Franklin Chelebian is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Chapman University, Hudson Pacific Properties, Trinium Technologies, Congressman Duncan Hunter’s office, and Stockwell, Harris, Wolverton & Muehl. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a dual-registered model and partners extensively with LPL-sponsored programs and endorsed third-party managers.

Bruce Horowitz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, he spent 21 years with Commonwealth Financial Network. He is also president and co-owner of Wealth Advocates, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and various investment strategies.

Usha Cervantes is a financial advisor with LPL Financial in Covina, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience, including a decade at Transamerica Financial Advisors and over two years at LPL Financial. In addition to her advisory work, she is the author of the book "Over 100 First Samoan Words" and owns a business called Lochytocker Inc. LPL Financial is an 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 financial planning, advisory programs, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

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 career history includes roles at Cadaret Grant & Co., Inc., Strategic Wealth Advisors Group, LLC, and Bank of America. He is involved with Novus Wealth Group, a DBA under LPL, dedicating significant time to this activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Ashkinos is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework in its recommendations and offers non-discretionary services delivered by a select group of Wealth Advisors.

Nhan Le is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Outside of his advisory role, he co-owns GML Design, a business involved in resale products for online retail commerce. 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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.

Denise Winkelman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked at various Fidelity divisions since 2008 and was previously employed at Postmates and Farmers Financial Solutions. Outside of finance, Denise is also active as a comedian, actor, and writer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Timothy Denton is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with MML Investors Services Inc. since 2009 and associated with Mass Mutual since 2008. In addition to his advisory role, he is an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships without discretionary authority.

Philip Walters is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has worked at Wells Fargo affiliates since 2011, including a decade at Wells Fargo Clearing. 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 and offers both brokerage and advisory solutions.

Debbie Chen is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association, spanning from 2010 to the present. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management.

Nicholas Tower is a financial advisor at Merrill with nine years of industry experience, holding Series 63 and Series 66 credentials. He has worked at Bank of America, Merrill, and Wells Fargo Bank. Outside of his advisory role, he is a 50% owner of a family farm, Swan Creek Farms LLC, where he contributes to farm management in a limited capacity. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Myung Choe is a financial advisor with Equitable Advisors, holding a Series 65 designation and over 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously affiliated with Axa Advisors, LLC. Outside of his advisory role, Choe serves as chairperson of the Korean Chamber of Commerce of Los Angeles and is an officer and long-standing member of the Los Angeles Central Lions Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers. The firm operates a hybrid referral and implementation model utilizing LPL programs and emphasizes tailored services based on client goals, risk tolerance, and time horizon.

Susan Wingard is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1983 and has extensive experience in wealth management, portfolio management, and investment consulting. Before joining Merrill Lynch, Susan served as a business development executive for a major Fortune 100 diversified publishing company. Her areas of expertise include family wealth management strategies, defined contribution plan consulting, retirement planning, tax minimization, and investment strategy for individuals and corporations. She also focuses on client segments such as women and wealth, sports and entertainment professionals, and managing new wealth. Susan holds a Bachelor’s degree from New York University and a Master’s degree from Pepperdine University. She has completed the Merrill Executive Program for Financial Advisors at the Wharton Business School. Additionally, she holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). Outside of her professional work, Susan enjoys football, interior decorating, swimming, traveling, and spending time with her family.

Tony Kim is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in San Gabriel, CA, with 18 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Curtis Young is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Charles Schwab, where he worked from 2013 to 2021. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and capital market assumptions to tailor strategies to client goals and risk tolerances.