Eugene Mori is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2010. Outside of his advisory role, Mori serves as a successor trustee for family trusts and is a committee member of the Philanthropy Committee at the S and B G School of Nursing. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Scott is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to create flexible wealth management plans tailored to each client’s unique financial situation. Kevin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Southern California. He also follows the Merrill tradition of community involvement, dedicating time to volunteer with local organizations.

Brently Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Juan Alfaro Campos is a financial advisor at Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. He has worked with Capstone Partners and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written financial recommendations, with optional implementation through separate brokerage or insurance arrangements.

Irena Ngo is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously at CBRE and Team ABC, LLC. Ngo is also employed by Insperity PEO Services L.P., which provides employment compensation services for franchise advisors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Kai Yuan Hu is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2022, following prior roles at Prudential Insurance Company of America, Ameriprise Financial Services, and Cetera Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Anthony Consiglio is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Merrill and Morgan Stanley. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering tailored investment strategies through various advisory programs and portfolio management services. The firm utilizes both in-house and third-party investment managers and provides integrated capital markets and lending capabilities.

Pengxin Fang is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 2022. Prior to that, he has been associated with Bank of America, N.A. since 2016. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samantha Anderson is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Lorraine Darosa is a financial advisor at Merrill in Los Angeles, CA, with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill and Bank of America since 2015. Outside of her advisory role, she serves as a successor trustee for a living trust. 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.

Irma Deluna is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds a Series 63 designation and has worked previously at Merrill Lynch, Credit Suisse Securities, Wells Fargo Investments, Citigroup Global Markets, and Morgan Stanley. Deluna is currently employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services alongside securities advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jason Lopez is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Morgan Stanley Smith Barney. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a non-discretionary model supported by extensive research and multiple portfolio management approaches.

Franc Burzotta is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Charles Schwab, and USAA Financial Advisors. Outside of his advisory role, he is the sole member of HEX3N LLC, a publishing business based in Norwalk, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Hye Ri Kim is a financial advisor with Equitable Advisors in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Equitable Advisors since 2014 and was also with Axa Advisors, LLC for six years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Vivian Chang is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 1996 and holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, utilizing algorithmic tools alongside dedicated oversight committees to generate personalized retirement recommendations.

Sylvia Lee is a financial advisor with Mass Mutual Investors Services in Pasadena, CA, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Coldwell Banker New Century. Outside of advisory work, she is also licensed as a real estate broker and insurance broker. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, as well as educational seminars.

Lilly Tung is a financial advisor with Cetera in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include five years with HSBC Securities USA and HSBC Bank USA National Association, along with multiple tenures at Cetera and East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth levels, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with diverse program options.

Taoran Li is a Financial Advisor with Merrill Lynch Wealth Management. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Master's Degree from the California State University System. In his role, Taoran provides financial advice and wealth management services, leveraging his specialized certifications to serve clients with retirement planning and investment needs, including those in sports and entertainment industries.

Mark Grueninger is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 25 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Banc of America Investment Services. Outside of advisory work, he is involved in several real estate partnerships as a silent or passive investor in commercial properties in California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies using a combination of in-house and third-party investment managers.