Wen Lee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, working with individuals, families, and business owners at various stages of the business cycle. Wen takes time to thoroughly listen to and understand each client's financial situation, preferences, and goals, providing tailored recommendations based on factors such as risk tolerance, time horizon, liquidity needs, and overall investment objectives. In his role, Wen coordinates with clients' trusted partners, including attorneys, accountants, and tax specialists, to ensure comprehensive and customized financial solutions. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Ulysses Grant High. Wen is fluent in English and Mandarin. Outside of his professional work, Wen enjoys golfing with friends and clients.

Nicholas Tater is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior experience includes roles at Colorado Mesa University, 12 Degree Brewing, and Heritage High School. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Gary Cohen is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with UBS Financial Services. Outside of his advisory role, he is a partner in a family-owned rental real estate venture involving a three-family apartment building in Brooklyn, NY, which is in the process of being wound down. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and charitable organizations, providing financial planning and consulting services through various investment advisory programs and institutional solutions.

Amanda Oliai is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2016, with a brief period away from the industry. Prior to her advisory career, she was affiliated with the University of California, Riverside for three years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Sullivan is a Series 66-licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Los Angeles. He previously worked at Teachers Insurance and Annuities Association of America (TIAA) for 11 years. Outside of his advisory role, he manages a rental property. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Swastik Deshpande is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC and Lenox Advisors. He also serves as a Relationship Manager for Lenox Advisors, Inc., where he is involved in the sale of life, accident, and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs, including divorce and estate-settlement planning.

Omar Ching is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Bank of America, NYLIFE Securities, New York Life Insurance Company, and Vitality International. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Zapel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He serves as a trustee for a friend in an investment-related capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Miller is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 25 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements with employers.

Franklin Chelebian is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 license and six years of industry experience. His prior work includes roles at Chapman University, Hudson Pacific Properties, Trinium Technologies, and for Congressman Duncan Hunter. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party partnerships.

Bruce Horowitz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. His prior firms include Commonwealth Financial Network and Osaic FA, Inc. He is also president and co-owner of Wealth Advocates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Usha Cervantes is a financial advisor at LPL Financial with 16 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, she worked at Transamerica Financial Advisors, Inc. for 10 years. Cervantes is also the author of the book "Over 100 First Samoan Words" and owns a business called Lochytocker Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided by a large network of investment adviser representatives.

Evan Pantucci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Pantucci Bonvechio team, which was named to the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. This recognition is based on criteria including best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management, and firm-generated revenue. Evan and his team focus on developing long-term relationships with clients by understanding their priorities and financial goals. They provide experienced investment advice and guidance for high-net-worth families and institutional investors. Their services include access to Bank of America banking and coordination with Merrill Lynch's network of specialists and strategists. Evan's client focus areas include Corporate Executive Services, Divorce Transition Planning, Executive and Equity Compensation Services, Institutional and Corporate Benefit Services, and Legacy Planning, among others. The team continues to enhance their expertise through advanced industry designations and continuing education. Evan holds a Bachelor's Degree from Loyola Marymount University and professional designations including Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is proficient in both English and Spanish. Outside of his professional work, Evan enjoys adventure sports, fishing, football, music, racquetball, running, scuba diving, spending time with his family, surfing, and traveling.

Sammy Elguindi is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he co-owns a rental property with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Robert Claros is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, and Bank of America. He is involved in Novus Wealth Group, a DBA related to his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives who utilize both proprietary research models and third-party strategies.

Benjamin Ashkinos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and its affiliated entities since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with a centralized due diligence process supporting its recommendations.

Nhan Le is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 66 and Series 63 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2015. Outside of his advisory work, Le co-owns GML Design, a resale product sourcing business operated with his spouse. Wells Fargo Advisors is a national securities firm delivering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions, serving over 14,000 advisors and managing approximately $671 billion in assets.

Gabriella Onggara is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, she held roles at Glow Recipe and Prizeout, and completed a four-year tenure at UC San Diego. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Cheryl Paller is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank Securities Inc. for ten years before joining Merrill and Bank of America in 2016. She serves as a board member of the Women's Leadership Council, a nonprofit group supporting the Fulfillment Fund. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexandria Hill is a financial advisor at RBC Capital Markets in Beverly Hills, CA, holding a Series 66 designation. She has prior experience working at Aerospacelab and Northrup Grumman. Alexandria is early in her financial advisory career. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.