Kai Kang is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Laidlaw Wealth Management during his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Sabrina Verduzco is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Her prior experience includes roles at Northwestern Mutual, an AI technology startup called Callo, and personal investment management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Brian Self is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized, comprehensive financial advice tailored to help clients meet their financial goals. His approach begins with understanding a client's family, financial situation, and priorities, allowing him to develop customized wealth management strategies that adapt to changing needs and market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Brian's areas of expertise include managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Master's Degree from Chapman University and Bachelor's Degrees from Claremont McKenna College and Harvey Mudd College. A fourth-generation native of Bakersfield, Brian is active in his church and has served as Chairman of the Board of Stockdale Christian School. He enjoys football, golfing, spending time with his family, traveling, and supports the Dodgers and the Dallas Cowboys. He has traveled to 32 countries and values community involvement as part of his professional philosophy.

Brandon Chhan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Cetera and its affiliates since 2017 and has prior experience at Foresters Financial Services. Outside of advising, he serves as a creative manager for the Los Angeles chapter of Project by Project, a nonprofit focused on video production and editing, and also works as a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors, utilizing multiple program structures and a range of third-party and affiliated investment options.

Raymond Mathieu is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent nine years at National Planning Corporation. He also provides tax preparation services through Gilson Financial Group and teaches accounting at LA Valley Community College. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Christopher Swaine 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 firms including Morgan Stanley, E*TRADE Securities LLC, and Arbor Court Capital, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab provides both non-discretionary investment guidance and access to discretionary separately managed accounts supported by centralized custody and integrated operational services.

Justin Weiss is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 license with 16 years of industry experience. His prior roles include positions at Goldman Sachs and Credit Suisse Securities. He has been with Morgan Stanley and its Private Bank since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that incorporate advanced modeling techniques but typically do not include individual security recommendations in standalone plans.

Craig Mc Knight is a financial advisor at Merrill with 32 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1995. Outside of his advisory role, he is involved as a musician, playing trombone in a sole proprietorship based in Long Beach, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with a combination of model-based and discretionary investment strategies.

Michael Willard is a CFP®-certified financial advisor with UBS Financial Services, where he has worked since 1998. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior affiliation includes Painewebber, concurrent with the early part of his tenure at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and uses proprietary research and asset allocation models to tailor client strategies.

Charles Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience since joining the firm in 1999. His primary areas of practice include corporate retirement plans, executive stock services, and liability management. Charles partners with Merrill Specialists on credit and corporate pension plans to create financial strategies aligned with his clients' risk tolerance. He serves clients across multiple focus areas including college education planning, executive compensation, legacy planning, small business strategies, and personal retirement planning. Charles holds a Bachelor's degree in Finance from California State University, Fullerton. He has earned professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Previously, he led the training program for new Financial Advisors at the Brea, Santa Ana, and Ontario offices. Charles is fluent in English and Chinese. Outside of his professional role, Charles enjoys adventure sports such as mountain biking and snowboarding. He is also an engaged father, supporting his two daughters in dance activities. Charles resides in Anaheim Hills with his wife Angel and their daughters Cameron and Kyle.

Lisa Quach is a CFP®-credentialed financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has worked at J.P. Morgan Securities since 2016, with prior roles at Fidelity, Merrill, and Citigroup Global Markets. Outside of her advisory work, she is a co-owner and partner in several rental property investments managed by third parties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screens, qualitative research, and an ESG eligibility framework to support portfolio construction and asset allocation.

Daniel Rothenberg is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, as well as at City National Bank and UBS Financial Services. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Huntington Library, Art Museum and Botanical Gardens, and acts as president of the One Arroyo Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and customizes investment strategies using both in-house and third-party managers, with access to capital markets capabilities and alternative investments.

Christian Cerra is a financial advisor at Merrill with Series 65 and Series 66 credentials and eight years of industry experience. His career includes roles at Bank of America, Charles Schwab & Co., Inc., and TD Ameritrade. He is based in Los Angeles, CA. 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 plans, corporations, and charitable organizations.

Dylan Mac Laren is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he held various roles including a contractor position with California Cryobank. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services.

Eden Joy Tuplano is a financial advisor at UBS Financial Services with four years of industry experience and holds the Series 66 designation. Prior to joining UBS in 2022, Tuplano worked at the Orange County Auditor-Controller and held positions at UCLA Transportation and the University of California. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Carlos Kennedy is a financial advisor with Fidelity Investments in Los Angeles, CA, holding Series 63, Series 65, and Series 66 registrations and 19 years of industry experience. His prior roles include six years at Bancwest Investment Services, Inc. and earlier positions at Harrisdirect LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across a broad investment universe.

Alia Mitchell is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform that includes custody, brokerage, and cash-sweep services.

Andrew Li is a financial advisor at Cetera with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at VOYA Financial Advisors and as an independent insurance broker since 1975. He is also active as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports both discretionary and non-discretionary account management.

Mui Fan Graca is a financial advisor with Merrill in Pasadena, CA, holding Series 66 and Series 65 credentials and 26 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Eric Chang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 23 years before joining Equitable Advisors. Outside of his advisory role, he owns CJ Capital Insurance & Financial Services, Inc., which sells fixed life, health, disability, and medical insurance products. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of advisers, utilizing third-party asset managers and LPL-sponsored advisory solutions.