Jonathan Chan is a financial advisor at UBS Financial Services in Pasadena, CA, with eight years of industry experience. He holds the Series 66 designation and previously worked at Ellie Mae and Velocify before joining UBS in 2018. Between 2015 and 2017, he served as a director for 2GoTrade Limited, a Hong Kong-based software services company, primarily in a limited capacity to assist with corporate approvals. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Helen Zhou is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. She has worked at Cetera since 2018 and previously held positions at U.S. Bancorp Investments, U.S. Bank, Wells Fargo, and Merrill. In addition to her advisory role, she serves as Senior Manager of Wealth Sales and Strategies at East West Bank. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement models from affiliated and third-party managers or create custom strategies.

Leroy Kawai is a financial advisor with OSAIC, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Royal Alliance Associates and Signator Investors, along with a long tenure at Pacific Bridge. He also serves as Vice President of the Citrus Estate Planning Council, a local chapter of the National Association of Estate Planning Councils. OSAIC Wealth serves a diverse client base including retail and institutional investors through a multi-advisor platform offering brokerage and advisory services. The firm’s approach centers on model-based asset allocation and portfolio optimization, supporting a wide range of investment programs and third-party managers.

Jonathan Mclean is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Citigroup Global Markets and Prudential Equity Group. Outside of his advisory work, he manages a rental property business that is currently cash flow neutral. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, emphasizing an advisory role without providing individual security recommendations in standalone planning.

Gregory Babykin is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 credential. Outside of his advisory role, he is involved as an individual contractor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured planning tools and proprietary market projections.

Marvin Tsao is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Pan Group. He joined Merrill in 2023 and works alongside his mother, who has been with the firm for nearly 20 years. Together, they serve approximately 180 households, including businesses, family trusts, and pension plans. Marvin focuses on family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and individual and corporate investment strategy. Before joining Merrill, Marvin worked as a data scientist at the Jet Propulsion Laboratory, where he conducted near-infrared observations of Jupiter and performed data analysis to produce atmospheric trends and maps. He holds a Bachelor's Degree in Science in Economics from the University of Michigan—Ann Arbor, with a specialization in American Industries. Marvin is a Personal Investment Advisor (PIA). In addition to his professional work, Marvin enjoys chess, bowling, cooking, fishing, gardening, hiking, music, reading, traveling, and spending time with his family. In 2025, Marvin was named to the Forbes "Best-in-State Wealth Management Teams" list as a member of the Pan Group.

Jonathan Lising is a CFP® professional at Edward Jones with 22 years of industry experience, including 14 years at Edward Jones. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a real estate business based in Huntington Beach, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Javier Rojo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Merrill, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG frameworks and leveraging affiliations with broader investment management entities.

Falon Harris is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for five years. Harris is also involved in forming an LLC focused on peer-to-peer car rentals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Malcolm Johnson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 65 and Series 63 licenses and has worked in roles at JPMorgan Chase Bank, N.A., Hybrid Securities Fund I, Prolead, and Deutsche Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

Michelle Yazawa is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC for four years before joining Ameriprise in 2020. Outside of her advisory work, Yazawa serves on the Board of Directors for the North Torrance Youth Musician's Ensemble and operates a part-time photography business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating detailed recommendation reports and ongoing tax-aware withdrawal strategies.

Wilson Yang is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank. His outside activities include managing a small rental income business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Yiqun Li is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Morgan Stanley, Li worked at J.P. Morgan Securities and First Republic Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Andrew Kausteklis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network in 2026, he worked at UBS Financial Services, Inc. and Ameriprise. Outside of his advisory role, he manages a rental property business in Los Angeles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations delivered through meetings and written summaries.

Opinder Marwah is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 25 years at Woodbury Financial Services, Inc. Marwah is also engaged in the insurance business, offering fixed insurance products such as term life, disability, and health. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with options for discretionary management and third-party managers, supporting various client types including individuals, retirement plans, charities, and corporations.

Marc Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing financial strategies for high-net-worth individuals, families, and business owners, focusing on areas such as college education planning, family wealth management, LGBT wealth planning, retirement income, and small business strategies. His approach emphasizes a disciplined, goals-based wealth management process, tailored to each client’s unique priorities and circumstances. Marc’s expertise is supported by his registrations with FINRA (Series 7, 9, 63, and 65) and his certification as an Alternative Investments Qualified Advisor. He holds the Personal Investment Advisor (PIA) designation and maintains life insurance licensing through Merrill Life Agency in California. His educational background includes a Bachelor's degree from Indiana University and attendance at the University of South Florida. Committed to community involvement, Marc has served as a volunteer board member for the Families Forward Learning Center. Outside of his professional work, he enjoys baseball, biking, gardening, hiking, running marathons, swimming, tennis, and spending time with his family.

Elliot Chang is a financial advisor with Wells Fargo Clearing in Pasadena, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. Outside of his advisory work, he is involved as a part-time landlord in various real estate ventures. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jing Liu is a financial advisor at Merrill with 12 years of industry experience. Liu holds the Series 63 and Series 66 designations and has worked at Bank of America/Merrill since 2017, including a prior role at Shoujun Asset Management Limited. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individual, high-net-worth, and institutional clients.

Alexander Apodaca is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. He has been involved with SchoolsFirst Federal Credit Union since 2014, serving as an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Emily Wu is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she held positions at D.A. Davidson and worked in various roles at UC Riverside, including the School of Business and School of Medicine. Outside of finance, she has experience in the food service and real estate sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.