Mui Voong is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she owns VIUM Investment LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Albert Boele is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles within J.P. Morgan affiliates dating back to 2010, as well as time at Boelin LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Martina Troiano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of her advisory role, she has a part-time involvement as a landlord. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Helen Lee is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2020, following 23 years at American Express Financial Advisors Inc. Outside of her advisory role, she is involved in business ownership with Aussie Inc., which focuses on paperwork and marketing, and operates a car rental business in Pasadena, CA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging algorithmic automation overseen by a dedicated team.

Andres Vargas is a financial advisor at Merrill with 13 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Ybarra is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been with Merrill since 2013 and previously attended West Los Angeles College from 2020 to 2022. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Connor is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior experience working at Assetio Wealth Management and Wai & Connor LLP. Outside of his advisory role, he is involved with Assetio Wealth Management, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

William Mc Bride Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Western International Securities, and Chase Investment Services Corp., as well as operating his own wealth management business. Mc Bride is also involved with McBride Wealth Management, focusing on non-variable insurance and advisory services. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of advisors.

Barry Rappaport is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Ameriprise for two years and was the owner of Borapp Consulting, Inc., a consulting business unrelated to investment services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Armen Arzumanyan is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies, utilizing algorithmic tools and research to support its advisory process.

Jason Yaworski is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Wells Fargo and JPMorgan Chase Bank, N.A. 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. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Elizabeth Nowlin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with J.P. Morgan Chase Bank 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Michael Medina is a CFP® and Series 66 registered advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2026, he worked at Pure Financial Advisors and held several other financial and non-financial roles, including a period focused on education from 2010 to 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, emphasizing non-discretionary, tailored advice supported by proprietary research and multiple portfolio management styles.

Erin Brooks is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 credential and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is an officer of T & G Brooks LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Kenneth Sanchez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Stifel Independent Advisors and Wells Fargo Advisors. Sanchez also serves as a financial and retirement instructor at Pasadena City College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementation through advisory programs or other providers.

Cameron Kashani is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at PRUCO Securities, Mass Mutual, and Express Connection. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and charitable entities. The firm’s approach is model-driven, offering financial planning, access to third-party asset managers, and participation in model portfolio wrap programs.

Jason Lock is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management in the Glendale office. He has been providing investment advice and asset management services to clients for over 30 years. Jason works with clients to develop personalized wealth management strategies that address their full financial picture, focusing on what matters most to them and adapting to changing market conditions. His expertise includes family wealth management, managing new wealth, retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Jason holds a Bachelor's Degree from The University of Kansas and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Jason values communication and service excellence in his client relationships. He follows the Merrill tradition of community participation and spends time volunteering with local organizations. Outside of work, he enjoys baseball, fishing, football, running, traveling, and spending time with his family.

Jason Gietter is a financial advisor with Merrill in Santa Clarita, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2008 and Bank of America since 2009. Outside of his advisory role, he serves as an assistant lacrosse coach at Harvard-Westlake High School and is involved in family businesses, including advising on operations for Bindr Interactive Incorporated and providing guidance to Applied Building Solutions, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies developed by internal and third-party teams.

Kevin Cai is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Morgan Stanley and Charles Schwab Bank, SSB. He has also worked in technology and education sectors, including a position at Clarissa.ai and teaching at The King's Academy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios alongside alternative investment offerings.

Robert Coe is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he spent a combined 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader set of financial products than typical institutional advisers.