a bachelor's degree in Finance from California State University, Los Angeles and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Norman and his wife, Janet, reside in Pasadena with their two children. They actively participate in the community and support various charitable organizations such as Foothill Families, South Pasadena/San Marino YMCA, and The Children’s Hospital of Los Angeles. Norman is also engaged in community volunteering, reflecting a commitment aligned with Merrill Lynch’s tradition of community involvement.

Christopher Felton is a Series 66 licensed financial advisor with Morgan Stanley in Pasadena, CA, holding 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he owns a single-unit rental property. Morgan Stanley Wealth Management is a large 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 supported by firm-approved tools and methodologies.

Edwin Ramirez is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including J.P. Morgan Securities, Merrill, Bank of America, and Washington Mutual. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Tayra Martinez is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. She is part of a team that collectively brings over 100 years of financial expertise. Prior to her current role, Tayra was a small business owner, a background that provides her with insights into the financial challenges faced by individuals and families. She focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Tayra holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a High School Diploma from Rancho Santa Rosa High School and completed an Accredited Certificate Program at the College for Financial Planning. Fluent in both Spanish and English, she is involved in professional organizations such as the Hispanic/Latino Organization for Leadership and Advancement and the Inland Empire Economic Partnership Regional Leadership Academy. In her personal life, Tayra is a mother of two and is married. She has interests that include baseball, cooking, dancing, golfing, interior decorating, music, pickleball, spending time with her family, and traveling.

Henry Mac is a financial advisor at RBC Capital Markets with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Merrill, and Quest Capital Management. Outside of finance, he was involved with Pure Surfing Experience in 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers, with features such as tax management and responsible investing options.

Shad Ortiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo since 2016 and previously held positions at Morgan Stanley and its affiliates from 2000 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory solutions, relying on research and analytics to evaluate investment options and providing services such as retirement plan consulting and financial planning.

Allen Tsay is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously spent three years with Waddell & Reed. Tsay serves as a board member of Arcadia Masonic Lodge #278, where he participates in budget approval and charitable giving decisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting.

Alan Whitman is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 63 designation and over 54 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Whitman serves as a board member of the Midgley Family Foundation in Pasadena. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagement and corporate financial planning agreements.

Charlie Kim is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously spent three years at Morgan Stanley. Based in Pasadena, CA, he currently serves clients through J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team using both quantitative and qualitative analysis.

John Potter is a financial advisor at Morgan Stanley in Pasadena, CA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Outside of his advisory role, he is a founder and board member of LDS Art Collection in Liberty, Inc., a nonprofit focused on art, culture, and religious activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment research to support its advisory process.

Galo Medina is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He previously spent over two decades with Avantax Advisory Services and Avantax Investment Services. Medina is also president of an independent insurance agency specializing in life, health, dental, and long-term care insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients.

Justin Shum is a Series 66 licensed advisor with J.P. Morgan Securities, based in San Marino, CA. He has 14 years of industry experience, previously working at Merrill, Bank of America, and MSI Financial Services. He has been with J.P. Morgan Securities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated investment-management entities.

Arthur Hsieh is a CFP®-certified financial advisor with 36 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at First Allied Advisory Services and Orange Capital Management. Outside of advisory work, he is actively involved in high school tennis as a coach at Marantha High School and serves on the Tennis Advisory Committee for the California Interscholastic Federation – Southern Section. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform and various program structures.