Jill Hou is a Financial Advisor at Merrill Lynch Wealth Management. She provides comprehensive wealth planning and wealth management strategies tailored to clients with complex needs, focusing on understanding their goals and life priorities to create custom financial plans. Jill leverages the resources of Merrill Lynch Wealth Management along with the banking services of Bank of America to offer holistic and personalized advice. She holds professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jill earned her Master of Business Administration (MBA) from the University of La Verne. Her expertise encompasses areas such as divorce transition planning, education planning, family wealth management, personal retirement planning, small business strategies, and retirement income. In addition to her professional work, Jill speaks English and Chinese and has personal interests in hiking, tennis, and traveling. Her approach centers on placing clients and their families at the heart of financial decision-making to help them pursue their financial goals.

Ruarri Burda is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Based in Claremont, CA, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Brittany Romero is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously spent three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies and supported by centralized due diligence.

Carlos Cano is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he assists families in growing, protecting, and managing their wealth with a focus on risk management, income planning, and tax-efficient investing. He aims to understand each client's unique situation and develop tailored financial strategies using the resources available at Fidelity. Prior to his current position, Carlos served as a Financial Consultant at LA Pension Planners from 2021 to 2022 and as a Financial Advisor at Equitable Advisors from 2020 to 2021. He holds a California Insurance License. Outside of his professional work, Carlos has interests in baseball, cars, comedy, fitness, food, and football.

Sharon Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial strategies for business and family finance. She collaborates with a team of specialists to assist clients in retirement planning, investments, banking and credit solutions through Bank of America, and estate planning services. Sharon is a native speaker of Mandarin and Taiwanese and brings over 25 years of experience serving corporate and high net worth clients. Her expertise spans family wealth management, new wealth management, personal retirement and philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Sharon holds a Master’s degree from The Pennsylvania State University and a Bachelor’s degree from National Taiwan University. She also holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sharon is actively involved in her community, having volunteered with the Fullerton Chinese School since 2003 and serving as its Principal from 2008 to 2009. Her personal interests include hiking, music, reading, spending time with her family, traveling, and writing.

Ivan Albarran is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Lauren Nettels is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank and Capitol Ai. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Evan Monroe is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Growth Investment Group, Marcus & Millichap, and Steve Heyman "The Insurance Man." He was also involved with USC JEP ReadersPlus and the University of Southern California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branches.

Shutong Chen is a financial advisor at Cetera with two years of industry experience. Chen holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2023. Prior roles include positions at Cathay Bank, Hsu Yao Tuang & Chiang CPA, and several educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Liz Zhao is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies, New York Life, Pacific Century Securities, and AIG. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of products and services.

Roger Mckee is a financial advisor at Morgan Stanley with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. His professional designations include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and risk modeling techniques and manages approximately $2.74 trillion in client assets.

Amy Hung is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Merrill for eleven years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary advisory services, employing an IPS-driven process grounded in modern portfolio theory and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Anna Lee is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 10 years before joining Wells Fargo Clearing in 2020. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Daniel Wang is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Charles Schwab in Pasadena, CA, where he has worked since 2022. Prior to this, he held roles at TransGlobal Advisory LLC, Globalink Securities, and Transpacific Financial. 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 offers both non-discretionary and discretionary investment guidance with a multi-asset model portfolio approach, backed by centralized custody and operational support.

Joven Arella Jr. is a financial advisor with Morgan Stanley in Claremont, CA, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, J.P. Morgan Securities, and other financial firms. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools, focusing on advisory services without individual security recommendations in standalone plans.

Gordon Chen is a CFP® professional with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank NA since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Rex Kim is a financial advisor with Merrill in Los Angeles, CA, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2010. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

William Desser is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through affiliated entities.

Alexander Braun is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in advising entrepreneurs, real estate investors, senior executives, small to medium-sized businesses, institutions, and other high-net-worth clients. He focuses on assisting business owners in the pre-transaction phase to achieve optimal results in liquidity events, and also integrates Bank of America's customized financing and Merrill's tailored wealth strategies for real estate investors. His approach includes developing long-term frameworks for wealth preservation and growth. Starting his career with an internship at Morgan Stanley in 2011, Alexander joined Merrill in 2015. He holds a Bachelor of Arts degree in Psychology, Cum Laude, from the University of San Francisco. He holds professional designations including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with professional organizations such as ACG LA, Investments & Wealth Institute, and ProVisors. Born and raised in Los Angeles, California, Alexander enjoys traveling with his wife, exploring diverse cuisines, and spending time with friends and family. He has served as a Volunteer Leader for Family House and is involved with organizations including Food on Foot and the Los Angeles Regional Food Bank.

Mui Voong is a financial advisor at Wells Fargo Clearing with 19 years of industry experience and holds a Series 66 designation. Mui has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2007 to 2011. 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.