Mark Suffredini is a financial advisor at Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and approved methodologies to support its advisory services.

Andrea Vien is a Series 66 licensed advisor with Cetera based in Pasadena, CA. She has been in the industry since 2026 and previously worked at the office of Arthur C. Hsieh, CFP, from 2007 to 2026. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and provides various program structures and custodial relationships.

Terry Lin is a financial advisor with LPL Financial in South Pasadena, CA, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at East West Bank for nine years before joining LPL Financial and Ronald Tanaka, CFP, in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management services, combining scale and diverse financial solutions with a network of over 22,800 advisors.

Amy Mei is a financial advisor with UBS Financial Services in Brea, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She worked at Merrill from 2001 to 2016 before joining UBS, where she has been since 2016. Outside of her advisory role, she is the owner of a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-backed, model-based investment strategies tailored to client goals.

Ryan Tolan is a financial advisor at Ameriprise with 18 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2007. He holds a Series 66 designation and is based in La Verne, CA. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Ellie Wong is a financial advisor at Charles Schwab with a Series 66 designation and experience beginning in 2023. Her prior work includes roles at Bank of America, East West Bank, and Cypress Sourcing Company Ltd., as well as several years of full-time education before entering the financial industry. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

James Canela is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. He has been with Wells Fargo Bank since 2004 and with Wells Fargo Clearing since 2016. 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 serves a broad client base and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Phillip Kiriboon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., Chase Investment Services Corp., and Wamu Investments, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm typically employs model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Kevin Danni is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Danni serves on the Board of Directors for St. Francis High School in La Canada, CA, where he is involved in fundraising efforts. He is also involved in horse breeding and racing through Take One Racing LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm‑approved tools and modeling techniques.

Bonnie Hong is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she is involved as an officer in a real estate-related business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and modeling tools, offering both direct and employer-partnered plans.

Amy Williams is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America in various roles since 2007. 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.

Michael Nackerud is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2025, he spent eight years at TIAA and TIAA-CREF. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and proprietary investment analysis to support client goals.

Jia Ni is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Citigroup, HSBC Securities USA, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Christina Smith is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to develop financial plans.

Yvette Garcia is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley. Outside of her advisory role, she co-owns a handmade crafts business and a record label with her spouse, and serves as vice president of a homeowners association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Yihan Zhang is a financial advisor at Ameriprise with CFP® certification and Series 63 and 65 licenses. Zhang has prior experience at Goldman Sachs & Co. LLC and a background that includes studies at Columbia University. Outside of finance, Zhang has been involved with Vega Tax Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service delivering written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Michelle Kir is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She has worked at Bank of America and Merrill since 2018 and previously spent sixteen years with Wells Fargo Investments. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Byron Duran is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2018 and currently serves at Bank of America, N.A. since 2025. Prior to his financial services career, he was employed at MetroPCS and Camino College. 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 plans, corporations, and charitable organizations.

Benjamin Blum is a financial advisor with Cambridge Investment Research Advisors in Monrovia, CA. He holds Series 65 and Series 66 licenses and has 23 years of industry experience. Prior to joining Cambridge in 2021, he worked at firms including Cetera and Woodbury Financial Services. Blum is also an independent insurance agent and owner of business entities including Bless Holdings, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm employs both proprietary and third-party strategies, providing customizable investment solutions through various custody and platform arrangements.

Susan West is a CFP®-designated financial advisor with Morgan Stanley in Brea, California, bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through various planning and investment strategies.