Lorena Sarco is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2013. Outside of advisory work, Sarco is involved in real estate sales and serves as the Community Outreach Director for the National Association of Hispanic Real Estate Professionals, collaborating with Habitat for Humanity on events. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform with a range of program options and affiliations.

Patricia Valenzuela is a financial advisor with Raymond James & Associates, holding Series 63 and 66 designations and bringing 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney for a decade before joining Raymond James. Outside of finance, she works part-time as a cake maker and decorator. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, supported by extensive research and a broad affiliate network.

Sarkis Ardjian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he has been involved with Primerica Financial Services since 2023 and owns Salifex Marketing, a non-investment related business. He also receives compensation for referrals of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and oversees portfolio implementation with an emphasis on tiered wrap fees and independent manager due diligence.

Kimberly Orlando is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Orlando is based in Los Angeles, CA. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Valeriano Parayao is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 25 years of experience from his tenure at Bank of America and Merrill Lynch. Val serves a diverse clientele including active and retired business owners, corporate executives, individuals in the creative and entertainment fields, as well as many same-sex couples and other members of the LGBTQ community. His practice focuses on family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, tax minimization, and socially responsible investing. During his career, Val has developed expertise in identifying needs and opportunities on both sides of clients' balance sheets—assets and liabilities—while leveraging internal resources such as small business bankers and trust specialists. He emphasizes establishing a comfortable rapport with clients to facilitate productive conversations, and he collaborates with clients' CPAs and attorneys to design tax-minimization and estate-planning strategies. Val's professional credentials include a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from the California State University system. Val is involved in community organizations such as Advancing Justice LA and Project Angel Food and is a member of the American Red Cross. He grew up in the Philippines and moved to the United States as a teenager. While attending California State University, he worked for Bank of America, later joining the bank full-time until he transitioned to Merrill in 2017. Val resides in West Hollywood and enjoys biking, hiking, music, running, spending time with family, traveling, and yoga.

Brenda Osborne is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Bryan Thomas is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nour Jaber is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining LPL Financial in 2026, Nour worked at UBS Financial Services Inc. for four years and JPMorgan Securities LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Denise Wang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at HSBC Securities, New York Life Insurance Company, and K1 Packaging Group. Outside of finance, she provides bridal styling beauty services through Kohnur Luxurious Bridal Beauty. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting alongside affiliated brokerage and investment management capabilities.

Geoffrey Shrager is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Nina Kim is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and JP Morgan Securities LLC prior to joining Morgan Stanley in 2019. 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 and manages approximately $2.74 trillion in client assets.

Gordon Chow is a CFP® with 27 years of industry experience, currently serving at Cetera. His career includes over two decades at Avantax Advisory Services and related entities, and he has operated his own CPA practice since 1986. Outside of advising, he holds a role as Treasurer/Comptroller at First Chinese Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Jonathan Beck is a financial advisor with OSAIC in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with OSAIC since 2010 and also maintains a position with CPW Capital. Outside of his advisory roles, Beck serves as president of Crown Financial Partners LLC, which is involved in fixed insurance sales, and assists with operational oversight for a family real estate business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services across various asset classes and employs firm-provided tools for portfolio construction and management.

Jermaine Jamison is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in financial literacy education through his ownership of Know Money LLC, which focuses on underserved communities, and serves as Chapter Treasurer for the NFLPA Los Angeles Chapter. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations supported by a centralized consulting team.

Eugene Mori is a financial advisor with Merrill, holding the Series 66 designation and over 15 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, Mori serves as a committee member for the S and B G School of Nursing’s Dean's Advisory Cabinet Philanthropy Committee. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

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.

Pengxin Fang is a financial advisor with Merrill in West Covina, CA, holding a Series 66 designation and four years of industry experience. He has been with Merrill since 2022 and has a concurrent work history with Bank of America, N.A. dating back to 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

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.