Victor De Lucie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Western International Securities, Inc. and Financial West Group, alongside a career as an actor and broadcaster. Outside of advising, he is also involved as a consultant and engages in music as an artist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and services, including financial planning and retirement plan consulting, supported by in-house and third-party research and diverse portfolio management strategies.

Louis Silva is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 63 designation and 34 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Silva serves as a board member of the Kiwanis organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and various advisory programs.

Jazmin Carpenter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wedbush Securities Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside her advisory work, she serves as Vice President and Financial Consultant for The Lighthouse Group in Pasadena, CA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Mike Lo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining J.P. Morgan Securities in 2021, he worked at CitiGroup Global Markets Inc. for nine years. 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 brokerage, distribution, and investment management capabilities.

Gary Seybold is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2008. His professional activities include involvement in life and health insurance services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Angel Aguinaldo Jr. is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Aguinaldo has served as an insurance agent and is active in community service as a board director of the LA True-Blue Lions Club and a 4th Degree Knight of the Knights of Columbus. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers.

Maria Pham is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, with substantial tenure at Wells Fargo Bank. Additionally, she is a licensed notary in the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing various model portfolios and research resources.

Sanjay Sachdeva is a CFP® and registered investment advisor with Cetera, bringing 30 years of industry experience. He has been with Cetera Wealth Services since 2015 and continues to operate Tax and Accounting Network, providing tax and bookkeeping services to clients. Additionally, he serves on the boards of World Fitness Services Limited and IT Solutions of North LA LLC. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 independent advisors and serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Stacy Eller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a previous role at Merrill. In addition to her advisory duties, she is also employed by JPMorgan Bank, allowing her to offer certain banking products and services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tony Liang is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Randy Louie is a financial advisor at OSAIC with 28 years of industry experience. He held a position at Woodbury Financial Services, Inc. for 27 years prior to joining OSAIC in 2024. Outside of his advisory work, he coaches Muay Thai kickboxing classes several evenings per week at a martial arts fitness gym. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios that include a broad mix of investment types.

Frank Nyerges is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. His prior work includes roles at Western International Securities, Inc. and Morgan Stanley. He is also involved in accident and health, life, and variable insurance activities as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by both discretionary and non-discretionary management and access to research, model portfolios, and various investment strategies.

Yi Shen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Yi worked at Citigroup/Citibank for 15 years. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Eric Glade is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a certified pickleball instructor and competitive player, though he has not yet provided lessons or earned prize money from tournaments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors.

Andrew Orr is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment menus, serving a broad range of institutional clients.

Steven Dauglash is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and having three years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2022. In addition to his advisory role, he works as a relationship manager involved in outside insurance sales, including life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to analyze client goals and offers event-driven planning programs alongside educational seminars.

Victoria Valle is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 registrations and 28 years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent time at UBS Financial Services. 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, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Petik Petrosyan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, retirees, and business owners by helping them meet their financial and personal goals through various wealth management strategies. His areas of focus include investment guidance, risk management, asset preservation strategies, wealth transfer, and tax minimization. Petik holds a Master's Degree from the Russian State University of Humanities and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Fluent in Russian, Armenian, and English, he brings a multicultural perspective to his advisory services. Outside of his professional role, Petik has personal interests in basketball, dancing, photography, soccer, and volleyball.

Junia Pan Li is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at HSBC Securities, HSBC Bank USA, Capital Group Private Client Services, Capital Bank & Trust Company, Hsbc, and JP Morgan Chase. Outside of her advisory work, she serves as president of a travel-related private business called The Meaning of Travel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services, implementing tailored strategies through various investment managers and program structures.

Jessica Quinn is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Wedbush Securities, Inc. from 2024 to 2026. Quinn has a background that includes several roles in educational institutions before entering the financial industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.