Jacek Holzwieser is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Todd Goldsworthy is a financial advisor at Edward Jones in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior roles include working at Goldsworthy Financial Services LLC and Klatch Coffee Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors nationwide.

Fwu Chian Tsai is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been associated with Cetera since 2004 and owns Lotus Accountancy Company, a CPA firm providing bookkeeping, tax preparation, business management consultation, and tax planning services. He also serves as president of a market consulting firm unrelated to investment activities. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets for approximately 800,000 clients.

Li Sun is a financial advisor at Merrill with 22 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. 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.

David Jakl is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of finance, he serves as head coach for a nonprofit swim team, the Manta Rays Parent Association. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide array of investment programs delivered via affiliated broker-dealer and RIA relationships.

Matthew Wong is a financial advisor with Merrill in Pasadena, CA, holding the Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is involved in managing several rental properties as a sole proprietor. 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 individuals, high-net-worth clients, and various institutional accounts.

Amy Peng is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2010. Her prior experience includes roles at Barclays Capital Inc. and Lehman Brothers Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Mustapha Fawal is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He specializes in delivering tailored advice and strategic financial plans that align with the unique goals and aspirations of his clients. Mustapha is committed to a client-centric approach, emphasizing transparency and personalized service to foster lasting relationships and support individuals in achieving financial security and confidence. Born and raised in Los Angeles, Mustapha focuses on impacting clients within his community and throughout the city. He is passionate about helping individuals identify what matters most to them and developing financial literacy among youth. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA), and he is fluent in both English and Spanish. Mustapha earned a High School Diploma from Eagle Rock High School. Outside of his professional work, Mustapha enjoys adventure sports, biking, bowling, camping, fishing, golfing, hiking, pickleball, skiing, and spending time with his family.

Vikram Sheth is a financial advisor at Mass Mutual Investors Services with 52 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes long tenure at Metlife Securities Inc. and experience at MassMutual Life Insurance Company. He also works as an independent insurance agent specializing in dental and group disability income, life settlement, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning and event-driven services like estate settlement and divorce planning.

Bahraam Foroughi is a financial advisor with RBC Capital Markets in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining RBC, he worked at UBS Financial Services for four years. Outside of his advisory role, he has experience in retail operations through his ongoing work at 7-Eleven. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and advisory services through various wrap fee programs. The firm leverages both in-house and third-party investment resources and provides integrated financial solutions.

Andy Cheng is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade, Bank of America, Merrill, and Cetera. Cheng is also the owner of a rental services business. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and brokerage services.

Daniel Syrkin is a financial advisor at Morgan Stanley in Pasadena, CA. He holds the Series 66 designation and has recently begun his career in the industry, with previous experience including academic roles at the University of Southern California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee resources.

Robin Park is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017, following a year at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sierra Lindman Marshall is a financial advisor at OSAIC with three years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and The Resource Group. Outside of her advisory role, she offers long-term care and traditional life insurance through Marshall Wealth Advisors. OSAIC serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, offering diverse programs including financial planning, Unified Managed Accounts, and retirement plan consulting.

Samantha Gomez is a financial advisor with Merrill in Los Angeles, CA, holding Series 66 and Series 63 licenses and one year of industry experience. Her prior roles include positions at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Recker is a financial advisor with Fidelity Investments in Pasadena, CA, holding Series 63 and Series 65 designations. He has one year of industry experience and previously worked at Crexi LLC, Keenan Financial, and several other organizations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction in its investment process.

Norman S. Labrador is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1992 and joined Merrill Lynch in 2007. In his current role, Norman focuses on developing financial strategies and providing advice tailored to individuals, families, and businesses, with an emphasis on understanding their short- and long-term financial objectives. His areas of expertise include legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Norman holds a bachelor's degree in Finance from California State University, Los Angeles and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Norman and his wife, Janet, reside in Pasadena with their two children. They actively participate in the community and support various charitable organizations such as Foothill Families, South Pasadena/San Marino YMCA, and The Children’s Hospital of Los Angeles. Norman is also engaged in community volunteering, reflecting a commitment aligned with Merrill Lynch’s tradition of community involvement.

Christopher Felton is a Series 66 licensed financial advisor with Morgan Stanley in Pasadena, CA, holding 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he owns a single-unit rental property. Morgan Stanley Wealth Management is a large 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 firm-approved tools and methodologies.

Edwin Ramirez is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including J.P. Morgan Securities, Merrill, Bank of America, and Washington Mutual. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Tayra Martinez is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. She is part of a team that collectively brings over 100 years of financial expertise. Prior to her current role, Tayra was a small business owner, a background that provides her with insights into the financial challenges faced by individuals and families. She focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Tayra holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a High School Diploma from Rancho Santa Rosa High School and completed an Accredited Certificate Program at the College for Financial Planning. Fluent in both Spanish and English, she is involved in professional organizations such as the Hispanic/Latino Organization for Leadership and Advancement and the Inland Empire Economic Partnership Regional Leadership Academy. In her personal life, Tayra is a mother of two and is married. She has interests that include baseball, cooking, dancing, golfing, interior decorating, music, pickleball, spending time with her family, and traveling.