Elizabeth Chang is a financial advisor with J.P. Morgan Securities based in Los Angeles, CA. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Camino Financial, along with time affiliated with Wellesley College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with recommendations limited to eligible strategies and supported by centralized due diligence.

Mark Fasano is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with UBS since 1991. Outside of his advisory role, he is an owner and proprietor of a real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a broad range of financial products and solutions.

Adrian Nunez is a financial advisor at Ameriprise with two years of industry experience. He previously worked at KPMG LLP and EY LLP, where he spent 16 years combined. Outside of his advisory role, Nunez is employed by Insperity PEO Services L.P., a provider used by franchise advisors for employment compensation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Matthew Martinez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. His prior experience includes roles at Revolution Financial Management and Transamerica Financial Advisors, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes centralized due diligence, combining quantitative and qualitative research to deliver customized asset allocation advice and performance reporting.

Jessica Lackmeyer is a financial advisor at Merrill with Series 66 registration and six years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2019 and has prior experience with AdvicePeriod, EP Wealth Management, and other organizations. Outside of finance, her work history includes roles at Malibu Cafe and Sulife Organics. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Winterson Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years at Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support diversified portfolio construction and a range of financial products through its affiliates.

Tho Ngo is a Certified Financial Planner (CFP®) associated with Edward Jones, where he has 16 years of experience, including 15 years in the industry. He has been with Edward Jones since 2010 and holds the Series 66 designation. Ngo is also a partner in McGhee and T LLC, a commercial real estate business in Statesboro, GA. 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 approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Barry Peterson is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC before joining UBS in 2021. Peterson serves on the boards of QueensCare, where he participates in grant decisions to support under-insured and low-income populations in Los Angeles, and Volunteers of America Los Angeles, which provides Preschool services and housing assistance in the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice through proprietary research and model-based asset allocations.

Irene Kogan is a financial advisor at Cetera with 38 years of industry experience. She has held roles at Cetera and its affiliates since 2013 and has worked with Financial Network Advisory Corp. since 1992. She holds the Series 63 designation. Cetera Investment Advisers LLC serves a diverse client base including individuals, 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 both affiliated and third-party investment managers.

Chelsea Deng is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 25 years of industry experience. Her prior work includes roles at Merrill and Bank of America, N.A. She is also the sole proprietor of a private investment and finance LLC based in Los Angeles. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

David Lee is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 designations with seven years of industry experience. His work history includes roles at Prudential Advisors, Bank of America, Merrill, and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Emily Kim is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Kirk Wendorf is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Arman Akhverdyan is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation. Prior to joining Ameriprise, his background includes roles in education and retail, as well as content creation on YouTube. Outside of his advisory role, he is employed by Insperity PEO Services L.P. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, non-discretionary recommendations with a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Francesco Setola is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Tori Samuel, various insurance carriers under W&R Insurance Agencies, Waddell & Reed, PRUCO Securities, Prudential Insurance Company of America, and Foresters Financial. He is also involved in Cognitive Wealth Management, a business related to his LPL activities. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and research tools.

Ebby Kahen is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 designation and nine years of industry experience. Kahen has worked at various J.P. Morgan entities since 2014. Outside of advising, Kahen serves as a board member for the Young Musicians Foundation, a nonprofit focused on providing access to high-quality music education to underserved communities in Los Angeles. J.P. Morgan Securities offers 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. The firm’s advisory process combines quantitative and qualitative research using forward-looking capital market assumptions, and includes capabilities in derivatives and commodities.

David Blumenthal is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 66 designation and 7 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he owns and operates DJ David Michael Productions, a music-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by a structured discovery process and firm-approved planning tools.

William Janney is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes roles at DB Fitzpatrick and Co. and Wolf One Farms, as well as teaching positions at The College of Idaho and Pacific Palisades High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Catherine Cole is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Daniel Shandling is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.