Qixuan Wu is a financial advisor at UBS Financial Services with five years of industry experience. Prior to joining UBS in 2022, Wu worked at Morgan Stanley Private Bank and Morgan Stanley from 2020 to 2022. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment solutions.

Andres Camacho Platas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work history includes roles at PFS Investments Inc. and Primerica Financial Services. He is involved in sales of various investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports advisory services through a large network of financial advisors.

Valerio Chiarotti is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, Bank of America, and Paulson Investment Company, LLC. Outside of his advisory work, he is the owner of Terrarossa LLC, a wine service company, and serves as CFO and board member of the Italian Heritage Culture Foundation, a nonprofit promoting Italian heritage. 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 a range of third-party managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Nancy Molina is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 license and 20 years of industry experience. She has worked with Morgan Stanley since 2016, with a brief tenure at UBS Financial Services in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Annie Chen is a Wealth Management Advisor at Merrill Lynch Wealth Management, providing clients with financial strategies for growing and preserving wealth. She manages wealth for high-net-worth individuals, families, and non-profit organizations, supporting investment, wealth transfer, and philanthropic objectives. Annie also works with private business owners on financing, business growth, employee benefits, and pre-transaction planning. Her areas of expertise include investment management, retirement planning, trust and estate planning, credit and lending solutions, and insurance policies. Fluent in both English and Mandarin, Annie is particularly focused on serving Chinese-speaking clients, including first-generation Americans. Annie joined Merrill in 2018. Prior to this role, she spent two years as a financial analyst for the National Futures Association and five years as a business banker concentrating on global banking and commercial loans. She holds a B.S. degree in Economics and Media Communication from Sichuan Normal University, a Master of Musical Arts degree in Piano from the University of Missouri, and is a Chartered Financial Analyst (CFA®) charter holder. She is a member of the Chicago CFA Society. Outside of her professional responsibilities, Annie is involved with the Chinese American Service League and the Midwest Asian Health Association. She lives in Lincoln Park with her husband, daughter, and dog. In her free time, Annie enjoys traveling, yoga, interior design, and culinary arts.

John Fitzgerald is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools.

Haeseong Shin is a financial advisor at Merrill with a Series 66 license and four years of industry experience. Prior to joining Merrill, he held roles at Morgan Stanley and Fidelity Investments. 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 to individuals, high-net-worth clients, and institutional investors.

James Standish is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves business owners, executives, and entertainment professionals. In his role, he acts as a planner and Senior Portfolio Advisor, providing investment management, retirement and legacy planning, insurance, lending and credit, as well as banking services through Bank of America. His approach begins with a comprehensive assessment of clients' financial situations to develop personalized and disciplined strategies that emphasize diversification and balance. James has been dedicated to financial advising since 2011, drawing upon his background in business ownership and banking alongside formal education in economics and financial planning. His expertise includes education planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and services for defined benefit plans. He holds a Bachelor of Arts in Economics from the University of Denver and a Master of Arts in Economics from California State University at Long Beach. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). James resides in Hancock Park with his wife and four children.

Sukhjinder Thind is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Glendale, CA. He has been with Ameriprise since 2016. Outside of his advisory role, he holds a real estate license and is employed by Insperity PEO Services L.P. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies.

Giovanni Alvarez Mena is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 15 years before joining Equitable Advisors in 2026. Outside of his advisory role, he is involved with The Group WOWM, LLC as a registered team member. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model focused on LPL-sponsored programs and endorsed TAMPs.

Jeffrey Scofield is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career history includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Scofield serves on the boards of Education Through Music Los Angeles and the Boys and Girls Club of Pasadena, and he is an officer of the Pasadena Breakfast Forum, a local speaking group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory and portfolio management programs using a combination of in-house and third-party investment managers and provides integrated financial planning and brokerage services.

Anthony Valazza is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He is also involved in community service as a board member of the Race Track Chaplaincy of California and serves as secretary for the Race Track Chaplaincy of America, organizations that provide spiritual and material support to the race track community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary trading authority, and supports ongoing plan reviews through a network of financial advisors.

David Griffin is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Network Capital Funding, Second Spectrum, and Linq Hotel and Casino. 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 an ESG eligibility framework when recommending investment strategies.

Michael Tidik is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds a Series 63 designation and has been with UBS since 2015. Outside of his advisory role, Tidik is a limited partner and investor in real estate investment funds and commercial real estate partnerships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Vardan Pogosian is a financial advisor with LPL Financial, holding over one year of industry experience. He previously operated Pogosian Tax Planning Inc and Pogosian and Company CPA, where he worked for a combined twelve years. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research support.

Kiesha Earle is a CFA® charterholder with 19 years of industry experience. She is currently with Edward Jones and has previously worked at Vanguard and Capital Group Companies - American Funds Distributors, Inc. Earle owns and manages condo rental properties in Brooklyn, New York. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Sean Lavin is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jared Grimes is a financial advisor at Morgan Stanley in Los Angeles, CA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in two periods totaling nine years, as well as at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. His background also includes involvement with Impact Events & Displays in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and analytical tools, managing approximately $2.74 trillion in client assets.

Marcos Montenegro is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing Services since 2018, also maintaining a role at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Roxanna Martinez is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of her advisory role, Martinez is involved in real estate as a property owner. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.