Austin Park is a financial advisor with LPL Financial in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes positions at Independent Financial Group, Unionbanc Investment Services, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and Valic Financial Advisors. 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 offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory strategies implemented through both discretionary and non-discretionary approaches.

Yong Joon Cho is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing. His career includes multiple roles at Wells Fargo entities, U.S. Bancorp Investments, and MUFG Union Bank. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Alexander Mineros is a financial advisor with J.P. Morgan Securities in Montrose, CA, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMC BANK NA (Southwest) since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within a broad range of eligible strategies.

Fay Meng is a Series 66-licensed financial advisor with UBS Financial Services in Claremont, CA, bringing 25 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Nilesh Shah is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, CanAm Investor Services, and ENAM Holdings P Ltd. Outside of his advisory work, he serves as Joint Secretary for the San Francisco Chapter of the Institute of Chartered Accountants of India, a nonprofit volunteer role focused on chapter member services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Wong is a financial advisor at Morgan Stanley with 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory programs supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services without providing individual security recommendations as part of its standalone planning program.

Chun Hin Pui is a financial advisor with J.P. Morgan Securities in Arcadia, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and partner in Palm Tree Properties LLC, a short-term rental business in Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.

Trinnell Taylor is a financial advisor with Fidelity Investments in Pasadena, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to his current role, he worked within various divisions of Fidelity since 2007. Outside of his advisory work, he is involved in helping women document their pictures and memories through teaching and hosting scrapbooking classes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, advisory roles for multiple registered investment companies, and incorporation of AI in its research.

Scott Brown is a CFP® with 25 years of industry experience, currently affiliated with OSAIC Wealth Inc since 2018. His prior roles include extensive tenures at 1st Global Insurance Services, Inc and 1st Global Advisors, Inc. In addition to his advisory work, he is a partner at Roger A. Brown & Co., LLP, where he provides tax, audit, and consulting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization. The firm is noted for its scale, affiliate network, and recent consolidation activity.

Jimmy Hua is a Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. His background includes roles at Bank of America from 2016 to 2022 before joining Charles Schwab and Co., Inc. in 2022. 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 offers both non-discretionary and discretionary investment solutions, combining extensive scale with integrated custody and brokerage capabilities.

Julie Liu is a financial advisor at Morgan Stanley in Pasadena, CA, holding a Series 66 designation with 16 years of industry experience. She has been with Morgan Stanley since 2014. 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.

Michael Babykin is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and uses structured planning tools and modeling techniques as part of its process.

Tat Gary Tsui is a financial advisor with Merrill in Temple City, CA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked with Bank of America and Merrill since 2013. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Ayoub is a financial advisor at Edward Jones in Covina, CA, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he worked at Barrios Insurance Services Inc and Kemper Insurance, and spent several years self-employed. Outside of financial advising, he has experience in computer services, having operated a computer repair business intermittently prior to his current role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, alongside affiliated mutual funds and other financial services.

Susan Outzen is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and employer-sponsored agreements.

Samuel Lau is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2015 in multiple periods and is also affiliated with MassMutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by software tools and also delivers event-driven planning programs.

Durrell Noel is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mariela Palacios is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Michael Page. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and incorporates both quantitative and qualitative research, with a portfolio approach that may include ESG considerations.

Natalya Tumanyan is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Merrill, Sigma Smart Technologies LLC, and Scottrade, Inc. She joined UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Danielle Lee is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, HSBC Bank USA, and East West Bank. Outside of her advisory role, she owns a research business based in Pasadena, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.