Randy Wang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, and previously spent 19 years at Bank of America and Merrill. Outside of finance, he owns and operates a sole proprietorship focused on the purchase and sale of apparel and shoes. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shawn Ecklund is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting client implementation through various advisory programs.

Devlin Chung is a financial advisor at Edward Jones in San Marino, CA, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016 and is also involved with Knotico LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jae Hyeong Koo is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at various J.P. Morgan entities since 2020 and has prior experience outside the financial industry, including a role at Mr. BBQ. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting through a non-discretionary advisory model.

Derek Iger is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Pasadena, CA. He has one year of industry experience, including roles in finance and technology, as well as ownership of Noble Films LLC. He has previous experience in the entertainment and storytelling sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that incorporates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Yipeng Hsu is a financial advisor with Morgan Stanley in Pasadena, CA, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes positions at Cathay Private Equity Co., Ltd and J.P. Morgan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Diane Grohulski is a Senior Vice President and Wealth Management Advisor based in the Pasadena, California Merrill Lynch Wealth Management office. She has been an investor since 1983 and has worked with Merrill since 1990. In her role, Diane focuses on total wealth management and strategies for multidimensional personal and business finance. She utilizes a defined process that involves understanding each client's specific situation, establishing objectives, recommending appropriate strategies, and reviewing progress toward those goals to provide personalized advice and access to specialized investment services for sophisticated investors. Diane holds a Bachelor's Degree from City University of New York and an MBA from the University of Southern California Marshall School of Business. She earned the Chartered Retirement Planning Counselor (CRPC™) designation in 2010 and also holds the Personal Investment Advisor (PIA) designation. Her expertise spans client focus areas including college education planning, corporate executive services, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. In addition to her professional work, Diane is active in her community. She has served as a Trustee of the LA County Arboretum and has participated on various boards and committees, including A Noise Within Theater, USC Marshall Partners, the executive committee of the Girl Scouts Mt. Wilson Council, South Lake Business Association, Historic Highlands Neighborhood Association, and USC Trojan Affiliates. She speaks both French and English.

William Porter IV is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at RSM US LLP for eight years before joining Merrill and Bank of America in 2023. Merrill, together with its affiliate Managed Account Advisors LLC, serves Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering managed account services with model-based and discretionary strategies designed by internal and third-party investment teams. The firm supports a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Christiansen is a financial advisor with Ameriprise in Arcadia, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendations through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Qingfeng Lin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan in 2023, Lin worked at Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of finance, Lin is a partner in an e-commerce business focused on online sock sales, providing management and strategic advice while the day-to-day operations are handled by a spouse. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ke Zhang is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and has been with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 66 designation and is based in Pasadena, CA. 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 tools.

Steven Peterson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2009 after serving 24 years as an officer at a boutique money management firm in Southern California. Steven holds a Bachelor of Science degree in Finance from California State University, Los Angeles. He earned the Chartered Financial Consultant® (ChFC) and Chartered Retirement Planning Counselor™ (CRPC) designations and holds Series 7 and Series 66 FINRA registrations. His expertise includes family wealth management strategies, defined benefit and contribution plans, personal retirement planning, portfolio management, special needs planning, and tax minimization. Steven works closely with individuals and local businesses to develop comprehensive wealth plans that incorporate retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and executive planning. He regularly meets with clients to review and adjust their financial plans according to their evolving needs. Steven is also engaged in community activities and volunteers with local organizations. Outside of his professional work, he enjoys cooking, music, soccer, spending time with his family, traveling, and woodworking.

Victor Jasso Franco is a financial advisor with Morgan Stanley in Brea, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Godspeed Logistics LLC, California State University Long Beach, Citi Staff Solutions, and Norco College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools.

Roland Vonwinckelmann is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.

Alonzo Bahena is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously served in the United States Marine Corps for ten years and has held teaching positions at several colleges. Outside of finance, he is involved in media production as a general partner and managing member of Delta Visions Media Company, LLC, and participates in advertising projects including work for Toyota SoCal. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Manuel Vega is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, including roles with Stark Wealth Management and Western International Securities. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Cristina Sanchez is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. She is part of Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients with investment management and advisory services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and AI-driven research.

Matthew Crammer is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked extensively with Avantax Advisory Services and related firms for over two decades and has operated his own business, Crammer & Crammer, since 1997. Outside of advising, he is president of two tax preparation and accounting firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various model portfolios and third-party managers.

Gabriel Lynn is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Tamar Barnaba is a Financial Advisor with Merrill Lynch Wealth Management in Pasadena, California. She advises individuals, families, and businesses, helping clients clarify their financial goals and advance those objectives through customized strategies. Tamar works with a diverse client base, including business owners, executives, professionals, and retirees, providing guidance on areas such as retirement income, executive compensation, family wealth management, and legacy planning. She emphasizes attentive listening and collaboration, coordinating with clients’ external tax and legal advisors when appropriate. With over fifteen years of experience in financial services, Tamar began her career at Citi, where she held roles including Wealth Relationship Manager and Personal Banker. She holds the Series 6, 7, and 66 FINRA registrations, along with life and health insurance licenses. Additionally, Tamar has earned professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is fluent in English, Arabic, Armenian, and Turkish. Tamar is a first-generation American who values the opportunity represented by the American dream. Outside of her professional duties, she enjoys spending time with her husband and son, engaging in cooking, baking, family traditions, traveling, and beach outings. She has a personal philosophy focused on developing individualized financial strategies tailored to each client’s long-term goals.